MSFT Equity Research 2026 | Independent Analysis Independent Equity Research Published: February 27, 2026 Analyst: Lead Equity Research Coverage Initiation Report MSFT NASDAQ · Technology Microsoft CorporationIndependent Equity Research The AI Infrastructure Paradox: World-Class Franchise, Near-Term FCF Compression Current Price $401.80 Market Cap ~$2.98T 52-Wk High $555.45 52-Wk Low $344.79 YTD Return -17.7% Fwd P/E… […]
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How disconnected clouds improve AI data governance
Disconnected clouds aim to improve AI data governance as businesses rethink their infrastructure under tighter regulatory expectations. Ensuring operational continuity in isolated environments has become increasingly vital for businesses. Facilities lacking continuous internet access face unique constraints where external dependencies become unacceptable. Microsoft recently expanded its capabilities to allow regulated industries and public sectors to
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After You Migrate: Cleanup, Governance, and Preventing Unmanaged Disks from Coming Back
TL;DR Converting disks is not the finish line. Your real goal is a new steady state: no unmanaged disks no lingering storage account VHD costs guardrails that prevent reintroduction Cleanup is measurable FinOps value: remove unattached disks and old VHD blobs after your validation period. Governance is your long-term win: use Azure Policy to audit
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Convert Azure VMs from Unmanaged to Managed Disks: A Production-Ready Runbook
TL;DR Converting a VM to managed disks is usually operationally straightforward: deallocate, convert, start, validate. The real work is coordination: availability set batching maintenance windows IP address behavior validation and rollback plan Expect a possible post-migration background-copy window where reads can be slower. Do not skip cleanup: original VHD blobs and storage accounts can keep
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Azure Unmanaged Disks Retirement: How to Tell If You’re at Risk Before End of March 2026
TL;DR If any Azure IaaS VM in your estate still uses unmanaged disks, it is on a hard clock: after March 31, 2026 those VMs can’t be started, and running or allocated ones are stopped and deallocated. Your fastest reality check is the Azure Portal VM list: add the Uses managed disks column/filter and set
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VM Conversion in Windows Admin Center (Public Preview): A Field Guide for VMware to Hyper-V
TL;DR: Microsoft’s new VM Conversion extension in Windows Admin Center (WAC) v2 provides a no-cost, agentless way to convert VMware VMs (vCenter 6.x and 7.x) to Hyper-V with minimal downtime using CBT seeding plus a delta cutover. It supports batches up to 10, is cluster-aware, persists static IPs, and auto-maps BIOS to Gen 1 and