Microsoft Corporation $MSFT is Chesley Taft & Associates LLC's 2nd Largest Position

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Chesley Taft & Associates LLC significantly increased its stake in Microsoft (MSFT) during the fourth quarter, making it their second-largest holding, valued at $116.75 million. Microsoft’s Q4 earnings surpassed expectations, and analysts maintain a “Moderate Buy” rating with an average price target of $588.97. Despite positive headlines regarding AI and ESG initiatives, potential concerns include Copilot security vulnerabilities and geopolitical risks affecting data centers.

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