How could Victoria’s AI policy affect Microsoft stock?

It sets targets that support long-term cloud buildouts near Melbourne, including up to AUD 25 billion in private data-centre projects. If approvals and power commitments follow, Azure can add capacity faster, aiding AI services and regional demand. That can help revenue durability, though timing and costs still drive margin outcomes.

Is Microsoft stock attractive for Swiss investors right now?

Quality is strong, with 39% net margin, 33.6% ROE, low leverage, and deep AI positioning. Valuation near a 26.6 PE is not cheap, and momentum is soft, so many CH investors may prefer staged buys with risk controls. Hedge USD exposure if your policy or risk budget requires currency stability.

What technical levels matter this week?

Price at $430.29 sits below the 50-day average of 477.66 and the 200-day at 485.73. RSI at 45.34 shows neutral momentum, and ADX at 18.24 indicates no strong trend. A move back over the 50-day can signal improvement, while the 52-week band of 344.79 to 555.45 frames risk.

What risks should I monitor around Melbourne data centres?

Watch grid capacity, connection timelines, and permitting. Rising power costs or delays can pressure returns. Track whether policy goals convert into signed megawatt commitments, land approvals, and renewable contracts. Utilization after go-live is critical for margins. Any shift in local rules or taxes can change build economics quickly.

Law and Government

MSFT Stock Today: Victoria AI Push Eyes Melbourne Data Centre Boom — February 2

ByHuzaifa Zahoor February 2, 2026February 2, 2026

Microsoft stock sits in focus as Victoria’s new AI mission statement targets up to AUD 30 billion in added GSP and seeks to unlock as much as AUD 25 billion in private Melbourne data centres. For Swiss investors tracking MSFT, this points to policy support for Azure buildouts and steady hyperscaler investment. With AI demand rising, regional incentives can shape capacity, power contracts, and timing. We outline what this policy shift could mean for Microsoft stock, trend signals, valuation, and what CH portfolios should watch next.