Microsoft has launched a new subscription service for Hotpatch security fixes, priced at .50 per month per CPU core, available for Windows Server 2025 Standard or Datacenter, and requires a connection to Azure Arc. The service allows security updates without rebooting, although users must reboot four times a year for baseline updates. The AI server sector is projected to grow to .83 billion by 2030, with a CAGR of 34.3% from 2024 to 2030. Analysts expect Microsoft's upcoming earnings report to show earnings per share of .22 and revenue of .43 billion. The consensus rating for Microsoft stock is Strong Buy, with an average price target of 0.86, indicating a potential upside of 25.36%.