But it's a lot easier to fall short of a high bar than a low one. Analysts expect Microsoft to grow revenue by only 16% this year with a similar increase in earnings per share. There will be a greater focus on its Azure cloud computing service, which is growing much faster than the overall company and presents the biggest direct monetization of its AI investments.But Microsoft is arguably a better investment than either chipmaker based on its valuation and risk profile. Analysts have high expectations for b ...