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better than Microsoft ›Investors don't need to chase risky small-cap stocks to ride the artificial intelligence (AI) boom. Big tech companies are the ones driving the adoption of artificial intelligence. Microsoft (NASDAQ: MSFT) stock has offered a total return of 150% over the last five years, outperforming the S&P 500's 108% return. The stock can beat the index again over the next five years due to the momentum in its cloud computing business.Image source: Getty Images.Microsoft's Azure enterprise cloud business is a key catalyst for its stock right now, mostly due to surging demand for AI cloud services. Growth in Azure was the primary contributor to Microsoft's cloud revenue growth last quarter, which grew 26% year over year to $49 billion. Total revenue grew 18% over the year-ago quarter, reaching nearly $78 billion.This is impressive growth considering that Microsoft may have left some revenue on the table due to limited data center capacity. As more capacity comes online, Microsoft could see accelerating growth in its cloud business. Management said it is on track to increase total capacity by 80% this year.The stock should continue to compound in value on par with underlying growth in the business. Analysts expect the company's earnings to grow at a compound annual rate of 13.5% in the coming years, which could lead to marginal outperformance over the S&P 500 by 2030. Microsoft's relatively low risk profile as a dominant subscription-based software business makes it one of the best ways to profit from AI while sleeping well at night.Before you buy stock in Microsoft, consider this:The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Microsoft wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $604,044!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,220,149!*Now, it’s worth noting Stock Advisor’s total average return is 1,064% — a market-crushing outperformance compared to 194% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,850.92 +4.31 (+0.06%)Dow 3048,254.82 +326.86 (+0.68%)Nasdaq23,406.46 -61.84 (-0.26%)Russell 20002,450.80 -7.48 (-0.30%)VIX17.51 +0.23 (+1.33%)Gold4,201.40 +85.10 (+2.07%)PortfolioSign in to access your portfolioSign inTop gainersMH McGraw Hill, Inc. 14.09 +2.72 (+23.92%)CNTA Centessa Pharmaceuticals plc 26.70 +4.16 (+18.46%)BBAI BigBear.ai Holdings, Inc. 7.17 +1.11 (+18.32%)ONON On Holding AG 41.51 +6.33 (+17.99%)ORLA Orla Mining Ltd. 12.04 +1.46 (+13.80%)Top losersDGNX Diginex Limited 14.00 -2.35 (-14.37%)CRCL Circle Internet Group 86.30 -12.00 (-12.21%)RGTI Rigetti Computing, Inc. 28.30 -3.10 (-9.87%)MENS Jyong Biotech Ltd. 36.70 -3.96 (-9.74%)DQ Daqo New Energy Corp. 32.15 -3.46 (-9.72%)Most activeOPEN Opendoor Technologies Inc. 9.37 +0.89 (+10.50%)BBAI BigBear.ai Holdings, Inc. 7.17 +1.11 (+18.32%)PLUG Plug Power Inc. 2.7300 +0.2000 (+7.91%)NVDA NVIDIA Corporation 193.80 +0.64 (+0.33%)AMD Advanced Micro Devices, Inc. 258.89 +21.37 (+9.00%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersCSCO Cisco Systems, Inc. 73.96 +2.25 (+3.14%)LPTX Leap Therapeutics, Inc. 2.0500 +1.6125 (+368.57%)BTC-USD Bitcoin USD 101,944.16 -1,028.16 (-1.00%)CRCL Circle Internet Group 86.30 -12.00 (-12.21%)DLO DLocal Limited 14.86 +0.34 (+2.34%)Top economic events