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Why microsoft's stock is soaring toward a historic gain after earnings
Microsoft's stock soars after strong earnings, but it remains unlikely to be the largest company by market cap on August 31 at 0.2% YES.
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thenextweb.com
Traders price an outsized Microsoft move as AI capex scrutiny mounts
Options imply a ~$190bn post-earnings swing for Microsoft, an unusually large move, as investors demand proof its heavy AI spending is paying off.
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Microsoft Q4: Azure tops $100bn, AI bet mostly pays off
Microsoft’s Azure grew 43% and passed $100bn for the year, its backlog hit $678bn, and the stock rose 2%. But AI capital spending keeps climbing.
