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Microsoft’s $480 billion rally fuels a debate: Financial nihilism or the true AI moat finally coming into view? | Fortune

The market seems to be in a “rip up the script every day” kind of mode, Steve Sosnick of Interactive Brokers told Fortune. Unless that changes tomorrow.

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Microsoft’s $480 billion rally fuels a debate: Financial nihilism or the true AI moat finally coming into…

Microsoft's $480B rally after Azure exceeded $100B revenue with 27% YoY growth signals AI infrastructure business models finally delivering quantifiable ROI. Market debate: proven moat or leverage-fueled speculation amplified by modern derivatives and ETF tools.

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mercoledì 29 luglio 2026·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.
mercoledì 29 luglio 2026·thenextweb.com
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.

Microsoft’s $480 billion rally fuels a debate: Financial nihilism or the true AI moat finally coming into view? | Fortune

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Microsoft’s $480 billion rally fuels a debate: Financial nihilism or the true AI moat finally coming into…

Timeline cronologica

Traders price an outsized Microsoft move as AI capex scrutiny mounts

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