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A New Reality for the AI Trade

Microsoft eases AI fears… the market's new AI split... Luke Lango's Exit Ladder if the selling returns... what the Fed's preferred inflation gauge just revealed...

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A New Reality for the AI Trade

Microsoft surpassed $100B annual Azure revenue and 30M Copilot seats; Meta's net income fell 14% despite 28% revenue growth. For IT leaders: AI capex must deliver immediate monetization and margins—speculation is punished, utilization rewarded.

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martedì 28 luglio 2026·zerohedge.com
The Maddening "Ground Hog Day" Markets Pt 2
The existential angst of the AI trade.
giovedì 30 luglio 2026·swissinfo.ch
Stocks Gain as Microsoft Results Ease AI Worries: Markets Wrap
(Bloomberg) -- US stocks rose as strong growth at Microsoft Corp. reassured investors that expensive bets on AI are starting to pay off, outweighing resurgent worries about…

A New Reality for the AI Trade

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A New Reality for the AI Trade

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The Maddening "Ground Hog Day" Markets Pt 2

Stocks Gain as Microsoft Results Ease AI Worries: Markets Wrap

Microsoft's best day in markets since 2008 shows the AI trade isn't dead, just pickier | Fortune

Microsoft blinked a little in the AI capex race. Wall Street loved it.

Stocks Gain as Microsoft Results Ease AI Worries: Markets Wrap

Microsoft earnings spark optimism for AI stocks, but crypto didn't get the memo

Big Tech’s AI bill came due this week. Investors paid the cloud and punished the rest.

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

A New Reality for the AI Trade

Microsoft blinked a little in the AI capex race. Wall Street loved it.

Microsoft's best day in markets since 2008 shows the AI trade isn't dead, just pickier | Fortune

Microsoft earnings spark optimism for AI stocks, but crypto didn't get the memo

Big Tech’s AI bill came due this week. Investors paid the cloud and punished the rest.

Microsoft Has the AI Backlog, But This Company Has the Returns