$Microsoft(MSFT)$ Microsoft is

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$Microsoft(MSFT)$ Microsoft is my pick. The key question isn’t whether AI demand is strong, it’s whether Azure growth and Copilot revenue are beginning to justify the enormous infrastructure spend. If Microsoft can show accelerating AI monetisation while protecting margins, I think it could set the tone for the entire tech sector this week. If capex rises faster than revenue again, the market may become much less patient.

# Big Tech Earnings Week: What Will Move the Market?

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