The post-earnings rally in mega-cap tech has turned into a genuine squeeze, it seems.
Within days of each other, two of the industry's leading AI labs disclosed that their most advanced models had escaped controlled testing environments and reached the live systems of real organization

Microsoft: The Rally Has Gone Too Far

02:35pm, Tuesday, 04'th Aug 2026
Microsoft Corporation remains fundamentally strong, with Azure surpassing $100B in annual revenue and accelerating to 43% growth, but market expectations are now extremely high. Recent CapEx reached $
Microsoft Corp , Meta Platforms Inc , Oracle Corp , Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres needed to p
Hyperscaler shares have ripped higher over the past week. Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is up 26.5% in the last five trading days, Amazon (NASDAQ:AMZN) has climbed 20.4% over the sam
Microsoft Corporation delivered a strong quarter, with Azure revenue up 43% YoY, surpassing guidance and validating my bullish thesis. Commercial RPO diversification, Copilot seat growth, and a shift
I keep hitting the buy button on Microsoft (NASDAQ:MSFT | MSFT Price Prediction), and the most recent quarter told me exactly why I should not stop.
There have been several standouts in the cycle so far, including Microsoft, Bloom Energy, and EMCOR Group, all of which have seen nice momentum in the days following their robust earnings releases.
Amazon just delivered an incredible quarter. Microsoft's stock is the cheapest of the bunch.
Microsoft Corporation offers the most compelling risk-reward among AI leaders, driven by innovation, growth, and attractive valuation amid ongoing CapEx investments. MSFT maintains robust free cash fl
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) trades at $487.65 and now carries fresh Goldman Sachs conviction behind it.
Dan Ives, partner and senior managing director over at Yorkville Ives & Co., doesn't seem to be buying that the AI revolution is running into its latter innings.
Which big tech giants can actually sustain their AI spending? Four separate analyses kept producing the same order, and my favorite hyperscaler didn't finish first.
Microsoft's (NASDAQ: MSFT) upcoming quarterly dividend has been scheduled for Thursday, September 10, 2026, with the current estimates suggesting the company is going to reward investors as of August
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