
AUGUST 2, 2026
Microsoft Stock Rally Puts AI Stocks on Cloud Payoff WatchMicrosoft shares extend an AI-led stock rally as Azure growth, cloud revenue and earnings strength reshape Wall Street's capex debate.

AUGUST 2, 2026
Microsoft Stock Rally Puts AI Stocks on Cloud Payoff Watch
JULY 25, 2026
Microsoft and Federal Reserve Put AI Stocks on Capex Watch