$Microsoft(MSFT)$ Microsoft is

$Microsoft(MSFT)$ 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.

Microsoft Extends Gains 3% — Why Hasn't the Earnings Rally Ended?

Microsoft closed up 3.02% on Friday, extending its post-earnings strength as sell-side analysts catalogued three reasons the results drove the stock higher. LinkedIn delivered solid quarterly revenue growth, reinforcing Microsoft's positioning as having the clearest AI monetization path. Valuations have returned to elevated levels after consecutive gains, while the broader large-cap tech sector is undergoing an AI capital reallocation of roughly $2 trillion. Now that the leader has proven capex is working, what drives the next leg up?

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