Microsoft’s $500 billion rally fuels a debate: financial nihilism or the true AI moat, finally coming into view?

Biztoc.com - July 30, 2026

Microsoft’s $500 billion rally fuels a debate: financial nihilism or the true AI moat, finally coming into view?

Microsoft added nearly $500 billion in market value in a single trading session on Thursday—a more than 17% surge—after reporting fiscal fourth-quarter results that showed Azure revenue surpassing $100 billion for the first time, with Microsoft Cloud revenue …

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