Microsofts Stock Soars on AI Infrastructure Play

Microsoft shares jumped 7.6% in the past five days, outpacing the broader tech sector. Lucas and Luna unpack why the move goes beyond hype: a massive SoftBank-backed data center deal in Europe, a quiet shift in how Microsoft sells AI to enterprises, and what it means for the infrastructure trade vs. the application trade. They also discuss why GitHub Copilot's new token-based billing is sparking developer anger — and how that connects to the bigger picture of AI monetization. Plus, a reflection on whether the next AI winners will be the model builders or the companies that simply use them well. #Microsoft #AIInfrastructure #SoftBank #DataCenters #GitHubCopilot #TechStocks #EnterpriseAI #CloudComputing #Azure #AIInvesting #TokenBilling #DeveloperTools #TechNews #Podcast #FexingoBusiness #BusinessPodcast #Technology #StockMarket Keep every episode free: buymeacoffee.com/fexingo