Why Microsoft Is Outpacing Big Tech This Quarter

What this episode covers

Microsoft shares are up more than 6 percent in the past five days, far outpacing the S&P 500's 1.6 percent gain. Lucas and Luna dig into what's driving the move: the company's Azure cloud business is gaining share as enterprises consolidate vendors, and its Copilot AI assistant is finally showing real revenue traction. They compare Microsoft's diversified revenue base to Alphabet's reliance on advertising and Apple's slower services growth, and discuss whether the stock still has room to run. Along the way, they touch on Fed Governor Bowman's warning against rate hikes and what that means for tech valuations. A focused episode for anyone trying to understand which mega-cap is actually executing right now. #Microsoft #Azure #Copilot #BigTech #CloudComputing #EnterpriseSoftware #AI #Alphabet #Apple #Fed #MichelleBowman #TechStocks #Earnings #RevenueGrowth #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio?

This episode is 8 minutes long.

When was this Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio episode published?

This episode was published on May 29, 2026.

What is this episode about?

Microsoft shares are up more than 6 percent in the past five days, far outpacing the S&P 500's 1.6 percent gain. Lucas and Luna dig into what's driving the move: the company's Azure cloud business is gaining share as enterprises consolidate vendors,...

Can I download this Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio episode?

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