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BullishMEDIUM severityTech & AI24d ago

Microsoft shares are surging. Here’s how to still make money, says Mike Khouw

Reported by CNBC · cnbc.com · July 31, 2026

Following Microsoft's (MSFT) Q4 earnings and record-setting appreciation, the immediate binary event risk is officially behind us.

What the tape says

What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.

Market reaction today: $MSFT +0.84%

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