Microsoft Poised to Reap Rewards as AI Monetization Accelerates
- Earnings season arriving, AI monetization hitting "next gear" of growth
- Microsoft, Alphabet, Amazon, Palantir, Meta poised to benefit from AI monetization
- Microsoft seen as major AI beneficiary due to OpenAI partnership and Copilot
- Acceleration in generative AI adoption seen boosting Microsoft Azure cloud
- Microsoft earnings estimate $2.84 EPS on $60.84B revenue