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How Microsoft Is Winning the Enterprise AI Race in 2026
Lucas and Luna break down why Microsoft stock surged more than 7 percent in the past week while the S&P 500 rose just 1.4 percent. They trace the catalyst to a single product: Microsoft 365 Copilot. By May 2026, enterprise adoption has crossed a tipping point, with over 400,000 organizations using the AI assistant. Lucas digs into the numbers — from per-seat pricing to margin implications — and explains how Microsoft's bundling strategy is pulling commercial cloud revenue above $100 billion annualized run rate. Luna pushes back on valuation, noting the stock now trades at 35 times…
The skinny
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