David Wagner on MSFT Moat Adding AI Momentum, Azure Backing CapEx Story @SchwabNetwork
David Wagner on MSFT Moat Adding AI Momentum, Azure Backing CapEx Story  @SchwabNetwork
Uploaded August 2026 | Updated September 2026, 2 weeks ago
Microsoft (MSFT) is back to being a magnificent Mag 7 stock after earnings. David Wagner is very bullish on the stock's upward momentum due to its diversified business model through Azure cloud and Office suite working in tandem with each other to maximize profits. While some critique Microsoft's AI models, David believes the size of the company's moat allows it to connect those models much more efficiently. He adds that CapEx will continue to drive the narrative that has revenue to back it up.

Segment originally aired Thursday, August 20, 2026.

======== Schwab Network ========
Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - schwabnetwork.com/subscribe
Download the iOS app - apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - vizio.com/en/watchfreeplus-explore
Watch on DistroTV - distro.tv/live/schwab-network
Follow us on X – twitter.com/schwabnetwork
Follow us on Facebook – facebook.com/schwabnetwork
Follow us on LinkedIn - linkedin.com/company/schwab-network

About Schwab Network - schwabnetwork.com/about

#microsoft #azure #cloud #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #msft #ai #artificialintelligence #software #datacenter #capex #aiinfrastructure #mag7 #bigtech #volatility #meta #metaplatforms #stockcharts
David Wagner on MSFT Moat Adding AI Momentum, Azure Backing CapEx StorySPX & Russell 1000 Levels to Watch as Fed, Treasury Yields Add UncertaintyBull v. Bear: MSFT Hits 2026 High, is a New Record Next?DELL Earnings Justifying Stock Rally? AI Growth & Backlog Delivery CriticalNVDA Earnings, GOOGL Partnership Offer MRVL Tailwinds, P/E Growing HeadwindMonday’s Final Takeaways: SPCX Record Debut & Pressure on Housing StocksOptions Corner: METABull v. Bear: SPCX Revenue Goals Shoot Above StratosphereThursdays Early Earnings Movers: DDOG, APP, CELHTech Tariff Relief? What It Means for AAPL & NVDAStock Market Today: NVDA Ups AI Financing, ONON Plunges, APO Yankees Stake #shortsTiernan Ray Talks 2Q Earnings, Tech Stock Volatility & Financing AI Buildout
Schwab Network |

David Wagner on MSFT Moat Adding AI Momentum, Azure Backing CapEx Story

SHARE TO X SHARE TO REDDIT SHARE TO FACEBOOK WALLPAPER