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Microsoft's $4 Trillion Moment Could Supercharge ETF Strategies

Market Impact

Chandrima Sanyal

·

August 2, 2025

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Benzinga

Microsoft has become the utility company of AI, with $30 billion+ quarterly capex and AI-integrated cloud services. Holding ETFs with deep Microsoft allocations is a smart bet on the AI economy's infrastructure layer. Invest in AIQ, IGV, VGT, or XLK.

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