Got $25,000? Apple vs Microsoft- Only One Tech Titan is Winning The AI Race
Key takeaways
- Microsoft (MSFT) posted $82.89B revenue growing 18.3% and Azure 40%, backed by a $627B commercial backlog growing 99% and 20M Copilot paid seats up 250% Yo Y.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Apple wasn t one of them.
- Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) reported earnings less than 24 hours apart in late April.
Got $25,000? Apple vs Microsoft- Only One Tech Titan is Winning The AI Race Vandita Jadeja Mon, May 11, 2026 at 7:41 PM GMT+7 3 min read MSFT AAPL Quick Read Apple (AAPL) reported Q2 FY26 revenue of $111.18B, up 16.6% Yo Y, with i Phone revenue hitting $57B and Services reaching a record $30.98B.
Microsoft (MSFT) posted $82.89B revenue growing 18.3% and Azure 40%, backed by a $627B commercial backlog growing 99% and 20M Copilot paid seats up 250% Yo Y. Microsoft is guiding 2026 capex to roughly $190B while Apple is lifting buyback authorization by $100B and keeping AI spend disciplined.
Microsoft is monetizing generative AI at scale today with a $37B AI annual run rate growing 123%, while Apple is embedding AI more gradually across devices as hardware features, resulting in divergent capital strategies focused on expansion versus shareholder returns.