Tech giants Apple, Microsoft, Alphabet, Meta, and Amazon are capitalizing on the booming consumer AI market. Microsoft, in particular, is seeing significant momentum with its AI initiatives, leading to a raised price target from $500 to $550 by Wedbush. This reflects bullish recent AI customer checks and anticipated monetization from products like Copilot and Azure. Microsoft is expected to experience a wave of customer spending on AI products and accelerating deal conversions for enterprise scale AI deployments, positioning it as a leader in the AI revolution.