Microsoft is trading 8.3% up at $423.13 after reporting a strong Q4 earnings beat driven by accelerating cloud momentum and an aggressive AI investment roadmap.
- Q4 revenue rose 18% to $90 billion and EPS jumped 32% to $4.81, both significantly higher than analyst expectations.
- Azure growth accelerated to 43%, with management providing upbeat guidance that cloud growth should remain above 40% next quarter.
- The company signaled long-term AI commitment by projecting capital expenditures of $255-$260 billion for FY2027.