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MarketBeat

Chris Markoch

UNBELIEVABLE: Microsoft just flipped the ai spending narrative overnight | History Defined

Microsoft Azure MarketBeat

Microsoft Corporation (NASDAQ: MSFT) reported its fourth-quarter earnings for its 2026 fiscal year (FY2026). Investors liked what they heard, pushing MSFT up over 16% in midday trading after the report.

For once, good news is good news. The two biggest takeaways from the report were the strong growth in the company’s Azure business (i.e., cloud computing) and its capital expenditures (CapEx), which struck a balance of commitment, restraint, and a return on that investment.

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