Microsoft (MSFT, Financial) beat the Street for the fourth quarter in a row—this time with authority. Revenue clocked in at $70.07 billion, earnings per share hit $3.46, both comfortably ahead of analyst targets. Shares jumped over 5% after hours. But the real story? Azure's 33% year-over-year growth and a crystal-clear signal that Microsoft's $80 billion AI investment isn't just aggressive—it's productive. CEO Satya Nadella called cloud and AI “the essential inputs” for every business today. Translation: this isn't a tech experiment. This is industrial-scale transformation—and it's already hitting the top line.
Meanwhile, Tesla (TSLA, Financial) is stumbling through its worst profit drop in years—down 71% as the market rethinks its Elon exposure. Other big tech names like Apple (AAPL, Financial) and Amazon (AMZN, Financial) are also walking a tariff tightrope under the Trump administration. But Microsoft? It's playing a different game. With low dependency on international trade, deep AI infrastructure, and a plan to grow European data centers by 40%, it's leaning in while others flinch. Nadella says 20–30% of Microsoft's code is already AI-written. CTO Kevin Scott believes that figure could hit 95% in five years. The company isn't just using AI—it's becoming AI-native.
Technically, Microsoft just sent a strong bullish signal. After holding key support, the chart shows a breakout pattern forming, with price action pointing toward the $430–$440 range. With cloud demand accelerating and the AI narrative gaining real traction, Microsoft isn't waiting for the future. It's monetizing it now.
