$MSFT just pumped 5% post-earnings and crushed expectations.
Revenue + EPS both beat. Street wanted ~$90.6B revenue and $4.72 EPS—Microsoft delivered.
Azure demand still ripping. AI infrastructure spend is the real play here—they're doubling down and the market's eating it up.
Eyes on Azure growth, Copilot traction, and whether these AI bets actually print. If cloud + AI keep scaling, this run isn't over.
Macro takeaway: Big Tech AI plays are still where liquidity flows. Watch for rotation if sentiment shifts.
Revenue + EPS both beat. Street wanted ~$90.6B revenue and $4.72 EPS—Microsoft delivered.
Azure demand still ripping. AI infrastructure spend is the real play here—they're doubling down and the market's eating it up.
Eyes on Azure growth, Copilot traction, and whether these AI bets actually print. If cloud + AI keep scaling, this run isn't over.
Macro takeaway: Big Tech AI plays are still where liquidity flows. Watch for rotation if sentiment shifts.
