• MSFT Q4 revenue ~$90.0B (+18%), adjusted EPS ~$4.74. Intelligent Cloud ~$39.3B (+32%); Azure +43% (~$39.3B) and annual Azure revenue >$100B. Copilot >30M paid seats.
  • Microsoft cut its 2026 capex forecast by ~$15B to about $175B after reclassifying data-center and asset leases as operating leases and extending useful life estimates to 25 years.
  • Microsoft (MSFT) favors an open-weight AI approach and will keep a multimodel strategy, letting customers use models from OpenAI or Anthropic when those suit needs amid Chinese AI competition.
  • Lawsuit says Microsoft (MSFT) touted rapid Copilot adoption and Azure AI as key cloud revenue drivers while allegedly hiding technical and interoperability issues that hurt productivity.
  • Microsoft (MSFT) focuses on long-term growth across gaming (King, Minecraft), film, TV, consumer products and live experiences, and is forming new global partnerships, including in China.
  • On July 30, 2026 MSFT hit $455.86 (16.73% up). The -3x short ETP triggered an intraday rebalance; execution averaged $455.30614, ETP Security Value $0.32589.
  • Mizuho’s Jordan Klein highlighted Microsoft (MSFT) for upside potential, citing Azure cloud growth as a key driver that may support stronger stock performance for traders to watch.