Microsoft's stock roars on blowout Q4, setting record one-day rally

Microsoft surged about 15% after a blowout Q4: EPS of $4.74 on revenue of $90 billion, with Azure growth accelerating to 43% (guidance 45%), Copilot seats topping 30 million, and Azure revenue over $100 billion. The Intelligent Cloud segment delivered $39.3B, Productivity & Business Processes $37.8B, and More Personal Computing $12.9B, while remaining performance obligations reached $678B and capital expenditures were $41B. The results reinforced confidence that Microsoft’s AI investments are paying off, helping drive the largest single-day market-value increase in history.