Microsoft jumps on record Azure cloud revenue and solid quarter

TL;DR
Microsoft shares rose about 15% after beating quarterly estimates, led by Azure revenue topping $100 billion for the year and Intelligent Cloud bringing in $39.3 billion; capital expenditures came in at $41 billion (below expectations), with the 2026 plan unchanged.
- Microsoft stock surges on strong quarter, record cloud revenue Yahoo Finance
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- Microsoft Stock Jumps 15% on Cloud Strength WSJ
- Microsoft jumps 8% as it boosts capital spending plans, citing demand CNBC
- Microsoft’s Shares Surge on Fastest Cloud Growth Since 2022 Bloomberg
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