Should I sell between 450 and 500? Buy the expectation, sell the reality.
MSFT: Tides Turn — Old Guard Back in Favor?
$Microsoft(MSFT.US) reported Q4 FY2026 results for the period ended Jun after the U.S. market close on Jul 30. In short, the AI tide has swung back in its favor, and Microsoft can finally breathe easier.
1) As the key monetization driver for its AI investment, Azure re-accelerated to +43% YoY this quarter (ex-FX the same), vs. more bullish previews at 40–42%. This topped expectations.
More importantly, cc growth guidance for next quarter is 45%, implying further acceleration at Azure. Codex has been catching up fast lately...
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