---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000823831.md"
description: "$Microsoft(MSFT.US) guide was impressive. Stock jumps from up 2% to up 8%.Sounds like growth rates in cloud software will be stable in the teens, which suggest no bot boggy man in this guide.Sept Azure growth of 45% vs. 43% reported in June. No increase in capex.Source: Gene Munster"
datetime: "2026-07-29T23:37:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000823831.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000823831.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000823831.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# $Microsoft(MSFT.US) guide was impressive. Stock ju…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**