$Microsoft(MSFT.US) MSFT reported earnings on July 29, and the stock has been on a tear ever since. The share price is up over 25% since the report and turned positive for the year on Aug. 5. The rally is a relief to shareholders who had watched MSFT drop nearly 30% between October 2025 and March 2026. The company seemed to be at the center of every headwind affecting technology stocks.The numbers behind the rally help explain why. Microsoft posted fiscal fourth-quarter revenue of $90 billion, up 18% year over year, with Azure revenue climbing 43%. Full fiscal 2026 revenue topped $331 billion. Microsoft 365 Copilot crossed 30 million paid seats, and the company's commercial remaining performance obligation, essentially its contracted backlog, grew sharply. That combination gave investors something they hadn't had in months: proof that the AI spending is translating into revenue. However, what may be concerning is how quickly the stock has risen over the past week. It is pretty rare for Msft to gain 25% in just 1 week, and people may argue that a pullback could be on the horizon. @Captain's Treasure