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Fortune

Jeremy Kahn

Microsoft just dispelled fears of an AI slowdown or a Trump tariff hit

Microsoft United States Amy Hood Satya Nadella Donald Trump OpenAI

Microsoft CEO Satya Nadella sitting on stage at the company's 50th Anniversary celebrations, wearing a black long-sleeve shirt and black jeans, making a "globe"-like gesture with his two hands. (Credit: David Ryder—Bloomberg via Getty Images)

The AI juggernaut rolls on, at least for now. That was the clear message from Microsoft’s quarterly earnings yesterday.

The company handily beat Wall Street analysts’ consensus forecasts for both revenue and profit growth, and provided more buoyant guidance for its next quarter than expected too.

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