The Latest Breaking News from Azure

Microsoft’s record free cash flow, strong cloud growth, and massive AI investments highlight why MSFT stock remains a long-term leader

Microsoft’s landmark partnership with the NFL is not only boosting MSFT’s momentum but also demonstrates the company’s leadership in real-world AI adoption.

Microsoft Corporation (NASDAQ:MSFT) CEO Satya Nadella has said that working with leading AI startups like OpenAI helps sharpen the company's cloud infrastructure and product development, drawing a parallel to a time when he wished Netflix Inc. (NASDAQ:NFLX) had chosen Azure over Amazon.com, Inc.'s (NASDAQ:AMZN) Amazon Web Services.

"In our largest quarter of the year, we significantly exceeded expectations," CEO Satya Nadella said.

With Microsoft (NASDAQ:MSFT) preparing to report fourth-quarter results after markets close today, expectations are high, both for the tech giant and the ETFs riding its AI wave. Wall Street analysts are estimating revenue of $73.8 billion and earnings per share of close to $3.37.

This recent rally has pushed Microsoft’s valuation higher, but analysts remain confident there’s still room for upside.

Microsoft stock is rallying into earnings, but the outlook for Azure and OpenAI will determine whether the breakout has room to run

With earnings set for July 30, Microsoft is riding high on explosive AI and cloud growth, and analysts broadly expect its momentum to continue.

Microsoft Copilot ranked a lowly 25th out of the top 26 large language models in terms of IQ, using questions that do not appear anywhere else online.