# @benzinga on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=KZYHEDBMd3Y
- **Gondola URL:** https://gondola.cc/posts/68664273-benzinga-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/477475b8d4.jpg
- **Posted:** 2026-07-30T19:18:53.000+00:00
- **Account Owner:** Benzinga | News That Moves (@benzinga) — https://gondola.cc/benzinga

## Caption

Microsoft (NASDAQ: MSFT) is surging more than 16% Thursday after a blowout fiscal fourth-quarter earnings report putting the stock on pace for its best single-day gain since October 2008.
Here are the key numbers: Revenue came in at $90 billion, ahead of the $87.6 billion analyst estimate. EPS hit $4.81, well above the $4.24 consensus. Azure and cloud services revenue jumped 43% year over year, the fastest growth since 2022, easing investor fears that massive AI spending wasn't translating into returns.
But the headline that most investors are missing: Microsoft's investment in Anthropic the AI company also backed by Google and Amazon generated a $3.2 billion gain in a single quarter. That windfall exceeded the entire $2.748 billion operating income of Microsoft's More Personal Computing division, which includes Windows, Surface, Xbox, and Bing combined.
On the capex question: Microsoft's 2026 capital expenditure forecast dropped from roughly $190 billion to $175 billion. That is not a real spending cut. CFO Amy Hood confirmed it stems entirely from an accounting reclassification extending the useful life of data centers from 15 years to 25 years shifts certain leases out of the capex column. Q4 capex still jumped 69% year over year to $41 billion, and fiscal 2027 capex is expected to grow further.
Broader market context: The Nasdaq 100 gained 3.1%, the S&P 500 rose 1.3% to 7,413, and the Dow added 424 points to 52,019. Meta fell 9.2% on disappointing guidance. Amazon rose 5.3%. MSFT was around $455 at the time of recording.
---
#MicrosoftStock #MSFT #Earnings

🌐 Find more market-moving insights at https://www.benzinga.com — your one-stop destination for the latest financial news, data, and expert analysis to stay ahead of the markets.

🖥️ Want the same tools the pros use—without the $10K Bloomberg terminal? Benzinga Edge gives you real-time portfolio alerts, weekly stock picks, and pro-grade research in one command center.
👉 https://bit.ly/4unSKiB

------------------------------------------------------------------------------------

📲 Follow us on socials @benzinga 

🔔 Subscribe To The Channel: https://www.youtube.com/@Benzinga

------------------------------------------------------------------------------------

⚠️ Disclaimer:
Investing in financial markets carries risk, and there are no guaranteed returns. All information is for educational purposes only and should not be taken as financial advice. Always do your own research and speak with a qualified financial advisor before making investment decisions. Only invest what you can afford to lose. Past performance does not guarantee future outcomes.

## Stats

- **Views:** 1,805
- **Likes:** 28
- **Shares:** 0
- **Comments:** 1

## Tags

microsoftstock, earnings, msft

---
Copyright (c) Gondola