Shares of Microsoft (NASDAQ:MSFT) gained 7.57% over the past five trading sessions after losing 4.87% the five prior.
The Facebook parent's results highlight the advantages of its simpler, ad-focused business model.
Nvidia stock is at its highest level since early November as investors watch big AI spending commitments from Microsoft and Meta Platforms.
Microsoft shares dropped 6.2% in Frankfurt on Thursday a day after the company said it had spent a record amount on artificial intelligence in the last quarter and posted slower cloud-computing growth, worrying investors.
Nvidia , Amazon , Microsoft are in talks to invest up to $60 billion in OpenAI, The Information reported on Wednesday.
Microsoft Corporation (MSFT) Q2 2026 Earnings Call Transcript
Microsoft shares slid after hours, despite the company beating earnings expectations for its Q2. Analysts pressed CEO Satya Nadella and CFO Amy Hood about Azure's slowing revenue growth.
Microsoft's biggest transformation story used to revolve around cloud computing. By migrating enterprises from on-premise software to subscription services and hyperscale infrastructure, the Redmond, Washington-based tech giant in many senses rewired corporate infrastructure from the ground-up, or the cloud-down.
Investors focused on the balance between AI spending and AI revenue wanted more juice from Microsoft's cloud business in the latest quarter.
Although the revenue and EPS for Microsoft (MSFT) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Microsoft (MSFT) came out with quarterly earnings of $4.14 per share, beating the Zacks Consensus Estimate of $3.88 per share. This compares to earnings of $3.23 per share a year ago.
Microsoft and OpenAI may have a notoriously rocky relationship but as OpenAI experiences never-before-seen revenue growth, Microsoft, one of its major investors, is benefiting greatly.