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Prof G Markets · Thursday, July 30, 2026

Microsoft's AI Investments Pay Off with Accelerated Azure Growth

Microsoft reported an 18% year-over-year revenue increase and 32% profit growth, with its cloud business, Azure, accelerating to 43% growth. This performance exceeded analyst expectations and is seen as breaking negative AI narratives previously affecting the company's stock.

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The tape

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Microsoft on the other hand had great news. Revenue was up 18% year-over-year profits grew 32%.
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Azure, its cloud business accelerates to 43% growth, which was faster than last quarter and faster than analysts expected.
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The stock popped as much as 10% after the bell.
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Heard on Prof G Markets — “Microsoft Soars, Meta Sinks: Has The AI Narrative Flipped?, published Thursday, July 30, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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Microsoft's AI Investments Pay Off with Accelerated Azure Growth — Heardvine