US stocks Microsoft surges 15%, Azure cloud revenue beats expectations, Azure partnership concept stocks sorted

English summary

### US stocks Microsoft surges 15%, Azure cloud revenue beats expectations, Azure partnership concept stocks sorted Time: 2026-07-31 08:43:46 Content: Microsoft's latest earnings report pushed the debate over big tech's investment in AI infrastructure to a clearer point. The company raised capital expenditure to $41 billion in the fourth fiscal quarter, mainly for data centers, hardware equipment, and computing-related asset expansion. Previously, the market's biggest concern was not whether Microsoft could invest, but whether such high-intensity AI infrastructure expansion could quickly convert into revenue. This quarter's answer began to become clear: Azure cloud business grew 43% YoY, the fastest growth in four years, and higher than the market's estimate of about 40%. Microsoft's overall quarterly revenue reached $90 billion, up 18% YoY; adjusted EPS was $4.74, above the prior estimate of $4.25; operating income rose to $40.6 billion. Azure's acceleration is especially critical because it directly corresponds to Microsoft's heaviest capital expenditure direction in the past two years. ...