Microsoft On Pace for Best Month Since October 2007 — Data Talk

Microsoft's $450B one-day surge sets Wall Street record

Microsoft jumped 15% on Azure's 43% beat and 45% Q1 guidance; $450B market cap—Wall Street's single-day record. Capex of $175B (flat) with 45% cloud growth proves Microsoft's AI spending drives earnings—validating Azure's ROI for long-term IT planning.