Microsoft (MSFT) Rockets Past $4 Trillion Market Cap After Stunning Earnings Blowout
Big Tech's trillion-dollar club just got a turbocharged member.
Microsoft stock surges as earnings smash expectations—because what else did Wall Street expect? Another 'transitional quarter' excuse? The software giant's relentless cloud and AI bets keep printing money while rivals play catch-up.
The $4 Trillion Gorilla
Satya Nadella’s empire now dwarfs most national GDPs—because when you own the corporate tech stack, recessions are someone else’s problem. Azure growth? Still double-digits. Office? Now an AI copilot. Windows? Somehow monetizing PC sales again.
The Cynical Take
Of course MSFT hit $4T—in a market where 'beat and raise' means CFOs whisper numbers to analysts weeks early. But try finding a portfolio manager who’ll short the stock. Not when it’s the S&P 500’s favorite welfare program.
One question remains: How long until regulators notice this isn’t ‘healthy competition’?
Other Factors Helping Microsoft (MSFT) Trade Higher
Furthermore, Microsoft’s MSFT stock is nearing a new deal with OpenAI to give it access to the latter’s technology and help OpenAI steer away from being “for-profit.” The companies have discussed new terms that would let Microsoft use OpenAI’s latest models and other technology, according to sources close to the negotiated deal. The news gave MSFT a solid bump upwards, leading into earnings.
If Microsoft and OpenAI were to reach this new deal, MSFT investors could flock to the stock and send it higher. Over the last several months, the developer behind Windows has been taking an AI-first initiative, even shedding jobs to automate tasks with artificial intelligence technology. Investors appear to think of these moves as positive and have sent their price projections for MSFT stock higher of late. Forecasts are being revised across Wall Street, projecting $525 as the next goal. That could be achieved if Microsoft and the ChatGPT developer ink a new deal.
Big tech dominated quarterly earnings in the past week. Besides Microsoft, Meta and Alphabet have had successful quarterly earnings recently. Amazon (AMZN) is also expected to trade higher on Friday, come today’s earnings report as markets close.
