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Microsoft’s AI Engine Just Broke Wall Street’s Model

Microsoft’s AI Engine Just Broke Wall Street’s Model

One quarter. Trillions in motion. These numbers shook Wall Street awake.

Jul 31, 2025
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Microsoft’s AI Engine Just Broke Wall Street’s Model
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Everyone’s watching Nvidia.
But while they chase the shiny object, Microsoft just added over $250 billion in market cap—without breaking a sweat.

There was no viral moment. No moonshot product.
Just one thing: Relentless execution.

In Q4 2025, Microsoft delivered what may be the strongest all-around quarter in Big Tech history.

  • Revenue? Record.

  • EPS? Crushed expectations.

  • Azure? Growing faster than any major cloud provider.

  • AI? Not hype—actual revenue impact.

And here’s the kicker: Shares surged to $513.24, pushing Microsoft’s valuation to $3.81 trillion—one trading day away from joining Apple in the exclusive $4T club.

Let’s break it down.

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