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

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

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.