$MSFT stock barely moved this quarter but the reasons are a better story than the price! 1⃣Anthropic stake marked up by about $3.2B, adding ~33c to EPS 2⃣OpenAI stake written down by roughly $600M in the same period 3⃣Quarterly revenue near $90B, annual revenue above $330B, Azure past a $100B run‑rate 4⃣Capex up ~70% to ~$41B this quarter, with around $175B planned for 2026 AI buildout #Microsoft at ~390 is still well below its 555 high with the market betting Azure’s growth will outrun that capex bill.
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