WS #13029
Microsoft Q4 FY26 revenue $90B (+18% YoY), Azure surpasses $100B annual revenue, Copilot reaches 30M paid seats; stock jumps 9% after hours. Meta Q2 revenue $60.8B (+28% YoY) but net income falls 14%, CapEx guidance raised to $130-145B; stock drops 8% after hours on AI cost concerns. Nvidia agrees to invest ~$5B in AI lab Safe Superintelligence, providing access to Vera Rubin systems; SSI valuation reaches $32B.
Microsoft Earnings Beat, Azure Milestone
Microsoft Q4 FY26 revenue $90B (+18% YoY), Azure surpasses $100B annual revenue, Copilot reaches 30M paid seats; stock jumps 9% after hours.
Meta Q2 revenue $60.8B (+28% YoY) but net income falls 14%, CapEx guidance raised to $130-145B; stock drops 8% after hours on AI cost concerns.
Nvidia agrees to invest ~$5B in AI lab Safe Superintelligence, providing access to Vera Rubin systems; SSI valuation reaches $32B.