Microsoft Stock Gains on Copilot Seats, Cloud Growth -- Market Talk

1647 ET - Microsoft gains 3.2% in after-hours trading, as the company's report of 18% revenue growth in the fourth quarter exceeded Wall Street's expectations. Headline metrics include Microsoft 365 Copilot surpassing 30 million paid seats, as well as 27% growth in Microsoft Cloud revenue -- evidence that Microsoft is becoming an important beneficiary of artificial-intelligence adoption, CEO Satya Nadella says. The strong print spares Microsoft, at least for now, from the fate of other technology companies who have failed to convince the market that their heavy AI investments are generating sufficient returns. One such company -- Meta Platforms -- is down 6% post-close after missing Wall Street's profit expectations. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

July 29, 2026 16:47 ET (20:47 GMT)