Microsoft surged over 5% Thursday, surpassing a $4 trillion market cap, according to CNBC. The gain followed a blowout earnings report that revealed 18% revenue growth, its fastest in more than three years. The company became the second to reach a $4 trillion market cap, joining Nvidia, which hit the milestone earlier this month. Azure cloud revenue topped $75 billion in fiscal 2025, up 34% year-over-year, as Microsoft disclosed cloud sales in dollar terms for the first time. Microsoft and Nvidia have overtaken Apple, whose market cap has slipped to about $3.2 trillion amid concerns it’s trailing in AI. Nvidia remains 2025’s top tech performer, up 33%, with its GPUs powering the AI models used by Microsoft, OpenAI, and others.
