Microsoft sends Wall Street a $625 billion message

Microsoft sends Wall Street a 5 billion message

By Faizan Farooque
Publication Date: 2026-02-01 18:07:00

Wall Street is not upset because Microsoft (MSFT) staggered during earnings season. Instead, Wall Street is disappointed that Microsoft did not perform as strongly as the market expected, particularly when it comes to Azure upside in a market that has gone crazy for AI. That reaction, according to …