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Azure on Pulse

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The full thread of our Azure coverage — a running record of every development we've tracked, with the VC take on each.

3
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3
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Jul 29, 2026
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Coverage Timeline

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  1. Jul 30, 2026BIG TECHMicrosoft Posts Largest Single-Day Market-Value Gain Ever+15.5%, +$450B→
  2. Jul 30, 2026BIG TECHMicrosoft Adds Record $450B in a Single Trading Day+$450B market cap→
  3. Jul 29, 2026BIG TECHMicrosoft's Azure Tops $100B as FY27 Capex Guide Jumps$90.01B Q4 revenue→

All Coverage

BIG TECH· Jul 30, 2026

Microsoft Posts Largest Single-Day Market-Value Gain Ever

Illustration for: Microsoft Posts Largest Single-Day Market-Value Gain Ever
BIG TECH+15.5%, +$450B

Microsoft Posts Largest Single-Day Market-Value Gain Ever

Microsoft shares surged more than 15% Thursday, adding roughly $450 billion in market value in a single session -- the largest one-day market-cap gain in stock market history -- after Azure crossed $100 billion in annual revenue and accelerated to 43% growth.

Jul 30, 2026
BIG TECH· Jul 30, 2026

Microsoft Adds Record $450B in a Single Trading Day

Illustration for: Microsoft Adds Record $450B in a Single Trading Day
BIG TECH+$450B market cap

Microsoft Adds Record $450B in a Single Trading Day

Microsoft shares jumped 16% and added roughly $450 billion in market value on Thursday, the largest single-day gain for any company in market history, after fourth-quarter earnings showed Azure growing 43% year-over-year.

Jul 30, 2026
BIG TECH· Jul 29, 2026

Microsoft's Azure Tops $100B as FY27 Capex Guide Jumps

Illustration for: Microsoft's Azure Tops $100B as FY27 Capex Guide Jumps
BIG TECH$90.01B Q4 revenue

Microsoft's Azure Tops $100B as FY27 Capex Guide Jumps

Microsoft closed fiscal 2026 with Azure crossing $100 billion in annual revenue for the first time and beat on every headline number, but it's the FY2027 capex guide of $255-260 billion -- up from $190 billion this year -- that's the number Wall Street will be arguing about tomorrow.

Jul 29, 2026
@Trace_Cohen·t@nyvp.com