Microsoft has become the second company in the world to surpass the $4 trillion market cap after the tech giant reported financial results that significantly beat analysts' expectations.
Microsoft has become the second company in the world to surpass the $4 trillion market cap after the tech giant reported financial results that significantly beat analysts' expectations.
According to Bloomberg, Microsoft shares jumped 8,2% in trading on July 30, bringing the company’s market capitalization to $4.1 trillion. Earlier this month, Nvidia became the first company to cross the $4 trillion mark.
One of the key drivers was the momentum in the cloud: Azure revenue grew 39%, significantly above the 34% expected. In addition, Microsoft forecasts more than $30 billion in capital expenditures in the first quarter of the new fiscal year and double-digit revenue growth. Azure is expected to continue to grow at a rate of 37% in the coming quarter.
CFO Amy Goode said Microsoft is planning a large-scale investment in AI infrastructure. Against this backdrop, investors have changed their rhetoric. If earlier the company was a bit behind in terms of growth, now it is considered one of the key players in the field of artificial intelligence.
Most analysts believe the company has good potential. 68 out of 72 Bloomberg analysts recommend buying Microsoft shares. Since April 2025, their value has increased by more than 50%, after the market moved away from concerns about Microsoft’s AI positions.
Together with Nvidia and Meta, the company is among the top three fastest-growing technology players in the world. Meta also recently raised its capital expenditure forecast for 2025 and hinted at even more active investments in 2026. Its shares jumped 13%, which could be the largest daily capitalization gain in the company’s history.
We also previously wrote about how Microsoft is boasting about saving $500 million amid massive layoffs. The company says AI has already saved hundreds of millions of dollars, although this is causing concern among employees who see it as a replacement for humans.
