The analysis is on Microsoft (MSFT) stock, highlighting its recent earnings report and subsequent stock surge. Microsoft's cloud revenue, including Azure, reached $46.7 billion, a 27% year-over-year increase. Analyst estimates point to continued double-digit earnings per share growth through 2029, with some years expected to reach as high as 17%. CapEx for Q1 2026 is forecasted to be over $30 billion, driven by strong demand signals. CEO Nadella highlighted that cloud and AI are driving business transformation across industries, surpassing $75 billion in revenue this year, which makes Microsoft Azure more than 26% of their total revenue. Microsoft’s 10 year dividend CAGR is 10.35%.