Microsoft Ranks Third in $27.77B Trading Volume as Cloud and AI Growth Fuel 3.95% Earnings Rally

Microsoft (MSFT) surged 3.95% on July 31, 2025, with a trading volume of $27.77 billion—a 102.42% increase from the prior day—ranking third in market activity. The stock’s rally followed a Q4 fiscal 2025 earnings beat, driven by robust cloud and AI growth. Earnings per share (EPS) of $3.95 exceeded estimates by 8.96%, while revenue rose 18.1% year-over-year to $76.44 billion, with Azure revenue alone surpassing $75 billion for the first time.

Microsoft’s Intelligent Cloud segment reported $29.9 billion in revenue, up 26%, fueled by 39% growth in Azure and AI infrastructure. Commercial bookings exceeded $100 billion, reflecting strong enterprise demand and contract expansion. Productivity & Business Processes revenue grew 16%, led by Microsoft 365 commercial cloud services, while Gaming revenue increased 10%, buoyed by Xbox content and services.

The stock’s performance underscored its leadership in AI and cloud adoption. Azure’s global infrastructure now spans 400+ data centers, with AI-optimized models delivering 90% more tokens per GPU. Microsoft Fabric, its data analytics platform, grew 55% year-over-year, and Copilot applications reached 100 million monthly active users. Analysts highlighted the company’s efficient cost management and strategic AI investments as key drivers of long-term momentum.

The backtest results for a strategy targeting the top 500 stocks by daily trading volume from 2022 to July 30, 2025, showed a 166.71% return, outperforming the benchmark by 137.53%. Microsoft’s inclusion in this high-liquidity cohort, alongside stocks like Xylem and Illinois Tool Works, demonstrated the strategy’s efficacy in capturing momentum-driven gains during periods of market concentration.