Home › Headlines › ReportHeadlines · ReportNVIDIA Stock Rises as Microsoft Sustains Massive AI Spending - TradingViewTrade pressSlicast · July 30, 2026 at 19:58 UTC · US · Source: TradingViewimportance 50Read the originalShareCompanies in this storyMicrosoft / AzureCapex history →NvidiaCapex history →In-depth analysisCommentaryMicrosoft Azure AI Infrastructure, September 2026: Azure Earnings Debut, $115.95B Capex, and the Nebius DealCommentaryMicrosoft Azure Nuclear and Power Deals, September 2026: Three Mile Island Restart and Chevron PPA Alongside $115.95B in Annual CapexRelated reportsHeadlinesMicrosoft Eyes History With $490 Billion Pop in Market Value - Bloomberg.com2026-07-31HeadlinesMicrosoft reports record FY revenue of $331B (+18%), Azure crossing $100B run-rate2026-07-31HeadlinesMicrosoft, Alphabet, and Meta disclosed in earnings that power, networking, deployment speed, and data center construction—not GPU supply—are now the defining constraints in the AI race2026-07-30HeadlinesMeta and Microsoft signal capex growth rates are decelerating; AI infrastructure investment velocity moderating after sustained acceleration2026-07-30HeadlinesMicrosoft reports Q4 Azure revenue exceeding $100 billion quarterly with AI services and infrastructure driving earnings beat and sustained momentum.2026-07-30