Microsoft’s Azure Reporting Shift Adds Clarity, But the Bull Case Came First
A company’s quarterly 8-K filing is typically a pro-forma document. In other words, there’s nothing in it to get investors too excited one way or another. But there was something in the Q4 2026 8-K from Microsoft Corporation (NASDAQ: MSFT) that adds context to the stock’s powerful post-earnings rally. Specifically, the company …