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Headline: Cloud hit a new milestone and Azure stayed hot, but the narrative was dominated by AI capex intensity and how Microsoft is allocating scarce GPU/CPU capacity across Azure + first-party Copilots + R&D. Key Metrics * Total revenue: $81.3B (+17% YoY; +15% CC). * Gross margin: 68.0% (down
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Headline: Lilly capped a blockbuster 2025 with +45% revenue growth and laid out 2026 guidance for $80–$83B revenue and $33.50–$35.00 EPS, balancing industry-leading volume growth against a low-to-mid-teens pricing headwind as obesity access expands (Medicare Part D) and orals arrive in Q2 2026. Key Metrics (bulleted)
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