Microsoft passes its first test on U.S. tariffs with limited portfolio exposure
1. Microsoft's earnings beat expectations, with an 8% share price increase post-call. 2. Windows OEM and devices revenue rose 3% year-over-year amid tariff uncertainties. 3. Company invests in Nvidia GPUs for AI, enhancing the Copilot digital assistant. 4. CEO emphasizes software's role in managing inflationary pressures for clients.