While Alphabet's (GOOGL) stock is getting crushed on Thursday after earnings, Microsoft (MSFT) is getting a pass. Another way of saying it: Microsoft shares aren't trading down in sympathy. And there is one simple reason why this is the case. Microsoft's quarter is being seen as one of higher-than-expected growth that is sustainable, while Alphabet's quarter was sluggish and hinted at slowing growth rates in coming quarters. Microsoft's Azure sales growth came in about 300 basis points above analyst estimates. Overall sales for the important cloud business grew 48%, excluding currency fluctuations. Execs guided to 49% to 50% Azure sales growth in the current quarter, ahead of consensus estimates by four percentage points.
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