apart from the pure financial stuff that others are discussing - COVID means that Microsoft is selling a lot of product right now. There are a LOT of PCs getting built right now, and what goes on them? Microsoft's OS and Microsoft's office suite. And I would not be surprised if a lot of places that may have been reticent to move into the subscription-based cloud model are suddenly seeing the light now that work has suddenly become decentralized and remote. Anyone who is selling collaboration or telework tools (Zoom, Citrix, etc) is benefiting hugely from this pandemic.

Dunno if you have tried to find PC parts lately but things like power supplies are extremely difficult to get your hands on right now. I have seen $100+ for a shit-tier random-brand gold power supply, take it or leave it, because right now there is just no supply. 30% of America is suddenly working from home and a significant number of those are building rigs for their new home office.

Monitors are another, the impact on the monitor market is palpable, basic productivity monitors (60 hz 24" 1080p and 27" 1440p) are up 50% or more in some caases from the start of the year.

I consider myself lucky that I am sitting on a great ultrawide gaming monitor and a lot of misc hardware, as things have been heating up this summer I pulled my J5005 NUC off one of the TVs and reformatted it yesterday so now I don't have to run my power-hungry gaming rig just to do citrix.