Bloomberg recently reported th-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Bloomberg recently reported that while 75% of companies have beaten analysts' estimates, this is the lowest rate since 4Q2022. In other words, a 75% beat rate no longer signifies a standout performance, as companies are typically expected to exceed estimates due to conservative management guidance.

Microsoft delivered a 16% year-over-year (YoY) revenue growth, surpassing analysts' expectations. However, its share price declined by 3.71% in after-hours trading.Although a breakdown of the next quarter’s guidance for the Azure + Cloud segment wasn’t provided, this segment has maintained over 30% YoY growth in recent quarters, including the latest. This consistency is reassuring, yet Microsoft’s overall revenue growth forecast of 10.6% might signal a potential slowdown in Azure + Cloud as well, giving some investors a reason to sell.

The reason cited by media outlets is that the company's guidance for the next quarter anticipates only a 10.6% growth, disappointing investors. While it's difficult to attribute the stock’s reaction solely to this guidance, it likely played a role, as concerns grow over the sustainability of the recent AI-driven run. Any sign of deceleration tends to trigger a negative response from investors, making guidance critical to post-market sentiment.

For Alphabet’s stock fared better following its earnings release, rising initially by 5% before ending the day up 2.8%, giving up some gains with the broader market pullback.

Alphabet exceeded both revenue and earnings estimates, reporting a 15% YoY revenue growth. The standout surprise was its Cloud revenue, which reached $11.35 billion, significantly surpassing the $10.88 billion estimate and marking a 35% YoY increase. Tracking the YoY growth for Google Cloud reveals an acceleration from the low 20s to the current 35%, outpacing Microsoft's recent cloud growth. This trend indicates that Alphabet’s investments in AI are beginning to generate revenue.While Alphabet’s advertising revenue growth has slowed, with Google Search and YouTube ads growing 12% YoY, it remains steady amid increased competition from TikTok and Amazon ads. This resilience is commendable.

Final verdict is Alphabet or Microsoft a good buy ? Is up to you to judge .

Farewell October: Are You Ready for the Best Month?

October has seen significant market volatility. Chinese stocks experienced a continuous rise in early October but stalled after China's National Day holiday. The election trades then undoubtedly became the busiest focus of October, with DJT rising nearly 200% and Bitcoin returning above $70,000. Nvidia hit a new all-time-high, briefly surpassing Apple’s market value as the top company. With so many dazzling gains, have you made money? How do your October portfolio look like? Are you ready for the best month in stock market?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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The reason cited by media outlets is that the company's guidance for the next quarter anticipates only a 10.6% growth, disappointing investors. While it's difficult to attribute the stock’s reaction solely to this guidance, it likely played a role, as concerns grow over the sustainability of the recent AI-driven run. Any sign of deceleration tends to trigger a negative response from investors, making guidance critical to post-market sentiment. For Alphabet’s stock fared better following its earnings release, rising initially by 5% before ending the day up 2.8%, giving up some gains with the broader market pullback. Alphabet exceeded both revenue and earnings estimates, reporting a 15% YoY revenue growth. The standout surprise was its Cloud revenue, which reached $11.35 billion, significantly surpassing the $10.88 billion estimate and marking a 35% YoY increase. Tracking the YoY growth for Google Cloud reveals an acceleration from the low 20s to the current 35%, outpacing Microsoft's recent cloud growth. This trend indicates that Alphabet’s investments in AI are beginning to generate revenue.While Alphabet’s advertising revenue growth has slowed, with Google Search and YouTube ads growing 12% YoY, it remains steady amid increased competition from TikTok and Amazon ads. This resilience is commendable. Final verdict is Alphabet or Microsoft a good buy ? 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