$Microsoft(MSFT)$   Microsoft (MSFT) shares are up roughly 4% on Thursday after the company recorded blockbuster earnings for its fiscal fourth quarter. In its earnings release, the tech behemoth also revealed that a quarterly increase of 39% in Azure revenue pushed its overall cloud services sales past $75 billion in fiscal 2025. Including its post-earnings gain, Microsoft stock is up some 55% versus its year-to-date low set in April. Microsoft Stock Soars on Upbeat Guidance Microsoft shares are pushing to the upside this morning also because management’s guidance for $75.25 billion in revenue in the current quarter came in better than the $74.09 billion consensus. More importantly, their outlook for 37% annua

Nvidia market cap surpassed 4 trillion on 9th July, and currently stands at $4.24 trillion. It's dominance in AI graphics processing units (GPUs) and data center services positions it for significant growth. Its GPUs are reportedly sold out for the next year, fueling expectations of continued rapid growth. The second company to surpass the 4 trillion market cap is Microsoft. On 31st July, Microsoft surpassed the $4 trillion in market valuation, following artificial intelligence giant Nvidia. Microsoft's market cap now stands at $3.9 trillion, after the recent blood bath across the entire market. Microsoft's substantial investment in OpenAI has enabled rapid integration of AI into its operations. It's cloud computing arm is expected to drive growth, with demand exceeding avai

Microsoft officially breaking into the $4 trillion market cap club is a landmark moment—not just for the company itself, but for the entire tech sector. It’s a testament to Microsoft’s relentless execution in cloud, AI, and enterprise software. Meta’s 11% surge after stellar earnings is equally remarkable, showing just how powerful the AI narrative has become for Big Tech. With both giants hitting all-time highs, the question of “who’s next” is getting louder. Will you hold these stocks? Absolutely. Microsoft and Meta are not just riding the AI wave—they’re building it. Microsoft’s cloud dominance (especially in Azure and Copilot AI tools) and Meta’s ability to monetise social platforms with AI-powered ads make them cornerstones for any growth portfolio. Both are pouring billions into AI i

Only NVDA has that potential I think. Followed by Google?

The next in line for the $4 trillion club is most certainly one of the Magnificent Seven, given their scale, capital, and AI strategies. Among them, I favor Alphabet and Apple. Alphabet has deep AI roots, while Apple benefits from a strong ecosystem and brand loyalty. Whichever company is next to hit $4 trillion, it’s an exciting development for investors. [Smile]  

$Microsoft(MSFT)$ The tech world is ablaze as Microsoft rockets past $4 trillion in market capitalization, joining Nvidia as the only two companies to hit this rarefied air. This milestone, sealed with a blockbuster earnings report showing 18% revenue growth and Azure’s $75 billion annual run rate, marks Microsoft as a titan of the AI and cloud era. Meanwhile, Meta stunned with an 11% stock surge after crushing Q2 sales forecasts with $47.5 billion in revenue and a bullish outlook, fueled by its ad business and relentless AI spending plans into 2026. Yet, Apple languishes at $3.2 trillion, down 17% this year, as its AI lag casts a shadow. With the AI battleground heating up, investors are asking: should you hold these giants? Is Nvidia the real wi

I am excited to see Microsoft $Microsoft(MSFT)$   entering the 4 trillion dollar club, becoming the second company in the world to reach this impressive market capitalization milestone after reporting strong quarterly earnings beats. It is a testament to their strategic decisions and market performance, and I find it inspiring to witness such growth. I also noticed Meta's $Meta Platforms, Inc.(META)$   remarkable 11% surge, which came after they topped projections for second-quarter sales and provided a stronger-than-expected forecast for the current period. The fact that their advertising business is growing quickly enough

Microsoft Corporation (MSFT) stands at an exciting juncture, with its stock showcasing remarkable resilience and growth potential. Trading at $533.50 following a robust 3.95% surge in the latest session, the tech giant is riding a wave of optimism fueled by stellar financials, groundbreaking AI innovations, and a dominant position in the cloud computing market. Here’s why investors should be bullish on MSFT and consider it a cornerstone of their portfolios. A Financial Powerhouse with Unmatched Growth Microsoft’s latest fiscal year 2025 fourth-quarter (FY25 Q4) results, released on July 30, 2025, paint an impressive picture. The company reported revenues of $76.4 billion, a solid 18% year-over-year increase, while net income soared to $27.2 billion, up 24%. The star performer? Its intellig

Im just posting this for tiger coins

$Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Apple(AAPL)$ 🌐🚀💰 Microsoft smashes $4T ceiling: the AI mega-cycle just got real ~ is Apple or Meta next to join the AI elite?💰🚀🌐 🧠 I’m convinced this is a structural AI rerating Microsoft ($MSFT) has just shattered the $4 trillion market cap mark; only the second company in history to do so, and I’m not treating this like just another earnings beat. This is an institutional inflection point. Azure’s revenue acceleration, options sweeps into $550 calls, and a 9% after-hours move confirm that market participants are re-pricing Microsoft not on legacy earnings, but on future AI terminal value. With cloud segment r

Microsoft version 2.0 6 trillion market cap ? These are few lines I just read from the earnings call transcript Microsoft moat looks like exploding in a bigger way  🔹 GitHub Boom More people are using GitHub (a website for developers) because of AI. In just one year, the number of AI-related projects on GitHub more than doubled! 🔹 Big Companies Love AI Tools Many big companies are using Microsoft’s AI assistant called Copilot (part of Microsoft 365). • Barclays is giving Copilot to 100,000 employees after a successful test with 15,000. • UBS is expanding it to all their staff. • Companies like Adobe, KPMG, Pfizer, and Wells Fargo also bought over 25,000 licenses each. 🔹 Cloud Tools Are Growing Too Behind the scenes, cloud tools like Azure, Cosmos DB, and PostgreSQL are powering AI app

🚀 Microsoft vs Meta Earnings Surge — But Who’s Winning the AI Battle? 💥🧠 In a blockbuster earnings week, Microsoft ($Microsoft(MSFT)$  ) surged +8% and Meta ($Meta Platforms, Inc.(META)$  ) rallied +11%. Both hit fresh all-time highs — but their AI strategies couldn’t be more different: 👉 Microsoft is leaning into enterprise AI with Azure and Copilot. 👉 Meta is reinventing itself through AI-powered ad targeting and social commerce. So who has the stronger moat in the next decade? Let’s unpack. 👇 --- ☁️ Microsoft: Owning the Enterprise AI Stack Microsoft’s latest earnings were led by a resurgent Azure — up roughly 29–31% YoY, outpacing slower PC and Office grow

I am impressed by Microsoft's $Microsoft(MSFT)$   8% jump in overnight trading, which followed the company reporting better-than-expected growth in its cloud business, specifically Azure. The fact that Microsoft also hit a record in spending on AI infrastructure signals a strong commitment to innovation, which aligns with my generally bullish outlook on the company. Meta's $Meta Platforms, Inc.(META)$   performance is equally compelling to me. The company rocketed 11% after topping projections for second-quarter sales and providing a stronger-than-expected forecast for the current period. This growth in Meta's advertising bu

The battle between Microsoft’s Azure and Meta’s ad business is quickly becoming one of the defining rivalries in tech—and this earnings season just poured gasoline on the fire. Microsoft’s 8% overnight jump was fueled by better-than-expected Azure growth, proving its cloud empire still has plenty of steam. Meanwhile, Meta’s blowout 11% surge came from topping sales projections and delivering a robust forecast, showing its ad machine is far from running out of gas, even as it doubles down on AI investment. Both companies set fresh all-time highs, and their results highlight the new tech “PK” (player kill) battleground: AI-powered cloud versus AI-fueled ads. Microsoft’s edge is its infrastructure—the more the world builds with AI, the more Azure and its data centre ecosystem become indispens

AI is the future of IT. Microsoft has been an excellent and established company With $4 Trillion worth. Its cloud is generating high profits as such it will be highly successful to use the potential of AI and touch the AI future with glory. So

$Alphabet(GOOG)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The tech world is buzzing as Microsoft $Microsoft(MSFT)$ and Meta $Meta Platforms, Inc.(META)$ Platforms set new all-time highs after blockbuster Q2 2025 earnings, igniting a fierce debate: which business—Microsoft’s Azure cloud or Meta’s advertising juggernaut—holds the edge in the AI-driven future? Microsoft’s stock soared 8% to $470 after reporting stellar cloud growth and a record $80 billion AI infrastructure spend, while Meta’s shares rocketed 11% to $650 on robust ad revenue and a $64-$72 billion capex boost. Both comp

$Microsoft(MSFT)$ FY2025 fourth quarter (25Q2) revenue of $76.4 billion, an increase of 17% year-on-year, a significant growth rate, reflecting the company's overall business vitality.Among them, Azure grew rapidly As a core cloud service, Azure revenue grew 39% year-on-year, far exceeding the overall revenue growth rate, and was an important engine driving Microsoft's growth, reflecting its strong competitiveness in the cloud services market.The annual milestone exceeded $75 billion, and cloud business revenue even exceeded $168 billion for the first time, up 23% year-on-yearThe market was previously concerned about Microsoft's ability to monetize its AI products.This quarter's earnings report shows rapid growth in Copilot and Fabric responding t

The Real Winners of the AI Gold Rush: Why Infrastructure Giants Like Microsoft and Meta Are Just Getting Started The second quarter of 2025 delivered a powerful message to the market: AI is no longer a buzzword — it’s a business model. Two tech giants, Microsoft and Meta, crushed expectations and set fresh all-time highs: • Microsoft (MSFT) jumped 8.69% after reporting a 23% year-over-year growth in Azure cloud revenue, beating forecasts. A significant portion of that growth came from AI workloads. • Meta (META) soared 12.48%, with ad revenue up 27% and strong guidance driven by better performance from its AI-powered ad engine and open-source Llama models. While investors often chase the next viral AI app, they might be missing the bigger picture: The companies building and powering the AI