To The Moon

Microsoft and Meta reported earnings on the same night. Both are spending heavily on AI infrastructure, both raised or maintained aggressive investment plans, and both delivered strong revenue growth. The market still gave them opposite verdicts. $Microsoft(MSFT)$ rose more than 8% after hours as Azure growth, Copilot adoption and a strong outlook convinced investors that its AI spending is already generating measurable returns. $Meta Platforms(META)$ fell roughly 9% in premarket trading after free cash flow collapsed and capital expenditure remained close to record levels. Meta’s advertising business is still growing quickly, but investors want a clearer answer on how its enormous compute buildout will c

$Microsoft(MSFT)$’s fiscal fourth-quarter report delivered something investors have been demanding from the largest AI spenders: evidence that infrastructure investment is translating into faster customer adoption, contracted revenue and cash generation. Microsoft reported on July 29 for the quarter ended June 30. Revenue increased 18% to $90.0 billion, while operating income rose 18% to $40.6 billion. Full-year revenue reached $331.8 billion. Microsoft’s official fiscal-fourth-quarter release provides the results. Azure revenue increased 43%, exceeding the approximately 40% expected. Management projected 45% constant-currency Azure growth for the September quarter, also above expectations. Microsoft 365 Copilot reached more than 30 million paid s

PCT: Should You Invest In MSFT v1.0 : PCT = Pandas Coffee Talk. Microsoft (⁠MSFT) is generally rated as a Buy by Wall Street analysts, featuring a consensus average 12-month price target around $555, though near-term sentiment faces debates over heavy AI spending. Stock Performance and Valuation Current Price: Trading around $381 to $394 range. Year-to-Date Change: Down roughly 18% to 19%. Forward P/E Ratio: Approximately 22.7x to 22.8x, sitting at multi-year lows. Market Capitalization: Roughly $2.83 trillion. Bull Case vs. Bear Case The Bull Argument: Analysts view the recent stock pullback as a dip-buying opportunity. Proponents highlight strong foundational growth in Azure and dominant data advantages across Office, Teams, and enterprise cloud. The Bear Argument: Skeptics worry about m

$Microsoft(MSFT)$ up 7.70% after hours. $Meta Platforms, Inc.(META)$, down 7.10%. Same evening, same underlying fact — both companies are spending unholy amounts of money on AI — and fifteen points of daylight between them. Read those two numbers alone and you'd conclude the market turned on AI capex. It didn't. It did something more annoying: it started sorting. Start with who flipped the switch. The July FOMC didn't move rates and didn't change a word of the guidance. Warsh spoke, and within thirty minutes the ten worst names on the tape were almost all AI. The S&P 500 closed down 1.52% at 7,316.15, the Nasdaq Composite down 1.74%,

For period 22 to 29 July 2026: The top DLC gainer for this week is $Xiaomi 5xLongSG271116(Z4LW.SI)$ , which gained 116% as underlying $XIAOMI-W(01810)$ rose 19.5% over the same period on the unveiling of the Skynomad EREV specs, which showcased impressive fuel economy ahead of its July 30 debut and sparked investor interest. The share price surge also came as Chinese chipmaker CXMT made its trading debut, of which Xiaomi was an early investor. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certifica

This is a very strong set of results and reinforces the view that Microsoft’s massive AI investments are translating into real business growth. Key highlights: Revenue: US$90.0 billion, up 18% YoY, beating Wall Street expectations.  EPS: US$4.81, well above analysts’ estimates of US$4.24.  Azure growth: 43% YoY, significantly ahead of expectations (~40%). Management also guided for 45% Azure growth next quarter.  Azure annual revenue: Surpassed US$100 billion for the first time in FY2026, a major milestone.  Microsoft Cloud revenue: US$59.3 billion, up 27% YoY.  Microsoft 365 Copilot: More than 30 million paid users, highlighting strong enterprise AI adoption.  After-hours reaction: Shares surged about 8–9% following the earnings release.  Why the market

For months, investors have been asking the same question: Can Big Tech keep pouring billions into AI without crushing cash flow? $Microsoft(MSFT)$ may have just delivered the strongest answer yet. Microsoft reported another standout quarter. Q4 revenue reached $90 billion, up 18% year over year, beating expectations by roughly $2.4 billion. Adjusted EPS also came in ahead of forecasts at $4.74. Azure continued to fire on all cylinders with 43% growth, while Microsoft Cloud revenue climbed to $59.3 billion. But the number that grabbed everyone's attention wasn't revenue. It was capital spending. Microsoft invested $35.8 billion into AI infrastructure in just one quarter, bringing full-year CapEx to $115.9 billion. Yet despite spending at that scale

$Microsoft(MSFT)$  sideways for a while, so as software stocks go up.. msft will go up. Don't worry about google. Long term sure go up because compnay is growing.

$Microsoft(MSFT)$  yes,for sure

Tonight brings two major market tests at the same time. The Federal Reserve will announce its rate decision at 2:00 p.m. ET, followed by the press conference at 2:30 p.m. ET. After the U.S. market closes, $Microsoft(MSFT)$ and $Meta Platforms(META)$ will report earnings. (联邦储备系统) One event will shape the valuation investors are willing to pay for growth stocks. The other will determine whether Big Tech’s enormous AI spending can still support those valuations. Put simply: The Fed sets the valuation ceiling. Microsoft and Meta test the AI earnings floor. Test No. 1: The Fed decision The Fed entered this meeting with its benchmark rate at 3.50%–3.75%. Holding rates steady remains the base case among economi

Pick Microsoft as one of the biggest AI winners and projected strong growth.

$Microsoft(MSFT)$   AI is transforming the way we work. MSFT helping companies turn possibilities into reality

Everyone says Microsoft, but I feel Amazon is going to be biggest in AI, since they have invested in large in AI infra development

$Microsoft(MSFT)$, $Meta Platforms, Inc.(META)$, $Apple(AAPL)$ and $Amazon.com(AMZN)$ enter earnings week with the same central challenge: demonstrating that enormous AI investments are producing revenue quickly enough to justify their cost. Of the four, Microsoft appears to have the strongest evidence-backed setup because it combines direct AI monetization, accelerating cloud demand and diversified recurring revenue. Meta is a close second because AI is already improving advertising returns, while Apple has the lowest capital burden and Amazon faces the greatest near-term free-cash-flow pressure. Microsoft’s fiscal thir

The Great Rotation. The rotation out of AI and AI-related stocks started in early July 2026, after a strong run in the sector turned into profit-taking and valuation concerns. It was driven by worries that AI spending may take longer to pay off, while investors rotated into cheaper and more cyclical names. It may ease, when earnings and real returns from AI spending become clearer. Since early June 2026, Wall Street's major stock indexes have all rallied to fresh record highs. While artificial intelligence (AI) is the trend behind this surge in stock valuations, it's the "Magnificent 7" that have done most of the heavy lifting. The Magnificent Seven are - $Apple(AAPL)$, $Amazon.com(AMZN)$,

🌟🌟🌟The tech world has just faced its ultimate reality check today.  Following the Nasdaq100 dip of 4.6% over the past 5 days, $Microsoft(MSFT)$  became the first of the Big 4 Tech stocks to report its latest earnings this week.   Microsoft's massive results show that the AI race is getting more expensive and more intense. How Microsoft's Brand New Report Card Just Went  Microsoft actually beat Wall Street's expectations for both total and overall profit, proving its core business is still an absolute giant.  However the stock faced immediate post market pressure because investors noticed 3 major cracks in the AI narrative: The Massive Azure Deceleration: Microsoft's vital cloud busi

I’m backing Microsoft $Microsoft(MSFT)$ to deliver the strongest post-earnings performance. Azure demand has stayed resilient, and I believe Copilot is gradually becoming a meaningful revenue driver. If Microsoft reports strong cloud growth while proving AI investments are generating returns, it could further strengthen the AI bull case. Meta $Meta Platforms, Inc.(META)$ is my second choice, with AI continuing to improve its advertising business, although expectations are already high. Apple needs to show Apple Intelligence can drive a new upgrade cycle, while Amazon’s AWS could surprise if AI cloud demand accelerates. Overall, I think this earnings season is about proving AI spending can translate in

The Nasdaq dropped 10% from the all time highs in about 8 weeks. We have FOMC tomorrow and $META $MSFT $AMZN $AAPL earnings coming up as well. If we get any solid news w Iran, and a positive reaction to FOMC, bottom can form over the next 1-2 weeks. For now, tread lightly and manage your risk closely. Wait for the reaction after FOMC before taking a trade this week.

$Microsoft(MSFT)$ Microsoft is my pick. The key question isn’t whether AI demand is strong, it’s whether Azure growth and Copilot revenue are beginning to justify the enormous infrastructure spend. If Microsoft can show accelerating AI monetisation while protecting margins, I think it could set the tone for the entire tech sector this week. If capex rises faster than revenue again, the market may become much less patient.

$Microsoft(MSFT)$  

Microsoft and Meta reported earnings on the same night. Both are spending heavily on AI infrastructure, both raised or maintained aggressive investment plans, and both delivered strong revenue growth. The market still gave them opposite verdicts. $Microsoft(MSFT)$ rose more than 8% after hours as Azure growth, Copilot adoption and a strong outlook convinced investors that its AI spending is already generating measurable returns. $Meta Platforms(META)$ fell roughly 9% in premarket trading after free cash flow collapsed and capital expenditure remained close to record levels. Meta’s advertising business is still growing quickly, but investors want a clearer answer on how its enormous compute buildout will c

$Microsoft(MSFT)$’s fiscal fourth-quarter report delivered something investors have been demanding from the largest AI spenders: evidence that infrastructure investment is translating into faster customer adoption, contracted revenue and cash generation. Microsoft reported on July 29 for the quarter ended June 30. Revenue increased 18% to $90.0 billion, while operating income rose 18% to $40.6 billion. Full-year revenue reached $331.8 billion. Microsoft’s official fiscal-fourth-quarter release provides the results. Azure revenue increased 43%, exceeding the approximately 40% expected. Management projected 45% constant-currency Azure growth for the September quarter, also above expectations. Microsoft 365 Copilot reached more than 30 million paid s

$Microsoft(MSFT)$ up 7.70% after hours. $Meta Platforms, Inc.(META)$, down 7.10%. Same evening, same underlying fact — both companies are spending unholy amounts of money on AI — and fifteen points of daylight between them. Read those two numbers alone and you'd conclude the market turned on AI capex. It didn't. It did something more annoying: it started sorting. Start with who flipped the switch. The July FOMC didn't move rates and didn't change a word of the guidance. Warsh spoke, and within thirty minutes the ten worst names on the tape were almost all AI. The S&P 500 closed down 1.52% at 7,316.15, the Nasdaq Composite down 1.74%,

For months, investors have been asking the same question: Can Big Tech keep pouring billions into AI without crushing cash flow? $Microsoft(MSFT)$ may have just delivered the strongest answer yet. Microsoft reported another standout quarter. Q4 revenue reached $90 billion, up 18% year over year, beating expectations by roughly $2.4 billion. Adjusted EPS also came in ahead of forecasts at $4.74. Azure continued to fire on all cylinders with 43% growth, while Microsoft Cloud revenue climbed to $59.3 billion. But the number that grabbed everyone's attention wasn't revenue. It was capital spending. Microsoft invested $35.8 billion into AI infrastructure in just one quarter, bringing full-year CapEx to $115.9 billion. Yet despite spending at that scale

PCT: Should You Invest In MSFT v1.0 : PCT = Pandas Coffee Talk. Microsoft (⁠MSFT) is generally rated as a Buy by Wall Street analysts, featuring a consensus average 12-month price target around $555, though near-term sentiment faces debates over heavy AI spending. Stock Performance and Valuation Current Price: Trading around $381 to $394 range. Year-to-Date Change: Down roughly 18% to 19%. Forward P/E Ratio: Approximately 22.7x to 22.8x, sitting at multi-year lows. Market Capitalization: Roughly $2.83 trillion. Bull Case vs. Bear Case The Bull Argument: Analysts view the recent stock pullback as a dip-buying opportunity. Proponents highlight strong foundational growth in Azure and dominant data advantages across Office, Teams, and enterprise cloud. The Bear Argument: Skeptics worry about m

For period 22 to 29 July 2026: The top DLC gainer for this week is $Xiaomi 5xLongSG271116(Z4LW.SI)$ , which gained 116% as underlying $XIAOMI-W(01810)$ rose 19.5% over the same period on the unveiling of the Skynomad EREV specs, which showcased impressive fuel economy ahead of its July 30 debut and sparked investor interest. The share price surge also came as Chinese chipmaker CXMT made its trading debut, of which Xiaomi was an early investor. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certifica

This is a very strong set of results and reinforces the view that Microsoft’s massive AI investments are translating into real business growth. Key highlights: Revenue: US$90.0 billion, up 18% YoY, beating Wall Street expectations.  EPS: US$4.81, well above analysts’ estimates of US$4.24.  Azure growth: 43% YoY, significantly ahead of expectations (~40%). Management also guided for 45% Azure growth next quarter.  Azure annual revenue: Surpassed US$100 billion for the first time in FY2026, a major milestone.  Microsoft Cloud revenue: US$59.3 billion, up 27% YoY.  Microsoft 365 Copilot: More than 30 million paid users, highlighting strong enterprise AI adoption.  After-hours reaction: Shares surged about 8–9% following the earnings release.  Why the market

The Great Rotation. The rotation out of AI and AI-related stocks started in early July 2026, after a strong run in the sector turned into profit-taking and valuation concerns. It was driven by worries that AI spending may take longer to pay off, while investors rotated into cheaper and more cyclical names. It may ease, when earnings and real returns from AI spending become clearer. Since early June 2026, Wall Street's major stock indexes have all rallied to fresh record highs. While artificial intelligence (AI) is the trend behind this surge in stock valuations, it's the "Magnificent 7" that have done most of the heavy lifting. The Magnificent Seven are - $Apple(AAPL)$, $Amazon.com(AMZN)$,

$Microsoft(MSFT)$, $Meta Platforms, Inc.(META)$, $Apple(AAPL)$ and $Amazon.com(AMZN)$ enter earnings week with the same central challenge: demonstrating that enormous AI investments are producing revenue quickly enough to justify their cost. Of the four, Microsoft appears to have the strongest evidence-backed setup because it combines direct AI monetization, accelerating cloud demand and diversified recurring revenue. Meta is a close second because AI is already improving advertising returns, while Apple has the lowest capital burden and Amazon faces the greatest near-term free-cash-flow pressure. Microsoft’s fiscal thir

Tonight brings two major market tests at the same time. The Federal Reserve will announce its rate decision at 2:00 p.m. ET, followed by the press conference at 2:30 p.m. ET. After the U.S. market closes, $Microsoft(MSFT)$ and $Meta Platforms(META)$ will report earnings. (联邦储备系统) One event will shape the valuation investors are willing to pay for growth stocks. The other will determine whether Big Tech’s enormous AI spending can still support those valuations. Put simply: The Fed sets the valuation ceiling. Microsoft and Meta test the AI earnings floor. Test No. 1: The Fed decision The Fed entered this meeting with its benchmark rate at 3.50%–3.75%. Holding rates steady remains the base case among economi

🌟🌟🌟The tech world has just faced its ultimate reality check today.  Following the Nasdaq100 dip of 4.6% over the past 5 days, $Microsoft(MSFT)$  became the first of the Big 4 Tech stocks to report its latest earnings this week.   Microsoft's massive results show that the AI race is getting more expensive and more intense. How Microsoft's Brand New Report Card Just Went  Microsoft actually beat Wall Street's expectations for both total and overall profit, proving its core business is still an absolute giant.  However the stock faced immediate post market pressure because investors noticed 3 major cracks in the AI narrative: The Massive Azure Deceleration: Microsoft's vital cloud busi

$Microsoft(MSFT)$  sideways for a while, so as software stocks go up.. msft will go up. Don't worry about google. Long term sure go up because compnay is growing.

It’s a big week for U.S. tech earnings, with Microsoft, Meta Platforms, Apple, and Amazon all set to report their latest quarterly results. Are billions of dollars in AI spending finally turning into real business growth? After Alphabet’s earnings sparked concerns over rising AI costs and heavy capital spending, markets are watching closely to see whether Big Tech can prove that AI investments are paying off. Cloud growth, AI monetization, advertising strength, and profit margins will be the key battlegrounds. Which company will deliver the biggest surprise after earnings? $Apple(AAPL)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$

Market Overview Wall ‌Street ended mixed on ​Monday (July 27), as investors ​awaited guidance from major technology companies in a busy week for quarterly earnings, while also worrying that stubbornly high oil prices could force the Federal Reserve to raise interest rates. Regarding the options market, a total volume of 60,766,468 contracts was traded, of which 56% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $AAPL(AAPL)$, $MU(MU)$, $INTC(INTC)$, $MSFT(MSFT)$, $AMD(AMD)

The surge of Mag7 earnings arriving alongside ongoing semiconductor volatility marks a major directional turning point. The market is shifting focus from macro themes (like Fed policy and geopolitical headline risks) to micro-level corporate fundamentals. Here is what this setup means for the market this week, how it impacts chip stock sentiment, what to expect for August, and how to position strategically. 1. What This Means for the Market This Week This week is all about CapEx validation. Hyperscalers ( $Microsoft(MSFT)$ Microsoft, $Meta Platforms, Inc.(META)$ Meta, $Amazon.com(AMZN)$ Amazon) are committing hundreds of billions in capital expenditure toward AI

$Microsoft(MSFT)$  yes,for sure

Hello everyone! Today i want to share some trading ideas with you! 1 I think its wild how much the market is overreacting to $Alphabet(GOOGL)$ raising annual capex by $15B to $200B and posting its first negative FCF quarter since 2005 Few companies are more trustworthy with that investment than one that's generated an average ROIC of ~37% over that period 2 $Advanced Micro Devices(AMD)$ is expected to nearly triple annual revenue to more than $100B by 2028 as MI450 and Helios drive the next phase of data center growth. That ramp could establish Instinct as a credible second source at scale as inference demand expands enough to support multiple winners. 3

🚨 Corning Beats, Stock Still Drops – Welcome to Earnings Season $Corning(GLW)$   Corning delivered another strong quarter, but the market is no longer rewarding good fundamentals. 📊 Q2 Highlights • Revenue +17% YoY, beating expectations. • EPS +30% YoY to $0.78, also above estimates. • Optical Communications revenue +32% YoY to $2.07B. 📉 Why did the stock fall? Management guided Q3 revenue to around $4.95B, slightly below Wall Street's $5.0B expectation. That tiny guidance miss was enough to trigger profit-taking. The company also reaffirmed its long-term outlook, targeting a 19% sales CAGR through Q4 2030, with EPS expected to grow even faster than revenue. This is becoming the same story we've seen with GOOG, INTC, TSLA, ASML, TSM, MSFT, and

I’m backing Microsoft $Microsoft(MSFT)$ to deliver the strongest post-earnings performance. Azure demand has stayed resilient, and I believe Copilot is gradually becoming a meaningful revenue driver. If Microsoft reports strong cloud growth while proving AI investments are generating returns, it could further strengthen the AI bull case. Meta $Meta Platforms, Inc.(META)$ is my second choice, with AI continuing to improve its advertising business, although expectations are already high. Apple needs to show Apple Intelligence can drive a new upgrade cycle, while Amazon’s AWS could surprise if AI cloud demand accelerates. Overall, I think this earnings season is about proving AI spending can translate in

$Microsoft(MSFT)$   AI is transforming the way we work. MSFT helping companies turn possibilities into reality