• Bunifa LatifBunifa Latif
      ·2025-08-04
      $Microsoft(MSFT)$   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
      5.37K4
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    • SPACE ROCKETSPACE ROCKET
      ·2025-08-03
      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
      4.92K4
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    • KinniktKinnikt
      ·2025-08-03
      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
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    • BABY SPACEROCKBABY SPACEROCK
      ·2025-08-02
      Only NVDA has that potential I think. Followed by Google?
      3.21KComment
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    • IASIAS
      ·2025-08-02
      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]  
      4.37KComment
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    • Xaddy_AnalystXaddy_Analyst
      ·2025-08-01

      Microsoft’s $4 Trillion Triumph: Who’s Next in the AI Elite?

      $Microsoft(MSFT)$ 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
      4.75K3
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      Microsoft’s $4 Trillion Triumph: Who’s Next in the AI Elite?
    • ShyonShyon
      ·2025-08-01
      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
      4.80K2
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    • bs6969bs6969
      ·2025-08-01

      💰 “Big Tech’s Trillion Dollar War: Microsoft Wins This Round—Apple or Nvidia Next?

      Microsoft Enters the $4 Trillion Club! Who’s Next? I have always believed in the power of innovation, and this recent milestone proves it once again. When Microsoft crossed the $4 trillion market cap after an earnings beat, I felt reassured in my long-term holdings. I hold Microsoft because I see it not just as a software company, but as a foundational pillar in the AI revolution. Its enterprise dominance and tight integration of AI into Office, Azure, and Copilot give it enduring pricing power and recurring revenue. At the same time, I also hold Meta. When it surged 11% after smashing second-quarter forecasts and providing a bullish outlook, I saw the market affirm what I already knew: Meta’s ad empire is alive and well, and its AI infrastructure—from LLaMA to Quest and Ray-Ban AR—is posi
      5.51K4
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      💰 “Big Tech’s Trillion Dollar War: Microsoft Wins This Round—Apple or Nvidia Next?
    • ToNiToNi
      ·2025-08-01

      Why Microsoft (MSFT) Is Poised for a Stellar Run: A Bullish Outlook

      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
      4.90K2
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      Why Microsoft (MSFT) Is Poised for a Stellar Run: A Bullish Outlook
    • RichChigga456RichChigga456
      ·2025-08-01
      Im just posting this for tiger coins
      3.66KComment
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    • BarcodeBarcode
      ·2025-08-01
      $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Apple(AAPL)$ 🌐🚀💰 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 $550 calls, and a 9% after-hours move confirm that market participants are re-pricing Microsoft not on legacy earnings, but on future AI terminal value. With cloud segment r
      4.79K25
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    • Common ManCommon Man
      ·2025-07-31
      Microsoft version 2.0 6 trillion market cap ? These are few lines I just read from the earnings call transcript Microsoft moat looks like exploding in a bigger way  🔹 GitHub Boom More people are using GitHub (a website for developers) because of AI. In just one year, the number of AI-related projects on GitHub more than doubled! 🔹 Big Companies Love AI Tools Many big companies are using Microsoft’s AI assistant called Copilot (part of Microsoft 365). • Barclays is giving Copilot to 100,000 employees after a successful test with 15,000. • UBS is expanding it to all their staff. • Companies like Adobe, KPMG, Pfizer, and Wells Fargo also bought over 25,000 licenses each. 🔹 Cloud Tools Are Growing Too Behind the scenes, cloud tools like Azure, Cosmos DB, and PostgreSQL are powering AI app
      5.00K4
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    • WeChatsWeChats
      ·2025-07-31
      🚀 Microsoft vs Meta Earnings Surge — But Who’s Winning the AI Battle? 💥🧠 In a blockbuster earnings week, Microsoft ($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
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    • ShyonShyon
      ·2025-07-31
      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
      4.57KComment
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    • KinniktKinnikt
      ·2025-07-31
      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
      3.79K1
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    • HarjHarj
      ·2025-07-31
      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
      3.71KComment
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    • Xaddy_AnalystXaddy_Analyst
      ·2025-07-31

      AI Titans Clash: Microsoft’s Azure vs. Meta’s Ad Empire—Who’s the Real Winner?

      $Alphabet(GOOG)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ 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
      4.31K2
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      AI Titans Clash: Microsoft’s Azure vs. Meta’s Ad Empire—Who’s the Real Winner?
    • Maverick AIMaverick AI
      ·2025-07-31

      Microsoft’s Dirty Secret: High Demand Is Crushing Its Data Centers (And Investors Love It)

      $Microsoft(MSFT)$ 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
      5.64K3
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      Microsoft’s Dirty Secret: High Demand Is Crushing Its Data Centers (And Investors Love It)
    • ToNiToNi
      ·2025-07-31
      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
      5.43K2
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    • Maverick AIMaverick AI
      ·2025-07-31

      +12% Surge, How META Makes AI Cash Machine REAL?

      $Meta Platforms, Inc.(META)$ shocked the market with its Q2 earnings report released on July 30th after-hours, as the blowing up of its main business (advertising revenue +21.5% against the trend, operating profit +38%) far exceeded the expectations, and the raising of the lower end of the Capex ($66B-$72B vs. previous $64B-$72B) boosted the market sentiment for AIMETA's after-hours surge was 12%, as the company raised its guidance for the next quarter ($47.5B-$50.5B vs. previous $46.3B), boosting AI sentiment.One of the key reasons for META's surge is that the market was previously worried about it (e.g., tariffs, EU antitrust, AI grabbing, corporate culture revelations, etc.), while the market's Q2 earnings expectations were relatively conserva
      6.50K2
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      +12% Surge, How META Makes AI Cash Machine REAL?
    • BarcodeBarcode
      ·2025-08-01
      $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Apple(AAPL)$ 🌐🚀💰 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
      4.79K25
      Report
    • Xaddy_AnalystXaddy_Analyst
      ·2025-08-01

      Microsoft’s $4 Trillion Triumph: Who’s Next in the AI Elite?

      $Microsoft(MSFT)$ 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
      4.75K3
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      Microsoft’s $4 Trillion Triumph: Who’s Next in the AI Elite?
    • Xaddy_AnalystXaddy_Analyst
      ·2025-07-31

      AI Titans Clash: Microsoft’s Azure vs. Meta’s Ad Empire—Who’s the Real Winner?

      $Alphabet(GOOG)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ 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
      4.31K2
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      AI Titans Clash: Microsoft’s Azure vs. Meta’s Ad Empire—Who’s the Real Winner?
    • Maverick AIMaverick AI
      ·2025-07-31

      Microsoft’s Dirty Secret: High Demand Is Crushing Its Data Centers (And Investors Love It)

      $Microsoft(MSFT)$ 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
      5.64K3
      Report
      Microsoft’s Dirty Secret: High Demand Is Crushing Its Data Centers (And Investors Love It)
    • Maverick AIMaverick AI
      ·2025-07-31

      +12% Surge, How META Makes AI Cash Machine REAL?

      $Meta Platforms, Inc.(META)$ shocked the market with its Q2 earnings report released on July 30th after-hours, as the blowing up of its main business (advertising revenue +21.5% against the trend, operating profit +38%) far exceeded the expectations, and the raising of the lower end of the Capex ($66B-$72B vs. previous $64B-$72B) boosted the market sentiment for AIMETA's after-hours surge was 12%, as the company raised its guidance for the next quarter ($47.5B-$50.5B vs. previous $46.3B), boosting AI sentiment.One of the key reasons for META's surge is that the market was previously worried about it (e.g., tariffs, EU antitrust, AI grabbing, corporate culture revelations, etc.), while the market's Q2 earnings expectations were relatively conserva
      6.50K2
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      +12% Surge, How META Makes AI Cash Machine REAL?
    • ToNiToNi
      ·2025-08-01

      Why Microsoft (MSFT) Is Poised for a Stellar Run: A Bullish Outlook

      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
      4.90K2
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      Why Microsoft (MSFT) Is Poised for a Stellar Run: A Bullish Outlook
    • ShyonShyon
      ·2025-07-31
      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
      4.57KComment
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    • WeChatsWeChats
      ·2025-07-31
      🚀 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
      5.09K3
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    • ToNiToNi
      ·2025-07-31
      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
      5.43K2
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    • ShyonShyon
      ·2025-08-01
      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
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    • ShyonShyon
      ·2025-07-29
      I find the anticipation around Microsoft and Meta's earnings quite exciting. Analysts expect Microsoft to show approximately 14 percent year-over-year growth in both revenue and earnings, with consensus EPS estimates at 3.38 dollars and revenue estimates at 73.81 billion dollars. This kind of growth projection speaks to the strength of Microsoft's position, especially with its advancements in artificial intelligence. Similarly, I am impressed by the outlook for Meta, where analysts anticipate roughly 14 percent year-over-year growth in both profits and sales for the quarter. The consensus EPS estimates stand at 5.86 dollars, with revenue estimates at 44.79 billion dollars. This suggests Meta is also capitalizing on its AI initiatives and expanding market presence, which bodes well for its
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    • bs6969bs6969
      ·2025-08-01

      💰 “Big Tech’s Trillion Dollar War: Microsoft Wins This Round—Apple or Nvidia Next?

      Microsoft Enters the $4 Trillion Club! Who’s Next? I have always believed in the power of innovation, and this recent milestone proves it once again. When Microsoft crossed the $4 trillion market cap after an earnings beat, I felt reassured in my long-term holdings. I hold Microsoft because I see it not just as a software company, but as a foundational pillar in the AI revolution. Its enterprise dominance and tight integration of AI into Office, Azure, and Copilot give it enduring pricing power and recurring revenue. At the same time, I also hold Meta. When it surged 11% after smashing second-quarter forecasts and providing a bullish outlook, I saw the market affirm what I already knew: Meta’s ad empire is alive and well, and its AI infrastructure—from LLaMA to Quest and Ray-Ban AR—is posi
      5.51K4
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      💰 “Big Tech’s Trillion Dollar War: Microsoft Wins This Round—Apple or Nvidia Next?
    • ShyonShyon
      ·2025-07-30
      I have been reviewing the earnings expectations for both Microsoft and Meta, and the projected 14 percent year-over-year growth in both revenue and earnings for Microsoft is impressive. With consensus earnings per share at 3.38 dollars and revenue estimates at 73.81 billion dollars, I see a strong case for potential upside. This growth, driven by artificial intelligence, makes me consider Microsoft a solid contender. On the other hand, Meta's anticipated 14 percent year-over-year growth in profits and sales also catches my attention. The consensus earnings per share of 5.86 dollars and revenue estimates of 44.79 billion dollars suggest a robust performance. I find Meta's focus on AI and its diverse revenue streams, including advertising, to be promising factors that could lead to a strong
      1.53K2
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    • Bunifa LatifBunifa Latif
      ·2025-08-04
      $Microsoft(MSFT)$   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
      5.37K4
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    • KinniktKinnikt
      ·2025-08-03
      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
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    • LanceljxLanceljx
      ·2025-07-31
      The recent earnings reports from Microsoft and Meta provide strong signals of continued leadership in the artificial intelligence (AI) arms race. Both companies exceeded market expectations, with: Microsoft jumping 8% due to stronger-than-expected growth in its cloud business (particularly Azure) and record-level capital expenditure on AI infrastructure. Meta surging 11%, driven by robust advertising revenue and a bullish outlook, indicating that it can sustain elevated AI-related investment. Should You Hold Microsoft and Meta? From a professional investment standpoint, holding both Microsoft and Meta appears justifiable if your portfolio strategy aligns with: 1. Long-term conviction in AI as a structural growth driver. 2. Confidence in large-cap tech's ability to monetise AI through cloud
      561Comment
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    • KinniktKinnikt
      ·2025-07-31
      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
      3.79K1
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    • LanceljxLanceljx
      ·2025-07-30
      To evaluate which stock—Microsoft (MSFT) or Meta (META)—is more attractive (bullish) at this stage, we should consider three pillars: growth, valuation, and risk-reward profile. --- 📊 Key Expectations Summary Metric Microsoft Meta EPS Estimate $3.38 (+14% Y/Y) $5.86 (+14% Y/Y) Revenue Estimate $73.81B $44.79B Revenue Growth ~14% Y/Y ~14% Y/Y Sector Cloud, Productivity, AI Ads, AI, Social, VR Recent Price Action Near ATH Recently pulled back from ATH --- 💼 Valuation Snapshot (As of July 2025) Metric Microsoft Meta Forward P/E ~34–36x ~22–24x PEG Ratio ~1.8–2.0 ~1.2–1.4 Free Cash Flow Yield ~2.5% ~4.5% Dividend Yield ~0.75% 0% --- 📈 Bullish Case ✅ Bullish on Microsoft if: You seek a high-quality compounder with consistent growth across Azure, Office 365, LinkedIn, and Copilot AI. You favour
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    • SPACE ROCKETSPACE ROCKET
      ·2025-08-03
      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
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    • Common ManCommon Man
      ·2025-07-31
      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
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