We get into the heart of the Q1 earnings season this week, with more than 800 companies reporting results, including four Magnificent 7 members and 173 other S&P 500 members. We have Microsoft MSFT and Meta Platform META on deck to report results on Wednesday, April 30th, and Apple AAPL and Amazon AMZN on Thursday, May 1st.
Today, we will focus on understanding what Azure does exactly with the help of Chevron, Exxon Mobil, and Shell; then, we will consider its valuation and risk. I think of Microsoft Azure, and its counterparts AWS and GCP, as the modern version of the formerly high-flying oil & gas Supermajors, listed in the bullet above. I went into this thinking that I'd highlight Azure's fantastic growth, and then recommend Microsoft as an uninspiring dividend growth investment.
MSFT's cloud strength meets valuation concerns ahead of Q3 results. You can hold MSFT or wait for better entry points as competition intensifies despite AI leadership.
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Microsoft (MSFT), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
Recently, Zacks.com users have been paying close attention to Microsoft (MSFT). This makes it worthwhile to examine what the stock has in store.
Meta and Microsoft have room for dividend growth, but is the right answer as the AI boom clashes with the era of Trump tariffs?
In the closing of the recent trading day, Microsoft (MSFT) stood at $374.05, denoting a +1.97% change from the preceding trading day.
Amid rumors that the company is eyeing an IPO, Discord appointed former Activision Blizzard Vice Chairman Humam Sakhnini as CEO. Discord co-founder Jason Citron will leave his CEO role after thirteen years at the company.
Microsoft (MSFT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Microsoft's investment in OpenAI, now valued at $147 billion, reflects an unrealized gain of $133 billion, enhancing our DCF valuation by 4.98%. OpenAI's integration boosts Microsoft's AI products, driving customer adoption, with 85% of Fortune 500 companies using Microsoft 365 Copilot. Despite OpenAI's current losses, profitability is projected by 2029, driven by ChatGPT, API services, and potential ad revenue, improving net margins to 8.46%.
Rigetti Computing (RGTI 5.67%) has caught the eye of many tech investors over the past couple of years as the quantum computing market has taken shape. The company is knee-deep in this market, designing and manufacturing quantum computing units and systems, as well as running a quantum computing platform application development.
First-quarter earnings are starting to roll out, with some companies already reporting. However, we're just starting to get to the point where the big tech companies are releasing results, and their commentary on the business outlook for their core products and AI could really steer the market's direction.