Ray Wang, Constellation Research founder and chairman, joins 'Squawk Box' to preview Big Tech earnings results, what to expect from the Magnificent Seven companies, Tesla's Q1 earnings, and more.
Two companies have sat at or near the top of the list of the world's most valuable companies for the better part of a decade: Apple (AAPL 0.41%) and Microsoft (MSFT 1.21%). The longtime tech giants were recently joined at the top of the list by Nvidia (NVDA 4.11%), which has skyrocketed in value as demand for its market-leading GPUs soared.
Mad Money 's Jim Cramer has built a very large US following for his CNBC show.
As of market close on April 22, each "Magnificent Seven" stock has a negative price return in 2025. Among this cohort of megacap technology stocks, Microsoft (MSFT 1.21%) and Meta Platforms (META 2.65%) have dropped by the least amounts -- falling by 13% and 14.5%, respectively.
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.