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Azure Drives Microsoft's AI Strategy: Wait for Q3 Before Buying
ZACKS· 2025-04-29 04:00
Microsoft’s (MSFT) third-quarter fiscal 2025 results, scheduled to be reported on April 30, are likely to be driven by steady growth in its cloud platform, Azure. (Read Now: Should You Buy, Sell or Hold Microsoft Stock Before Q3 Earnings?)Microsoft made significant strides in artificial intelligence during its third quarter of fiscal 2025, positioning Azure as a centerpiece of its AI strategy. The company expanded the Azure AI Foundry platform with several new models and capabilities, including OpenAI o3-mi ...
Microsoft is in a strong position heading into Q3 earnings: analysts
Proactiveinvestors NA· 2025-04-29 03:46
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
4 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
The Motley Fool· 2025-04-29 00:00
Consider buying small stakes in these fundamentally strong stocks now.Wall Street has seen significant volatility in 2025, triggered by fears of a potential recession and new rounds of tariff wars. However, this market turmoil can also offer an opportunity to quietly compound your long-term wealth.If you look beyond the daily panic, you will notice a few companies that are demonstrating healthy top-line growth while maintaining substantial competitive moats in their respective markets. Here's why Nvidia (NV ...
Stock Of The Day: Will Microsoft Take The Entire Market Higher?
Benzinga· 2025-04-28 23:18
Shares of Microsoft Corporation MSFT were little changed during early trading on Monday. But that may not be the case for long. The company is set to announce its quarterly earnings on Wednesday after the close. If they are good, it could be a catalyst that breaks the stock’s resistance and sends it higher.This could be bullish for the broad stock market. This is why we have made it our Stock of the Day.The S&P 500 Index is composed of 500 stocks. It is a market capitalization-weighted index. This means tha ...
Microsoft: What To Consider, Ahead Of The Q2-25 Earnings Event
Seeking Alpha· 2025-04-28 22:45
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
Arms Cyber Selected for Microsoft for Startups Pegasus Program
GlobeNewswire News Room· 2025-04-28 21:00
Fulton, MD, April 28, 2025 (GLOBE NEWSWIRE) -- Arms Cyber, a pioneer of the first Automated Moving Target Defense (AMTD) anti-ransomware solution, is pleased to announce it has been selected for the Microsoft for Startups Pegasus Program. This global invitation-only program is designed to accelerate the growth of high- potential startups by providing access to Microsoft's extensive resources, technology, and enterprise network. The Pegasus Program offers a robust platform for startups to rapidly scale by co ...
Microsoft, Meta, Amazon, Apple Gear Up For 'AI Revolution' Week As Tariff Storm Brews
Benzinga· 2025-04-28 20:39
As Big Tech steps onto the earnings stage this week, tariff worries swirl, but the AI Revolution isn't slowing down. Microsoft Corp MSFT, Meta Platforms Inc META, Amazon.com Inc AMZN, and Apple Inc AAPL are all set to report and Wedbush Securities' analyst Dan Ives says the setup is more bullish than bearish. Week Ahead: Big Tech's Demand Trends In Focus "This is a major week ahead for the markets and tech world," Ives said as Wall Street braces for updates on cloud spending, digital ads, and enterprise AI ...
Prediction: This Stock Will Be Worth More Than Nvidia, Microsoft, and Apple 5 Years From Now
The Motley Fool· 2025-04-27 17:51
There's a clear path to $5 trillion for this company.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.All three of these companies have, at one time or another, surpassed a market valuation of $3 trillion, although Appl ...
2 Magnificent Artificial Intelligence (AI) Stocks to Consider Buying Before April 30
The Motley Fool· 2025-04-26 23:03
Earnings season is right around the corner, and all eyes will be on big tech.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.Both companies are set to report earnings for the first calendar quarter of 2025 on April 30. Let's explore why Microsoft and Meta could be good buys right ...
Mag 7 Earnings Preview: What Can Investors Expect?
ZACKS· 2025-04-26 06:20
文章核心观点 本周进入第一季度财报季,超800家公司将公布业绩,包括4家“神奇七股”成员和173家标普500指数成分股公司 市场对大型科技公司在人工智能领域的巨额投资经济价值存疑,且这些公司面临贸易不确定性和盈利预期压力 [1][6][7] 分组1:本周财报情况 - 本周超800家公司公布第一季度财报,含4家“神奇七股”成员和177家标普500指数成分股公司 [1][19] - 4月30日微软和Meta将公布财报,5月1日苹果和亚马逊将公布财报 [1] - 本周公布财报的行业龙头包括麦当劳、星巴克、UPS、辉瑞、Visa等 [20] 分组2:“神奇七股”表现 - “神奇七股”近期参与市场反弹,但今年表现不佳,自2025年2月市场峰值以来表现更差 [2] - 自2025年2月19日以来,微软在市场抛售中表现优于标普500指数,苹果、亚马逊和Meta表现落后 [3] - 从2024年4月26日起算,过去一年Meta和苹果表现突出,亚马逊和微软表现落后 [4] 分组3:“神奇七股”投资与风险 - “神奇七股”中的微软、苹果、亚马逊、Meta、Alphabet和英伟达均为人工智能领域领导者,积极投资数据中心和相关基础设施 [5] - 市场对这些公司在人工智能领域的巨额投资经济价值存疑,但公司未改变资本支出计划 [6] - “神奇七股”面临贸易不确定性,苹果、特斯拉、英伟达和亚马逊受直接影响,所有公司通过宏观经济渠道受间接影响 [7] 分组4:“神奇七股”盈利预期 - 预计“神奇七股”2025年第一季度盈利同比增长19.6%,营收增长10.9% [11] - “神奇七股”盈利预期近期承压,今年预期盈利增长率从三个月前的15.7%降至9.9% [14] - 本周公布财报的公司中,微软第一季度盈利预期不变,苹果和亚马逊仅小幅下降,Meta大幅降低 [18] 分组5:标普500指数成分股财报情况 - 截至4月25日,179家标普500指数成分股公司公布第一季度财报,占总数35.8%,总盈利同比增长18%,营收增长4.2% [21] - 已公布财报的公司中,69.8%的公司每股收益超预期,63.7%的公司营收超预期,但均低于历史平均水平 [21][24] - 预计标普500指数成分股公司第一季度盈利同比增长9.4%,营收增长4% [25] 分组6:盈利预期压力 - 2025年第二季度盈利预期近期下降,随着公司公布财报和讨论业务前景不确定性,负面修正趋势预计加速 [27] - 盈利预期需根据关税制度调整,市场疲软反映盈利预期降低 [28] - 2025年全年盈利预期近期压力增大,自2月中旬以来负面修正趋势明显且广泛 [34]