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Nvidia leads chip rally as Meta, Microsoft affirm AI investment plans
Proactiveinvestors NA· 2025-05-01 23:35
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Microsoft pops 9% after earnings beat, on pace for best day in 5 years
CNBC· 2025-05-01 23:28
Satya Nadella, CEO of Microsoft, speaking on CNBC's "Squawk Box" outside the World Economic Forum in Davos, Switzerland, on Jan. 22, 2025.Microsoft shares popped 9% Thursday after the software giant issued strong guidance, and robust cloud growth drove a top-and-bottom line beat in the third quarter.Shares are on pace for their best day since March 2020.Azure revenues topped estimates, growing 33% year over year. Microsoft attributed 16 points of that growth to artificial intelligence. Analysts polled by St ...
Microsoft Crushes Earnings, What's Next for MSFT Stock?
MarketBeat· 2025-05-01 22:45
Microsoft TodayMSFTMicrosoft$431.94 +36.68 (+9.28%) 52-Week Range$344.79▼$468.35Dividend Yield0.77%P/E Ratio34.78Price Target$503.27Add to WatchlistMicrosoft Corporation NASDAQ: MSFT stock shot up more than 10% in early trading the day after it delivered third quarter 2025 earnings that can rightly be described as a home run. The move in the stock has now erased all of the stock’s losses since February 2025. This is leading to the question of what’s next for MSFT stock. The company delivered a strong beat ...
Cloud & AI Power Microsoft's Fiscal Q3 Earnings: ETFs to Tap
ZACKS· 2025-05-01 22:30
微软2025财年第三季度业绩 - 公司第三季度每股收益达343美元 超出市场预期的320美元 同比增长18% [3] - 季度营收达7007亿美元 同比增长13% 超过预期的6838亿美元 [3] - 云计算和人工智能业务成为主要增长驱动力 推动股价盘后大涨8% 市值增加超2000亿美元 [1] 云计算与AI业务表现 - 智能云业务收入同比增长21%至268亿美元 [4] - 微软云整体收入同比增长20%至424亿美元 [4] - Azure计算平台销售额同比大幅增长33% [4] - 公司持续加大AI基础设施投入 预计本季度Azure增长率将达35%(汇率调整后) [5] 下季度业绩指引 - 公司预计2025财年第四季度营收为700亿美元 [6] - 预计第四季度每股收益为346美元 [6] 相关科技ETF推荐 - iShares美国科技ETF(IYW)管理资产178亿美元 微软权重152% 日均成交量100万股 [7] - MSCI信息技术指数ETF(FTEC)管理资产115亿美元 微软权重139% 费率008% [8] - 先锋信息技术ETF(VGT)管理资产767亿美元 微软权重138% 费率009% [9] - iShares美国Top20股票ETF(TOPT)管理资产2058亿美元 微软权重135% 费率020% [11] - 标普科技板块ETF(XLK)管理资产644亿美元 微软权重135% 日均成交量800万股 [12]
Microsoft Fiscal Q3 Earnings Review: Rule Of 40 Continues
Seeking Alpha· 2025-05-01 22:18
I last covered Microsoft Corporation stock (NASDAQ: MSFT ) more than 1 month ago. More specifically, that article was entitled “Microsoft: Stargate Project Adds More Growth Potential” and was published on Mar As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat S&P 500 bu ...
Microsoft Q3: Great Earnings With AI And Azure Strength
Seeking Alpha· 2025-05-01 21:54
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin runs the investing group The Aerospace Forum , whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with si ...
Meta, Microsoft Spike On Robust Earnings Reports—As Microsoft Reclaims Crown As World's Largest Company
Forbes· 2025-05-01 21:48
ToplineShares of Meta and Microsoft surged Thursday after earnings for two of the U.S.’ handful of trillion-dollar companies came in well above expectations, kicking off a crucial week for on-edge big technology stocks as tariffs complicated investor appetite for artificial intelligence-driven growth.Meta CEO Mark Zuckerberg, left, and Microsoft CEO Satya Nadella will both address investors ... More Wednesday.POOL/AFP via Getty Images Key FactsMicrosoft stock shot up 10% shortly after Thursday’s market open ...
Meta Platforms and Microsoft Just Reported Amazing News for AI Stock Investors
The Motley Fool· 2025-05-01 21:41
In today's video, I discuss Meta Platforms (META 4.41%), Microsoft (MSFT 8.93%), and what their recent news means for AI stock investors. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of April 30, 2025. The video was published on April 30, 2025. ...
Microsoft Q3: AI Narrative Intact (Rating Upgrade)
Seeking Alpha· 2025-05-01 21:31
投资组合 - 投资组合约50%为股票,50%为看涨期权 [1] 投资风格 - 采用逆向投资风格,风险高,常交易非流动性期权 [1] 投资时间框架 - 投资时间框架为3 - 24个月 [1] 选股偏好 - 喜欢因非经常性事件近期遭抛售的股票,尤其是内部人士在低价买入的股票 [1] 分析方法 - 用基本面分析筛选公司的健康状况、杠杆情况,并与行业中位数和平均值比较财务比率 [1] - 对近期抛售股票后买入的内部人士进行专业背景调查 [1] - 用技术分析优化持仓的进出点,主要在周线图上用多色线确定支撑和阻力位,偶尔绘制趋势线 [1]
Microsoft: Bulls Have All The Reason To Celebrate
Seeking Alpha· 2025-05-01 20:30
Microsoft (NASDAQ: MSFT ) reported earnings for the March quarter on April 30th, and beat analyst expectations on both topline and earnings, with revenue and operating income growing 13% YoY and 16% YoY, respectively. At the same time, investors were pleased to note that Azure growth acceleratedExperience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Em ...