The Federal Reserve is expected to raise interest rates in December, though it held rates steady at 3.75%-4.00% recently. Despite this, equities remain resilient due to strong economic growth and robust earnings from major tech companies like Microsoft, Meta, Amazon, and Nvidia. The S&P 500 saw a 29.5% earnings growth in Q3, supported by AI-driven revenue and solid fundamentals, which help absorb higher borrowing costs. However, risks such as persistent inflation, a weakening labor market, and dips in free cash flow from hyperscaler capital expenditures could cause short-term market volatility.
Microsoft trades at USD 545.67 with a 2.70% gain on Pluang as of Oct 29, 2026 06:21 WIB. Meta shows a slight decline of 0.32% at USD 618.20, while Amazon is up 0.16% at USD 253.50. Nvidia dropped 1.68% to USD 214.28, reflecting mixed investor sentiment despite strong earnings growth in the tech sector.
Microsoft reported a strong Q1 FY2027 with revenue of $92.28 billion, up 19% year-over-year, and adjusted EPS of $4.89, both surpassing Wall Street expectations. Azure cloud services grew 48%, outperforming consensus by 3.2 percentage points, driving...
Microsoft disclosed for the first time that its Azure cloud service generated $33.2 billion in revenue in Q3, a 48% increase year-over-year. This puts Azure slightly ahead of Google Cloud's $30.7 billion revenue for the same period, though Google Clo...
Microsoft reported $10 billion in revenue from its commercial deals with OpenAI in the quarter ending September 30, representing nearly 11% of its total $92.3 billion quarterly revenue. For the full fiscal year 2026, revenue from OpenAI reached $24.1...
Microsoft reported a record quarterly revenue of $92.3 billion, up 19% from last year, fueled mainly by its cloud business which grew 30% to $63.9 billion. Net income rose 32% to $36.6 billion, with significant contributions from Azure and $10 billio...
Shares of neocloud companies like CoreWeave and Nebius fell after Microsoft reported lower-than-expected capital expenditures, suggesting delays in data center capacity expansion. Despite a 30% increase in Microsoft's capex to $45.2 billion, it misse...
