Microsoft reported a record $90 billion revenue in Q4 fiscal 2026, with operating income up 18% despite high AI infrastructure costs. Azure cloud revenue exceeded $100 billion annually, growing 41% for the year, and management expects 45% growth in Q1 2027. Commercial performance obligations rose 84% to $678 billion, indicating strong demand beyond AI developers. Despite a 23% drop in free cash flow and increased capital expenditure, Microsoft remains a strong buy due to solid contracted demand supporting its infrastructure investments.
Microsoft reported record Q4 results with Azure revenue growing 43% and total revenue hitting $90 billion, easing concerns about high AI-related spending. Despite near-term margin pressure from increased capital expenditures, strong cloud growth and ...
After Microsoft's strong Q4 earnings and a massive $450 billion market cap gain in one day, options traders see a promising income opportunity. Selling the August 21st weekly $412.50/$485 short strangle offers a potential 1.6% return in 21 days, or a...
US stock indices Nasdaq 100, Dow Jones 30, and S&P 500 are attempting to break higher but face resistance near key technical levels. The Nasdaq 100 is testing the 28,500 mark with resistance at its 50-day EMA, while the Dow Jones is challenging 52,50...
Wall Street is experiencing undue panic driven by concerns over high oil prices, accounting issues in large tech firms, and competition from Chinese chipmakers. However, factors like crude oil backwardation, solid operating cash flows, and sanctions ...
Microsoft reported a strong fourth quarter with revenue up 17.8% year-over-year and accelerated Azure growth guidance of 45%. The company's commercial backlog surged 84% to $678 billion, driven by rapid monetization of its Copilot AI tool and robust ...
