Microsoft reported strong cloud growth with Azure revenue up 48% and a commercial backlog of $677 billion, signaling robust demand for its cloud and AI services like Copilot. Despite this, its stock underperforms the S&P 500, partly due to a heavy $170 billion capex plan that may pressure returns. Investors are watching if Azure meets its 49-50% growth guidance and if cash flow keeps pace with spending. Analysts see about 14% upside, betting on Azure's backlog converting into revenue as a key growth driver.
Microsoft shares rose 2.24% to USD 542.90 on Pluang as of Oct 29, 2026 18:11 WIB, nearing its 52-week high of USD 543.45. Meanwhile, Amazon's stock declined 1.08% to USD 251.84, below its 52-week high of USD 284.02. Microsoft’s market cap stands at $3.94 trillion, reflecting strong investor interest despite concerns over its large capital expenditure plan.
Alphabet's shares fell 10% after missing earnings expectations and signaling increased AI-related spending without a clear payoff timeline. Despite Google Cloud's 103% growth, Alphabet's heavy capital expenditure and negative free cash flow alarmed i...
Alphabet reported a much larger negative free cash flow of $9.07 billion in Q3, far below analyst expectations of $2.70 billion, causing its shares to drop about 10% in premarket trading. Microsoft, meanwhile, saw a 27% decline in free cash flow to $...
OpenAI's annualized revenue fell short of expectations, highlighting risks in the AI ecosystem due to large capital investments and negative cash flow. Meanwhile, Alphabet and Microsoft reported strong AI-driven revenue growth, with Alphabet's Q3 rev...
Microsoft's stock climbed after the company reported strong growth and profitability, particularly in its Azure cloud business, which generated $33.2 billion in revenue for the September quarter, a 48% increase year-over-year. This growth slightly ex...
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 Microso...
