Microsoft reported strong Q3 results with GAAP EPS of $4.27 and revenue of $82.9 billion, driven by 39% growth in Azure and 123% year-over-year increase in AI annual recurring revenue. The company is aggressively investing in AI infrastructure, raising its capital expenditure guidance to $60 billion per quarter by early fiscal 2027, while continuing to return value to shareholders. Analysts remain optimistic with over 26 recent upgrades and a projected EPS growth of over 20% for fiscal 2026, making Microsoft an attractive growth-at-a-reasonable-price (GARP) investment despite recent sector challenges.
Cerebras Systems made a huge debut on Wall Street with a market cap near $100 billion, signaling strong demand for AI chips beyond Nvidia's GPUs. The company produces large custom ASIC chips designed for AI inference, a growing need as AI models shif...
Microsoft and Palantir both reported impressive AI-driven earnings, but their business models and scale differ significantly. Microsoft’s Q3 FY26 showed a $37 billion AI business with 30% Intelligent Cloud revenue growth, driven by Azure’s 40% growth...
Microsoft Corporation is rated a Strong Buy due to its recent Q3 earnings beat, driven by a 29% year-over-year increase in cloud revenue to $54 billion. The company’s ongoing investments in AI infrastructure provide a competitive advantage, while its...
Microsoft shares jumped 4% on Friday while other major tech stocks, especially chipmakers and crypto-related names, declined amid profit-taking. Despite being the biggest mega-cap laggard this year, Microsoft’s strong Q3 earnings, driven by 40% Azure...
Broadcom reported Q1 FY2026 revenue of $19.3 billion, up 29.5%, driven by a 106% surge in AI semiconductor sales to $8.4 billion, fueled by demand for custom AI chips and networking gear. Microsoft posted Q3 FY2026 revenue of $82.9 billion, up 18.3%,...
