Anthropic reported a 50% revenue growth quarter over quarter, reaching $16.8 billion, with projections suggesting its 2027 revenue could surpass $100 billion. This rapid expansion positions Anthropic as a major player in AI, potentially valuing its IPO at $2 trillion. In contrast, established tech giants like Microsoft, Alphabet, Meta, and Amazon face valuation challenges due to slower growth in their legacy businesses, which weigh down their overall market performance despite AI efforts. Microsoft's recent earnings showed only 18% revenue growth and modest AI impact, highlighting the gap between AI hype and current financial results in big tech.
Microsoft shares are trading at USD 537.40 with a slight gain of 0.70% on Pluang, reflecting steady investor interest despite slower revenue growth. The stock's market cap stands at $3.96 trillion with a dividend yield of 0.73%. These figures are current as of Oct 15, 2026 22:31 WIB.
Alphabet has successfully integrated AI into its core search business, driving strong revenue growth and user engagement. The company faces a major challenge in managing a record $175-$185 billion capital expenditure in 2026, but its cloud division s...
Microsoft's stock is predicted to rise about 21% to $646.49 over the next year, driven by robust Azure cloud growth of 43% and a massive $678 billion commercial backlog. The company’s recurring revenue streams, including Microsoft 365 Copilot's expan...
Microsoft CEO Satya Nadella proposed an AI killswitch concept that effectively strengthens Microsoft's control over AI models through its Azure platform, which hosts over 11,000 models and a governance system with millions of agents. This design ensu...
In Q3 2026, Microsoft increased operating income by about 18% with a 28% revenue growth, maintaining nearly 30% returns on invested capital. Meta launched multiple AI products, positively impacting market perception. Apple grew revenue by 16%, improv...
In Q3 2026, the Polen Focus Growth Portfolio achieved a net return of 4.46%, outperforming the index return of 0.92%. Key contributors to this strong performance were holdings in ServiceNow, Shopify, and Microsoft. Conversely, Nvidia, Apple (which wa...
