Microsoft's Azure cloud grew 48% and Amazon's AWS grew 39%, their fastest in years, driven by high demand exceeding supply. Microsoft showed strong earnings and free cash flow, while Amazon missed estimates due to retail timing but posted record AWS operating income. Both companies face capacity constraints, which benefits competitors like Google and Oracle. Investors will watch if Azure meets growth targets and if AWS margins hold amid rising spending in 2027.
Microsoft leads with a market cap of $3.94 trillion while Amazon follows at $2.64 trillion as of Oct 30, 2026 22:02 WIB. Despite recent earnings strength, Microsoft shares fell 1.40% and Amazon declined 1.72% on Pluang, where typical hold times are 144 and 128 days respectively. Oracle, with a smaller market cap of $423.08 billion and the highest dividend yield among these at 1.43%, saw a sharper drop of 5.09%, reflecting mixed investor sentiment in the cloud sector.
Salesforce stock is currently down for the year but shows strong potential for a comeback driven by its AI product Agentforce, which has seen annual recurring revenue grow over 240% year-over-year. Despite a recent 33% rally since July, the stock tra...
Despite concerns about the artificial intelligence sector and disappointing earnings reports from several Big Tech companies, Microsoft stock has remained resilient and favored by Wall Street investors. This stability highlights confidence in Microso...
Microsoft reported a robust $677 billion in Remaining Performance Obligations (RPO), indicating strong future revenue visibility. The company achieved 19% revenue growth in the latest quarter and maintains a healthy 23.5% unlevered pretax free cash f...
Microsoft issued $25 billion in senior unsecured bonds, its first U.S. dollar bond sale since 2017, to support its AI-driven investments and capital expenditures. Despite holding $64.5 billion in cash, the company chose to borrow to maintain liquidit...
Microsoft CEO Satya Nadella criticized AI cloud business models dependent on a few large customers, calling such growth unsustainable. This comment followed Microsoft’s strong quarterly results, including 48% Azure revenue growth and $92.28 billion r...
