Microsoft reported $58 billion in operating cash flow, though its free cash flow dropped to about $18.6 billion. Azure cloud services grew 48%, with management forecasting nearly 50% growth in the next quarter despite supply chain delays. The company disclosed $48.3 billion tied up in receivables and supplier investments, indicating significant capital needs beyond usual spending. Microsoft’s stock trades at a premium based on expected earnings growth if cash flow conversion improves.
Microsoft's stock price on Pluang reached USD 521.65, up 2.87% as of Nov 04, 2026 02:51 WIB, reflecting strong investor interest following its robust Azure cloud growth and cash flow report. Despite a high market cap of $3.77 trillion, the platform shows a majority of sell orders at 61%, indicating mixed sentiment among retail investors. The stock remains near its 52-week high of $543.45, highlighting sustained market confidence in Microsoft's technology sector leadership.
Major hyperscalers like Amazon, Alphabet, and Meta are driving U.S. GDP growth through massive AI infrastructure investments, with capex budgets expected to rise over 90% by 2026. However, this surge in spending has led to growing financial stress, i...
Oracle's stock jumped 6% following its announcement of a $20 billion stock and bond sale to fund its AI data center buildout, reversing a prior decline. The raise, split evenly between stock and bonds, aims to support Oracle's ambitious growth plans ...
Bill Ackman, CEO of Pershing Square, expressed concern that the stock market is broken due to excessive speculative trading and high leverage, causing wild price swings. Despite this, he sees opportunities to buy quality companies like Microsoft, Ama...
The NASDAQ 100 trades near 28,196, hovering around its 200-day EMA, influenced by potential US-Iran nuclear concessions and upcoming US labor data. Microsoft’s strong quarterly earnings, driven by cloud and AI growth, suggest ongoing commercial deman...
Bill Ackman, through Pershing Square, argues that Big Tech's capital spending on AI data centers, which rose from $140 billion in 2023 to $740 billion in 2026, is a strong growth investment despite pressuring free cash flow. The spending surge is mai...
