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Microsoft Corporation (MSFT)

409.24

+10.20

(+2.56%)

As of 10:35 AM EDT. Market Open.

Microsoft, Alphabet earnings show AI is more than just hype

Both Alphabet (GOOG, GOOGL) and Microsoft (MSFT) posted quarterly results that topped Wall Street estimates. The big takeaway from both reports? That generative artificial intelligence is here and companies are spending on it, says both Baird Technology Desk Sector Strategist Ted Mortonson and RBC Capital Markets Software Equity Analyst Rishi Jaluria. "The commentary out of both Google and Microsoft, I think, tells us that there is real demand for AI... there's actual money being put behind this. It's not just hype. It's not just people talking about it. There's actual capital being put to work," Jaluria tells Yahoo Finance's Morning Brief. Mortonson agrees. "We are going through, really, a generational infrastructure build," Mortonson says, adding that both Microsoft and Alphabet have an "advantage" because their "data center footprint already exists." Jaluria notes that investors "will be patient" with Microsoft's big spending on infrastructure as long as the company's AI-related businesses continue to show growth. As to why investors were less happy about Meta's (META) AI spending, Mortonson thinks it may come down to "a game of positioning." "Meta was extremely crowded going into the print. There's some people that, quite frankly, didn't like some of the unprofitable spend," Mortonson says. He believes that Meta is "very attractive" given how hard the stock was hit by its results, but the Microsoft does have a "huge advantage" due to its enterprise business. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Stephanie Mikulich.

Yahoo Finance Video 17 minutes ago

GOOG
+9.31%
MSFT
+2.56%
META
-1.48%
PCE reading, Microsoft, Alphabet jump on earnings: Yahoo Finance

Investors are digesting the Fed's preferred inflation measure after the release of the Personal Consumption Expenditures (PCE) index.Big Tech is coming to the rescue on Wall Street. Microsoft (MSFT) and Alphabet (GOOGL, GOOG) are jumping following their latest earning reports. Both companies topped expectations and were helped by their AI businesses. The news comes after a rough day for stocks, with a weaker-than-expected GDP report and earnings from companies such as Meta (META), sending markets deep in the red. Today, we will hear from big names, including ExxonMobil (XOM), Chevron (CVX), Colgate-Palmolive (CL), and AbbVie (ABBV). Yahoo Finance trending tickers include Intel (INTC), Snap (SNAP), and Roku (ROKU). Key guests include:9 a.m. ET - Brian Rose -UBS Global Wealth Management Senior US Economist10:40 a.m. ET - Chris Peterson, Newell Brands CEO11:20 a.m. ET - Patrick Gelsinger, Intel CEO

Yahoo Finance Video 3 hours ago

GOOG
+9.31%
XOM

INTC
-11.11%
Microsoft is monetizing AI right now: Analyst

Microsoft (MSFT) reported third quarter earnings that topped Wall Street estimates on both the top and bottom lines, with its intelligent cloud revenue revenue posting surprising strength. As a result, shares of the tech giant are higher Thursday after the market close. CFRA Research Senior Equity Analyst Angelo Zino joins Market Domination Overtime to discuss Microsoft's results. Zino attributes Microsoft's success to its strategic investments in cloud and artificial intelligence (AI) technologies, which have enabled the company to effectively monetize those offerings. He highlights that this achievement is not sector-wide, giving Microsoft a distinct competitive advantage and saying the strong numbers are likely to continue into 2025. Addressing the potential impact of Microsoft's Copilot on its financial performance, Zino says "that's going to take time." He explains that the company still faces the challenge of persuading customers to adopt and "pay for these Copilots," an issue that extends beyond Microsoft to the entire enterprise software industry. For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Angel Smith.

Yahoo Finance Video 17 hours ago

MSFT
+2.56%
Magnificent Seven Stocks: Nvidia Stock Rallies; Alphabet, Microsoft Jump On Earnings

Magnificent Seven stocks, including AI leader Nvidia, are among the best stocks to watch in today's stock market.

Investor's Business Daily 30 minutes ago

NVDA
+4.87%
AAPL
+0.66%
TSLA
-0.64%
Tech Powers Stocks as Traders Look Beyond Data: Markets Wrap

(Bloomberg) -- Wall Street traders fearing another ultra-hot inflation report got a degree of relief after the Federal Reserve’s favored price gauge came roughly in line with estimates, with stocks climbing amid a rally in big tech.Most Read from BloombergJavier Milei Fuels Wild Rally That Makes Peso No. 1 in WorldPlunging Home Prices, Fleeing Companies: Austin’s Glow Is FadingHuawei’s New Phone Runs Latest Version of Made-in-China ChipUS Economy Slows and Inflation Jumps, Damping Soft-Landing H

Bloomberg 31 minutes ago

MSFT
+2.56%
GOOG
+9.31%
Dow Jones Rises On Inflation Data; Tesla Slides On Probe Into Autopilot Recall

Stock Market Today: The Dow Jones rose Friday on key inflation data. Tech titans Google and Microsoft surged on earnings.

Investor's Business Daily 31 minutes ago

^DJI

MSFT
+2.56%
GOOG
+9.31%
Microsoft, Google Gain After AI Fuels Cloud Computing Demand

(Bloomberg) -- Microsoft Corp. and Google owner Alphabet Inc. sent a clear message to investors on Thursday: Our spending on artificial intelligence and cloud computing is paying off. Most Read from BloombergJavier Milei Fuels Wild Rally That Makes Peso No. 1 in WorldPlunging Home Prices, Fleeing Companies: Austin’s Glow Is FadingHuawei’s New Phone Runs Latest Version of Made-in-China ChipUS Economy Slows and Inflation Jumps, Damping Soft-Landing HopesAlphabet Beats Revenue Estimates as AI Fuels

Bloomberg 38 minutes ago

MSFT
+2.56%
GOOG
+9.31%
Tech Bulls Back in Driver Seat After Microsoft and Alphabet Blowouts

(Bloomberg) -- After a tense day of choppy trading on Wall Street, the Big Tech trade is back on in full force.Most Read from BloombergJavier Milei Fuels Wild Rally That Makes Peso No. 1 in WorldPlunging Home Prices, Fleeing Companies: Austin’s Glow Is FadingHuawei’s New Phone Runs Latest Version of Made-in-China ChipUS Economy Slows and Inflation Jumps, Damping Soft-Landing HopesAlphabet Beats Revenue Estimates as AI Fuels Cloud GrowthResults from Microsoft Corp. and Alphabet Inc. reassured inv

Bloomberg 47 minutes ago

MSFT
+2.56%
GOOG
+9.31%
META
-1.48%
Key Fed Inflation Rate Averts Worst Fears; S&P 500 Rises

The Federal Reserve may have dodged a bullet, as the feared increase in the key 12-month inflation rate didn’t come to pass.

Investor's Business Daily 55 minutes ago

^GSPC

GOOG
+9.31%
MSFT
+2.56%
Stocks to Watch Friday: Exxon Mobil, Alphabet, Microsoft, Snap

↗️ **Alphabet (GOOG),** **(GOOGL)**: Google’s parent said quarterly profit jumped by more than half and announced its first cash dividend. Shares soared around 10% in early trading. ↗️ **Microsoft (MSFT)**: The software company reported quarterly results that beat Wall Street estimates for sales and revenue.

The Wall Street Journal 59 minutes ago

MSFT
+2.56%
GOOG
+9.31%
XOM
Q3 2024 Microsoft Corp Earnings Call

Q3 2024 Microsoft Corp Earnings Call

Thomson Reuters StreetEvents 1 hour ago

MSFT
+2.56%
2 Artificial Intelligence (AI) Chip Stocks to Watch That Aren't Nvidia

Don't count AMD and Intel out just yet.

Motley Fool 1 hour ago

NVDA
+4.87%
AMD
+2.27%
INTC
-11.11%
These Stocks Are Moving the Most Today: Alphabet, Microsoft, Intel, Snap, Exxon, Skechers, ResMed, and More

Alphabet shares surge after Google’s parent posts better-than-expected earnings and announces its first cash dividend, Microsoft posts 31% quarterly growth in Azure cloud-computing revenue, and Exxon Mobil’s earnings miss estimates.

Barrons.com 1 hour ago

GOOG
+9.31%
MSFT
+2.56%
INTC
-11.11%
Dow Jones Futures Rise As Microsoft, Google Jump; New Market Rally Still Must Do This

Microsoft and Google jumped on earnings late after the market rally attempt showed resilience Thursday amid Meta's sell-off.

Investor's Business Daily 2 hours ago

GOOG
+9.31%
^DJI

MSFT
+2.56%
Meta, Amazon, AMD, Roku, and Other Tech Stocks in Focus Today

Tech stocks launched a solid rebound early Friday as Alphabet and Microsoft earnings brought renewed optimism to the sector.

Barrons.com 2 hours ago

MSFT
+2.56%
GOOG
+9.31%
3 Top Cybersecurity Stocks to Buy in April

Microsoft, Cloudflare, and Zscaler have plenty of room to run.

Motley Fool 2 hours ago

MSFT
+2.56%
ZS

NET
US STOCKS-Futures tread higher as Alphabet, Microsoft results lift megacaps

U.S. stock index futures advanced on Friday as megacap growth shares rebounded on the back of robust quarterly results from Alphabet and Microsoft, while investors awaited a key inflation print that could help shape U.S. monetary policy. Alphabet jumped 12.1% in premarket trading after the Google-parent announced its first-ever dividend, a $70 billion stock buyback and beat estimates for first-quarter results.

Reuters 3 hours ago

GOOG
+9.31%
^GSPC

MSFT
+2.56%
Stocks Rebound Pre-Bell Ahead of Pending Inflation Report; Asia, Europe Gain

Stocks Rebound Pre-Bell Ahead of Pending Inflation Report; Asia, Europe Gain

PREMIUM
MT Newswires 3 hours ago

GOOG
+9.31%
MSFT
+2.56%
^GSPC
Zacks Market Edge Highlights: SPY, VOO, SPLG, Microsoft and Apple

SPY, VOO, SPLG, Microsoft and Apple are part of the Zacks Market Edge article.

Zacks 3 hours ago

^GSPC

MSFT
+2.56%
SPY
Social Buzz: Wallstreetbets Stocks Mostly Higher Pre-Bell Friday; Snap, Alphabet to Open Higher

Social Buzz: Wallstreetbets Stocks Mostly Higher Pre-Bell Friday; Snap, Alphabet to Open Higher

PREMIUM
MT Newswires 3 hours ago

INTC
-11.11%
MSFT
+2.56%
GOOG
+9.31%

Performance Overview

Return	MSFT	S&P 500
YTD	+9.03%	+6.99%
1-Year	+49.81%	+25.34%
3-Year	+60.84%	+22.08%

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Microsoft Corporation (MSFT)

Microsoft, Alphabet earnings show AI is more than just hype

PCE reading, Microsoft, Alphabet jump on earnings: Yahoo Finance

Microsoft is monetizing AI right now: Analyst

Magnificent Seven Stocks: Nvidia Stock Rallies; Alphabet, Microsoft Jump On Earnings

Tech Powers Stocks as Traders Look Beyond Data: Markets Wrap

Dow Jones Rises On Inflation Data; Tesla Slides On Probe Into Autopilot Recall

Microsoft, Google Gain After AI Fuels Cloud Computing Demand

Tech Bulls Back in Driver Seat After Microsoft and Alphabet Blowouts

Key Fed Inflation Rate Averts Worst Fears; S&P 500 Rises

Stocks to Watch Friday: Exxon Mobil, Alphabet, Microsoft, Snap

Q3 2024 Microsoft Corp Earnings Call

2 Artificial Intelligence (AI) Chip Stocks to Watch That Aren't Nvidia

These Stocks Are Moving the Most Today: Alphabet, Microsoft, Intel, Snap, Exxon, Skechers, ResMed, and More

Dow Jones Futures Rise As Microsoft, Google Jump; New Market Rally Still Must Do This

Meta, Amazon, AMD, Roku, and Other Tech Stocks in Focus Today

3 Top Cybersecurity Stocks to Buy in April

US STOCKS-Futures tread higher as Alphabet, Microsoft results lift megacaps

Stocks Rebound Pre-Bell Ahead of Pending Inflation Report; Asia, Europe Gain

Zacks Market Edge Highlights: SPY, VOO, SPLG, Microsoft and Apple

Social Buzz: Wallstreetbets Stocks Mostly Higher Pre-Bell Friday; Snap, Alphabet to Open Higher

Performance Overview