💥 Microsoft Earnings Recap: AI + Cloud = 🚀

$Microsoft(MSFT)$ just dropped earnings — and wow, it’s clear they’re riding the AI + cloud rocket.

🔹 Cloud revenue hit $42B, up 22% YoY
🔹 AI tools? Already boosting productivity across industries
🔹 CEO Nadella: “We're building data centers across 4 continents — AI demand is global.”

✨ Product Highlights

Microsoft Fabric: 21K+ paying customers, up 80%
Foundry AI: Over 70K enterprise users, processed 1 quadrillion+ tokens 🤯 (up 5x YoY!)
Azure AI: Driving 16 pts of Azure’s 33% growth

📊 Q3 Financials

Revenue: $70.1B (+13%)
EPS: $3.46 (+18%)
Free cash flow: $20.3B
Big enterprise orders (including OpenAI!) are rolling in 💼

🔮 Looking Ahead (Q4 Guidance)

Productivity & Biz (Office, LinkedIn): $32.0–32.35B, up 11–12%
Azure cloud: expected growth of 34–35% (power & chips still a bottleneck)
Windows? A slight dip expected due to OEM normalization

⚠️ Watch-outs

AI infrastructure still constrained
Are AI investments too aggressive? Some analysts wonder…

📣 Your turn:
Is Microsoft the most investable AI play right now, or are we in a hype cycle? Which part excites you more — Azure’s growth or AI adoption?

🎉Microsoft Enters $4 Trln Club! Who’s Next to Join the Elite Club?

Microsoft has become the second company in the world to reach a $4 trillion market capitalization after reporting quarterly earnings beats. Meta rocketed 11% as topped projections for second-quarter sales and gave a stronger-than-expected forecast for the current period, a sign that the social media company’s advertising business is still growing quickly enough to support aggressive spending on artificial intelligence. Two giants set new all time highs. AI battleground heats up: will you hold the two stocks? Is their AI spending good news for Nvidia? Can Apple become the third one?

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💥 Microsoft Earnings Recap: AI + Cloud = 🚀

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