Investors widely panned the results, sending Microsoft stock down more than 12%. The concerns stem from fears that the increased spending won't generate sufficient revenue to justify the expense. NYSE : ORCL Oracle The cloud and database specialist got caught up in a broad AI sell-off. Shares of Oracle (ORCL 4.16%) dropped Thursday morning, falling as much as 6.5%. As of 1:48 a.m. ET, the stock was still down 4.4%. There was no company-specific news to explain the enterprise database and artificial intellig ...

Do we have to swallow the 66% increase in CapEx in the quarter for long term rewards with Asia that just aren't showing up quite yet. Yes. Hi, Good morning.That's exactly the question that investors are asking us. What's really interesting is this is the second quarter in a row where Microsoft is actually telling you there is a more nuanced way to think about their Catholic's allocations. Typically, what you would expect to see is CapEx goes up, Azure revenue goes up, does a really direct correlation.What's ...

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Microsoft stock (NASDAQ: MSFT) plunged over 12% on Thursday, erasing $450 billion in market value after the company reported earnings that beat Wall Street's expectations. Despite solid numbers, Micro... ...

Hey, Kelly. So, what used to be Microsoft's biggest boost in the AI race for years. It's now a source of anxiety.Feels like everyone's focusing on this RPO number. So, let me break that one down. RPO or remaining performance obligation.It's essentially backlog. Revenue that Microsoft expects to recognize in the future from contracts that are already signed. The issue is concentration.About 45% of that backlog, it's tied to OpenAI. So when OpenAI looked like a locked in exclusive growth engine, that was a fe ...

ToplineFormer Microsoft CEO Steve Ballmer’s net worth was cut by more than $14 billion on Thursday as the company’s stock plummeted, pacing what would be the tech giant’s worst single-day loss in nearly six years after revenue from its cloud-computing unit failed to grow as expected. Revenue from the company’s cloud computing unit failed to meet analysts’ expectations. Getty ImagesKey FactsShares of Microsoft plunged by 12% to around $423.50 as of 12:55 p.m EST, the largest intraday loss for the stock since ...

Core Insights - U.S. stocks ended flat following the Fed's decision to keep interest rates unchanged, with only two governors dissenting for a rate cut [1] - Fed Chair Powell indicated that future rate hikes are not the base case, but economic growth may challenge further easing [2] - Treasury Secretary mentioned a potential dovish pick for Fed Chair could positively impact major indexes, particularly the Nasdaq [3] Microsoft Earnings Overview - Microsoft reported fiscal Q2 2026 results with revenue of $81.3 billion, a 17% year-over-year increase, surpassing expectations [6] - Cloud revenue reached $51.5 billion, up 26%, highlighting its role as the primary growth engine [6] - Intelligent Cloud division generated $32.9 billion in revenue, up 29%, with Azure services growing 39% [7] Segment Performance - Productivity and Business Processes contributed $34.1 billion, up 16%, driven by Microsoft 365 [8] - More Personal Computing saw a 3% decline to $14.3 billion due to weaker gaming and devices [8] Market Reaction and Future Outlook - Despite strong earnings, Microsoft shares fell approximately 12% in early trading, attributed to concerns over high capital expenditures and potential margin pressures [9] - The results indicate sustained leadership in cloud and AI, with strong visibility from commercial performance obligations [10] - The post-earnings pullback may present a buying opportunity if AI adoption continues, reinforcing Microsoft's position in technology portfolios [11] - Azure's AI momentum remains a key growth driver for Microsoft, despite significant upfront investments [12]

格隆汇1月30日丨Saxo Markets英国投资策略师尼尔·威尔逊表示："黄金和白银的价格似乎因自身过度膨 胀而达到的创纪录高位而遭受重创。铜价也大幅下跌。金属和外汇市场出现了极度的波动，这导致了严 重的混乱局面，并可能对股市情绪造成严重冲击。标普500指数一度跌破6900点，微软股价暴跌11%。 就金属市场而言，目前的情况看起来相当混乱。" MACD金叉信号形成，这些股涨势不错！ ...

Welcome to Market Catalyst. I'm Julie Hyman and we are 30 minutes into US trading day. So, let's get to the three market catalyst we're watching this hour.First up, full earnings coverage on Meta and Microsoft as the tech giants spend big on AI. And speaking of spending, we're going to break down Tesla's results and where the company is looking to unleash $20 billion in capex. Plus, President Trump lashes out at the Fed after keeping rates on pause.We'll have more on the decision, the future of rates, and b ...

Shares of Microsoft (NASDAQ: MSFT) were taken out to the woodshed Thursday morning, plunging as much as 12.6%. As of 11:58 a.m. ET, the stock was still down 11.8%. The catalyst that sent the tech giant tumbling was its quarterly earnings report. Despite delivering solid results, investors wanted more. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. For its ...