Microsoft (MSFT) will release its first-quarter earnings for fiscal 2026 on Oct. 29. The tech giant has been consistently delivering solid growth, driven by strong demand for its productivity suite, artificial intelligence (AI) offerings, and cloud solutions. Despite these tailwinds, the stock’s recent price action has been underwhelming. While MSFT shares are up roughly 29% so far this year, they’ve managed just a modest 5.8% gain over the last three months. The upcoming earnings report is expected to re ...

The Q3 earnings season has begun, and several big tech companies will be reporting their results this week. Valued at a market cap of almost $4 trillion, Microsoft (MSFT) is the second-largest company in the world. It is scheduled to publish its fiscal Q1 (ended in September) results on Oct. 29. Analysts tracking MSFT stock forecast Q1 revenue of $75.4 billion, up 15% year-over-year (YoY). Comparatively, adjusted earnings are forecast to grow by 11% YoY to $3.66 per share in Q1 of 2026. Microsoft has beat ...

Core Insights - OpenAI has established a for-profit arm valued at $500 billion, marking a significant corporate restructure aimed at enhancing its artificial intelligence offerings [1] - Microsoft has acquired a substantial stake in the newly formed company, indicating its commitment to expanding its presence in the AI sector [1] Company Developments - The restructuring was officially announced on Monday morning, highlighting the strategic shift within OpenAI [1] - This move is part of OpenAI's long-term strategy to capitalize on the growing demand for artificial intelligence technologies [1] Industry Implications - The establishment of a for-profit arm reflects the increasing commercialization of AI technologies and the competitive landscape in the industry [1] - Microsoft's investment underscores the importance of partnerships in driving innovation and growth within the AI sector [1]

Group 1: Amazon.com Inc. - Amazon is expected to post steady third-quarter gains driven by strong performance in cloud, advertising, and retail [1] - Analyst Mark Mahaney projects Amazon's revenue at $178 billion and operating income at $19.5 billion for the third quarter [3] - AWS revenue is anticipated to grow 18% year over year, with North American retail revenue expected to reach $104.7 billion (up 10% YoY) and International retail revenue at $41.2 billion (up 15%) [4] - Advertising growth is expected to remain strong, supported by Prime Video and connected TV partnerships [4] - Automation in fulfillment centers is expected to yield cost efficiencies, and expanding Prime Same-Day to grocery delivery enhances customer engagement [5] Group 2: Apple Inc. - Apple is positioned for a strong quarter, benefiting from robust iPhone 17 demand and easing headwinds in its Services segment [6] - Analyst Amit Daryanani forecasts revenue growth of around 8.6% sequentially, with gross margins expected between 46% and 47% [6] - 59% of surveyed consumers plan to buy the iPhone 17, above the historical average of 45% [7] Group 3: Microsoft Corp - Microsoft is expected to deliver a strong fiscal first-quarter performance, driven by accelerating momentum in Azure and AI [7] - Analyst Kirk Materne anticipates Azure's growth to exceed company guidance, with AI emerging as a key catalyst [8] - Capital expenditures are expected to remain elevated as Microsoft expands its data center footprint, with continued investments in AI infrastructure sustaining long-term growth [8]

Appl’s shares rose by 15pc in 2025 Apple and Microsoft both surpassed $4tn (£3tn) valuations on Tuesday as fears mount that the US stock market is entering bubble territory. Shares in the two tech behemoths hit record highs as Wall Street’s main stock indexes jumped, with excitement growing around the potential of artificial intelligence (AI). Both companies have seen their valuations surge this year despite having already been amongst the most valuable companies in the world at the start of the year. ...

Core Insights - Investors are overly enthusiastic about artificial intelligence, with OpenAI CEO Sam Altman warning that this excitement may lead to potential losses as the hype diminishes [2][4] - Major technology companies are projected to spend approximately $320 billion this year on AI infrastructure, indicating a significant commitment to the sector [1][4] Company Investments - Microsoft plans to invest around $80 billion in AI-enabled data centers in 2023, marking its largest infrastructure budget to date [3] - Amazon, Meta Platforms, and Alphabet are also increasing their capital expenditures, with Amazon focusing on scaling its cloud infrastructure for AI services [3][4] - Meta's capital expenditures are estimated between $66 billion and $72 billion, while Alphabet continues to invest heavily in data-center infrastructure [4] Industry Trends - OpenAI is expanding its offerings, recently introducing new tools for developers to integrate ChatGPT into applications, emphasizing enterprise adoption [5] - Analysts are divided on the AI market's sustainability, with some believing it will drive a tech bull market for the next two to three years, likening the current phase to 1996 rather than 1999 [5]

Microsoft's deal with OpenAI gives the tech giant what it needs as the two sides head for an ultimate divorce, @DaveLeeBBG says (via @opinion) https://t.co/87QuXSpJkc ...

Apple has become the third company to see its market capitalization top $4 trillion, underscoring its role as one of the leading publicly traded tech companies and making it the second-most valuable company in the world. Shares of the company briefly topped $269.53 soon after trading began on Tuesday, putting it above the milestone. Most Read from Fast Company Apple was the first company to top $1 trillion, $2 trillion, and $3 trillion in market capitalization. But Nvidia beat it to the $4 trillion mark, ...

Joe, you could start a number of different places, but I think we should start with 6,900 in in sight for the S&P 500. >> Yeah. And and certainly we're advancing today on the strength of the Mac 7.So, so far year to date, it had been Meta and Microsoft and Amazon back in February, Nvidia that had made new all-time highs. More recently, it is about a breakout in Alphabet. It's a breakout in Apple.Pick the reason that you want to sight for that breakout. But it's a rebuilding of positioning. And I will tell y ...

Market Overview - The S&P 500 is projected to reach 6,900, driven by the performance of the "Magnificent Seven" tech stocks, including Meta, Microsoft, Amazon, Nvidia, Alphabet, and Apple [1][3] - If earnings from these companies are strong, the index could potentially hit 7,000 [3] Microsoft and OpenAI Partnership - Microsoft is set to receive 20% of OpenAI's revenue, marking a significant development in their partnership [4][7] - OpenAI is valued at approximately $500 billion, and this revenue share could substantially increase Microsoft's financial outlook [7][14] - Analysts expect Azure, Microsoft's cloud platform, to grow at a rate of around 33%, with OpenAI potentially spending up to $250 billion on Azure in the coming years [5][9] Implications for Other Tech Companies - The formal financial tie between Microsoft and OpenAI raises questions about Apple's future partnerships, particularly regarding its existing relationship with OpenAI and potential ties with Alphabet's Gemini [11][19] - The restructuring of OpenAI into a for-profit entity clarifies its relationship with Microsoft and other cloud providers, which could benefit the overall AI ecosystem [8][15] Future Growth Projections - Revenue for AI large-scale models, including OpenAI, is forecasted to grow by 228% by 2025, indicating significant market potential [14] - The demand for cloud computing services is expected to rise as customers monetize their AI capabilities, supporting continued investment in cloud infrastructure [15]