Markets are in the midst of the busiest week for third quarter earnings, with results from several Big Tech companies highlighting the calendar. So far, the earnings season is off to a positive start. As of Oct. 24, 29% of S&P 500 companies have reported results, according to FactSet data, and analysts are expecting a 9.2% jump in earnings per share during the third quarter. If that figure holds, it would mark the ninth straight quarter of positive earnings growth but a deceleration from the 12% earnings ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. When Bill Gates cautioned Satya Nadella that Microsoft Corporation's (NASDAQ:MSFT) $1 billion OpenAI investment could go up in flames, few could have imagined it would turn into a $135 billion stake. From Lighting Money On Fire To A $135 Billion Win Microsoft shares climbed nearly 2% Tuesday after the company unveiled a new chapter in its partnership with OpenAI, converting its stake into a 27% ownership i ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Microsoft reported expansion in its Azure cloud computing unit that failed to impress investors who have grown optimistic about the business https://t.co/XRoHFBUnpU ...

Group 1 - Microsoft is perceived as being in a challenging position, described as an "enterprise monopolist," which may not be favorable even with a business-friendly administration [1] - The company’s Azure segment is crucial, with expectations for at least 37.5% year-over-year growth in constant currency; a growth rate of 40% could push the stock price past its all-time high of $555 [1] - Microsoft provides a range of solutions including Windows, Azure, Microsoft 365, LinkedIn, and Xbox, indicating a diversified business model [2] Group 2 - The discussion highlights a broader market sentiment where individual stocks, including Microsoft, Amazon, and Tesla, are currently quiet but may see changes in the near future [2] - There is a belief that while Microsoft has investment potential, certain AI stocks may offer better upside potential with less downside risk [2]

Core Insights - The company is experiencing higher demand for its cloud computing and AI services than it can currently meet, which is significantly boosting profits [1] Group 1 - The increased demand for cloud computing services is a key driver of the company's profitability [1] - AI services are also contributing to the heightened demand, indicating a strong market trend [1]

Core Insights - Microsoft is expected to announce a 15% increase in total revenue for its fiscal first quarter, driven by a projected 37% growth in its Azure cloud business [2][6] - The company's market valuation has reached $4 trillion, supported by a new partnership with OpenAI, which may influence its future growth and innovation [4][6] - Microsoft plans to invest $30 billion in expanding its infrastructure to meet the growing demand for AI, highlighting its commitment to technological advancements [3][6] Financial Performance - The total revenue for the quarter is anticipated to rise from $65.6 billion a year ago [3] - In the previous quarter, Azure and other cloud services generated over $75 billion in revenue, marking a 34% increase from the previous year [2] Stock Performance - The current stock price of Microsoft is $539.33, reflecting a decrease of $2.74 or approximately -0.51% [5] - Over the past year, Microsoft's stock has fluctuated between a high of $555.45 and a low of $344.79, with a market capitalization of approximately $4 trillion [5]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number 001-37845 MICROSOFT CORPORATION WASHINGTON 91-1144442 (STATE OF INCORPORATION) (I.R.S. ID) Indicate by check mark whether the registrant (1 ...

Microsoft & OpenAI Partnership - Microsoft's 27% stake in OpenAI is valued at $135 billion [1] - This valuation is based on the latest for-profit agreement between the two companies [1] Market Insights - Intelligent Alpha views its investment in Microsoft as indirect exposure to OpenAI [1] - Discussion around AI capex spending and Nvidia's latest partnership announcements [1]

Exhibit 99.1 Microsoft Cloud and AI Strength Drives First Quarter Results REDMOND, Wash. — October 29, 2025 — Microsoft Corp. today announced the following results for the quarter ended September 30, 2025, as compared to the corresponding period of last fiscal year: "Our planet-scale cloud and AI factory, together with Copilots across high value domains, is driving broad diffusion and real-world impact," said Satya Nadella, chairman and chief executive officer of Microsoft. "It's why we continue to increase ...