Microsoft has seen a surge in

Microsoft has seen a surge in its stock price, recently climbing nearly 9% following a strong earnings report driven by robust demand for cloud computing and AI services. The company’s Azure cloud revenue grew by 35% year-over-year, leading analysts to raise their price targets. Microsoft plans to invest $80 billion in infrastructure for fiscal year 2025 to meet increasing AI demand.

Apple has faced several challenges in 2025, including disappointing sales in Greater China and looming U.S. tariff threats that could cost the company $900 million in the June quarter. Additionally, legal and regulatory pressures, such as a court ruling affecting App Store fees, have raised concerns about Apple’s revenue streams. Despite these issues, Apple reported $95.36 billion in revenue for fiscal Q2, beating expectations, though its Services revenue fell slightly short

🎉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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Comments

Mortimer Arthur
05-08
Mortimer Arthur
Price target of AAPL = $120 with no recession
Valerie Archibald
05-10
Valerie Archibald
Can’t believe the struggle for $200
Venus Reade
05-08
Venus Reade
It would be very nice if MSFT announces stock split news on next earnings report date.
funzee
05-08
funzee
Great analysis

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