MSFT270115C500000.US

• The Nasdaq composite and AI chip stocks experienced a rally despite $Apple(AAPL.US)'s decline.

BofA: Hyperscalers

TRADING ENDS FOR THE MONTH OF JULY.

Source: amit

Most of the Mag 7 companies have already reported earnings and they were evenly matched, with half of them impressing while the other half flopping. Microsoft and Amazon are set to set new best records up in a single trading day as the AI reversal demand is very much back underway.

$Amazon(AMZN.US) Amazon is following Microsoft's footateps on the way to having a beat trading day since 2022 after posting impressive earnings. YoY growth accelerated from 28% to 37%, reaching $42.2bn. ARR from Anthropic, which spun out of AWS’s ecosystem, is surging and delivering visible tailwinds to AWS. More importantly, unlike most cloud peers, AWS is accelerating both revenue and margin.Capex on the other hand is surging nearly $10bn QoQ in a single quarter, highest among the hyperscalers. The full-year target was raised to $220bn from $200bn on storage price hikes. That implies ~$60bn per quarter in the next two quarters, signaling AI infra spend can keep dancing even after the pullback. On this occasion, increasing Capex didn't spook investors and instead ironically proves that the AI demand is still very much on. @Captain's Treasure

$Meta Platforms(META.US) Ads still growing and the best Ad business in the world. Cash flow is the problem, a big problem.

Microsoft continues to strengthen its leadership in AI, cloud computing, and enterprise software. Its latest earnings highlighted strong Azure growth and increasing demand for AI services, helping drive another historic surge in its share price as investors rewarded its AI execution. Heavy investment in AI infrastructure and data centres remains a key watchpoint, but I believe Microsoft's scale, strong cash generation, and disciplined execution position it well for continued long-term growth.

Good news for Microsoft shares surge, Amazon’s revenue grows, and Singapore stocks reported increase of income.

Even though today focus on Microsoft, the key events is about Core PCE & Q2 GDP, Bank of Japan Policy, and US IRAN tension. Why can’t the tension be resolved?

Microsoft (MSFT) closed up about 15% last night, with its market cap increasing by approximately $450 billion, setting a record for the largest single-day dollar gain in any US stock. This was driven by Azure revenue breaking through $100 billion for the first time (a 43% increase), and FY27 capital expenditure guidance of $175 billion, which is lower than the market's expected ~$190 billion.

Wall Street has long suppressed Microsoft, but this time they finally showed mercy, truly because of its outstanding performance.

However, the fact that rising AI capital expenditures are not being accepted cannot be underestimated in terms of its market effect.

Singapore stocks opened slightly lower this morning, representing a healthy adjustment; overall, the trend remains robust and upward, so there is no need to worry.

Congrats to all who saw the great discounts and grabbed the wonderful bargains. These kind of great sales happen once a year and it was about time for it to happen!

Well look at that. See what I mean when everyone wants to buy at the same time? Great discounts don’t last forever. The most daring first buyers who recognise value benefits the most. 😊

Many of the recent movements should be treated as noise. For investors, company fundamentals and sector growth and health should be the anchor for proper investment (not trading)

Markets are moving beyond AI hype, with greater focus on execution and measurable outcomes from AI investments. Companies that convert AI spending into sustainable revenue, earnings and cash flow are being rewarded, while those with uncertain returns face more demanding standards.

Singapore stocks pulled back as profit-taking in the banking sector weighed on the STI, but the move appears to be a healthy consolidation rather than a trend reversal. Singapore equities continue to offer long-term value, supported by stable earnings, attractive dividends and sound economic fundamentals.Fundamentals drive long-term performance, with patient investors using market pullbacks as opportunities to accumulate quality stocks

Markets still have a lot to digest. Strong GDP and PCE keep the Fed cautious, while BOJ decisions and Middle East tensions could drive volatility. I’ll stay patient and focus on quality names instead of chasing moves.

Microsoft’s record one-day market value gain highlights renewed investor confidence in AI-driven cloud growth, while the sharp rebound in memory-chip stocks suggests improving expectations for semiconductor demand after a weak July. Earnings from Amazon, Apple, and Meta showed that performance remains company-specific despite a strong technology backdrop. Overall, the market continues to reward firms demonstrating tangible AI monetization and resilient earnings, while differentiating those facing slower growth or execution challenges.

yesterday’s risk on session where MSFT and memory names surged feels like it can be attributed to both earnings proving that AI capex can translate as well as investors buying the dip from days prior. i am hopeful for continued upward momentum

$Microsoft(MSFT.US) Looked an numbers today. Business looked clean.

please share with me that how to buy stocks. I saw Microsoft share price went up last night because good financial report, but on the other hand, Apple beat forecast share price dropped

Wonder why the bank stocks are up, isn’t this anticipation of rate hike too extreme?