Record balance sheet from Microsoft. AI shares have been blown up

📌 What Happened?

Microsoft Corporation (NASDAQ:MSFT) surprised investors with its fiscal third-quarter results released after the market closed on Wednesday. The company reported earnings of $3.46 per share on revenue of $70.1 billion. These figures were above analysts' expectations of $68.53 billion in revenue and $3.23 in earnings. Microsoft's cloud service Azure, in particular, saw growth of 33% year-on-year. Exceeding the analyst forecast of 30.3% growth demonstrated the strength of demand for AI-powered services. Azure's Smart Cloud business grew 21% to $26.75 billion in revenue. It was also announced that artificial intelligence contributed 16% to Azure growth. Capital expenditures, excluding financial leases, rose 53% to $16.75 billion, signaling that Microsoft will not slow down in its AI investments.

📉 Products That May Be Affected

🟢 Positive:
• Microsoft shares
• Azure services
• Artificial intelligence and cloud technologies sector
• Data center infrastructure companies
• NASDAQ index

🔴 Negative:
• Cautious scenarios for AI investments
• Data center manufacturers committed to hardware savings

🧠 Expert Review

Microsoft's financial data, which came in above expectations, supported stock performance in the short term, while also confirming the sustainability of its AI-based growth strategy in the medium and long term. Azure's increased contribution of artificial intelligence increases the company's competitiveness. The strong financial results reinforce confidence in the technology sector. At the same time, the marked increase in capital expenditure signals that Microsoft has a high appetite for growth. These developments are a positive signal for long-term investors.

✅ Take Action

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🛑 Disclaimer

This content is created by Investment Desk AI and is not Investment Advice. You should make your decisions based on your own research and professional advisors.

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