Here Is Why Investors Do Not Like Good Earnings From Microsoft And Meta, Hotter Inflation Data

Quick Summary:

In The Arora Report analysis, investors are selling MSFT stock because their expectations were unrealistically high.  Regarding Azure growth, investors are ignoring the following: Azure growth should pick up in the second half of 2025.  

Microsoft is capacity constrained.  In due course, capacity will increase as supply of NVIDIA Corp (NASDAQ:NVDA) chips increases.  

Generative AI contributed 12% to Azure.

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Author / Journalist: The Arora Report

Category: Technology

Markets: United States

Topics: USO Contributors SLV $BTC SPY AMZN META GLD US0378331005 US88160R1014 TSLA Markets Oil US46428Q1094 Market Summary Expert Ideas US0231351067 US73935A1043 QQQ NVDA US78462F1030 Tech US38259P7069 Magnificent Seven US5949181045 US67066G1040 GOOG General Gold Benzinga US91232N1081 US78463V1070 AAPL MSFT

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Article Type: News Report

Published On: 2024-10-31 @ 16:56:38 (11 hours ago)

News Timezone: GMT +8:00

News Source URL: benzinga.com

Language: English

Article Length: 826 words

Reading Time: 5 minutes read

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News ID: 23352401

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