Earnings: Microsoft FY25 Q4
Posted inEarnings Update

Earnings: Microsoft FY25 Q4

Microsoft (NASDAQ:MSFT) closed out FY25 with a strong Q4, surpassing expectations on both revenue and earnings. Azure revenue jumped 39% year-over-year, exceeding forecasts and driving overall Cloud revenue up 27%.…
Posted inEarnings Update

Earnings: Microsoft FY25 Q3

Microsoft (NASDAQ:MSFT) delivered strong FY25 Q3 results, exceeding expectations on both revenue and earnings. Azure revenue grew 33% year-over-year, surpassing forecasts, with AI services continuing to drive growth. Non-AI contributions…
Posted inMarket Commentary

The Week Ahead: Week of 4/7-4/11

The past few weeks have been brutal for markets, driven largely by the escalating trade war initiated by President Trump. Reciprocal tariffs have now been announced against nearly every major…
Posted inMarket Commentary

The Week Ahead: Week of 3/17-3/21

The trade war remains a dominant force driving market sentiment, with its near-daily shifts and escalations creating ongoing uncertainty. This instability clouds the long-term economic outlook, adding to concerns about…
Posted inMarket Commentary

Retrospective: Week of 2/10-2/14

Macro Events & News Earnings season continued, with notable volatility—AppLovin (NASDAQ:APP) surged 35% after delivering strong results and guidance. In contrast with The Trade Desk (NASDAQ:TTD), who saw a sharp…
Posted inMarket Commentary

The Week Ahead: Week of 2/10-2/14

Friday volatility should be expected under the new administration, which has now rolled out major trade-related policies two weeks in a row. This is likely a negotiation tactic—having it dominate…
Posted inEarnings Update

Earnings: Microsoft FY25 Q2

Microsoft (NASDAQ:MSFT) posted mixed FY25 Q2 results—beating expectations for the quarter, but with softer-than-expected guidance and signs of weakness in Intelligent Cloud. They emphasized strong AI-related cloud growth, but softness…