Microsoft ($MSFT) announced its third quarter earnings after the bell on Wednesday, beating expectations on the top and bottom lines on the strength of its cloud performance.
hares of Microsoft rose more than 6% on the news. $MSFT Microsoft Q3 FY25 (ending March): ☁️ Azure +35% Y/Y fx neutral (31% in Q2). 🤖 16% of Azure revenue attributed to AI. • Revenue +13% Y/Y to $70.1B ($1.6B beat). • Operating margin 46% (+1pp Y/Y). • EPS $3.46 ($0.24 beat). Source: App Economy Insights, www.zerohedge.com
Microsoft $MSFT CapEx increased with 53% y/y in Q3'25
Source: Quartr
Is the AI bubble popping right before our eyes?
Microsoft Abandons More Data Center Projects, TD Cowen Says - Bloomberg Source: Bloomberg
Oups...
Microsoft will NOT participate in OpenAI Stargate project due to overestimation of demand
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Source: Bitcoin Archive
👉 JUST IN: Microsoft asks shareholders to vote on whether to consider investing in Bitcoin!
Source: Swan on X
Microsoft in a nuclear power deal with Constellation Energy for AI data centers
Source: Bloomberg
BlackRock is preparing to launch a more than $30bn artificial intelligence investment fund
With technology giant Microsoft to build data centres and energy projects to meet growing demands stemming from AI, people briefed about the matter said https://on.ft.com/3Bh2aGG Source: FT
