Microsoft stock

2024 - 7 - 31

Microsoftin osakkeet kaatuvat kuin pilvikoneen vikaantuminen!

Azure - Microsoft - osakemarkkinat - pilvipalvelut - sijoittaminen - tekoäly

Microsoft yllätti positiivisesti, mutta Azure-raha ei riittänyt tuomaan hymyä sijoittajien huulille!

Microsoft, teknologian jättiläinen, ilmoitti äskettäin taloudellisten tulostensa olevan Wall Streetin odotusten yli, mutta ei suinkaan ilman vaivoja. Kun kokonaistulot ja voitto olivat vahvat, sijoittajat osoittivat huolensa Azuren, Microsoft's cloud service, kasvun hidastumisesta. Tämä tietysti sai osakkeet kärsimään, sillä kun pilvipalvelut eivät kasva odotetusti, suuri osa sijoittajista alkaa hapuilla pörssimehiläisiin.

Osakkeet putosivat yli 6% heti tilinpäätöksen jälkeen, mikä sai monet kyseenalaistamaan, että onko Microsoftin AI-unelmat asettuneet hetkellisesti pilvenvarjoon? Tietenkin Azure on keskeinen osa Microsoftin tulevaisuusstrategiaa ja kun sen kasvu notkahti hieman, sijoittajien luottamus heikkeni reisieräiden tavoin - raskaasti! Samaan aikaan yleinen kiinnostus teknologiaa kohtaan on silti voimakasta, mutta pilvileikkiminen tuntuu hiukan taantuneen.

Kuten mainittu, Microsoft اعلامoi, että heidän kehittämä AI-teknologia kaipaa enemmän kapasiteettia, jotta se voisi vastata kysyntään. Tämä tarkoittaa, että vaikka Azure ei ole ykkönen tällä hetkellä, se on kuitenkin tulossa vahvempana takaisin syksyn aikana, kun kapasiteetti kasvaa ja tulot paranevat. Sijoittajat odottavat innolla, mitä Microsoftin tulevat investoinnit tuovat tullessaan!

On kuitenkin syytä muistaa, että Microsoft on kuluttanut miljardeja dollareita AI:hin, mikä nostaa kysymyksiä siitä, onko heidän liikevaihtonsa tarpeeksi kilpailukykyistä, jotta se voisi tukea niin suuria sijoituksia? Vaan ei hätää - Microsoft on tunnetun monipuolinen yritys ja sen innovaatiot ovat valehtelematta pelastaneet monta teknologiayritystä kokemasta karvaita aikoja. Jo nyt on kuitenkin selvää, että suurten teknologiajättien aika on kiristynyt, ja mielenkiintoisia aikoja on tulossa niin markkinoille kuin pilvilöylytystäkin!

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Image courtesy of "Investor's Business Daily"

Microsoft Stock Falls As Azure Cloud Growth Slows (Investor's Business Daily)

Microsoft edged above Wall Street's fiscal Q4 targets but Azure cloud computing growth slowed. Microsoft stock fell on the news.

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Image courtesy of "The Wall Street Journal"

Microsoft Stock Drops After Disappointing Cloud Growth (The Wall Street Journal)

The tech giant's overall sales and profit growth beat expectations in the latest quarter. But revenue for its Azure cloud business—a central part of its AI ...

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Microsoft shares drop as cloud miss overshadows better-than ... (CNBC)

Microsoft reported better-than-expected earnings and revenue for the fiscal fourth quarter. The stock dropped in extended trading as investors focused on ...

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Microsoft stock drops over 6% after results fall short in latest AI ... (Yahoo Finance)

Microsoft (MSFT) announced its fiscal fourth quarter earnings after the bell on Tuesday, beating on the top and bottom lines, but missing on cloud revenue ...

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Microsoft Earnings: Stock Tanks As AI Business Growth Worse Than ... (Forbes)

Microsoft delivered strong earnings, but it wasn't enough to satisfy Wall Street during an unusually tense time for investors in big tech companies, ...

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Microsoft stock tumbles after key segment disappoints (TheStreet)

Microsoft shares are taking a hit following a modestly weaker tally from one of its key divisions.

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Image courtesy of "Financial Times"

Microsoft's slower cloud growth fails to impress Wall Street (Financial Times)

Shares fall as Big Tech company says it will continue to pour billions of dollars into AI spending.

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Microsoft's cloud growth disappointed. Now here's the good news ... (MarketWatch)

Azure doesn't have enough capacity to meet all its AI demand, but capacity should improve — along with revenue growth — in the second half of the new fiscal ...

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Microsoft stock drops after results fall short in latest AI disappointment (Yahoo Finance)

Microsoft (MSFT) released its fiscal fourth quarter earnings after the bell on Tuesday, beating on the top and bottom lines, but missing on cloud revenue ...

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Image courtesy of "Forbes"

Microsoft Stock Drops As AI Capital Expenditures Surge To $56 Billion (Forbes)

Microsoft stock is lagging the S&P 500 as July draws to a close. Azure growth fell short as capital expenditures spike. Will Copilot profits earn back the ...

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Microsoft stock is falling after an AI sales disappointment (Quartz)

Microsoft's fourth-quarter revenue in its Intelligent Cloud unit fell short of expectations.

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Is Microsoft Stock Still a Buy After Earnings? (Kiplinger's Personal Finance)

Microsoft is lower after the tech giant's soft cloud growth and revenue guidance, but analysts still love the Dow stock. Here's what you need to know.

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Image courtesy of "Barron's"

Microsoft Earnings: Why the Stock Is Down After Quarterly Results (Barron's)

Follow live news coverage of Microsoft's fourth-quarter earnings report, released after the market closed today, the conference call, and stock reaction.

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Image courtesy of "Motley Fool"

Why Microsoft Stock Wilted on Wednesday (Motley Fool)

Microsoft divulged that it earned $64.7 billion in its fourth quarter of fiscal 2024, for a 15% year-over-year increase. Net income, according to generally ...

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Microsoft Defends Capex Spending Binge As AI Chipmakers Benefit (Investor's Business Daily)

Microsoft's heavy spending on data centers to support AI is great news for chipmakers and computer vendors. But not for Microsoft stock.

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