Microsoft’s (MSFT) third-quarter fiscal 2025 results, scheduled to be reported on April 30, are likely to be driven by steady growth in its cloud platform, Azure. (Read Now: Should You Buy, Sell or Hold Microsoft Stock Before Q3 Earnings?)Microsoft made significant strides in artificial intelligence during its third quarter of fiscal 2025, positioning Azure as a centerpiece of its AI strategy. The company expanded the Azure AI Foundry platform with several new models and capabilities, including OpenAI o3-mi ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Consider buying small stakes in these fundamentally strong stocks now.Wall Street has seen significant volatility in 2025, triggered by fears of a potential recession and new rounds of tariff wars. However, this market turmoil can also offer an opportunity to quietly compound your long-term wealth.If you look beyond the daily panic, you will notice a few companies that are demonstrating healthy top-line growth while maintaining substantial competitive moats in their respective markets. Here's why Nvidia (NV ...

Shares of Microsoft Corporation MSFT were little changed during early trading on Monday. But that may not be the case for long. The company is set to announce its quarterly earnings on Wednesday after the close. If they are good, it could be a catalyst that breaks the stock’s resistance and sends it higher.This could be bullish for the broad stock market. This is why we have made it our Stock of the Day.The S&P 500 Index is composed of 500 stocks. It is a market capitalization-weighted index. This means tha ...

Core Insights - Amazon is positioned to potentially surpass Nvidia, Microsoft, and Apple in market valuation over the next five years, with its stock currently seen as undervalued [2][15][16] Company Overview - Amazon holds a dominant position in multiple industries, including e-commerce, cloud computing, and digital advertising, which presents significant growth opportunities [4][5] - The company has demonstrated a willingness to sacrifice short-term gains for long-term growth, resulting in substantial free cash flow growth and an expanding operating margin [6] Financial Performance - In 2024, Amazon generated $32.9 billion in free cash flow with a 10.75% operating margin, showing improvements in profitability across all business segments [6][7] - North American retail's operating margin increased to 6.4% from 4.2%, while the international segment turned positive with a 2.7% margin compared to -2% in 2023 [7] - Amazon Web Services (AWS) achieved a 37% operating margin in 2024, up from 27% in 2023, indicating strong profitability in its cloud segment [7] Growth Strategies - Amazon has revamped its logistics network to reduce costs and improve delivery times, which is expected to enhance profitability moving forward [8] - The company plans to invest heavily in AWS to meet the growing demand for AI services, anticipating significant revenue growth as it expands its data center capacity [9] Emerging Opportunities - Amazon is leveraging its infrastructure to capitalize on the growth of artificial intelligence, introducing services like Amazon Bedrock to assist enterprises in developing AI applications [11][12] - The company has the potential to launch logistics services for third parties, utilizing its extensive fulfillment network to create additional revenue streams [13][14] Market Position and Valuation - With its leading positions in fast-growing markets and new opportunities, Amazon is on a trajectory to potentially become one of the most valuable companies globally [15] - The stock's forward PE ratio is around 29.5, which, while higher than its competitors, is relatively low for Amazon compared to its historical PE ratio [16] - Projections suggest that by 2030, Amazon could surpass $100 billion in annual free cash flow, with a valuation of $5 trillion at a 2% free cash flow yield [17][18]

Core Viewpoint - The upcoming earnings reports for Microsoft and Meta are anticipated to be closely watched, with both companies facing potential challenges due to new tariff policies impacting their AI infrastructure investments [1][2][4]. Group 1: Company Performance and Market Conditions - As of April 22, 2025, all "Magnificent Seven" stocks, including Microsoft and Meta, have experienced negative price returns, with Microsoft down 13% and Meta down 14.5% [1]. - Microsoft is currently trading at a forward price-to-earnings (P/E) ratio of 28, slightly below its three-year average, indicating a potential buying opportunity [9]. - Meta's stock is trading in line with its three-year average forward P/E, suggesting that investors may not be fully valuing its recent advancements in AI [17]. Group 2: Potential Challenges - Both Microsoft and Meta could face increased costs related to their AI infrastructure due to complex tariff policies, which may lead to a scaling back of spending in critical areas like cloud computing and cybersecurity [4][5][6]. - A slowdown in revenue growth is anticipated for both companies, but it is not expected to be detrimental to their overall business operations [14]. Group 3: Long-term Outlook - Despite short-term challenges, Microsoft is viewed as relatively insulated from economic slowdowns due to its diversified ecosystem, which includes personal computing, social media, and gaming [12]. - Meta's strong position with platforms like Facebook, WhatsApp, and Instagram allows it to continue monetizing its user base, especially as AI opens new consumer market opportunities [15]. - Investors are encouraged to consider long-term potential, as tariff policies may change and economic cycles are not permanent [18][19].

Group 1 - The Q1 earnings season is underway with over 800 companies reporting results, including four members of the Magnificent 7 and 173 other S&P 500 members [1][19] - The Magnificent 7 stocks have recently participated in the market rebound but have struggled this year, particularly during the market sell-off since February 2025 [2][3] - Microsoft has outperformed the S&P 500 index during the recent market sell-off, while Apple, Amazon, and Meta have lagged behind [3][4] Group 2 - The performance of the Magnificent 7 members varies significantly depending on the time frame considered, with Meta and Apple showing strong performance over the past year, while Amazon and Microsoft lag [4] - All members of the Magnificent 7 are leaders in the artificial intelligence space and are investing heavily in data centers and related infrastructure [5] - Despite skepticism regarding the economic value of their investments, these companies are maintaining their capital expenditure plans [6] Group 3 - The Magnificent 7 members are exposed to trade uncertainties, which could impact their performance due to potential recession risks [7][10] - Earnings expectations for the Magnificent 7 group indicate a projected increase of +19.6% in Q1 2025 compared to the same period last year, with revenues expected to rise by +10.9% [11][25] - Recent estimates for the Magnificent 7 have come under pressure, with expected earnings growth for the year revised down from +15.7% to +9.9% [14][34] Group 4 - As of April 25, 2025, 179 S&P 500 members have reported Q1 results, showing an overall earnings increase of +18% and revenue gains of +4.2% [21][24] - The percentage of companies beating EPS estimates is 69.8%, which is below the historical average of 79.1% [24] - Estimates for Q1 as a whole suggest earnings will rise by +9.4% and revenues by +4% compared to the previous year [25][28]

Core Insights - Louis Stevens is a highly regarded investment analyst with a background as a former U.S. Army engineer officer, holding an MBA and a BA in political science [1] - He has established L.A. Stevens Research, where he manages the LAS Index, a stock basket that has consistently outperformed market indices since its inception [2] Company Overview - L.A. Stevens Research utilizes a proprietary method for selecting stocks, contributing to its strong performance in the investment community [2] - The LAS Index is designed to cater to a diverse audience, including beginners, busy professionals, and experienced fund managers [2]

Microsoft (MSFT) is slated to report third-quarter fiscal 2025 results on April 30.The Zacks Consensus Estimate for revenues is pegged at $68.38 billion, indicating growth of 10.55% from the figure reported in the year-ago quarter.The consensus mark for earnings has remained steady at $3.20 per share over the past 30 days, suggesting 8.84% year-over-year growth.Image Source: Zacks Investment ResearchSee the Zacks Earnings Calendar to stay ahead of market-making news.MSFT Earnings Surprise HistoryIn the last ...

Wall Street analysts forecast that Microsoft (MSFT) will report quarterly earnings of $3.20 per share in its upcoming release, pointing to a year-over-year increase of 8.8%. It is anticipated that revenues will amount to $68.38 billion, exhibiting an increase of 10.6% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone a downward revision of 1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed t ...