angeldevil
08-02 17:10

$MSFT 20271217 400.0 CALL$ msft have show an excellent earnings report and assured investors by holding the line on its AI capital expenditure. I think this is the one of the reason of its surge. As you see google result is impressive however investor punish because of its expenditure of capex causing negative on cashflow

Microsoft Extends Gains 3% — Why Hasn't the Earnings Rally Ended?
Microsoft closed up 3.02% on Friday, extending its post-earnings strength as sell-side analysts catalogued three reasons the results drove the stock higher. LinkedIn delivered solid quarterly revenue growth, reinforcing Microsoft's positioning as having the clearest AI monetization path. Valuations have returned to elevated levels after consecutive gains, while the broader large-cap tech sector is undergoing an AI capital reallocation of roughly $2 trillion. Now that the leader has proven capex is working, what drives the next leg up?
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