$MSFT 20271217 400.0 CALL$ 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

This earnings season made one thing very clear: Wall Street is not turning bearish on AI. It is simply becoming much more selective about who deserves to spend hundreds of billions of dollars on it. Microsoft surged nearly 16%. Meta fell roughly 8%. Amazon delivered an enormous earnings beat, but the quality of that beat was more complicated than the headline suggested. All three companies are spending aggressively on AI. The difference is how quickly that spending is turning into revenue and cash flow. Microsoft Proved AI Can Generate Cash $Microsoft(MSFT)$ delivered the cleanest answer. Quarterly revenue reached $90 billion, Azure grew 43%, and management expects cloud growth to accelerate to approximately 45% next quarter. The c

$Apple(AAPL)$ beat on revenue for its fiscal third quarter and fell 5.74 per cent after hours. Once the same call had wrapped up, $SanDisk Corp.(SNDK)$ rose 4.61 per cent in extended hours and $SK hynix(SKHY)$ 3.76 per cent. Between the two sits a single remark from Tim Cook: memory supply is tight, it will hit next quarter, and the company is stockpiling hard to get ahead of significant supply constraints. On Apple's books that sentence is a cost. On a memory maker's books it is revenue. One fact, two income statements, opposite signs. Before we put the whole 5.74 per cent on that one line: the same results missed

Microsoft surged 15% after delivering stronger-than-expected quarterly results, as robust Azure growth helped ease concerns over the company’s massive AI spending. Several Tiger traders caught the rally. $Microsoft(MSFT)$ 👏 Congrats to @Aaronykc, who bought the dip in Microsoft and made US$9,901! 👏 Congrats to @3i4i592654, who made US$9,017! 👏 Congrats to @Terra_Incognita, who made US$9,005! 👏 Congrats to @xiaomaoyizi , who made US$6,538! 👏 Congrats to

AI Capex Showdown: Why Microsoft Got a Standing Ovation and Meta Took a Hit I've been watching these tech earnings for years, and last night's reports from Microsoft and Meta delivered one of the cleanest case studies in how Wall Street actually prices AI bets. Both companies dropped monster revenue numbers. Both are pouring tens of billions into the same infrastructure gold rush. Yet the market sent MSFT shares up sharply after hours while hammering META down nearly as hard in the other direction. Let's break it down without the hype. The Numbers Side by Side Microsoft's fiscal Q4 (ended June 30, 2026) came in at $90 billion revenue, up 18% year-over-year and ahead of expectations. Adjusted EPS hit $4.74, crushing the street. Azure cloud growth accelerated to 43%, pushing the annual cloud

$Microsoft(MSFT)$ up 7.70% after hours. $Meta Platforms, Inc.(META)$, down 7.10%. Same evening, same underlying fact — both companies are spending unholy amounts of money on AI — and fifteen points of daylight between them. Read those two numbers alone and you'd conclude the market turned on AI capex. It didn't. It did something more annoying: it started sorting. Start with who flipped the switch. The July FOMC didn't move rates and didn't change a word of the guidance. Warsh spoke, and within thirty minutes the ten worst names on the tape were almost all AI. The S&P 500 closed down 1.52% at 7,316.15, the Nasdaq Composite down 1.74%,

$Microsoft(MSFT)$  Microsoft proving that its artificial intelligence capital expenditures are generating direct cloud growth effectively broke the market downward trend by easing fears around wasteful tech spending. Demonstrating actual revenue monetization allowed Microsoft to restore investor confidence in the broader technology sector where heavy spending previously triggered selloffs. However, sustaining this momentum throughout the rest of earnings season requires other mega cap peers to validate their own return on investment. Until broader macroeconomic clarity and additional tech earnings confirm consistent cross sector demand, expect the rally to evolve into selective stock picking rather than an uninterrupted broad market surge.

$Microsoft(MSFT)$   Top 5 Realized Winners ✅ GOOG 2,380 ✅ RYCEY: +$`2,060 ✅ MSFT: +`$923 ✅ U: +$`290 ✅ IBM Sep 2026 $225 Call: +$204 Another milestone reached. Grateful for disciplined execution and risk management. Every trade is a lesson. These happen to be my top five realized winners so far, totaling $`5,856.82 USD. Staying focused on consistency rather than chasing big wins. @TigerBrokers  @Tiger_NZ  @TigerWire  

The Great Rotation. The rotation out of AI and AI-related stocks started in early July 2026, after a strong run in the sector turned into profit-taking and valuation concerns. It was driven by worries that AI spending may take longer to pay off, while investors rotated into cheaper and more cyclical names. It may ease, when earnings and real returns from AI spending become clearer. Since early June 2026, Wall Street's major stock indexes have all rallied to fresh record highs. While artificial intelligence (AI) is the trend behind this surge in stock valuations, it's the "Magnificent 7" that have done most of the heavy lifting. The Magnificent Seven are - $Apple(AAPL)$, $Amazon.com(AMZN)$,

🌟🌟🌟I choose Route A: Cloud Platforms - Microsoft, Amazon as the most compelling and fundamentally sound choice following the dramatic earnings results of these 2 companies. The recent divergence proved that Wall Street is ruthlessly shifting away from open ended "cake drawing" promises and demanding immediate,  monetized proof of cash flow. The reality of this earnings cycle is that enterprise cloud infrastructure has a rapid and highly visible payback loop. The proof is in the numbers when $Microsoft(MSFT)$ Azure surged 40% & $Amazon.com(AMZN)$ AWS Cloud sales boomed by an explosive 37%.  This proves that businesses are paying cold hard cash right now to rent computing power and adopt AI

🌟🌟🌟The tech world has just faced its ultimate reality check today.  Following the Nasdaq100 dip of 4.6% over the past 5 days, $Microsoft(MSFT)$  became the first of the Big 4 Tech stocks to report its latest earnings this week.   Microsoft's massive results show that the AI race is getting more expensive and more intense. How Microsoft's Brand New Report Card Just Went  Microsoft actually beat Wall Street's expectations for both total and overall profit, proving its core business is still an absolute giant.  However the stock faced immediate post market pressure because investors noticed 3 major cracks in the AI narrative: The Massive Azure Deceleration: Microsoft's vital cloud busi

$MSFT 20261218 380.0 CALL$  $Microsoft(MSFT)$  I have been holding this for a long time, and finally it rewarded well. [Miser]  [Happy]