{
}
Microsoft is set to report its Q3 2025 earnings on May 1, with expectations of $3.22 earnings per share and $68.42 billion in revenue. Investors are focused on cloud growth, AI investments, and guidance amid market uncertainty, especially as competition with Amazon and Google intensifies. Despite a 12.97% decline in share price this year, analysts maintain a 'Buy' rating, highlighting Microsoft's strong performance in its Intelligent Cloud segment.
In Q2 2025, SMCI reported strong revenue growth of 54% year-over-year, reaching $5.67 billion, though it fell short of expectations. CEO Charles Liang highlighted robust demand for Blackwell GPUs, but supply constraints and declining gross margins, now at 11.9%, pose challenges. The company faces risks from 2025 tariffs impacting costs and is focused on strategies for cost control and supply chain diversification, with Q3 earnings expected on April 30, 2025.
Amazon Web Services (AWS) has partnered with edtech startup Manara to invest $3.6 million over two years, aiming to train 2,500 software engineers in cloud computing and AI across the MENA region. This initiative will provide AWS certification training and connect graduates with employment opportunities, emphasizing diversity and inclusion, particularly for women in tech. The collaboration seeks to position MENA as a global technology hub, building on AWS's previous $5.3 billion investment in Saudi Arabia.
Elon Musk asserts that Tesla leads the global humanoid robot market, expressing concern that Chinese companies may dominate ranks two through ten. Despite Tesla's advancements, including the Optimus robot, production has faced challenges due to China's rare earth export restrictions, which are crucial for manufacturing. Meanwhile, Chinese firms are gaining attention for their rapid developments in humanoid robotics, particularly in applications for elderly care.
Elon Musk is reportedly set to bid on a contract for Donald Trump's proposed "Iron Dome" missile defense system, despite the lack of a clear need for such technology in the U.S. This arrangement could allow Musk to maintain ownership and charge the government an annual fee, raising concerns about political and economic implications. Historical precedents show that similar deals have led to significant financial gains for private companies at the expense of taxpayer investment.
Barclays has lowered its price target for Nvidia (NVDA) to $155, citing concerns over U.S.-China trade tensions and tariffs impacting revenue, particularly as 17% of its earnings come from China. Despite this, the firm maintains an "Overweight" rating, reflecting confidence in Nvidia's long-term prospects, with a consensus target of $169 indicating a potential upside of 65%.
CoreWeave (NASDAQ:CRWV) has received a ‘Buy’ rating and a $42 price target from Bank of America, which highlights the company's strong position in the growing AI Infrastructure-as-a-Service market, projected to reach $79 billion by 2028. Analysts praise CoreWeave's proprietary software and efficient data center designs, which contribute to superior GPU performance and lower failure rates. Following the report, shares rose 8.2% to $38, reflecting a favorable risk/reward profile and significant long-term growth potential.
Barclays has cut Tesla's price target to $275, citing weak fundamentals and a decline in volume. Meanwhile, OpenAI's CEO Sam Altman revealed that politeness in interactions with AI, like ChatGPT, has led to operational costs in the tens of millions, emphasizing the importance of tone in AI responses. OpenAI has launched new models, o3 and o4-mini, capable of integrating visual information into reasoning, enhancing their problem-solving capabilities amid fierce competition in the AI sector.
Amazon Web Services has paused some colocation leasing discussions, indicating a slowdown in hyperscale activity, similar to actions taken by Microsoft. While AWS is digesting recent lease agreements, it continues to maintain over 9 gigawatts of active power capacity and plans to expand to 23 gigawatts. Other major players like Meta, Google, and Oracle remain active in the market, suggesting ongoing demand despite the current leasing pause.
Wells Fargo has maintained an Equal Weight rating on Amazon.com with a price target of $203, amid scrutiny of its AWS division, which has paused some leasing negotiations. While AWS is not canceling existing agreements, it is reassessing its pipeline, reflecting a cautious approach in a competitive cloud market. Analysts have varied perspectives on Amazon's near-term challenges and long-term growth, with price targets ranging from $195 to $287.
Microsoft Corporation
Companies
| Symbol | MSFT |
| Name | Microsoft Corporation |
| Currency | USD |
| Sector | Information Technology |
| IndustryGroup | Software & Services |
| Industry | Software |
| Market | NASDAQ Global Select |
| Country | United States |
| State | WA |
| City | Redmond |
| Zipcode | 98052-6399 |
| Website | http://www.microsoft.com |
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
microsoft earnings preview cloud growth and ai investments in focus
05:19 24.04.2025
super micro computer faces challenges amid strong demand for blackwell gpus
United States Dollar
NVIDIA Corporation
Hewlett Packard Enterprise Co
Super Micro Computer, Inc.
Microsoft Corporation
TWN
MYS
USA
Charles Liang
Show more
02:12 24.04.2025
Amazon and Manara launch initiative to enhance cloud skills in MENA region
United States Dollar
Google Inc.
Microsoft Corporation
SAU
USA
Antonio Lopez Alonso
Iliana Montauk
Laila Abudahi
Show more
15:43 23.04.2025
Elon Musk claims Tesla leads in humanoid robots amid Chinese competition
United States Dollar
Chinese Yuan
NVIDIA Corporation
Tesla, Inc.
Microsoft Corporation
CHN
USA
Elon Musk
Show more
10:31 23.04.2025
elons iron dome bid raises concerns over government spending and ownership rights
07:54 23.04.2025
Barclays lowers Nvidia price target amid trade tensions and export restrictions
United States Dollar
Chinese Yuan
Amazon.com, Inc.
NVIDIA Corporation
Barclays PLC
Microsoft Corporation
CHN
USA
Donald Trump
Tom O'Malley
Show more
03:00 23.04.2025
coreweave shares surge after bank of america issues buy rating
CoreWeave, Inc. Class A Common Stock
NVIDIA Corporation
OpenAI ERC USD
Bank of America Corporation
Microsoft Corporation
USA
Show more
18:06 22.04.2025
tesla price target lowered as openai unveils new ai models
15:45 22.04.2025
Amazon pauses data center leasing amid slowdown in hyperscale activity
Oracle Power plc
Wells Fargo & Company
NVIDIA Corporation
Google Inc.
Amazon.com, Inc.
Microsoft Corporation
USA
Show more
13:38 22.04.2025
wells fargo maintains equal weight rating on amazon amid aws leasing pause
Amazon.com, Inc.
Walmart Inc.
Microsoft Corporation
USA
Ken Gawrelski
Michael Raymond-James
Vincent Thill
Show more
11:56 22.04.2025
Trending
Subcategory
Corporate News
Industry Trends
Central Banks and Digital Currencies
Cryptocurrency Trends
Fintech Startups
Industry Mergers & Acquisitions
Startups & Entrepreneurship
AI Innovations
Emerging Startups
Funding Rounds & Investments
Countries:
Companies:
Tencent Music Entertainment Group
Sony Music Entertainment COMPANY
Alphabet Inc.
Microsoft Corporation Corp.
Oracle Corporation
Softbank Group Corp.
Currencies:
People: