MSFT
November 2, 2025 | AMZN, Daily JAM, GOOG, Jubak Picks, Mid Term, MSFT, Short Term, Top 50 Stocks |
No slowdown on plans for AI capital spending in earnings results this past week from Big Tech. Alphabet/Google (GOOG) said it was increasing what it planned to spend on A.I. data center projects this year by $6 billion, after spending nearly $64 billion over the past nine months. Microsoft (MSFT) said it had spent $35 billion in its latest quarter, $5 billion more than it had told investors to expect just a few months ago.
Amazon (AMZN) said it would be “very aggressive” in adding more data centers and would spend $125 billion this year-— and even more next year. Meta Platforms (META) raised its spending forecast to at least $70 billion by the end of the year, which would be nearly double what it spent last year. The stock market reaction wasn’t unalloyed joy. Investors seemed generally positive on spending plans from Alphabet, Microsoft, and Amazon. And skeptical of Meta’s strategy and spending.
August 6, 2025 | Daily JAM, Jubak Picks, MSFT |
Microsoft (MSFT) ended its fiscal year beating the top- and bottom-line estimates. For the fourth quarter that ended in June revenues came in at $76.4 billion, up 18.1% year over year and beating analyst estimates by $2.57 billion. Diluted EPS of $3.65 was up 23.7% year over year and beat analyst estimates by $0.27 a share. Operating margins came in strong at 44.9%, which represents an expansion of 180 basis points. The company also raised guidance. For Fiscal Year 2026 the company expects another year where revenues and operating income grow in the double-digits. Management projected Fiscal Year 2026 capital expenditures to moderate compared to fiscal 2025. Operating margins are expected to be flat year over year. But what’s especially impressive about the quarter to me is the balance between current growth and growth in the units that represent the company’s future.
August 5, 2025 | Daily JAM, GOOG, Jubak Picks, MSFT, Top 50 Stocks |
For the coming fiscal year, big tech’s total capital expenditure on AI is slated to balloon, leaving the total for 2024 in the dust. In total, the four tech companies will spend more than $400 billion on capex in the coming year, according to the Wall Street Journal.
July 2, 2025 | Daily JAM, Jubak Picks, Long Term, MSFT, Top 50 Stocks |
Microsoft (MSFT) is laying off slightly less than 4% of its global workforce—around 9,000 workers—in another major round of layoffs.
June 5, 2025 | Daily JAM, Morning Briefing, MSFT |
n May Microsoft (MSFT) announced that it will cut more than 6,000 jobs; today it was Procter & Gamble’s (PG) turn. The company said it will cut up to 7,000 jobs, or approximately 6% of its global workforce, in the next two years as the maker of Tide detergent and Pampers diapers struggles to reduce costs in the face of tariff uncertainty and rising consumer anxiety.
June 4, 2025 | Daily JAM, Jubak Picks, MSFT |
On Monday Microsoft told another 300 employees that their jobs had been eliminated. These cuts come on top of the 6,000 jobs cut in May. As of June 2024, the company had about 228,000 full-time employees, 55% of whom were employed in the United States.
February 24, 2025 | Daily JAM, Jubak Picks, MSFT, Top 50 Stocks |
In a week when Nvidia’s upcoming earnings report has all eyes on AI stocks, Microsoft (MSFT) has canceled some leases for U.S. data center capacity, according to TD Cowen.
OpenAI’s biggest backer has voided leases in the US totaling “a couple of hundred megawatts” of capacity—the equivalent of roughly two data centers.
January 26, 2025 | AAPL, BA, Daily JAM, Jubak Picks, Morning Briefing, MSFT, T, Top 50 Stocks, XOM |
This week its earnings, earnings, and earnings. From the tech giants and more. This week, we’ll discover three things. First, are tech company earnings as good as the market clearly expects. I think that with the exception of Apple (AAPL) and Tesla (TSLA) the answer will be Yes. Second, how much of this good news is already priced into the recent rally. These stocks could retreat even on news that’s as good as expected. An advance will, I think, require a surprise or two. And, third, how worried is Wall Street really, given the recent boom in all things AI, about capital spending at the big AI companies and falling profit margins.
January 21, 2025 | AAPL, AMZN, GOOG, Mid Term, MSFT |
I advise investors not to think for a moment that the regulatory issues that faced Big Tech under the Biden Administration have al gone away. President Trumps key picks for the Federal Communications Commission (FCC) and the Federal Trade Commission (FTC) show there are still big bumps in the road ahead.
October 31, 2024 | Daily JAM, GOOG, Jubak Picks, MSFT, Top 50 Stocks |
From BIG Tech earnings results so far, what seems clear is that if a company smashes through expectations like Alphabet (GOOG) did, the stock will climb. If, however, you merely match expectations like Meta Platforms (META) and Microsoft (MSFT) then shares retreat.
October 20, 2024 | AAPL, Daily JAM, GOOG, Jubak Picks, MSFT, NVDA, Top 50 Stocks |
Amazon’s (AMZN) earnings report on Thursday, October 24, will start the Big Tech Earnings Parade off with a bang. Wall Street analysts are expecting the company to report earnings of $1.14 a share for the third quarter. That would be up from 85 cents a share in the third quarter of 2023. That would be a 34% jump in year over year earnings. Which would certainly be a great lead in to earnings from Alphabet (GOOG), Apple (AAPL), Microsoft (MSFT) and Meta Platforms (META) the following week.
September 17, 2024 | Daily JAM, Jubak Picks, Long Term, MSFT, Stock Alerts, Top 50 Stocks |
Microsoft (MSFT) raised its quarterly dividend by 10% and unveiled a new $60 billion stock-buyback program, matching the size of a repurchase plan three years ago. Shares were up as much as 2.4% today, September 17, before closing ahead 0.87%.
