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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets quarterly results sparked a sharp selloff as investors focused on an earnings miss, negative free cash flow, and plans to increase AI-related capital spending, alongside concerns about advertising and search growth. Traders are split between viewing the spending and cash burn as a near-term risk and treating the drop as an overreaction given strong Google Cloud growth and long-term AI potential.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances positive Phase 2 lifileucel data in previously treated metastatic non-small cell lung cancer, and a scheduled webcast to discuss the results, are driving attention. Traders are largely enthusiastic and speculate about short covering, though claims of a data leak and predictions of a major rally are unconfirmed.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings sparked a sharp selloff as an earnings miss, heavy AI infrastructure spending and weaker cash flow raised concerns about whether the investment will pay off, despite strong Google Cloud growth. Traders are split between viewing the drop as an overreaction and worrying about rising costs, slowing search growth and AI competition.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts fiscal first-quarter results beat expectations, with Azure growth accelerating and capital spending coming in below forecasts, prompting an after-hours rally. Traders largely welcomed the cloud and AI performance, while others questioned cash flow and whether the initial gains would hold.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows mixed Q3 results and softer forward guidance sparked a sharp selloff: revenue beat expectations and the company raised its AI outlook, but an earnings miss and slowing expected contract growth raised concerns about whether growth justifies its valuation. Traders are divided between viewing the drop as an overreaction and worrying that decelerating software growth and AI disruption threaten the outlook.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Reports that Marvell may be in advanced talks to acquire Lumentum have fueled the attention, with traders speculating about a takeover premium and possible competing interest. The deal remains unconfirmed, and some traders question the reports credibility and whether Marvell could finance an acquisition without substantial dilution or debt.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Speculation that Marvell is in advanced talks to acquire Lumentum is driving attention, though traders note the report is unverified and Marvell has made no public statement. The community is divided between seeing strategic AI-optics synergies and worrying that financing the deal could add substantial debt or dilute shareholders.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Vikings Q3 results and conference call put VK2735s Phase 3 progress, cash burn, and commercialization strategy in focus; CEO comments that a launch remains years away drew criticism and renewed calls for a partnership or sale. Some investors remain bullish on the obesity-drug pipeline and available funding, while others worry about further dilution and the long wait for clinical data.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinets post-earnings selloff is dominating discussion: traders point to a lower services-revenue outlook and slowing growth expectations despite reported beats and raised overall guidance. Some see the reaction as excessive and are buying the dip, while others cite the companys high valuation and decelerating growth as reasons for caution; the weakness is also weighing on cybersecurity peers.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotles mixed third-quarter results are driving attention: comparable sales growth exceeded expectations, but earnings missed and restaurant margins narrowed, while the company kept its low-single-digit sales-growth outlook. Traders are split between viewing the sales momentum and store expansion as encouraging and worrying that cost pressure and weak growth will weigh on profitability.

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MSFT Stock Gains 3% After-Hours As AI Demand Powers Q1 Cloud Revenue, Q2 Guidance Beat With Positive Cash Flows

Microsofts quarterly results topped expectations, with accelerating Azure growth and strong cloud demand tied to AI driving an initial after-hours rally. Traders welcomed the beat and outlook but debated whether the gains would hold, weighing cloud momentum against continued scrutiny of AI spending and cash flow.

The move appears tied to Microsofts Q1 results, which beat revenue and adjusted-EPS estimates, with Azure growth accelerating to 48%. Capital expenditures of $39.4 billion also came in below estimates, easing concerns about AI spending.

Equity

Microsoft Corp. delivered strong fiscal first-quarter results, driven by accelerating enterprise AI demand and robust cloud sales.


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$MSFT Q1 &#39;27 Earnings Results &amp; Recap

• Reported GAAP EPS of $4.89 up 18.40% YoY
• Reported revenue of $92.28B up 18.76% YoY
• Microsoft expects to recognize approximately 30% of total company and commercial remaining performance obligation revenue over the next 12 months, from balances of $683B and $677B, respectively, with the remainder thereafter.

Stocktwits

 Q1 '27 Earnings Results & Recap

• Reported GAAP EPS of $4.89 up 18.40% YoY
• Reported revenue of $92.28B up 18.76% YoY
• Microsoft expects to recognize approximately 30% of total company and commercial remaining performance obligation revenue over the next 12 months, from balances of $683B and $677B, respectively, with the remainder thereafter.

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Stocktwits Earnings

• Reported GAAP EPS of $4.89 up 18.40% YoY
• Reported revenue of $92.28B up 18.76% YoY
• Microsoft expects to recognize approximately 30% of total company and commercial remaining performance obligation revenue over the next 12 months, from balances of $683B and $677B, respectively, with the remainder thereafter.

Microsoft Cloud gross margin percentage decreased to 66% driven by sales mix shift to Azure; Windows OEM and devices revenue decreased 22%, and cloud and AI investments precede fully developed revenue streams.

Microsoft reported Azure revenue growth of 48% on demand across workloads, Microsoft 365 commercial cloud growth with Copilot upsell, and commercial remaining performance obligations of $677B, up 73%.

https://files.quartr.com/streams/2026-10-28/a3207066-80ce-4342-a58d-d499b74c04b6/2/live_transcript.jsonl?ref=U3RvY2t0d2l0cw==

MSFT  Earnings Call

Bullish Sentiment

<ul class="summary-bullets"><li>Azure cloud infrastructure revenues surged 48% year-over-year, propelling total Microsoft Cloud sales up 30% to $63.9 billion.&nbsp;</li><li>First-quarter overall revenue expanded 19% to $92.3 billion, while adjusted diluted earnings per share reached $4.89, outperforming analyst forecasts.&nbsp;</li><li>Capital investments climbed 30% to $45.2 billion during the quarter, but cash flows remained positive.&nbsp;</li></ul><p>Microsoft Corp. (MSFT) share price inched 3% higher after-hours on Wednesday after the software maker’s first-quarter results surpassed Wall Street expectations, propelled by surging demand for its artificial intelligence tools and cloud computing platform.</p><p>For the three months ended Sept. 30, the technology giant reported total revenue of $92.3 billion, representing a 19% increase compared to the same period last year. Adjusted diluted earnings per share reached $4.89, outpacing average analyst projections of $4.72.&nbsp;</p><p>"We are delivering greater capability, choice, control, and cost efficiency for customers across our entire stack," said Satya Nadella, chairman and chief executive officer of Microsoft. "By helping organizations build and own their own intelligence, and earning trust through agent safety and security, we are translating our innovation into growing adoption and real-world impact across every industry."</p><h2 class="st-heading-2">Cloud Unit Surges Past Forecasts</h2><p>The core driver of the quarter’s growth was the company's cloud operations. Total Microsoft Cloud revenue hit $63.9 billion, an increase of 30% year-over-year.</p><p>Sales at Azure, Microsoft’s flagship cloud computing division, jumped 48%, surpassing Wall Street estimates of 44% growth. Commercial remaining performance obligation—a key measure of future contracted revenue—soared 73% to $677 billion, signaling sustained enterprise commitment to Microsoft's ecosystem.</p><p>In the Agents and Infrastructure segment, total revenue rose 25% to $76.8 billion. Microsoft 365 commercial cloud revenue saw an 18% increase on an adjusted basis, while consumer cloud sales grew 17%.</p><p>"We delivered a strong start to the fiscal year," said Amy Hood, executive vice president and chief financial officer. "Results exceeded expectations across revenue, operating income, and earnings per share."</p><h2 class="st-heading-2">Infrastructure Spending And Consumer Results</h2><p>To keep pace with computing demands for AI workloads, Microsoft expanded its capital expenditures by 30% to $45.2 billion for the quarter. The heavy spending comes as major tech companies face increased investor scrutiny over data center outlays, though analysts noted Microsoft's execution remains disciplined relative to market expectations.</p><p><img src="https://news.stocktwits-cdn.com/Microsoft_Remains_Net_Cash_Flow_Positive_Compared_To_Hyperscaler_Peers_6b6ebddc4c.png" alt="Microsoft_Remains_Net_Cash_Flow_Positive_Compared_To_Hyperscaler_Peers.png"></p><p>However, even amid rising capex, the firm’s free cash flow remained net positive, helping calm some markets that the AI buildout spend might not generate required revenue and in turn weigh on financials.&nbsp;</p><p>Meanwhile, performance in consumer-facing divisions was mixed. The Devices and Consumer segment recorded $15.5 billion in revenue, down 3% from the prior-year period. While search and advertising revenue (excluding traffic acquisition costs) gained 12%, Windows OEM and devices revenue dropped 22%, and Xbox content and services revenue slipped 2%.</p><h2 class="st-heading-2">Microsoft Q2 Outlook Also Beats Expectations</h2><p>Microsoft expects Q2 revenue to come in between $96 and $97.1 billion, higher than the $95.6 billion analysts polled by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fiscal.ai">Fiscal.ai</a> expect.&nbsp;</p><p>The company also expects its capex to soar to $50 billion in Q2, while expecting its cash flow to remain net positive for the whole of FY27.</p><h2 class="st-heading-2"><a class="mention" data-mention="$MSFT" data-symbol-id="MSFT" href="https://stocktwits.com/symbol/MSFT" target="_blank">MSFT Stock</a>: Retail View&nbsp;</h2><p>Retail sentiment on Stocktwits was ‘bullish’ with ‘high’ message volumes.&nbsp;</p><p>MSFT stock has gained about 10% year-to-date.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Visitors explore the Microsoft pavilion during the AI Impact Summit at Bharat Mandapam in New Delhi, India, on February 20, 2026. (Photo by Amarjeet Kumar Singh/Anadolu via Getty Images)

Microsoft Corp. (MSFT) share price inched 3% higher after-hours on Wednesday after the software maker’s first-quarter results surpassed Wall Street expectations, propelled by surging demand for its artificial intelligence tools and cloud computing platfor

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Where does the S&amp;P 500 finish next week vs. Friday’s close?

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Azure cloud revenue jumped 48%, soundly beating expectations and cementing the firm as a leader in AI infrastructure monetization.

Investors are cheering the leaner-than-expected $39.4B in capital expenditure, contrasting sharply with peers facing heavy cash flow pressure.

Markets are showing a divergent reaction to Big Tech earnings, punishing companies with aggressive spending while rewarding more efficient cloud scaling.

Traders are bracing for wild swings and potential gamma pressure as call and put holders weigh massive after-hours moves against broader market weakness.

Some analysts and market participants are describing the recent financial performance as a 'Zen quarter,' highlighting stability amid macro uncertainty.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '27	$4.72	$4.89	3.61%	BEAT
Q4 '26	$4.24	$4.74	11.81%	BEAT
Q3 '26	$4.05	$4.27	5.35%	BEAT
Q2 '26	$3.91	$4.14	6.00%	BEAT
Q1 '26	$3.67	$4.13	12.58%	BEAT

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