Roundhill MSFT WeeklyPay ETF

MSFW

25.1700.67% ( -0.171 )

Closed: Jul 29, 16:00:00 (EDT)

Roundhill MSFT WeeklyPay ETF

MSFW

25.1700.67% ( -0.171 )

Closed: Jul 29, 16:00:00 (EDT)

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Captain's Watch1 day ago, 05:41 AM
Pinned🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?
📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...
Earnings Week: MSFT, META, AAPL & AMZN Report
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amit35 minutes ago
$Microsoft(MSFT.US)
MICROSOFT Q2 2026 EARNINGS:
- Revenue $90.0B
- Adjusted EPS $4.74
- Azure & Other Cloud Revenue, +43% YoY
- Microsoft Cloud Revenue $59.3B
- Intelligent Cloud Revenue $39.3B
- Operating Income $40.6B
- Capital Expenditures $35.8B
CEO Satya Nadella:
“We are advancing the frontier on the cost-to-outcome curve, ensuring every customer can turn tokens into business results. This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million paid seats, reflecting the confidence customers are placing in us to power their AI transformation.”
Source: amit
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Dolphin Research1 hour ago
ARM (Trans): Core biz red-hot; new biz demand surging
Below is Dolphin Research's compiled Trans of $Arm(ARM.US) FY27Q1 earnings call.
Part I: Core financial highlights review.
1) Results recap: FY27Q1 revenue was $1.29bn (+22% YoY).
It was the highest quarterly revenue in the company's history.
Royalty revenue was $715mn (+22% YoY), while licensing and other came in at $574mn (+23% YoY).
Both set Q1 records. Non-GAAP EPS was $0.45 (+29% YoY)...
ARMConference Minutes
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ValueNvest1 hour ago
$Microsoft(MSFT.US) earnings beat expectations:
Azure Cloud: +43%
Revenue: +18%
Gross Margin: 67%
Profit Margin: 45%
EPS: 4.74
CapEx: decreased from 1900 to 1750
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Gene Munster1 hour ago
$Microsoft(MSFT.US) guide was impressive. Stock jumps from up 2% to up 8%.
Sounds like growth rates in cloud software will be stable in the teens, which suggest no bot boggy man in this guide.
Sept Azure growth of 45% vs. 43% reported in June.
No increase in capex.
Source: Gene Munster
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Paradi Lab1 hour ago
Recap of things that happened today:
1. $Microsoft(MSFT.US) and $Meta Platforms(META.US) both reported quarterly earnings
Microsoft:
- Revenue $90.0B (+18% YoY) vs $87.62B expected. EPS $4.74 vs $4.24 expected. But the EPS included a $3.2B gain on its Anthropic stake. That said, this is the best set of Microsoft earnings I can remember.
- Azure revenue grew 43% vs. the 40% that analysts expected, surpassing $100B for the first time. Moreover, Copilot passed 30M paid seats.
- Hyperscalers aren't supposed to accelerate at this scale, especially being FCF positive/growing heading into the coming years...
- The circularity critique got dismantled on the call: nearly 90% of cloud revenue comes from customers outside the frontier labs, and contract backlog rose 25% in Q4 excluding OpenAI.
- Crucially, Microsoft did not raise capex guidance and kept the ~$190B CY26 framework roughly intact. The market rewarded this with a +8.2% move after-hours, vs. the market punishing $Alphabet(GOOGL.US)'s increasing capex with a ~7% sell-off last week (and $Meta Platforms(META.US) below).
Meta:
- Revenue $60.80B (+28% YoY) beat the ~$60.19B consensus, but EPS was $6.18 which missed the $7.17 estimate. This was because operating costs rose ~55% on higher AI and legal/severance expenses on top of the AI ramp itself.
- Meta raised the low end of its FY2026 capex range to $130B - $145B vs prior $125B - $145B. Conversely to Microsoft who held capex flat, the markets did not enjoy this from Meta, resulting in a ~9% sell-off after hours.
- FCF was $784M in the quarter against $31.08B of capex and finance lease payments, with $83.7B of long-term debt now on the books, which is why the CFO pointed to the BlackRock El Paso JV as the template for structuring capacity off balance sheet.
- Zuckerberg cited momentum at Meta Superintelligence Labs, emphasizing continued heavy AI infra investment and plans to maximize compute capacity through 2026-2027.
- Zuckerberg also noted that Meta is seeing demand for its compute at premiums above what it paid for the capacity which is positive read through for neoclouds like $Nebius(NBIS.US) / $IREN(IREN.US) / $Coreweave(CRWV.US).
Net-net: both beat on revenue and both are spending historic sums with the difference being self-funding. Microsoft covers its buildout from their cloud business growing 43% and guided capex flat, while Meta is funding a comparable ramp from an ads business with FCF at roughly zero.
2. FOMC decision
The Fed held the federal funds target at 3.50% - 3.75% for a fifth straight meeting, but the vote was a hawkish 9-3 where three regional presidents dissented in favor of an immediate 25bp hike. This was the first time since September 2016 that three policymakers dissented with a unified view of which direction rates should head.
The statement was again pared back under Chair Kevin Warsh and noted "economic activity is expanding at a solid pace despite elevated uncertainty that owes, in part, to the conflict in the Middle East" with inflation still above 2% partly on energy supply shocks due to the Iran war ongoing.
The overall market reaction was negative however, where stocks sold off hard into (and after) the decision, with the 10Y yield rising ~5bps to ~4.69%.
3. KOSPI sell-off
The KOSPI triggered a circuit breaker for a second straight day, which is the first back-to-back marketwide halts in the KOSPI's history.
The selling is increasingly mechanical rather than fundamental, with SK Hynix dropping as much as 17% post-earnings and closed down 9.6% despite reporting the best quarter in its history. Forced deleveraging in single-stock leveraged ETFs amplified the move.
Korea's Finance Minister, Koo Yun-cheol, apologized in parliament for introducing the products without careful consideration, with one lawmaker telling him "the country has turned into a casino".
After an emergency meetings today, authorities said measures taking effect immediately will cap single stock leveraged ETFs as a proportion of retail portfolios (a 20% ceiling is one option under discussion) and establish a legal basis for government intervention during extreme volatility.
4. CXMT IPO
While Korean memory was circuit-breaking, CXMT surged another 11% today on its third trading day post-IPO. As a result, this lifted CXMT’s market cap to approx. RMB 3.3 trillion ($487B) and making it China’s most valuable listed company. In the process, it has passed the likes of $Intel(INTC.US) ($413B) and $Cisco(CSCO.US) ($443B). Consequently, MSCI said it will add the stock to the China All Shares Index on August 10.
5. Moonshot AI Funding
Moonshot closed a larger than expected $3.5B funding round at a $35B valuation (it had targeted only $1-2B), led by China's National AI Industry Investment Fund - the state vehicle that also backs DeepSeek. ARR reached $300M in June, up from $200M in April and $100M in March, with API licensing >70% of revenue (per Tech Times). Moonshot is now seeking a follow-on at a $50B pre-money valuation ahead of a possible Hong Kong IPO this year.
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Dolphin Research1 hour ago
MSFT (Trans): CY26 capex revised to approx. $175 bn
Below is Dolphin Research's compiled $Microsoft(MSFT.US) FY26 Q4 earnings call Trans. I. Core financial highlights recap.
1. Shareholder returns: returned $10.2 bn to shareholders this quarter via dividends and buybacks. For the full fiscal year, total shareholder returns exceeded $43.0 bn.
2. FY27 Q1 guide: total revenue of $89.85–90.95 bn (+16–17% YoY). COGS of $29.6–29.8 bn.
MicrosoftConference Minutes
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ValueNvest1 hour ago
$Microsoft(MSFT.US) Softie stood its ground this time👍
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amit2 hours ago
$Microsoft(MSFT.US) just left capex unchanged for 2026 and said they will continue to remain FCF positive
+8%
the street hates capex 😂😂😂😂
question is if Microsoft is giving up marketshare if the don’t increase capex…
or if they don’t need to increase it because it won’t slow down growth…then do the other hyperscalers follow and also start to be more efficient on capex?
Source: amit
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Paradi Lab4 hours ago
$Microsoft(MSFT.US)'s AI capex is paying off. Q4 Earnings:
- Revenue: $90.0B vs $87.6B
- EPS: $4.74 vs Est. $4.22
- Operating Income: $40.6B vs Est. $39.1B
- Azure Revenue: 43% vs. Est. 40%
- Commercial RPO: $678B (+84% YoY)
- $3.2B gain from Anthropic investment
"This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million paid seats, reflecting the confidence customers are placing in us to power their AI transformation."
Follows $Alphabet(GOOGL.US) Cloud's quarter where they posted an 82% surge in cloud revenue last week, ahead of expectations.
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NewUser_zS0M8w Nebius Return RateMicrosoft10 hours ago
Tech stocks are crashing heavily with Kospi market experiencing circuit breaker for the 2nd day in a row. The Korean government is also stepping in to save the situation as retail investors get caught up with margin trading and leveraged etfs. Even with companies reporting solid earnings, a soft guidance or merely meeting expectations would still send the stock right down as the bearish sentiment starts to get real. Both beaten down stocks Meta & Msft report after Bell tonight. while Apple and Amazon follow suit a day later. This could be the real crash investors are waiting for to buy the dip while fomo traders lose out.
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Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Touches $5 Trillion as Chip Stocks Crack
$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
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NewUser_zS0M8w Nebius Return RateMicrosoft10 hours ago
$Microsoft(MSFT.US) Microsoft is under investigation by the UK's CMA over suspected bundling and automatic renewal price hikes. The UK's Competition and Markets Authority launched an investigation into Msft, focusing primarily on whether the company leveraged its position in the office software market to force-bundle AI tools (Copilot) and implement automatic renewal price hikes, as well as allegedly misleading consumers. If the CMA ultimately finds that Msft has seriously breached consumer protection laws or antitrust regulations, the law authorizes the CMA to fine Msft up to 10% of its global total revenue. Based on Microsoft's global annual revenue of over $280 billion, the theoretical 10% maximum fine would exceed $28 billion. Just earlier this year, the CMA also launched another review into Microsoft's commercial software ecosystem, including Windows, Office, Teams, Copilot, etc., to assess whether the company locked in corporate clients and hindered competition from third-party AI products through deep product bundling, a lack of cross-platform interoperability, and default settings. Though the ruling may only come out next year, this is adding fuel to fire where a beaten down stock get trashed even more. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards!
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Sunrise Trader10 hours ago
$MSFU sold partial for over 19% profit. I will sell one more piece today before $Microsoft(MSFT.US) earnings.
Source: Sunrise Trader
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Newbee2025Orders18 hours ago
semiconductor companies are finally on the downturn. If the capital outlay is going to increase tremendously, while the high return could be reflected in the upcoming financial report. Microsoft is bound to the big gainer.
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Longbridge Singapore
🎯 [Earnings Week Poll] 7 Tech Giants, 1 Winner!
After Alphabet’s earnings, the market made one thing clear: strong AI spending alone isn’t enough—execution matters.
Now, it’s the turn of 7 tech heavyweights to report:
📅 29 Jul (EST)
- $Microsoft(MSFT.US)
- $Meta Platforms(META.US)
- $SK Hynix(SKHY.US)
- $Arm(ARM.US)
- $Qualcomm(QCOM.US)
📅 30 Jul (EST)
- $Apple(AAPL.US)
- $Amazon(AMZN.US)
📈 Who will be the top performer?
Winning criteria: Highest share price gain by Friday’s market close (weekly performance after earnings)
🎁 Guess correctly and win 500 Task Coins!
📌 Follow @Longbridge Singapore
⏳ Voting ends Thursday, July 30
🎉 Rewards will be distributed within 5 working days.
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NewUser_CkrdqW Rate Of Return19 hours ago
Big tech earnings tonight after market with both Mag 7 companies Meta and Microsoft reporting. In my truthful opinion, I'm not having high expectations for both, especially with the former being known to spend generously on Capex while the latter has been struggling all year round with "Software apocalypse" and dying Xbox. Besides, Sofi is also reporting pre market, another well beaten down stock in the fintech sector, let's see if they can finally break the consecutive beaten down quarters.
C
Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Touches $5 Trillion as Chip Stocks Crack
$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
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LemonadeDividend CollectorOXY19 hours ago
Winner : META
Loser : MSFT
Meta thrives on robust digital ad revenue and strong AI ad targeting engagement. Meanwhile, Microsoft faces severe margin pressure from rising infrastructure costs and slow cloud growth, limiting its immediate upside.
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Captain's Watch
🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?
📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...
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ToncQQQM Return RateTraded Value1 day ago, 09:24 AM
📍 Winner: MSFT
🎲 Loser: AAPL
💬 Reason: I’m betting on Microsoft because the market desperately needs a confidence boost, and Azure‘s growth is the biggest catalyst this earnings season. Investors have become increasingly worried about massive AI capex, negative free cash flow, and higher-for-longer interest rates. If Azure delivers another strong quarter and management shows AI investment is translating into real cloud demand, it could restore confidence across the entire AI sector, not just Microsoft.
Maybe this is more of a wish than a prediction, but right now the market needs proof that AI spending is creating sustainable returns. A strong Azure report could be exactly the spark investors are waiting for.
@Captain's Treasure
Earnings Week: MSFT, META, AAPL & AMZN Report
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Vt3Rate Of Return1 day ago, 05:57 AM
Winner: MSFT / META / AAPL / AMZN - I guess is MSFT simply cos I think its Bullish breakout above key moving averages with strongest institutional inflows. Loser: MSFT / META / AAPL / AMZN - I guess is likely AAPL to lose this week. Extremely overbought at 52-week high with broad institutional and retail selling.
C
Captain's Watch
🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?
📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...
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ShyonRate Of Return1 day ago, 05:52 AM
📍 Winner: MSFT
🎲 Loser: AMZN
Picked Microsoft as winner as its share price is sufficiently pulled back over the last few weeks. Amazon as the loser simply due to it is the weakness among the 4.
C
Captain's Watch
🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?
📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...
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Vt3Rate Of Return1 day ago, 01:43 AM
source: Jensen Huang / X
The Rundown: Nvidia, Microsoft, Meta, and 47 other tech companies, VCs, and nonprofits just signed an open letter urging Washington not to restrict open-weight AI models — giving a bunch of reasons why it’s crucial to U.S. AI leadership.
The details:
Nvidia CEO Jensen Huang first shared the letter, his first post on X, with 25 signatories but a few crucial ones missing, including OpenAI.
In a day, the letter garnered widespread support, with signatories doubling as OpenAI, Google, AMD, Cisco, and others joined — but not Anthropic.
The letter argues that open weights expand access to the AI economy, keep competition alive, broaden cyber defense, and help avoid vendor lock-in.
It also notes that distillation should not be confused with misappropriation and calls to avoid premature restrictions that push AI innovation overseas.
Why it matters: The letter comes amid accusations that Chinese labs extracted intelligence from U.S. models, including Anthropic’s Fable. Washington’s response remains unclear, but the pressure is on the lone U.S. frontier lab off the list, the one to gain most from a crackdown. And people are already asking for answers.
What does this mean to the roller coaster, across the board, for about 3 weeks by now?
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Longbridge Singapore1 day ago, 12:23 AM
🎯 [Earnings Week Poll] 7 Tech Giants, 1 Winner!
After Alphabet’s earnings, the market made one thing clear: strong AI spending alone isn’t enough—execution matters.
Now, it’s the turn of 7 tech heavyweights to report:
📅 29 Jul (EST)
- $Microsoft(MSFT.US)
- $Meta Platforms(META.US)
- $SK Hynix(SKHY.US)
- $Arm(ARM.US)
- $Qualcomm(QCOM.US)
📅 30 Jul (EST)
- $Apple(AAPL.US)
- $Amazon(AMZN.US)
📈 Who will be the top performer?
Winning criteria: Highest share price gain by Friday’s market close (weekly performance after earnings)
🎁 Guess correctly and win 500 Task Coins!
📌 Follow @Longbridge Singapore
⏳ Voting ends Thursday, July 30
🎉 Rewards will be distributed within 5 working days.
Who will be the Top Performer of the week?
592 votes

Share your thoughts

Write something you'd like to share with our community...

C
Captain's Watch1 day ago, 05:41 AM
Pinned🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?
📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...
Earnings Week: MSFT, META, AAPL & AMZN Report
A
amit35 minutes ago
$Microsoft(MSFT.US)
MICROSOFT Q2 2026 EARNINGS:
- Revenue $90.0B
- Adjusted EPS $4.74
- Azure & Other Cloud Revenue, +43% YoY
- Microsoft Cloud Revenue $59.3B
- Intelligent Cloud Revenue $39.3B
- Operating Income $40.6B
- Capital Expenditures $35.8B
CEO Satya Nadella:
“We are advancing the frontier on the cost-to-outcome curve, ensuring every customer can turn tokens into business results. This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million paid seats, reflecting the confidence customers are placing in us to power their AI transformation.”
Source: amit
D
Dolphin Research1 hour ago
ARM (Trans): Core biz red-hot; new biz demand surging
Below is Dolphin Research's compiled Trans of $Arm(ARM.US) FY27Q1 earnings call.
Part I: Core financial highlights review.
1) Results recap: FY27Q1 revenue was $1.29bn (+22% YoY).
It was the highest quarterly revenue in the company's history.
Royalty revenue was $715mn (+22% YoY), while licensing and other came in at $574mn (+23% YoY).
Both set Q1 records. Non-GAAP EPS was $0.45 (+29% YoY)...
ARMConference Minutes
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ValueNvest1 hour ago
$Microsoft(MSFT.US) earnings beat expectations:
Azure Cloud: +43%
Revenue: +18%
Gross Margin: 67%
Profit Margin: 45%
EPS: 4.74
CapEx: decreased from 1900 to 1750
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Gene Munster1 hour ago
$Microsoft(MSFT.US) guide was impressive. Stock jumps from up 2% to up 8%.
Sounds like growth rates in cloud software will be stable in the teens, which suggest no bot boggy man in this guide.
Sept Azure growth of 45% vs. 43% reported in June.
No increase in capex.
Source: Gene Munster
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Paradi Lab1 hour ago
Recap of things that happened today:
1. $Microsoft(MSFT.US) and $Meta Platforms(META.US) both reported quarterly earnings
Microsoft:
- Revenue $90.0B (+18% YoY) vs $87.62B expected. EPS $4.74 vs $4.24 expected. But the EPS included a $3.2B gain on its Anthropic stake. That said, this is the best set of Microsoft earnings I can remember.
- Azure revenue grew 43% vs. the 40% that analysts expected, surpassing $100B for the first time. Moreover, Copilot passed 30M paid seats.
- Hyperscalers aren't supposed to accelerate at this scale, especially being FCF positive/growing heading into the coming years...
- The circularity critique got dismantled on the call: nearly 90% of cloud revenue comes from customers outside the frontier labs, and contract backlog rose 25% in Q4 excluding OpenAI.
- Crucially, Microsoft did not raise capex guidance and kept the ~$190B CY26 framework roughly intact. The market rewarded this with a +8.2% move after-hours, vs. the market punishing $Alphabet(GOOGL.US)'s increasing capex with a ~7% sell-off last week (and $Meta Platforms(META.US) below).
Meta:
- Revenue $60.80B (+28% YoY) beat the ~$60.19B consensus, but EPS was $6.18 which missed the $7.17 estimate. This was because operating costs rose ~55% on higher AI and legal/severance expenses on top of the AI ramp itself.
- Meta raised the low end of its FY2026 capex range to $130B - $145B vs prior $125B - $145B. Conversely to Microsoft who held capex flat, the markets did not enjoy this from Meta, resulting in a ~9% sell-off after hours.
- FCF was $784M in the quarter against $31.08B of capex and finance lease payments, with $83.7B of long-term debt now on the books, which is why the CFO pointed to the BlackRock El Paso JV as the template for structuring capacity off balance sheet.
- Zuckerberg cited momentum at Meta Superintelligence Labs, emphasizing continued heavy AI infra investment and plans to maximize compute capacity through 2026-2027.
- Zuckerberg also noted that Meta is seeing demand for its compute at premiums above what it paid for the capacity which is positive read through for neoclouds like $Nebius(NBIS.US) / $IREN(IREN.US) / $Coreweave(CRWV.US).
Net-net: both beat on revenue and both are spending historic sums with the difference being self-funding. Microsoft covers its buildout from their cloud business growing 43% and guided capex flat, while Meta is funding a comparable ramp from an ads business with FCF at roughly zero.
2. FOMC decision
The Fed held the federal funds target at 3.50% - 3.75% for a fifth straight meeting, but the vote was a hawkish 9-3 where three regional presidents dissented in favor of an immediate 25bp hike. This was the first time since September 2016 that three policymakers dissented with a unified view of which direction rates should head.
The statement was again pared back under Chair Kevin Warsh and noted "economic activity is expanding at a solid pace despite elevated uncertainty that owes, in part, to the conflict in the Middle East" with inflation still above 2% partly on energy supply shocks due to the Iran war ongoing.
The overall market reaction was negative however, where stocks sold off hard into (and after) the decision, with the 10Y yield rising ~5bps to ~4.69%.
3. KOSPI sell-off
The KOSPI triggered a circuit breaker for a second straight day, which is the first back-to-back marketwide halts in the KOSPI's history.
The selling is increasingly mechanical rather than fundamental, with SK Hynix dropping as much as 17% post-earnings and closed down 9.6% despite reporting the best quarter in its history. Forced deleveraging in single-stock leveraged ETFs amplified the move.
Korea's Finance Minister, Koo Yun-cheol, apologized in parliament for introducing the products without careful consideration, with one lawmaker telling him "the country has turned into a casino".
After an emergency meetings today, authorities said measures taking effect immediately will cap single stock leveraged ETFs as a proportion of retail portfolios (a 20% ceiling is one option under discussion) and establish a legal basis for government intervention during extreme volatility.
4. CXMT IPO
While Korean memory was circuit-breaking, CXMT surged another 11% today on its third trading day post-IPO. As a result, this lifted CXMT’s market cap to approx. RMB 3.3 trillion ($487B) and making it China’s most valuable listed company. In the process, it has passed the likes of $Intel(INTC.US) ($413B) and $Cisco(CSCO.US) ($443B). Consequently, MSCI said it will add the stock to the China All Shares Index on August 10.
5. Moonshot AI Funding
Moonshot closed a larger than expected $3.5B funding round at a $35B valuation (it had targeted only $1-2B), led by China's National AI Industry Investment Fund - the state vehicle that also backs DeepSeek. ARR reached $300M in June, up from $200M in April and $100M in March, with API licensing >70% of revenue (per Tech Times). Moonshot is now seeking a follow-on at a $50B pre-money valuation ahead of a possible Hong Kong IPO this year.
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Dolphin Research1 hour ago
MSFT (Trans): CY26 capex revised to approx. $175 bn
Below is Dolphin Research's compiled $Microsoft(MSFT.US) FY26 Q4 earnings call Trans. I. Core financial highlights recap.
1. Shareholder returns: returned $10.2 bn to shareholders this quarter via dividends and buybacks. For the full fiscal year, total shareholder returns exceeded $43.0 bn.
2. FY27 Q1 guide: total revenue of $89.85–90.95 bn (+16–17% YoY). COGS of $29.6–29.8 bn.
MicrosoftConference Minutes
V
ValueNvest1 hour ago
$Microsoft(MSFT.US) Softie stood its ground this time👍
A
amit2 hours ago
$Microsoft(MSFT.US) just left capex unchanged for 2026 and said they will continue to remain FCF positive
+8%
the street hates capex 😂😂😂😂
question is if Microsoft is giving up marketshare if the don’t increase capex…
or if they don’t need to increase it because it won’t slow down growth…then do the other hyperscalers follow and also start to be more efficient on capex?
Source: amit
P
Paradi Lab4 hours ago
$Microsoft(MSFT.US)'s AI capex is paying off. Q4 Earnings:
- Revenue: $90.0B vs $87.6B
- EPS: $4.74 vs Est. $4.22
- Operating Income: $40.6B vs Est. $39.1B
- Azure Revenue: 43% vs. Est. 40%
- Commercial RPO: $678B (+84% YoY)
- $3.2B gain from Anthropic investment
"This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million paid seats, reflecting the confidence customers are placing in us to power their AI transformation."
Follows $Alphabet(GOOGL.US) Cloud's quarter where they posted an 82% surge in cloud revenue last week, ahead of expectations.
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NewUser_zS0M8w Nebius Return RateMicrosoft10 hours ago
Tech stocks are crashing heavily with Kospi market experiencing circuit breaker for the 2nd day in a row. The Korean government is also stepping in to save the situation as retail investors get caught up with margin trading and leveraged etfs. Even with companies reporting solid earnings, a soft guidance or merely meeting expectations would still send the stock right down as the bearish sentiment starts to get real. Both beaten down stocks Meta & Msft report after Bell tonight. while Apple and Amazon follow suit a day later. This could be the real crash investors are waiting for to buy the dip while fomo traders lose out.
C
Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Touches $5 Trillion as Chip Stocks Crack
$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
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NewUser_zS0M8w Nebius Return RateMicrosoft10 hours ago
$Microsoft(MSFT.US) Microsoft is under investigation by the UK's CMA over suspected bundling and automatic renewal price hikes. The UK's Competition and Markets Authority launched an investigation into Msft, focusing primarily on whether the company leveraged its position in the office software market to force-bundle AI tools (Copilot) and implement automatic renewal price hikes, as well as allegedly misleading consumers. If the CMA ultimately finds that Msft has seriously breached consumer protection laws or antitrust regulations, the law authorizes the CMA to fine Msft up to 10% of its global total revenue. Based on Microsoft's global annual revenue of over $280 billion, the theoretical 10% maximum fine would exceed $28 billion. Just earlier this year, the CMA also launched another review into Microsoft's commercial software ecosystem, including Windows, Office, Teams, Copilot, etc., to assess whether the company locked in corporate clients and hindered competition from third-party AI products through deep product bundling, a lack of cross-platform interoperability, and default settings. Though the ruling may only come out next year, this is adding fuel to fire where a beaten down stock get trashed even more. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards!
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Sunrise Trader10 hours ago
$MSFU sold partial for over 19% profit. I will sell one more piece today before $Microsoft(MSFT.US) earnings.
Source: Sunrise Trader
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Newbee2025Orders18 hours ago
semiconductor companies are finally on the downturn. If the capital outlay is going to increase tremendously, while the high return could be reflected in the upcoming financial report. Microsoft is bound to the big gainer.
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Longbridge Singapore
🎯 [Earnings Week Poll] 7 Tech Giants, 1 Winner!
After Alphabet’s earnings, the market made one thing clear: strong AI spending alone isn’t enough—execution matters.
Now, it’s the turn of 7 tech heavyweights to report:
📅 29 Jul (EST)
- $Microsoft(MSFT.US)
- $Meta Platforms(META.US)
- $SK Hynix(SKHY.US)
- $Arm(ARM.US)
- $Qualcomm(QCOM.US)
📅 30 Jul (EST)
- $Apple(AAPL.US)
- $Amazon(AMZN.US)
📈 Who will be the top performer?
Winning criteria: Highest share price gain by Friday’s market close (weekly performance after earnings)
🎁 Guess correctly and win 500 Task Coins!
📌 Follow @Longbridge Singapore
⏳ Voting ends Thursday, July 30
🎉 Rewards will be distributed within 5 working days.
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NewUser_CkrdqW Rate Of Return19 hours ago
Big tech earnings tonight after market with both Mag 7 companies Meta and Microsoft reporting. In my truthful opinion, I'm not having high expectations for both, especially with the former being known to spend generously on Capex while the latter has been struggling all year round with "Software apocalypse" and dying Xbox. Besides, Sofi is also reporting pre market, another well beaten down stock in the fintech sector, let's see if they can finally break the consecutive beaten down quarters.
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Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Touches $5 Trillion as Chip Stocks Crack
$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
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LemonadeDividend CollectorOXY19 hours ago
Winner : META
Loser : MSFT
Meta thrives on robust digital ad revenue and strong AI ad targeting engagement. Meanwhile, Microsoft faces severe margin pressure from rising infrastructure costs and slow cloud growth, limiting its immediate upside.
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Captain's Watch
🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?
📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...
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ToncQQQM Return RateTraded Value1 day ago, 09:24 AM
📍 Winner: MSFT
🎲 Loser: AAPL
💬 Reason: I’m betting on Microsoft because the market desperately needs a confidence boost, and Azure‘s growth is the biggest catalyst this earnings season. Investors have become increasingly worried about massive AI capex, negative free cash flow, and higher-for-longer interest rates. If Azure delivers another strong quarter and management shows AI investment is translating into real cloud demand, it could restore confidence across the entire AI sector, not just Microsoft.
Maybe this is more of a wish than a prediction, but right now the market needs proof that AI spending is creating sustainable returns. A strong Azure report could be exactly the spark investors are waiting for.
@Captain's Treasure
Earnings Week: MSFT, META, AAPL & AMZN Report
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Vt3Rate Of Return1 day ago, 05:57 AM
Winner: MSFT / META / AAPL / AMZN - I guess is MSFT simply cos I think its Bullish breakout above key moving averages with strongest institutional inflows. Loser: MSFT / META / AAPL / AMZN - I guess is likely AAPL to lose this week. Extremely overbought at 52-week high with broad institutional and retail selling.
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Captain's Watch
🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?
📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...
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ShyonRate Of Return1 day ago, 05:52 AM
📍 Winner: MSFT
🎲 Loser: AMZN
Picked Microsoft as winner as its share price is sufficiently pulled back over the last few weeks. Amazon as the loser simply due to it is the weakness among the 4.
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Captain's Watch
🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?
📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...
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Vt3Rate Of Return1 day ago, 01:43 AM
source: Jensen Huang / X
The Rundown: Nvidia, Microsoft, Meta, and 47 other tech companies, VCs, and nonprofits just signed an open letter urging Washington not to restrict open-weight AI models — giving a bunch of reasons why it’s crucial to U.S. AI leadership.
The details:
Nvidia CEO Jensen Huang first shared the letter, his first post on X, with 25 signatories but a few crucial ones missing, including OpenAI.
In a day, the letter garnered widespread support, with signatories doubling as OpenAI, Google, AMD, Cisco, and others joined — but not Anthropic.
The letter argues that open weights expand access to the AI economy, keep competition alive, broaden cyber defense, and help avoid vendor lock-in.
It also notes that distillation should not be confused with misappropriation and calls to avoid premature restrictions that push AI innovation overseas.
Why it matters: The letter comes amid accusations that Chinese labs extracted intelligence from U.S. models, including Anthropic’s Fable. Washington’s response remains unclear, but the pressure is on the lone U.S. frontier lab off the list, the one to gain most from a crackdown. And people are already asking for answers.
What does this mean to the roller coaster, across the board, for about 3 weeks by now?
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Longbridge Singapore1 day ago, 12:23 AM
🎯 [Earnings Week Poll] 7 Tech Giants, 1 Winner!
After Alphabet’s earnings, the market made one thing clear: strong AI spending alone isn’t enough—execution matters.
Now, it’s the turn of 7 tech heavyweights to report:
📅 29 Jul (EST)
- $Microsoft(MSFT.US)
- $Meta Platforms(META.US)
- $SK Hynix(SKHY.US)
- $Arm(ARM.US)
- $Qualcomm(QCOM.US)
📅 30 Jul (EST)
- $Apple(AAPL.US)
- $Amazon(AMZN.US)
📈 Who will be the top performer?
Winning criteria: Highest share price gain by Friday’s market close (weekly performance after earnings)
🎁 Guess correctly and win 500 Task Coins!
📌 Follow @Longbridge Singapore
⏳ Voting ends Thursday, July 30
🎉 Rewards will be distributed within 5 working days.
Who will be the Top Performer of the week?
592 votes

Roundhill MSFT WeeklyPay ETF

Roundhill MSFT WeeklyPay ETF

Pinned🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?

ARM (Trans): Core biz red-hot; new biz demand surging

MSFT (Trans): CY26 capex revised to approx. $175 bn

Pinned🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?

ARM (Trans): Core biz red-hot; new biz demand surging

MSFT (Trans): CY26 capex revised to approx. $175 bn