Microsoft saw shares rise after spending shows in revenue, Ivana Delevska notes

Microsoft saw shares rise after spending shows in revenue, Ivana Delevska notes
Microsoft and Alphabet report major capex

Microsoft and Alphabet each spent more than $45 billion on capital expenditures in the past quarter. Microsoft shares rose approximately 4% in after-hours trading, while Alphabet shares fell more than 9%.

Ivana Delevska, founder and CIO of SPEAR Invest, commented that Microsoft is spending to grow and its expenditures are reflected in its revenue, including growth in Azure.

Ivana Delevska previously noted that CXMT aims to launch DDR5 by year end, a development she sees as unfavorable for the DRAM sector. In an earlier report, Delevska highlighted that MRVL raised its revenue targets for fiscal 2028 and is targeting a $400 billion market by 2030. These updates reflect Delevska’s ongoing focus on major technology investments and sectoral growth forecasts.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.