TLDR Microsoft reports fiscal Q2 2026 earnings on January 28, with analysts expecting $3.91 per share and $80.3 billion in revenue Azure cloud revenue growth projected at 38.4%, down slightly from previous quarter’s 40%, though some analysts predict better results Capital spending hit $34.9 billion in Q1 and is expected to rise faster in fiscal 2026 than the prior year Rising memory costs could li...
TLDR Microsoft reports fiscal Q2 2026 earnings on January 28, with analysts expecting $3.91 per share and $80.3 billion in revenue Azure cloud revenue growth projected at 38.4%, down slightly from previous quarter’s 40%, though some analysts predict better results Capital spending hit $34.9 billion in Q1 and is expected to rise faster in fiscal 2026 than the prior year Rising memory costs could limit guidance upside as demand for AI-powering components outpaces supply Stock trades at 28.5x forward earnings, below its five-year average of 31.5x, with analysts maintaining Buy ratings despite recent price target cuts 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Microsoft reports its fiscal second-quarter earnings after market close on Wednesday. Wall Street expects earnings of $3.91 per share on revenue of $80.3 billion. Microsoft Corporation, MSFT That compares to earnings of $3.23 per share on revenue of $69.6 billion in the same quarter last year. The company has beaten earnings estimates in nine straight quarters. The stock closed Tuesday at $480.58, up 7.5% over the past 12 months. It’s up about 7% in 2025 but remains down nearly 14% from its all-time high reached in late October. Investors will focus on several key areas. Azure cloud growth tops the list. So does AI infrastructure spending. And the health of the core software business matters too. Azure Growth Takes Center Stage Analysts expect Azure revenue growth of 38.4%. That’s a slight decrease from the 40% growth reported in the previous quarter. Stifel analyst Brad Reback thinks Microsoft will do better. He expects Azure to post growth about 200 basis points above consensus. Reback pointed to a solid economy and rapid OpenAI usage growth. Management has said demand continues to outpace Azure supply. He rates Microsoft as a Buy with a $520 price target. Azure has become a top pl...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. NasdaqGS:IREN has signed multi year AI infrastructure contracts, including a major partnership with Microsoft, marking a clear shift in its core business focus. The company is pivoting from its traditional role in bitcoin mining to providing AI cloud services backed by a large scale GPU buil...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. NasdaqGS:IREN has signed multi year AI infrastructure contracts, including a major partnership with Microsoft, marking a clear shift in its core business focus. The company is pivoting from its traditional role in bitcoin mining to providing AI cloud services backed by a large scale GPU build out. This change introduces new revenue sources tied to AI workloads and places IREN in direct competition with other AI infrastructure providers. For you as an investor, the key point is that NasdaqGS:IREN is no longer just a bitcoin miner. The company is repositioning around data center infrastructure and AI cloud services, an area where demand has been expanding as enterprises and hyperscalers seek more compute capacity. This shift brings fresh opportunities and different risks, including execution on large contracts, hardware deployment at scale, and pressure from rivals such as Nvidia backed CoreWeave. How IREN manages these contracts, builds out GPU capacity, and controls its cost base will be important factors for anyone tracking the stock. Stay updated on the most important news stories for IREN by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on IREN. NasdaqGS:IREN Earnings & Revenue Growth as at Jan 2026 How IREN stacks up against its biggest competitors Quick Assessment ✅ Price vs Analyst Target : At US$59.99 versus a consensus target of US$84.85, the price is about 29% below analyst expectations. ⚖️ Simply Wall St Valuation : The DCF status is unknown, so there is no clear view on whether the shares are materially cheap or expensive. ✅ Recent Momentum: A 30 day return of 48.86% shows strong short term momentum as the AI pivot gains attention. Check out Simply Wall St's in depth valuation analysis for IREN. Key Considerations 📊 The move toward AI cloud services, reinforced by multi year contracts wit...
Key Points FSM Wealth Advisors bought 42,229 shares of BOND in the fourth quarter; the estimated transaction value was $3.95 million based on quarterly average pricing. Meanwhile, the quarter-end value of the position increased by $3.83 million, reflecting both additional shares and price movements. Post-transaction, the fund reported holding 420,342 BOND shares valued at $39.13 million. These 10 ...
Key Points FSM Wealth Advisors bought 42,229 shares of BOND in the fourth quarter; the estimated transaction value was $3.95 million based on quarterly average pricing. Meanwhile, the quarter-end value of the position increased by $3.83 million, reflecting both additional shares and price movements. Post-transaction, the fund reported holding 420,342 BOND shares valued at $39.13 million. These 10 stocks could mint the next wave of millionaires › On January 23, FSM Wealth Advisors disclosed a purchase of 42,229 shares of the PIMCO Active Bond ETF (NYSE:BOND), reflecting an estimated $3.95 million transaction based on quarterly average pricing. What happened According to an SEC filing dated January 23, FSM Wealth Advisors purchased 42,229 additional shares of PIMCO Active Bond ETF. The estimated transaction value was $3.95 million based on the average closing price for the quarter. This brought the fund’s total holdings to 420,342 shares, with a quarter-end position value increase of $3.83 million, reflecting both trade activity and price changes. What else to know The fund’s BOND position now represents 5.35% of FSM Wealth Advisors’ AUM. Top holdings after the filing: NYSEMKT: JPIB: $44.65 million (6.1% of AUM) NYSE: BOND: $39.13 million (5.4% of AUM) NYSEMKT: JAVA: $33.81 million (4.6% of AUM) NYSEMKT: VTI: $31.77 million (4.3% of AUM) NYSEMKT: JMST: $31.33 million (4.3% of AUM) As of Wednesday, BOND shares were priced at $93.71, up 3% over the past year. ETF overview Metric Value AUM $6.85 billion Yield 5.1% Price (as of Wednesday) $93.71 1-Year Total Return 8.5% ETF snapshot BOND’s investment strategy seeks to provide diversified exposure to fixed income instruments of varying maturities, with a focus on investment grade debt and up to 30% in high yield securities. The portfolio primarily consists of investment grade bonds, with flexibility to use derivatives such as options, futures, and swaps for risk management and return enhancement. It operates as an actively...
Key Points Eaton is a giant multinational industrial company. The company's overarching goal is to produce products that help customers manage power. Data centers are a $4.3 billion business for Eaton, and growing. 10 stocks we like better than Eaton Plc › Artificial intelligence (AI) is amazing, but it doesn't live in the ether. It is a fancy computer program running on servers housed in data cen...
Key Points Eaton is a giant multinational industrial company. The company's overarching goal is to produce products that help customers manage power. Data centers are a $4.3 billion business for Eaton, and growing. 10 stocks we like better than Eaton Plc › Artificial intelligence (AI) is amazing, but it doesn't live in the ether. It is a fancy computer program running on servers housed in data centers. That's the story behind Eaton's (NYSE: ETN) $4.3 billion business providing electrical products that manage power for data centers. There could be years of growth ahead for this business as AI continues to expand. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » What does Eaton do? Roughly 75% of Eaton's revenue comes from electrical products. The rest is a mix of auto and aviation products. All the company's offerings help to manage power in some way. This is increasingly important as the world's demand for power, which is basically the backstop of modern society, grows. Electricity is the power source that enables artificial intelligence to function. Eaton is at the "center" of this developing technology, noting the $4.3 billion size of its data center-related business. However, that's not the end of the story. The company is specifically leaning into data center construction. For example, Eaton recently agreed to acquire Boyd Thermal, a maker of liquid-cooling technology for data centers. It is a $1.5 billion business that further entrenches Eaton in the AI data center space. Eaton is growing quickly, but investors are hot on the stock Eaton has an exciting story to tell. Investors who own it should be very pleased with the moves it is making and its recent financial results. In the third quarter of 2025, the industrial giant's sales rose 10%, while adjusted earnings rose a solid 8%. Notably, the company's backlog has grown 51% over the past two years, hinting at more growth to co...
Amazon (NASDAQ:AMZN) just announced it’s shutting down both its Amazon Go convenience stores and Amazon Fresh grocery locations, marking a dramatic retreat from physical retail. The company cited failure to achieve “a truly distinctive customer experience with the right economic model needed for large-scale expansion.” Some locations will convert to Whole Foods Market stores. The ... Amazon Cuts 1...
Amazon (NASDAQ:AMZN) just announced it’s shutting down both its Amazon Go convenience stores and Amazon Fresh grocery locations, marking a dramatic retreat from physical retail. The company cited failure to achieve “a truly distinctive customer experience with the right economic model needed for large-scale expansion.” Some locations will convert to Whole Foods Market stores. The ... Amazon Cuts 16,000 Jobs, Closes Go and Fresh Stores in Major Retail Pivot
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Apple (NasdaqGS:AAPL) has agreed a partnership with Alphabet to use its Gemini AI model to power an upgraded Siri and other AI features. The Gemini powered capabilities are expected to sit at the center of Apple's next wave of on device and cloud based AI services. Separately, a ...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Apple (NasdaqGS:AAPL) has agreed a partnership with Alphabet to use its Gemini AI model to power an upgraded Siri and other AI features. The Gemini powered capabilities are expected to sit at the center of Apple's next wave of on device and cloud based AI services. Separately, a shareholder proposal is urging Apple to publish a report on risks tied to its business exposure to China. Apple, trading at $258.27, has had a mixed share price record recently, with a 4.7% gain over the past week but a 5.5% decline over the past month and a 4.7% decline year to date. Over longer periods, returns have been 8.9% over 1 year, 81.7% over 3 years and 96.5% over 5 years, which gives investors important context for weighing these developments. For investors watching NasdaqGS:AAPL, the Gemini partnership and the China risk disclosure push raise questions about how Apple will position AI across its products and how it manages concentration risk in a key market. These issues could shape how you think about Apple's competitive edge, user trust and long term risk profile as new information becomes available. Stay updated on the most important news stories for Apple by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Apple. NasdaqGS:AAPL Earnings & Revenue Growth as at Jan 2026 How Apple stacks up against its biggest competitors Quick Assessment ⚖️ Price vs Analyst Target : At US$258.27, Apple trades about 10% below the US$287.29 analyst target, so price is reasonably close to consensus. ❌ Simply Wall St Valuation : Shares are described as trading 15.4% above estimated fair value, which points to an overvalued status. ❌ Recent Momentum: The 30 day return of a 5.5% decline shows recent weakness even as AI news and governance questions land. Check out Simply Wall St's in depth valuation analysis for Apple. Key...
An initial Australian canola cargo has cleared inspection in China, raising hopes that trade volumes could pick up after a lengthy halt in flows. China has completed customs checks for at least one Australian canola cargo and is expected to crush the oilseed this week, according to people familiar with the matter. It’s among at least two shipments that arrived in Chinese ports in recent weeks. The...
An initial Australian canola cargo has cleared inspection in China, raising hopes that trade volumes could pick up after a lengthy halt in flows. China has completed customs checks for at least one Australian canola cargo and is expected to crush the oilseed this week, according to people familiar with the matter. It’s among at least two shipments that arrived in Chinese ports in recent weeks. The inspection took longer than usual, said the people, who asked not to be identified as they weren’t authorized to talk to the media. The shipments were the first brought in from Australia in several years. The national customs administration didn’t immediately answer calls seeking comment. The local customs office at Qinzhou port in Guangxi region, where the canola is expected to be crushed, couldn’t immediately comment on the clearance. The Qinzhou Daily’s website reported earlier this month that a vessel named Union Mariner arrived at the port on Jan. 1 carrying about 60,000 tons of Australian canola. Australia is the world’s second-biggest exporter of canola — also known as rapeseed — but has been shut out of China’s market since 2020 due to phytosanitary concerns related to plant health. That appeared to shift last year, when the country booked several trial cargoes of Australian canola following a trade fallout with Canada, typically the nation’s top supplier. However, Chinese importers have also resumed purchases of Canadian canola this month, after Beijing and Ottawa reached a deal to mend ties. Canada said the agreement includes China lowering or suspending tariffs on several key agricultural products. Read More: China Locks in Oilseed Abundance By Reviving Canadian Canola . That’s put additional attention on when the Australian cargoes would eventually clear customs and be crushed. A full easing of trade restrictions on both countries would heightened competition for customers. Although the domestic market has found support in the near-term due to tighter supply, r...
Amazon.com announced plans to terminate about 16,000 corporate employees, only a few months after announcing it was cutting 14,000 roles. The company will offer US-based employees 90 days to search for a new role internally, as well as severance and other transition support. Mandeep Singh of Bloomberg Intelligence has more. (Source: Bloomberg)
Amazon.com announced plans to terminate about 16,000 corporate employees, only a few months after announcing it was cutting 14,000 roles. The company will offer US-based employees 90 days to search for a new role internally, as well as severance and other transition support. Mandeep Singh of Bloomberg Intelligence has more. (Source: Bloomberg)
Goldman Sees More Than $500 Billion Flow Into Chinese Stocks in 2026 00:00 00:00 /00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x Goldman Sachs expects Chinese equities to attract 3.6 trillion yuan ($518 billion) in fresh domestic capital this year, betting that rising corporate earnings will drive a sustained market recovery. The forecast, presented in Hong Kong by Goldman’s chief China equity...
Goldman Sees More Than $500 Billion Flow Into Chinese Stocks in 2026 00:00 00:00 /00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x Goldman Sachs expects Chinese equities to attract 3.6 trillion yuan ($518 billion) in fresh domestic capital this year, betting that rising corporate earnings will drive a sustained market recovery. The forecast, presented in Hong Kong by Goldman’s chief China equity strategist Kinger Lau, underpins the bank’s overweight stance on Chinese stocks in the Asia-Pacific region, at a time when broader market sentiment on China remains cautious. You've accessed an article available only to subscribers Subscribe today for just $.99. VIEW OPTIONS Unlock exclusive discounts with a Caixin group subscription — ideal for teams and organizations. Subscribe to both Caixin Global and The Wall Street Journal — for the price of one. Share now and your friends will read it for free!