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Microsoft's best day in markets since 2008 shows the AI trade isn't dead, just pickier | Fortune

The New York Stock Exchange welcomed Danny DeVito and Eli Manning for the Jersey Mike's IPO, then went on a ride.

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fortune.comStai leggendo3 g fa

Microsoft's best day in markets since 2008 shows the AI trade isn't dead, just pickier | Fortune

Microsoft +15.5% on stronger profits and Azure growth from AI-adopting customers; no increased AI capex forecast—unlike rivals. Market is now selective: rewarding AI profitability, penalizing capex increases without earnings—Meta down 8% after raising forecasts, clear signal for tech leadership.

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giovedì 30 luglio 2026·forbes.com
Microsoft Surges And Meta Sinks As Wall Street Rewards Proven AI Demand
Microsoft’s earnings jumped on strong Azure and AI demand while Meta’s stock fell as rising costs, weaker margins and unclear AI revenue plans worried Wall Street investors.
giovedì 30 luglio 2026·swissinfo.ch
US Stocks Rise as Microsoft Counters Bond Rout: Markets Wrap
(Bloomberg) -- US stocks rose as strong growth at Microsoft Corp. reassured investors that expensive bets on AI are starting to pay off, outweighing resurgent worries about…

Microsoft's best day in markets since 2008 shows the AI trade isn't dead, just pickier | Fortune

Confronto fonti

Microsoft's best day in markets since 2008 shows the AI trade isn't dead, just pickier | Fortune

Timeline cronologica

Microsoft Surges And Meta Sinks As Wall Street Rewards Proven AI Demand

US Stocks Rise as Microsoft Counters Bond Rout: Markets Wrap

Microsoft's AI-Fuelled Rally: 5 Reasons Wall Street is bullish again

US Stocks Rise as Microsoft Counters Bond Rout: Markets Wrap

ASX set to jump, Microsoft leads Wall Street rally; Apple reports iPhone sales surge

Goldman Sachs is 'very impressed' with Microsoft, and forecasts 'behind the scenes ...'

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ASX set to jump, Microsoft leads Wall Street rally; Apple results ahead

ASX set to jump, Microsoft leads Wall Street rally; Apple, Amazon results

ASX set to jump, Microsoft leads Wall Street rally; Apple reports iPhone sales surge

Microsoft's stock has biggest one-day gain since 2008, adding $480 billion in market value as cloud business booms | Fortune

Microsoft’s stock has biggest one-day gain since 2008, adding $480 billion in market value as cloud business booms | Fortune

US stocks: Microsoft adds $485 billion to investors' wealth as shares rise 16%. Check why

US stocks: US market ends sharply higher, lifted by soaring Microsoft

Microsoft’s $480 billion rally fuels a debate: Financial nihilism or the true AI moat finally coming into view? | Fortune

Microsoft's $480 billion rally fuels a debate: financial nihilism or the true AI moat, finally coming into view? | Fortune

Wall Street ends sharply higher, lifted by soaring Microsoft

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