October 31, 2024

HERE IS WHY INVESTORS DO NOT LIKE GOOD EARNINGS FROM MICROSOFT AND META, HOTTER INFLATION DATA

By Nigam Arora & Dr. Natasha Arora

To gain an edge, this is what you need to know today.

Unrealistic Expectations

Please click here for a chart of Microsoft stock (MSFT).

Note the following:

  • The Morning Capsule is about the big picture, not an individual stock.  The chart of MSFT stock is being used to illustrate the point.
  • The chart shows when Microsoft earnings were released.
  • The chart shows MSFT stock initially spiked higher on earnings better than the consensus and whisper numbers.
  • The chart shows when MSFT stock dropped on comments of slower Azure growth during Microsoft’s conference call.
    • Azure growth came at 34% vs.
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