{"id":935605,"date":"2025-05-31T11:52:08","date_gmt":"2025-05-31T06:22:08","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=935605"},"modified":"2025-05-31T11:52:14","modified_gmt":"2025-05-31T06:22:14","slug":"trump-tariffs-and-how-microsoft-is-the-biggest-winner-this-earnings-season-for-big-tech","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2025\/05\/31\/trump-tariffs-and-how-microsoft-is-the-biggest-winner-this-earnings-season-for-big-tech\/","title":{"rendered":"Trump Tariffs and &#8230;. How Microsoft is the biggest winner this earnings season for Big Tech"},"content":{"rendered":"<p>Microsoft Corp. shares are within 1.5% of their all-time high from July 2024, driven by a robust 16% gain in May 2025, the stock\u2019s best monthly performance in over three years, according to Bloomberg. The rally reflects a broader U.S. equity rebound and renewed confidence in Microsoft\u2019s Azure cloud-computing business, fueled by strong artificial intelligence (AI) demand. Azure\u2019s fiscal third-quarter revenue grew 33%, surpassing Wall Street expectations, with non-AI services like databases and storage outperforming, as noted by CFO Amy Hood.<\/p>\n<p>The stock\u2019s resurgence contrasts with its 2024 performance, when Microsoft lagged behind the \u201cMagnificent Seven\u201d peers &#8212; Apple, Nvidia, Alphabet, Amazon, Meta, and Tesla &#8212; with a 12% gain, weighed down by concerns over Azure growth and AI competition. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft Corp. shares are within 1.5% of their all-time high from July 2024, driven by a robust 16% gain in May 2025, the stock\u2019s best monthly performance in over three years, according to Bloomberg. The rally reflects a broader U.S. equity rebound and renewed confidence in Microsoft\u2019s Azure cloud-computing business, fueled by strong artificial intelligence (AI) demand. Azure\u2019s fiscal third-quarter revenue grew 33%, surpassing Wall Street expectations, with non-AI services like databases and storage outperforming, as noted by CFO Amy Hood. The stock\u2019s resurgence contrasts with its 2024 performance, when Microsoft lagged behind the \u201cMagnificent Seven\u201d peers &#8212; Apple, Nvidia, [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[87,4,11],"tags":[],"class_list":["post-935605","post","type-post","status-publish","format-standard","hentry","category-it-2-the-times-of-india","category-newspapers","category-the-times-of-india"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/935605","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=935605"}],"version-history":[{"count":0,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/935605\/revisions"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=935605"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=935605"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=935605"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}