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Jul 30 blowout earnings from Microsoft reignited institutional confidence in Big Tech and AI monetization

Jul 30 blowout earnings from Microsoft reignited institutional confidence in Big Tech and AI monetization

$MSFT $META

Mukund Mohan
July 30, 2026

Market

“Microsoft $MSFT ( ▼ 1.64% ): Soared +16.3% after delivering a historic quarter where Azure cloud revenue jumped 43% YoY (crossing $100B annualized) and calendar 2026 CapEx guidance was kept disciplined.” 😊 😋

The Bureau of Economic Analysis reported advance Q2 2026 GDP growth at an annualized rate of 1.5% (vs. 2.1% expected),

Chipmakers clawed back recent losses. Lam Research $LRCX ( ▼ 0.96% ) X surged +17.6%, AMD $AMD ( ▲ 2.19% ) jumped +12.9%, and Micron $MU ( ▲ 0.39% ) rose +16.0% following strong quarterly guidance and supply chain updates.

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Insights from the portfolio

Video of the day

Today’s video is on Microsoft $MSFT ( ▼ 1.64% ) the cloud and software company.

Deep dive of the day

META $META The Market Got What It Asked For — And Didn't Like the Answer - Investment Literacy Coach

Here's the uncomfortable truth about Q2 2026: Meta did not have a bad quarter in the traditional sense. It had a guidance quarter — and those are often more

Investment Literacy Coach