May 1 Meta and Microsoft drive NASDAQ up as Apple and Amazon earnings are on tap

$SOFI $MSFT

Author

Mukund Mohan
May 01, 2025

Market

“Microsoft reported strong earnings and Meta did as well. Since the Capex spend forecast from both exceeded their previous guidance, the Nvidia trade is back on” 😊 😋

Thanks to MSFT and META the NASDAQ rocketed up 2%

The good news is that earnings should be strong for the Ad tech and Software companies. But less so is the visibility for consumer goods such as $AMZN ( ▼ 0.54% ) and $AAPL ( ▼ 1.38% ) both of who report today after market.

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Insights from the portfolio

Microsoft earnings call and summary - what to expect from the stock in 2025?

The company is in a good position to reverse the downtrend since Jul 2024

stocksmarts.substack.com/p/microsoft-earnings-call-and-summary

Video of the day

Today’s video is on Microsoft $MSFT ( ▼ 0.82% ) the software and cloud leader.

Deep dive of the day

SoFi Technologies Inc $SOFI Deep Dive – Investment Literacy Coach

blog.mukundmohan.online/index.php/2024/07/01/sofi-technologies-inc-sofi-deep-dive

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