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Microsoft (MSFT) Hits One-Year High: How Cloud Market Dynamics Are Driving the Surge

Recently, Microsoft (MSFT) reached its highest stock price in a year , maintaining a steady upward trend. While other stocks in the Magnificent Seven (M7) group have seen negative returns, Microsoft has quietly but consistently climbed higher. Since the beginning of the year, MSFT has increased 13.6%, making it the second-best performing Big Tech stock after Meta (META). Key Driver of MSFT's Stock Growth – Azure's Dominance in the Cloud Market Microsoft's stock surge is not merely due to market sentiment but rather the company's strengthened position in the cloud industry . Azure, Microsoft's cloud platform, has been rapidly increasing its market share and closing the gap with AWS , its biggest competitor. In Q1 2025 , the global cloud market share stood at: Amazon AWS: 32% (still leading) Microsoft Azure: 23% (expanding rapidly) Google Cloud (GCP): 12% (growing but trailing) Azure's cloud revenue grew 33% year-over-year , regaining a 30% growth rat...

GOOGL (Alphabet, Google): Weak Stock Performance, but How Did Q1 2025 Earnings Turn Out?

https://lojoolodo24.blogspot.com/2025/06/why-is-alphabet-googl-google-lagging.html In a previous post, we explored the reasons behind Alphabet’s (GOOGL, Google) sluggish stock performance. So, how did Google's latest earnings fare? Is this an undervalued stock with strong fundamentals, or is it struggling to adapt to industry changes? Google’s Business Segments Google's business is mainly divided into Google Services (advertising, subscriptions & platforms, devices) and Google Cloud . While search and YouTube remain the core of its advertising business, subscription and platform revenue are growing. Cloud services, fueled by AI, are expanding rapidly but face fierce competition. 1. Google Services: Advertising, Subscriptions & Platforms, Devices Google Advertising Google Search & Others: Revenue from Google Search, Gmail, Maps, Google Play, and affiliated search partners YouTube Ads: Ad revenue generated from the YouTube platform Google Network Ads: Reve...