u/Difficult-Quarter-48 ·
Reddit — r/stocks
· July 30, 2026 at 01:43
· ⬆ 43 pts
· 💬 34 comments
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I know... It's up 7% AH... But I think MSFT could go on an extended run over the coming weeks.
This was a huge quarter for the company but importantly, their relative out performance vs other hyperscalers is significant. Not only was the msft result great, but it came at a time when meta and Google just dropped poor results. Yes, Google's bottom line was great, but the market is concerned about companies going out over their skis on capex.
I think that MSFT went from an AI laggard to a company that is both operating extremely well, and spending responsibly relative to hyperscaler peers.
Sadly the macro backdrop is extremely shakey right now, so I'm not going to confidently predict a parabolic rise, but I think MSFT is in for a period of relative out performance.