Angelo Zino, a CFRA Analysis senior fairness analyst, discusses the efficiency of Microsoft, Meta and the general tech sector within the markets, the Federal Reserve’s fee choice and Q2 GDP progress.
Microsoft touched $4 trillion in market cap Thursday, becoming a member of Nvidia as the one two corporations to succeed in this degree.
Ticker Safety Final Change Change % MSFT MICROSOFT CORP. 533.50 +20.26
+3.95%
The upward transfer got here after the tech big posted stronger-than-expected outcomes. Revenues jumped 18% to $76 billion, and internet revenue rose over 23% to $34.3 billion. The majority of the expansion got here from the corporate’s cloud computing arm and demand for synthetic intelligence.
On this photograph illustration, a smartphone shows the emblem of Microsoft in entrance of a display exhibiting the corporate’s newest inventory market chart July 28, 2025, in Chongqing, China. (Cheng Xin/Getty Photos / Getty Photos)
“We’re innovating across the tech stack to help customers adapt and grow in this new era, and, this year, Azure surpassed $75 billion in revenue, up 34%, driven by growth across all workloads” mentioned CEO Satya Nadella.
META CEO DELIVERS UPDATE ON ‘SUPERINTELLIGENCE’
Microsoft Chairman and CEO Satya Nadella speaks on the Microsoft Construct 2025 convention in Seattle Could 19, 2025. (Jason RedmondAFP through Getty Photos / Getty Photos)
Alternate-traded funds that rely Microsoft as a big holding are benefiting from the inventory’s 26% achieve this 12 months, which is outperforming the Nasdaq Composite’s 9.5% rise.
T-Rex 2X lengthy Microsoft is up over 44% yearly, and it seeks outcomes which might be “200% of the daily performance of MSFT,” in accordance with the fund.
Ticker Safety Final Change Change % MSFX ETF OPPORTUNITIES TR T REX 2X LONG MICROSOFT DAI 37.87 +2.81
+8.01%
A Microsoft workplace in New York in July 2025 earlier than the corporate hit $4 trillion in market cap (Adam Grey/Bloomberg through Getty Photos / Getty Photos)
The Direxion Day by day MSFT Bull 2X and Bear 1X ETF had been additionally lively. MSFU, the bull bets, has superior over 43% this 12 months, whereas the MSFD bear play had its most lively buying and selling day ever.
Ticker Safety Final Change Change % MSFU DIREXION SHARES ETF TRUST DAILY MSFT BULL 2X SHARES 56.55 +3.89
+7.39%
MSFD DIREXION SHARES ETF TRUST DAILY MSFT BEAR 1X SHARES 10.51 -0.44
-4.02%
Extra conventional inventory ETFs, together with iShares World Tech ETF, which owns 17.5% of the inventory, is up 13% this 12 months. Vanguard’s Info Expertise ETF owns 14.8%, and Constancy MSCI Info Expertise Index ETF owns 15%. Each have gained 11% this 12 months. All three listing Microsoft because the second-largest holding behind Nvidia.
Ticker Safety Final Change Change % IXN ISHARES TRUST GLOBAL TECH ETF 95.87 -0.46
-0.48%
VGT VANGUARD INFORMATION TECHNOLOGY ETF – USD DIS 690.47 -3.98
-0.57%
FTEC FIDELITY COVINGTON TRUST MSCI INFORMATION TECHNOLOGY 205.49 -1.05
-0.51%
BILL GATES GIVING AWAY BILLIONS OF HIS FORTUNE
Microsoft was based in April 1975 by Paul Allen and Invoice Gates, who was CEO. Gates is the thirteenth richest particular person on this planet with a internet value of $116 billion, in accordance with Forbes. Former Microsoft CEO Steve Ballmer is No. 8 with a internet value of $148 billion.
Microsoft co-founder Invoice Gates, former Microsoft CEO Steve Ballmer and Microsoft CEO Satya Nadella make a joint public look at Microsoft’s fiftieth anniversary celebration in Redmond, Wash., April 4, 2025. (Reuters/Jeffrey Dastin / Reuters)
