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Microsoft Earnings Show Strong AI Demand: RBC’s Jaluria
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Why This Matters
Microsoft's earnings report shows a significant 18% increase in total revenue, indicating strong demand for AI, contradicting expectations of a slowdown.
Market Impact
Market impact analysis based on bullish sentiment with 90% confidence.
Sentiment
Bullish
AI Confidence
90%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Rishi Jaluria, RBC Capital Markets managing director of software equity research, says Microsoft’s earnings show there’s isn’t the slowdown in AI demand that everyone is waiting for. He speaks on “Bloomberg The Close.” Microsoft said total revenue increased 18% to $77.7 billion in the fiscal first quarter, while profit was $3.72 a share.
Original article published by
Bloomberg
on October 30, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.