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Goldman Sachs released its analysis of Microsoft, stating that Azure growth 48%, cloud gross margin recovery, and discussing whether AI investment returns have reached a turning point.
BlockBeats stated that Alphabet is expected to release its earnings after the U.S. stock market closes on Wednesday 2026 fiscal year Q3 earnings report, with the market focused on cloud growth,TPU external supply, and 2027 annual capital expenditure guidance. The market forecasts quarterly revenue of 127833000000 USD, up 24.9%。
JPMorgan maintains an “Overweight” rating on Microsoft and gives it a 625 USD price target, focusing on growth in Azure, Microsoft 365 cloud, and Copilot, as well as the earnings outlook. Wedbush analyst Dan Ives also maintained a positive rating.