MicrosoftNASDAQ: MSFT

Microsoft's cloud segment is thriving, with investors interested in this tech giant.

Microsoft's revenue for FY1Q25 was better than expected, mainly due to the More Personal Computing segment, while Azure's performance met expectations. Azure grew by 34% in FY1Q25, which is in line with forecasts, but management predicts a lower growth rate of 31% to 32% for the next quarter, falling short by 1 percentage point. The main reason for this shortfall is that third-party infrastructure providers are postponing the launch of new data center capacity.

It ultimately depends on how much is spent, and Google might have an edge in that area.

OpenAI has teamed up with several news organizations, allowing its SearchGPT to access content from these companies. This partnership enhances the search engine's ability to provide relevant information. As a result, users can expect more comprehensive search results.

Cloud computing is changing the digital world, with major companies like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) leading the way through their cloud services—Azure, AWS, and Google Cloud. These companies have made significant investments in artificial intelligence, data storage, and new technologies to win over business customers and increase their market presence.

Gina Sanchez, the chief market strategist at Lido Advisors, appears on CNBC's 'The Exchange' to talk about several stocks, including Microsoft, Eli Lilly, Peloton, and Snap.

Microsoft's purchase of Activision Blizzard King has led to a significant 43% rise in its gaming revenue for the first quarter of 2024, strengthening its role in the competitive gaming market. This acquisition comes at a time when the gaming industry is booming, particularly the online casino sector, which has seen rapid growth worldwide as more people choose digital gaming.

Griffin's hedge fund, Citadel, has been consistently selling Microsoft over the past year and purchasing shares of Taiwan Semiconductor instead.

Microsoft, the large software company, published its Q1 report for FY 2025 on October 30. The results were strong and mostly exceeded expectations, but there is now a debate about whether the company's significant investment in AI is warranted.