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Why Is Microsoft (NASDAQ:MSFT) Sitting on a USD 678B Backlog?

Microsoft (NASDAQ:MSFT) released fiscal fourth quarter results on July 29, 2026. Revenue was USD 90.0 billion, GAAP diluted earnings were USD 4.81 per share and non-GAAP earnings, which exclude the OpenAI investment impact, were USD 4.74. Azure and other cloud services grew 43%. The …

Vinay Lochav | 26 October 2026

Could XLK (NYSEARCA:XLK) Face More Forced Selling After a 2.7% Manager Loss?

XLK (NYSEARCA:XLK) owns many technology shares that are heavily represented in professional portfolios. Thursday, October 22, 2026 produced a synchronized setback: global fundamental long-short funds lost 1.4%. It was their weakest session since July 16. According to Goldman Sachs prime-brokerage figures.

Vinay Lochav | 26 October 2026

Why Is Alphabet (NASDAQ:GOOGL) Cloud Backlog Now USD 514B?

Alphabet (NASDAQ:GOOGL) reported on July 22, 2026 that Google Cloud revenue rose 82% to USD 24.8 billion, while backlog reached USD 514 billion. Total revenue was USD 119.8 billion and operating income USD 40.8 billion, a 34% margin. These figures come from coverage of …

Vinay Lochav | 26 October 2026

Could Apple (NASDAQ:AAPL) Retake Nvidia After Its USD 5.12 Trillion Peak?

Apple (NASDAQ:AAPL) opened October 23, 2026 trailing Nvidia's valuation by approximately USD 42 billion. Its shares then moved beyond USD 351 and reached an intraday record around USD 351.73, valuing the device maker near USD 5.12 trillion and temporarily making it the world's largest …

Vinay Lochav | 26 October 2026

Why Did Amazon (NASDAQ:AMZN) Book USD 53.4B From Anthropic?

Amazon (NASDAQ:AMZN) released second quarter results on July 30, 2026. Operating income was USD 27.5 billion, up 43%, yet net income of USD 62.6 billion was more than double that, because non-operating other income of USD 53.4 billion was attributed to Anthropic. The mechanism …

Vinay Lochav | 26 October 2026

Is SMH (NASDAQ:SMH) Stabilizing After the Chip Index Managed a 0.44% Rebound?

SMH (NASDAQ:SMH) contains a concentrated group of leading chip designers, manufacturers and equipment suppliers. Its benchmark proxy, the Philadelphia Semiconductor Index, rose 0.44% to 10,779.46 on Friday, October 23, 2026 following a prior session when declines affected each of the 30 components.

Vinay Lochav | 26 October 2026

How Is AMD (NASDAQ:AMD) Doubling Data Center Sales at 107%?

AMD (NASDAQ:AMD) released second quarter 2026 results on August 4, 2026 for the quarter ended June 27. Revenue of USD 11.5 billion rose 50% and Data Center revenue of USD 6.7 billion rose 107%, so the segment now supplies more than half of sales. …

Vinay Lochav | 26 October 2026

What Made Meta Platforms (NASDAQ:META) Shed 9.4% Even With Record Quarterly Sales?

Meta Platforms (NASDAQ:META), the owner of Facebook, Instagram and WhatsApp, released third-quarter results after Wednesday's close on October 21, 2026. Revenue of USD 64.6 billion was 26% higher and surpassed forecasts. Net profit advanced 264% from a year earlier, while fourth-quarter sales guidance came …

Vinay Lochav | 26 October 2026

Why Is Oracle (NYSE:ORCL) Burning USD 5.4B With a USD 664B Backlog?

Oracle (NYSE:ORCL) reported first quarter fiscal 2027 results in September 2026. Revenue of USD 19.3 billion rose 30%, while remaining performance obligations, which are contracted revenue not yet recognized, reached USD 664 billion, up USD 26 billion from USD 638 billion reported in June. …

Vinay Lochav | 26 October 2026

Can IWD (NYSEARCA:IWD) Hold Value's Nearly 8-Point October Lead Over Growth?

IWD (NYSEARCA:IWD) emphasizes large US businesses priced lower relative to earnings and book value, creating greater exposure to financial, industrial, health-care and energy companies. At the October 23, 2026 checkpoint, October's advantage for the S&P 500 value benchmark over its growth equivalent was almost …

Vinay Lochav | 26 October 2026
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