July 31, 2025

finance  
Microsoft Soars, Anthropic $5B Funding, Nvidia Rival Groq

Microsoft's stock is soaring, driven by substantial growth in its cloud and AI sectors. The company's fourth-quarter earnings reveal an 18% revenue increase, reaching $76.4 billion, with profits hitting $27.2 billion. Azure's sales have surpassed $75 billion annually, marking a 39% increase. CEO Satya Nadella emphasizes AI as a core focus, noting that every Azure region is now AI-centric. Microsoft plans to invest over $30 billion this quarter in data centers to bolster its AI services, with Copilot already boasting over 100 million monthly active users. In other AI developments, Anthropic, backed by Amazon, is in talks to secure between $3 billion and $5 billion in funding, potentially valuing the company at $170 billion. Iconiq Capital is expected to lead this funding round. Meanwhile, Groq, an AI chip startup and Nvidia competitor, is nearing a $6 billion valuation with new funding led by Disruptive. Meta Platforms is under scrutiny as investors assess the returns on its AI and metaverse investments, with earnings expected to be $5.83 per share on $44.69 billion in revenue. Elsewhere, MAGENTIQ EYE, an AI-powered gastroenterology firm, has received Series A funding to commercialize its MAGENTIQ-COLO software, designed to aid doctors in polyp detection during colonoscopies. C3.ai is experiencing renewed investor interest following a management change, while Oracle's potential to reach a $1 trillion market cap by 2028 is being discussed, fueled by the growing adoption of generative AI. Finally, Surge AI is reportedly seeking $1 billion in funding, aiming for a $25 billion valuation, after Meta invested in rival Scale AI.

Key Takeaways

  • Microsoft's revenue increased by 18% to $76.4 billion, with profits of $27.2 billion, driven by cloud and AI growth.
  • Azure sales surpassed $75 billion annually, showing a 39% growth rate.
  • Microsoft plans to invest over $30 billion in data centers this quarter to support AI services.
  • Microsoft's Copilot has over 100 million monthly active users.
  • Anthropic, backed by Amazon, is seeking $3-5 billion in funding, potentially valuing the company at $170 billion.
  • Groq, an AI chip startup challenging Nvidia, is nearing a $6 billion valuation with new funding.
  • Meta Platforms' AI and metaverse investments are under scrutiny as the company prepares to announce earnings of $5.83 per share on $44.69 billion in revenue.
  • MAGENTIQ EYE, an AI-powered gastroenterology company, received Series A funding for its MAGENTIQ-COLO software.
  • C3.ai is seeing renewed investor interest due to management changes and expansion into defense, energy, and government sectors.
  • Surge AI is reportedly seeking $1 billion in funding, aiming for a $25 billion valuation, after Meta invested in rival Scale AI.

Microsoft stock soars with AI and cloud growth boosting earnings

Microsoft's stock jumped after reporting strong fourth-quarter earnings, driven by its cloud and AI businesses. Revenue from the Intelligent Cloud segment, including Azure, increased significantly. CEO Satya Nadella highlighted AI as a key growth area, with every Azure region now focused on AI. Overall revenue rose 18% to $76.4 billion, beating analyst expectations. Microsoft is also a top publisher on Xbox and Playstation.

Microsoft's profits jump thanks to AI and cloud services

Microsoft's profits went up a lot this quarter because of its cloud computing and AI units. The company made $27.2 billion in profit from $76.4 billion in revenue. Microsoft's Azure cloud computing made over $75 billion this year, a 34% increase. CEO Satya Nadella says cloud and AI are helping businesses change. Microsoft is investing heavily in AI and data centers.

Microsoft's cloud and AI sales beat expectations, stock jumps

Microsoft's cloud division, Azure, saw a 39% sales increase, exceeding expectations. The company's overall sales rose 18% to $76.4 billion. Microsoft plans to spend over $30 billion this quarter on data centers for AI services. CEO Satya Nadella mentioned that Copilot has over 100 million monthly active users. Microsoft is investing heavily in AI, expecting it to boost sales of software and cloud services.

Microsoft's Azure cloud drives strong revenue, AI spending increases

Microsoft's revenue beat expectations due to strong sales in its Azure cloud business. Azure sales surpassed $75 billion annually. Microsoft plans to spend a record $30 billion this quarter on data centers for AI. The company's Copilot AI tools have over 100 million monthly active users. Microsoft is benefiting from its partnership with OpenAI, attracting businesses to its cloud service.

Microsoft stock rises as cloud and AI boost quarterly results

Microsoft's stock jumped after reporting better-than-expected quarterly earnings. The Intelligent Cloud segment, including Azure, grew 26%. CEO Satya Nadella said cloud and AI are driving business changes. Microsoft expects double-digit revenue growth in fiscal 2026. The company plans to spend $30 billion on capital expenditures to expand its AI infrastructure.

Microsoft's AI investments pay off with $27.2 billion profit

Microsoft's investments in AI and cloud computing are paying off, with profits rising to $27.2 billion. Sales increased by 18% to $76.4 billion. Azure, Microsoft's cloud computing service, grew by 39%. The company is investing heavily in data centers to meet the demand for AI services. Microsoft's online productivity tools for businesses also saw growth.

MAGENTIQ EYE gets funding for AI gastroenterology tech

MAGENTIQ EYE, an AI-powered gastroenterology company, received Series A funding led by aMoon. The funding will help commercialize its MAGENTIQ-COLO software in the USA and Europe. MAGENTIQ-COLO helps doctors find and analyze polyps during colonoscopies. The software is FDA and CE approved. The company is also working on AI tools for other gastrointestinal diseases.

MAGENTIQ EYE gets funding for AI gastroenterology tech

MAGENTIQ EYE, an AI-powered gastroenterology company, received Series A funding led by aMoon. The funding will help commercialize its MAGENTIQ-COLO software in the USA and Europe. MAGENTIQ-COLO helps doctors find and analyze polyps during colonoscopies. The software is FDA and CE approved. The company is also working on AI tools for other gastrointestinal diseases.

Amazon-backed Anthropic may raise $5B, valuing AI startup at $170B

Anthropic, an AI startup backed by Amazon, is close to raising between $3 billion and $5 billion in new funding. This funding round could value the company at about $170 billion. Iconiq Capital is leading the round, with other investors potentially joining. Anthropic focuses on AI safety but faces questions about its funding sources. The company needs large amounts of capital to compete in the AI field.

Anthropic seeks new funding, valuation soars to $170 billion

Anthropic, an AI startup, is in talks to raise $3 billion to $5 billion in a funding round led by Iconiq Capital. This could value the company at $170 billion. Anthropic is an OpenAI competitor and is attracting billions from investors. CEO Dario Amodei is now considering funding from Middle East investors. Rivals like OpenAI are also seeking funds from the Middle East.

Can C3.ai regain its AI stardom with management changes

C3.ai Inc is seeing renewed investor interest due to a management shake-up. CEO Tom Siebel is stepping down, leading to speculation about a possible acquisition. The company is expanding in sectors like defense, energy, and government services. C3.ai reported a revenue increase of 26% year-over-year. Analysts have mixed recommendations, with some suggesting a possible takeover.

Will Meta's AI and metaverse investments pay off

Meta Platforms will report earnings soon, and investors are watching to see if its AI and metaverse investments are paying off. The company may increase its AI spending to compete with rivals. Advertising is a big part of Meta's revenue, and AI is helping to improve ad performance. Meta's stock is currently in a corrective phase. Analysts are optimistic, but the company needs to meet or beat expectations to avoid a stock drop.

Brian Bolan's AI stock and ETF picks

Brian Bolan from Zacks Investment Research suggests stocks that have already reported earnings. He highlights Celestica CLS and Whirlpool WHR, and discusses Wayfair W which is about to report earnings. He also recommends ETF Investor, managed by Neena Mishra, for long-term ETF investments. Neena's portfolio includes SOXX, which has seen significant growth.

Groq, Nvidia's AI chip rival, nears $6B valuation with new funding

Groq, an AI chip startup challenging Nvidia, is reportedly nearing a new fundraising round. The funding could value the company at $6 billion. The round is led by Disruptive. Groq was founded by Jonathan Ross, a former Google employee. The company recently partnered with Bell Canada and is offering AI infrastructure for Llama 4 inference.

Oracle stock may hit $1 trillion by 2028 due to AI

Oracle's cloud, database, and enterprise software are used by most Fortune 500 companies. The company is benefiting from the growing adoption of generative AI. Oracle's revenue is growing, and analysts predict it could reach a $1 trillion market cap by 2028. Wall Street expects Oracle to generate significant revenue in the coming years. The company is well-positioned to benefit from the AI revolution.

Meta's earnings focus AI and metaverse investments

Meta Platforms is set to announce its earnings, with attention on its AI and metaverse investments. The company is expected to report earnings of $5.83 per share on $44.69 billion in revenue. Meta's earnings have grown significantly over the past few years. The stock is currently trading near $702, acting strong after hitting a fresh record high. Investors will be watching how the stock reacts to the earnings news.

Surge AI seeks $1B funding after Meta invests in rival

Surge AI is reportedly seeking $1 billion in a funding round, aiming for a $25 billion valuation. This comes after Meta Platforms invested heavily in Scale AI, a rival data-labeling startup.

Sources

Microsoft AI Cloud Computing Azure Satya Nadella Earnings Revenue Data Centers Copilot OpenAI MAGENTIQ EYE Gastroenterology Anthropic Funding Valuation Iconiq Capital C3.ai Meta Metaverse Advertising Brian Bolan Celestica Whirlpool Wayfair ETF Groq Nvidia AI Chips Oracle Generative AI Surge AI Scale AI Investment Stock Market