Sam Badawi

Google, Meta, and Microsoft Earning | FOMC Rug?

Name: Google, Meta, and Microsoft Earning | FOMC Rug?
Uploaded: 2025-10-29T19:26:40Z
Description: Google, Meta, and Microsoft Earnings Wed Oct 29 @ 12:30 PM EDT The ONLY Platform for Fundamental Research. 📊Finchat.io: Get 15% Off Promo Code SAMSOLID https://fiscal.ai/?via=sambadawi TIMELINE 🕙 ==================== 00:00 FOMC Thoughts 00:00 $GOOGL $MSFT $META Earnings CONNECT WITH US 🤝🏽 ==

10/29/2025, 7:26:40 PM

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Economic Summary

Microsoft (MSFT), Amazon (AMZN), and Google (GOOGL) together report nearly $700 billion in backlog, primarily from customer cloud commitments; this backlog gives multi-quarter revenue visibility and investors will watch RPO, guidance, and cloud operating margins for confirmation.
An Azure disruption noted during the stream underscores cloud reliability risk that could affect MSFT near-term results; NVIDIA (NVDA) showed intraday volatility (up 5% then down 3%), reflecting sensitive market reactions to tech/cloud developments.

Bullish

Nearly $700B combined cloud backlog for MSFT, AMZN, and GOOGL implies strong revenue visibility from customer cloud commitments.
Growth in RPO and expanding cloud operating margins would materially boost future earnings for the major cloud providers.

Bearish

Azure outages signal cloud reliability risks that could hurt Microsoft revenue and reputation.
If MSFT/AMZN/GOOGL fail to grow RPO or miss guidance, cloud growth expectations could disappoint.
Intraday reversal in NVIDIA (up 5% then down 3%) shows volatile sentiment and downside risk.

Bullish tickers

MSFTAMZNGOOGLNVDA

Bearish tickers

MSFTAMZNGOOGLNVDA

MSFT

Bullish

Part of the nearly $700B combined cloud backlog; RPO increases and margin expansion would support revenue and earnings.

Bearish

Azure outages and any failure to expand RPO, guidance, or cloud margins could weigh on Microsoft.

AMZN

Bullish

AWS contributes to the large combined backlog; stronger customer cloud commitments and margin improvement would drive upside.

Bearish

If AWS fails to grow RPO or misses guidance, high expectations could lead to downside for Amazon.

GOOGL

Bullish

Google Cloud is a significant part of the combined backlog; improving RPO and margins would bolster results.

Bearish

Cloud margin pressure or weaker-than-expected guidance for Google Cloud could disappoint investors.

NVDA

Bullish

Continued market interest reflected in intraday moves; positive catalysts could resume upward momentum.

Bearish

Noted intraday reversal (up 5% then down 3%) indicates volatile sentiment and potential short-term downside.

People mentioned

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