What I Am Watching Today – NASDAQ 100, Platinum, EUR/CHF, and AUD/JPY

Impact · against what's priced in

The report provides no catalyst for Microsoft as its strong Azure and cloud growth are already core assumptions of the current stock price. Geopolitical news regarding US-Iran nuclear concessions remains a broader market factor rather than a company-specific driver.

MSFT+0.00

Already priced in

The price assumes

Server and cloud revenue growing near 30% annually

The reported 30% increase in cloud revenue to $63.9 billion and 48% Azure growth align exactly with what the market already assumes for the cloud business.

What MSFT's price assumes · Sep 21

• MSFT▲30%
• cloud computing
• geopolitics
• ai
• carry trade
• forex
• iran
• microsoft earnings
• nasdaq 100
• nonfarm payrolls