Microsoft to Hit $5 TRILLION?! Humble Brag or Wall Street Fantasy? đŸ€‘

by

In an age when even the mightiest of corporations are but humble players upon the grand chessboard of capitalism, Dan Ives, that most sagacious of technology analysts from Wedbush Securities, has gazed into his crystal ball and proclaimed: Microsoft shall ascend to the dizzying heights of a $5 trillion market capitalization by the year 2026. Not next century—one year hence. Marvelous, is it not?

And lo, in a sacred CNBC interview (as holy as any fireside chat), he did declare that the current valuation of this tech behemoth—already a staggering $3.896 trillion—would swell by more than $1.1 trillion. And why, you ask? Because Microsoft’s quarterly earnings came in like a lion, roaring with the thunderous applause of investors who have never seen a cloud they didn’t like. Particularly Azure. That cloud. The one that Mr. Nadella seems to be piloting with the grace of Tolstoy’s Levin tending his land, only instead of hay, he cultivates artificial intelligence.

“We think Microsoft’s going to be a $5 trillion market cap in 2026 
 when I look at what [Microsoft CEO Satya] Nadella is doing in terms of the cloud strategy, those are [cloud computing platform] Azure numbers that were beyond bull case

When you think about the big tech growth story in the AI (artificial intelligence) revolution, this is just the next phase of growth that’s now going to the second, third, fourth derivative.”

A derivative of a derivative of a derivative of genius? Perhaps. But let us not forget our other protagonists—the also-rans, the dreamers, the sleepy giants stirred reluctantly from their slumber.

Behold Apple, that sleek, polished fruit of Cupertino. With $3.02 trillion under its belt and earnings sure to please the masses, yet Al Gore’s internet it is not riding the wave of artificial intelligence with quite the same fervor. No, dear reader, Apple appears rather like a spectator imbibing lemonade on a digital park bench, watching the AI parade roll past without so much as a float to call its own.

“Right now, [Apple’s] essentially on a park bench drinking lemonade, watching the AI revolution go forward
 It was a robust quarter. I mean, you look at the demand bounce back that we saw in China, 4% growth

But the elephant in the room is AI
 Investors want to see them now change the status quo.”

And who among us can blame them? Expectations fester like sores if unmet. Apple may be blooming in China, but investors thirst for more than mere growth—they crave the blood of innovation, preferably served cold with a chaser of neural networks.

Now enter Amazon, stage left, cape billowing with the dramatic flair of a Renaissance fresco freshly unveiled. According to Ives, AWS—Amazon’s digital breadwinner—is standing strong and proud like a Homeric hero, readying itself for a grand rebirth:

“If you look at AWS (Amazon Web Services), strong. You look at ultimately guidance, I mean guidance from a top-line perspective, I believe it’s pretty robust. I actually believe this is sort of the renaissance of growth that’s about to happen at Amazon.”

So there you have it: Microsoft scaling Olympus to claim Zeus’s throne, Apple sipping its lemonade with mild interest, and Amazon polishing its armor for a comeback tour worthy of Shakespearean drama—if only someone had remembered to write the iambic pentameter.

And what of Nvidia, the once-unstoppable titan with $4.23 trillion weighing down its pockets? Alas, Ives did not name them as his prophesied five-trillion-dollar child. But worry not— surely they too shall rise again, like Byron’s poetic flame, or perhaps a phoenix fueled by silicon dreams and data center sparks.

Microsoft to Hit $5 TRILLION?! Humble Brag or Wall Street Fantasy? đŸ€‘

Read More

2025-08-02 22:12