Analyses · Jan 31, 2026

NASDAQ Earnings Summary (February 1)

NASDAQ Earnings Summary (February 1)

The NASDAQ-100 index rose by +0.89% during this period, but beneath the surface, a fierce competition was underway. At the heart of earnings season were the tech giants, with investors weighing the costs of AI investments against actual returns. The picture was mixed: some stocks rallied, while others fell sharply. RYTM's automated analysis helps bring clarity to this information noise.

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Microsoft (MSFT)

Results: Microsoft's numbers were strong, with net profit soaring by 59.5% and revenue up 16.7%. Growth continues to be driven by cloud services.

Reason: Yet, the stock fell 10.7%. The main concern for investors is the sharp increase in spending on artificial intelligence infrastructure. The market fears that these massive investments will eat into profit margins in the short term before they start generating real returns.

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The information provided is not investment advice. RYTM analyses are generated with AI assistance and are intended for informational purposes only. Always do your own research before making investment decisions.