Microsoft shares fall 2% after strong Q1 earnings amid AI market concerns

15 articles · Updated · The Wall Street Journal · Apr 29

Microsoft reported an 18% rise in revenue and a 20% increase in operating income, with Azure cloud growth at 40%.
Despite matching expectations, investors remain cautious about the AI boom's trajectory and increased competition, especially from Google Cloud's 63% growth.
Analysts noted no major surprises in Microsoft's results, citing cloud capacity constraints and predictable earnings, while AI-related uncertainties continue to weigh on market sentiment.

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