According to @charliebilello, Microsoft reported record Q3 revenue of $78B (+18% YoY) and record net income of $28B (+12% YoY), while Azure and cloud services revenue rose 40% YoY and beat estimates, supporting a constructive read for $MSFT positioning (source: @charliebilello). Per @charliebilello, the Azure outperformance highlights ongoing cloud and AI momentum; traders can use this data point to gauge $MSFT-led tech risk appetite and monitor any correlation-driven sentiment shifts in crypto markets (source: @charliebilello).

According to @sundarpichai, Alphabet posted its first-ever $100B quarter in Q3 with double-digit growth across every major business segment, noting quarterly revenue was about $50B five years ago, source: @sundarpichai on X, Oct 29, 2025. According to @sundarpichai, a full-stack AI approach is driving momentum and faster product shipping, source: @sundarpichai on X, Oct 29, 2025. According to @sundarpichai, the disclosure does not mention cryptocurrencies or digital assets, source: @sundarpichai on X, Oct 29, 2025.