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 Sundar Pichai, Google delivered a standout Q2 with robust company-wide growth, highlighting leadership in AI and rapid product deployment. Revenues surged notably in both Search and YouTube segments, while Google Cloud achieved another strong quarter. This positive financial performance and continued AI innovation by Google may drive increased investor confidence in tech stocks and AI-related cryptocurrencies, potentially influencing broader digital asset sentiment (source: @sundarpichai).