Microsoft Jumps 7% to Record High Following Democratic Midterm Sweep
Yahoo Finance ·
Microsoft shares rallied 7% to a record high after Democrats swept the House and Senate in Tuesday's midterms, while Apple and Amazon also climbed 7%. Wall Street analysts project Microsoft's normalized EPS to climb from $17.28 in fiscal 2026 to $24.18 in fiscal 2028. Azure delivered a 48% growth rate last quarter, topping guidance. Meanwhile, CoreWeave dropped 9% amid concerns over potential data center regulations, and Constellation Energy slid 7%. Microsoft stands out as the most secure mega-cap option due to its strong free cash flow and self-funded infrastructure expansion.
AI 시장 분석
Following the Democratic Party's capture of Congress in the US midterm elections, Microsoft, Apple, and Amazon shares each surged over 7% to reach all-time highs. Conversely, CoreWeave and Constellation Energy fell 9% and 7%, respectively, due to concerns over data center construction regulations. Large-cap tech stocks with solid cash flows and earnings outlooks are holding up well amid regulatory risks.
상승 영향
- AI — Microsoft benefited by continuing AI investments based on its solid internal free cash flow ($60B) and recording high growth of 48% in Azure.
하락 영향
- Energy — Constellation Energy, a power and infrastructure supplier, fell 7% as restrictions and bans on data center construction were approved in states like Ohio.
DYAX 전담 분석
As concerns arose that the Democratic landslide could slow the pace of future AI data center construction, Microsoft emerged as a safe haven—absorbing investments with its massive internal cash, unlike Amazon, whose free cash flow turned negative. Meanwhile, infrastructure and emerging data center-related stocks taking a hit from infrastructure expansion faced selling pressure.
Future infrastructure regulation legislation and upcoming quarterly earnings reports from big tech companies will serve as key indicators, and tighter regulations are expected to deepen the concentration of capital toward financially robust companies.
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