According to Yahoo Finance, Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) trade at nearly identical forward P/E ratios of 24.88 and 25.13, even though Nvidia's revenue nearly doubled in a year while Microsoft grew at a more familiar pace. In the July quarter, Nvidia reported $96.2 billion in revenue, up 106%, and operating income up 124% to $63.7 billion with a 75% gross margin, including $89 billion in Data Center revenue. It guided to roughly $108 billion for the October quarter, with a 2% range on either side. Microsoft's June quarter showed Azure and other cloud services revenue up 43%, operating income of $40.6 billion, Microsoft Cloud revenue of $59.3 billion (up 27%) and commercial remaining performance obligations of $678 billion (up 84%). The article describes Microsoft's earnings story as more complicated and arguably more resilient, since it sells far more than cloud infrastructure.
Summary written by Upside AI from the original article. Read the source for full details.
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/20/2026 | 216.47 |
| Change that session | -0.29% |
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/20/2026 | 531.87 |
| Change that session | -0.31% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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