Microsoft's $74 Billion AI Surprise? ETFs Bet Big On Azure's Secret Weapon
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 30 2025
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Source: Benzinga
Microsoft's Earnings Expectations: Microsoft is set to report its fourth-quarter results, with analysts predicting revenue of $73.8 billion and earnings per share of approximately $3.37, driven by significant growth in Azure's cloud services linked to generative AI.
Impact on AI-Themed ETFs: The performance of Microsoft is closely tied to various AI-themed ETFs, such as Global X AIQ and Wedbush IVES, which have seen gains due to their heavy allocation in Microsoft; any surprises in Microsoft's Azure growth could significantly influence these funds.
Analyst Views on IVES
Wall Street analysts forecast IVES stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IVES is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
