Oracle Just Gained $1.9 Trillion in 3 Days. Here's Why Microsoft's Run Isn't Over.","datePublished":"2026-08-05T17:20:00.000Z","dateModified":"2026-08-05T17:20:03.000Z","author":{"@type":"Person","name":"Daniel Foelber","url":"https://www.fool.com/author/20117/","jobTitle":"Contributing Analyst","description":"Daniel Foelber is a contributing Motley Fool stock market analyst with extensive experience covering the broader stock market and publicly traded companies across energy, industrials,utilities, materials,technology, communications, consumer discretionary,consumer staples, and financial stocks.
Daniel looks for industry leaders offering compelling growth,value,or dividends to generate passive income. He has also written for energy trade publications and helped build oil and gas training modules. He holds a bachelor’s degree in finance and a certificate in personal financial planning from the University of Houston.
The next day, the stock closed down 7.1% in response to higher capital expenditure (capex) guidance and fears of margin compression and lower free cash flow (FCF). As of the July 23 market close, cloud computing giants Alphabet,Microsoft (MSFT -1.09%), Amazon (AMZN -1.72%), and Oracle (ORCL -0.93%) were all badly underperforming the major indexes year to date,with Alphabet and Amazon up a little over 1%,Microsoft down 21.1%, and Oracle down 38.4%. A lot has changed since.
- Daniel looks for industry leaders offering compelling growth,value,or dividends to generate passive income.
- He has also written for energy trade publications and helped build oil and gas training modules.
- He holds a bachelor’s degree in finance and a certificate in personal financial planning from the University of Houston .
- The next day, the stock closed down 7.1% in response to higher capital expenditure (capex) guidance and fears of margin compression and lower free cash flow (FCF).
- 3,Amazon is now up 23% year to date,Alphabet is up 19.3%, Microsoft has recovered all of its losses and is up 0.8%, and Oracle is clawing back with a 27.2% year-to-date decline.
As of market close on Aug . 3, Amazon is now up 23% year to date, Alphabet is up 19.3%, Microsoft has recovered all of its losses and is up 0.8%, and Oracle is clawing back with a 27.2% year-to-date decline . Here's why investor sentiment has shifted, and why Microsoft is best cloud stock to buy in August.
Image Justifying record capex In just three market sessions,from July 29 close to Aug. 3 close,these four cloud computing giants gained a combined mind-numbing $1.857 trillion in market cap -- which is like creating a company as valuable as Broadcom out of thin air. Microsoft added a staggering $720 billion -- even more than Amazon .
