Mon Aug-31 20:10:44
times in Europe/Lisbon

🚨 Alert #1239 Wed Jul-29 21:10:44

Microsoft Bing Ads Revenue Up 10%
seroundtable.com · Wed Jul-29 21:03:00 published · Wed Jul-29 21:10:44 alerted · alerted 7m after publish · read at www.seroundtable.com ↗ · earnings · mat 85

Microsoft reported fiscal fourth-quarter earnings with $90 billion in revenue and $4.81 EPS, beating expectations despite a deceleration in search advertising revenue growth to 10%.

🎯 Tickers & verdicts

tickerdirectionverdictsince close30mday loday hiintraday px
primary MSFT bullishPRICED+2.07%+1.97%389.74425.60
META· unclearPRICED-5.73%-4.73%521.74599.09
AMZN· unclearREPRICING-1.81%-0.73%224.70232.52
peer GOOGL· unclearFRESH+0.42%-0.15%329.81342.09

🧭 Decisions

strategytickeractionsiderationale
S1MSFT○ skipverdict PRICED — Δ prev close +2.07% · Δ 30m +1.97% · px 401.48 (prev 393.35) → close -2.57%
S2-○ skipno counterparty in universe
S3GOOGL○ skipdirection unclear for GOOGL → close +0.29%
S4MSFT○ skipverdict PRICED — Δ prev close +2.07% · Δ 30m +1.97% · px 401.48 (prev 393.35)

📈 Trades

no trades spawned

📖 Glossary

  • S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
  • S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
  • S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
  • S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
  • Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
  • UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
  • PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
  • REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
  • FRESH — |move since previous close| < 1.0%: a genuinely new move.
  • materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.

← #1238 · #1240 → · 📅 2026-07-29 day report