MSFT News and Press, Microsoft Corporation From 07/08/24

2024-07-08 11:45:10 ET Summary Judging by Microsoft Corporation’s recent earnings, my earlier analyses have underestimated the pace of its AI deployment. Microsoft Corporation is at a point of applying AI at scale to drive revenue growth and profitability. As a result, ...

2024-07-08 11:36:15 ET More on the markets JPMorgan And Bank of America Are Calling The Fed's Bluff Will Powell Make The Same Mistake Twice? S&P 500 Rises As Bad News Shifts Investor Focus To 2024-Q3 Notable analyst calls this week: Nvidia, Spirit Airline...

2024-07-08 09:16:17 ET Summary Currently, there is a major bottleneck right now for AI applications to where client devices are not powerful enough or energy efficient enough to leverage AI capabilities at the edge. AI-capable PCs are projected to rise from ~19% of total PC shipme...

2024-07-08 09:15:00 ET Tech stocks have been on fire over the last year thanks to a rally in the artificial intelligence (AI) market. The Nasdaq Composite index, which includes many of the world's leading tech companies, has popped 21% year to date (outperforming the S&P 500 's ...

2024-07-08 08:14:15 ET More on Microsoft Microsoft: Currently Overvalued, But It's Set To Be A Potential Outperformer From 2024 Through 2033 Microsoft: Superior Focus On Azure And ARPU Growth To Drive Outperformance Behind Microsoft's AI-Driven Growth Surge A...

2024-07-08 07:15:00 ET Summary Divergences in the market are growing larger, with the top five stocks accounting for 57% of 2024 gains. Earnings growth of top stocks driving the market rally, with expectations of slowing growth rates in the future. Investors paying higher prem...

2024-07-08 06:50:46 ET Summary Amazon continues to see strong growth and success, particularly in its cloud operation, AWS, which is a key driver of profits. Despite past challenges, the company's international business is showing signs of improvement, contributing to overall marg...

2024-07-08 04:00:40 ET Summary Magnificent Seven stocks have surged in 2024, with trillions added to market cap collectively just in the last two months; even Tesla has turned positive on the year. A new ETF, YMAG, offers exposure to Magnificent Seven stocks through covered-call E...

2024-07-08 02:35:42 ET Summary The Mag 7 bubble is likely to burst only with the weak earnings season, just like the dot-com bubble did in March of 2000. A slowing economy is likely to affect the Q2 2024 earnings, and it's likely that Mag 7 companies will miss on their guidance, l...

2024-07-07 12:24:15 ET Summary Volkswagen is significantly undervalued, with its investments in Porsche AG, Traton SE, and other premium brands effectively making its other assets, including Rivian, "practically free" for investors. The company is strategically investing in electr...