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Microsoft Corp (MSFT US)
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726
Analysis
Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bearish
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Thematic (Sector/Industry)
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07 Jul 2024 12:48
Apple Intelligence, Powered By ChatGPT. Genius Move Or Desperate Gamble?
The extraordinary valuations of Microsoft & Apple were driven by association with ChatGPT. Revenue growth to justify those valuations now also...
William Keating
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319 Views
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bullish
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Cross Asset Strategy
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03 Jul 2024 13:34
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Syndicated
CX Daily: China’s Ultra-Long Bonds May Test PBOC’s Monetary Toolkit
Bonds / In Depth: China’s ultra-long bonds may test PBOC’s monetary toolkit After China’s Ministry of Finance kicked off this year’s 1 trillion...
Caixin Global
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198 Views
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bullish
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Amazon.com Inc
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03 Jul 2024 03:18
Remain Overweight Large-Cap Growth; Downgrading Materials to Underweight; Software Buys $MSTR $CRWD
Remain Overweight Large-Cap Growth $IWF as discussed 5/29/24; Downgrading Materials $XLB to Underweight; Buy/Stay Long Software Stocks $IGV $MSFT...
Vermilion Research
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264 Views
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bullish
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Thematic (Sector/Industry)
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02 Jul 2024 18:47
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Broker
Internet - 1Q24 recap & our three stock-picking ideas
Year to date, the internet sector has pulled back after rapid rallies buoyed by improved sentiment and short-term fund inflows, in line with our...
CMB International
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210 Views
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bullish
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Anthropic
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27 Jun 2024 12:33
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Podcast
Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact
Anthropic is developing a new highly intelligent and powerful AI model with a focus on interpretability, which is crucial for identifying bias,...
In Good Company with Nicolai Tangen
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