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Microsoft Corp (MSFT US)
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712
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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bullish
•
Thematic (Sector/Industry)
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14 Mar 2017 03:49
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
Johannes Salim, CFA
812 Views
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bearish
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Intel Corp
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10 Mar 2017 12:05
Challenges and Risks Ahead for Intel; Part 2 on Microsoft's Olympus Platform to Invite Competitors
Summary Microsoft invites Intel's competitors to cloud: At 2017 Open Compute Project Summit, Microsoft announced a collaboration with Qualcomm's...
Andrew Lu
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222 Views
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bullish
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Thematic (Sector/Industry)
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10 Mar 2017 04:22
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
Johannes Salim, CFA
250 Views
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bullish
•
Thematic (Sector/Industry)
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02 Mar 2017 16:26
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
Sean Maher
229 Views
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bearish
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Intel Corp
•
28 Feb 2017 21:09
Challenges and Downside Risks Ahead for Intel Due to Lack of 10nm
Challenges ahead for Intel due to lack of 10nmIn addition to Advanced Micro Devices (AMD US) is rolling out its 14nm Ryzen gaming CPU 1800X at the...
Andrew Lu
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262 Views
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