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Microsoft Corp (MSFT US)
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732
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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
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Thematic (Sector/Industry)
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05 Aug 2024 10:41
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Podcast
Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
Semiconductor companies, including AMD, showed strong earnings driven by data center demand and capex spending, with a bullish outlook for the...
The Circuit
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251 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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05 Aug 2024 09:04
Taiwan Tech Weekly: Tough Start for Nvidia and Apple Supply Chains; Asustek, Novatek Results Ahead
Nvidia and Apple negative news sets the Taiwan Tech universe off to a tough start of the week. This week look for Asustek, Novatek, Himax results...
Vincent Fernando, CFA
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214 Views
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bullish
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Thematic (Sector/Industry)
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01 Aug 2024 17:17
[Blue Lotus Daily-TMT Update]:BZ US/3690HK/PDD US/BABA US/SE US/JD US/700HK/NTES US/BIDU/MSFT/TCOM
Enterprises in the US show slight recovery in recruitment confidence, Meituan and Restaurant Brands collaborate to establish take-out satellite...
Blue Lotus Research Institute
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143 Views
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bullish
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Asustek Computer
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30 Jul 2024 17:30
PC Monitor: MSFT Results Imminent; Look for Copilot Progress; Taiwan PC Makers Show Healthy Growth
PC makers' shares fell in July, but pure PC exposure like HPQ outperformed. Global PC shipments increased 3% YoY in 2Q24, with Microsoft and...
Vincent Fernando, CFA
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233 Views
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bullish
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Chenbro Micom
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29 Jul 2024 23:52
TechChain Insights: Visit with Nvidia Server Chassis Producer Chenbro; A Ubiquitous Supplier
Chenbro holds 10-15% market share in server chassis, serving major data center names like AWS and Nvidia, with new server market color to be...
Vincent Fernando, CFA
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213 Views
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