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Microsoft Corp (MSFT US)
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711
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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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Tencent
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21 May 2024 10:50
GAI-Related Numbers and Quotes from C1Q24 Earnings
Generative AI (GAI) is already contributing revenues in content creation (game) and ad load optimization (advertising). But the bigger pay off must...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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15 May 2024 16:01
[Blue Lotus Daily]:9926 HK/1801HK/ BGNE/9995HK/ZLAB/NIO/LI/1211HK/BEKE/1810HK/3888HK/981HK/MSFT/INTC
US Biosecure Act extends Chinese collaboration until 2032, BeiGene and Zai Lab exceed Q1 expectations with BRUKINSA and Efgartigimod.
Blue Lotus Research Institute
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bearish
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Thematic (Sector/Industry)
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06 May 2024 10:05
AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
This is my earnings overview for the Hyperscalers, AMD, and thoughts specifically on FPGAs. I will start with a AMD section. Shares are down ~6-7%...
Fabricated Knowledge
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bullish
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Amazon.com Inc
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01 May 2024 18:33
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Syndicated
Amazon 1Q'24 Update
Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went.
MBI Deep Dives
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bullish
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Thematic (Sector/Industry)
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01 May 2024 18:09
[Blue Lotus Daily - TMT Update]:TCOM US/ATAT US/METAUS/MSFTUS /GOOGLUS /SNAPUS/3690HK/NTESUS/SHEINUS
rainfall will impact travel during Labor Day. Meituan expand into the Middle East Riyadh. NPPA released the game code. SHEIN designated asVLOP....
Blue Lotus Research Institute
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