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Microsoft Corp (MSFT US)
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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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Shift Up
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23 May 2024 14:05
Shift Up IPO - The Positives - All Games Have Done Well
Shift Up plans to raise up to US$320m in its upcoming South Korean IPO. In this note, we talk about the positive aspects of the deal.
Sumeet Singh
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351 Views
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bullish
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NVIDIA Corp
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23 May 2024 09:47
Nvidia Up Sharply Again - Can This Last?
Nvidia's quarterly sales of $26 billion, driven by AI server demand, poses a threat to Intel and AMD, but hyperscalers may be building up...
Jim Handy
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370 Views
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bullish
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Cross Asset Strategy
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23 May 2024 08:22
Taiwan Shines as China & Japan Decline: Global Funds Top-Down Positioning Report
Taiwan allocations rise in face of subdued Asia. USA dominant though Value funds increase underweights. UK, France & Netherlands remain key...
Steven Holden
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174 Views
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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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305 Views
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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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139 Views
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