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Microsoft Corp (MSFT US)
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732
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
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Thematic (Sector/Industry)
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07 Feb 2024 10:03
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Broker
Semi - Hyperscalers’ FY23 Results Review
This capex boost further confirms our perspective on the ongoing AI momentum into 2024, driven by strong demand for building computing capacity.
CMB International
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200 Views
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bullish
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Thematic (Sector/Industry)
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17 Nov 2023 19:51
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Broker
Technology (Hardware/Semi)
Microsoft unveiled two major custom-designed chips for cloud computing at its Ignite developer conference on 15 Nov 2023, Maia 100 AI accelerator...
CMB International
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403 Views
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bullish
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Thematic (Sector/Industry)
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10 Nov 2023 19:47
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Broker
Technology (Hardware/Semi): CSP3 & Meta Ramp up Spending to Stay at the AI Front Line
Post 3Q earnings, investors have regained confidence in AI capital spending for the next few quarters. Amazon/Microsoft/Alphabet/Meta (“CSP3 &...
CMB International
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399 Views
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bullish
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Zhongji Innolight
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20 Oct 2023 19:17
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Broker
Innolight (300308 CH) – Expect Higher Contribution from AI Revenue in 3Q
Our current view on the stock is becoming increasingly favourable, driven by: 1) continuous strong momentum observed in building up AI...
CMB International
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472 Views
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bullish
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Thematic (Sector/Industry)
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17 Oct 2023 08:50
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Broker
Thematic Investment and Megatrend - Riding the AI Wave into the Next Phase
Hypercalers, AI related chip providers and supply chain channel all confirmed demands remain strong, with visibility into 2024.
CMB International
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344 Views
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