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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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bearish
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ARM Holdings
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06 Mar 2024 09:48
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
Sumeet Singh
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1.2k Views
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bearish
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Thematic (Sector/Industry)
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01 Mar 2024 13:24
The Big Question: Can Today's AI Surge Last?
Today there's a surge in AI spending, and this has led to a recovery for DRAM makers. This Insight questions where this money is coming from, and...
Jim Handy
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385 Views
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bullish
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OpenAI
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29 Feb 2024 07:44
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Podcast
Is OpenAI’s business model sustainable?
OpenAI, founded in 2015 as a nonprofit research lab, has transitioned into a for-profit entity with ambitious goals of creating artificial general...
Behind the Money
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206 Views
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bullish
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NVIDIA Corp
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27 Feb 2024 21:10
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Podcast
IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
Intel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around...
The Circuit
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207 Views
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bullish
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Thematic (Sector/Industry)
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27 Feb 2024 21:09
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Syndicated
Europe's Magnificent Eleven
The GRANOLAS Dubbed the “Granolas” by Goldman Sachs in 2020, this basket was chosen because it echoed themes present amongst the Mag 7 (back then...
Investment Talk
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196 Views
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