Microsoft Stock Discussion

$Microsoft(MSFT.US)$ $Alphabet-A(GOOGL.US)$ $Amazon(AMZN.US)$ $Meta Platforms(META.US)$  all techs eatint shit while all ETFs $S&P 500 Index(.SPX.US)$ $Dow Jones Industrial Average(.DJI.US)$ $NASDAQ(NASDAQ.US)$ rising like nuts

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1. The acquisition makes sense for GCP's portfolio.
GCP’s security portfolio is strong across analytics & managed services (Mandiant), SecOps/SIEM (Google Chronicle), and monitoring/governance (Cloud Monitoring, Dataplex).
Wiz is the top cloud security company and fills a lagging area in GCP’s roadmap.
2. Wiz significantly improves GCP's security competitive positioning with $Microsoft(MSFT.US)$ .
Microsoft has the lar...

$Microsoft(MSFT.US)$Copilot+ PCs explained: AI Windows meets Arm laptops

More people are using ChatGPT to diagnose themselves. Sam Altman states that Thrive AI Health will use AI to provide personalized health predictions and assessments, making high-quality healthcare more accessible and affordable.
$Microsoft(MSFT.US)$

Investors are increasingly concerned about “overinvestment” in AI, with revenue downgrades in the second quarter potentially hitting valuations hard. Goldman Sachs estimates that achieving returns similar to historical levels would require hyperscale cloud providers to generate approximately $335 billion in revenue by 2025, with earnings needing to grow by 16% year-over-year. Without this growth, valuations could face downward pressure. 
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