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15min DelayTrading Jun 10 12:28 ET

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Microsoft Stock Discussion

ROM-STAR

29 minutes ago

Some thoughts on the $GOOGL Wiz deal:

$Alphabet-A(GOOGL.US)$ $Alphabet-C(GOOG.US)$
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...

Goodjobguys

43 minutes ago

It is across the board! All down...

$Super Micro Computer(SMCI.US)$ $Tesla(TSLA.US)$ $Meta Platforms(META.US)$ $Microsoft(MSFT.US)$ $Tesla(TSLA.US)$ $Apple(AAPL.US)$ $Broadcom(AVGO.US)$ $Alphabet-C(GOOG.US)$ $NVIDIA(NVDA.US)$

Share Your Profit/Loss

SanjBot

7 hours ago

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

whqqq

8 hours ago

Sam Altman on Creating a Healthcare AI Company

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.
$Microsoft(MSFT.US)$

BullnBearTrading

8 hours ago

Goldman Sachs Reviews AI Trade

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.
$Alphabet-A(GOOGL.US)$ $Meta Platforms(META.US)$ $Microsoft(MSFT.US)$ $S&P 500 Index(.SPX.US)$

BullnBearTrading

8 hours ago

Hedge Funds Accelerate Exit from AI Bubble

Tech, Media, and Telecom (TMT) stocks have been sold off for four consecutive weeks, with tech stocks being underweighted to record levels. Last week saw significant fund flows from "smart money," with seven sectors in the S&P experiencing net selling, focusing on information technology, communication services, industrials, and consumer staples. Meanwhile, cyclical stocks like consumer discretionary, energy, utilities, and real estate saw net buying.
Th...

Spinee

10 hours ago

Nvidia Increases Orders to TSMC by 25%, GB200 Sales Expected to Increase by 50%

Due to strong demand from major international companies such as $Amazon(AMZN.US)$ , $Dell Technologies(DELL.US)$ , $Alphabet-A(GOOGL.US)$ , $Meta Platforms(META.US)$ , and $Microsoft(MSFT.US)$ , $NVIDIA(NVDA.US)$ plans to increase its orders to $Taiwan Semiconductor(TSM.US)$ for Blackwell architecture GPUs by 25%. GB200 sales are expected to rise by 50%, from 40,000 to 60,000 units.

TSM earnings: Climb high or deep sigh?

BullnBearTrading

12 hours ago

Market Overview

Powell’s dovish remarks and expectations of Trump’s policies drove $Dow Jones Industrial Average(.DJI.US)$ to a record high.
Capital rotation continued, with small-cap stocks surging over 2% at one point, leading the charge. Over four days, small-cap stocks have risen nearly 8%, marking the best performance in four years. Regional bank stocks have been up for six consecutive days.
The chip sector opened high but closed lower. $Tesla(TSLA.US)$ opened about 7% higher, closing nearly 2% up;...

Trump rally incident: How will markets react?

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