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15min DelayTrading Jul 12 14:43 ET

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Microsoft Stock Discussion

Rellyyrees

18 minutes ago

ROM-STAR

2 hours 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

2 hours 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

9 hours ago

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

whqqq

9 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

10 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

10 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

11 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?

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