MSFT 240913 437.50P (MSFT240913P437500) Stock Options, News & Quotes

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Mr Long Term

21 minutes ago

Columns Why a Fed Rate Cut May Do Little for the Magnificent 7.

Technology investors are assessing the implications of the Fed's interest rate policy decision this coming week.
The Federal Open Market Committee will likely decide to begin lowering interest rates at its meeting on Sept. 18. According to the latest CME FedWatch tool, interest rate traders are predicting a 50% probability for a quarter-point cut and 50% for a half-point cut. As recently as Thursday, Fed-fund futures were indicating just a ...

NTY SG portfolio

5 hours ago

Just starting. Small steps at a time but hopefully building up for life!

Mario Timberlake

Yesterday 16:27

ChatGPT’s maker has hit a new milestone👇
OpenAI has cemented its place as one of the top three most valuable private companies in the world.
According to Bloomberg, the company is in talks to raise $6.5B at a staggering $150B valuation.
Earlier this year, the company allowed employees to sell stakes in a tender offer that valued OpenAI at $86B.
Today’s valuation reflects a remarkable 74% increase since February.
At $150B, OpenAI now sits just behind SpaceX and ByteDance, the parent company of T...

Singh Rahul

Yesterday 15:49

Hyperscale clouds will get their ROIC on AI capex, but there is still a debate to be had.

While $Amazon (AMZN.US)$ $Microsoft (MSFT.US)$ may overbuild in the short term if AI demand weakens, they are not renting GPUs at a loss. They've been very clear that capex is fungible for other purposes if demand disappoints vs. forecasts, perhaps w/ some time lag (would be more concerned abt others like $Oracle (ORCL.US)$ / Coreweave recovering ROI in a downside case).
The debate regarding AI capex ROIC s...

AI chip demand boosts Nvidia: Will it spark a chip stock rally?

103349305

Yesterday 11:12

$NVIDIA (NVDA.US)$ After few days of weak rebound. Next wk onward get ready for crash .
aapl
microsoft
smh

AI chip demand boosts Nvidia: Will it spark a chip stock rally?