We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...
Looking at accelerating Azure growth, solid AI demand, and strong commercial bookings, here’s what we think of Microsoft ...
To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...
Microsoft and DeepSeek demonstrate strong AI monetization in Q2 FY25. Find out why MSFT stock stays a Buy with competitive ...
The chart above points toward an increase of 14% and 17% in Microsoft's earnings over the next two fiscal years. That's why ...
Microsoft Azure, Google Cloud and AWS cloud sales for fourth quarter 2024 includes global market share, total revenue, ...
Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...
Overall, I view MSFT’s earnings results from last week with optimism, given the company is backed by strong commercial bookings and sustained demand for AI services.Given the robust revenue ...
We recently compiled a list of the 10 Best Dow Jones Dividend Stocks According to Wall Street Analysts. In this article, we ...
Live Updates Amazon Addresses DeepSeek 2:36 pm A Wall Street analyst asked Andy Jassy about DeepSeek’s implications and Jassy ...
Amazon Web Services growth will be a major factor in Amazon's earnings report Thursday, along with questions about AI demand ...