A friend and I were having a discussion today about whether $GOOGL+1.5% or $MSFT+1.8% is a better investment in the current situation, so I thought I'd ask you too. Which of these two companies do you think is a better investment for the long term these days?
Microsoft
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Have a good weekend, investors. How do you feel about the dependence of tech giants like $MSFT+1.8% $GOOGL+1.5% $AMZN+1.8% on artificial intelligence chips from $NVDA+4.0%?
These tech giants are progressing in developing their own chips for their data centers with AI deployment. An important example is $MSFT+1.8% 's recent investment in d-Matrix, a company that designs optimized...
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It's very possible that the tech companies will make the chips themselves and won't be so dependent on Nvidia.
Big tech companies are "threatened" by the European Union + Apple is now in trouble in China.
Amazon $AMZN+1.8%, Alphabet $GOOG+1.5%, Apple $AAPL+3.7%, Microsoft $MSFT+1.8%, Meta $META+3.9% and ByteDance (is a Chinese internet technology company) now have six months to comply with stricter market rules.
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I don't really get it and it annoys me terribly ( to put it politely). As soon as a country, or in this case the EU, needs money it goes after companies that are doing well. It pisses me off that when a country or the EU needs money and they have a huge debt they go after these companies. Otherwise, I'm not worried about Apple. Apple will and probably already is building factories in India and will target India, so I don't see a problem there.
The SP500 index is up over 14% for the year, which is very respectable. The $SPY+1.7% is up this year mainly due to technology stocks, which are up tens of % this year and some are even up over 100%, such as $NVDA+4.0% or $META+3.9%. The SP500 is rising this year mainly thanks to $AAPL+3.7%, $MSFT+1.8%, $NVDA+4.0%, $META+3.9%, $AMZN+1.8% and $GOOGL+1.5%. However, the question...
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Shares of Microsoft $MSFT+1.8% fell as much as 4% in extended trading Tuesday after the software maker issued a quarterly revenue forecast that fell short of analysts' expectations.
Earnings: $2.69 per share versus $2.55 per share as expected by Refinitiv.
Revenue: $56.19 billion versus $55.47 billion as expected by Refinitiv.
On a conference call with analysts, Amy Hood,...
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Have a nice Wednesday, my friends.
I'm not going to write any direct news today, rather I just want to give space to discuss how you think this first busy week is going so far and JPMorgan's outlook for today's Fed meeting, which I'm sure we will all be watching closely. 😊
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Great, nicely written again. I'm also interested in the results of a few companies and the Fed didn't surprise in the end and raised interest rates by 25bps. I'm really enjoying this week😁.
What was so bad about Microsoft's $MSFT+1.8% results that the stock price is falling in the premarket?
I've only found so far:
EPS of $2.69 beating expectations of $2.54
Revenue of $56.2B beating expectations of $55.4B
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Microsoft's fiscal quarter earnings revealed a gradual decline in Azure cloud revenue growth that overshadowed quarterly gains. Microsoft reported year-over-year revenue growth from Azure and other cloud services of 26% for the fourth quarter, down 1 percentage point from the previous quarter.
I'm curious to see what results $MMM+0.4% will report today given the lawsuits that are dragging on with this company. But I won't miss the results from $MSFT+1.8% either. Which results are you looking forward to today?
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I have been watching the $MMM+0.4% results and I must say that I was pleasantly surprised by the results.
Next week we will report the results of several interesting and well-known companies such as $GOOGL+1.5%, $MSFT+1.8%, or $PG-1.4%. I'm definitely interested in the results of $GOOGL+1.5%, $PG-1.4%, $MCD+0.6%, and I'm also interested in the results of $MMM+0.4% because of where they are. Of course, I look forward to seeing the results of the other companies as well.
What...
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Hello shareholders, is anyone following $MSFT+1.8%? We had a nice run today, does anyone know what's going on?
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I am watching MSFT stock, but I would prefer if it dropped so I could buy😅.
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I have shares of $GOOGL+1.5% in my portfolio and would like to buy shares of $MSFT+1.8% below. I agree with Peter and Luke, I also have more faith in Google and Microsoft.
Microsoft $MSFT+1.8% has signed an agreement to keep Call of Duty on PlayStation following Activision Blizzard's acquisition of $ATVI+0.1%. The agreement to keep Call of Duty on PlayStation could further ease concerns about the impact of the acquisition on competition.
But will it be enough or will they find something else? 🙄
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Since I own $MSFT+1.8% stock I like the acquisition, I like how Microsoft is developing the video game market, their cloud gaming is something great. I feel a little bit like Microsoft messed up with their Xbox, Sony is definitely better at consoles, that's why Microsoft is trying to attract people with cloud gaming where you really only need fast internet and a newer TV. I'm currently holding and don't plan on selling.
Finally! A US court has ruled that Microsoft $MSFT+1.8% can go ahead with its planned $69 billion acquisition of video game maker Activision Blizzard $ATVI+0.1%.
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Congratulations to all shareholders of course, has anyone tried investing and betting on it turning out like this?
In case you were wondering why most stocks were green yesterday and $AAPL+3.7%, $MSFT+1.8%, $GOOG+1.5% and $AMZN+1.8% were down, here's why 👇
Apple
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Cool thanks for the info :) i hope they keep going down and get to nice numbers for buying ;)
Shares of $GOOGL+1.5% are up over 30%+ for the year and shares of $MSFT+1.8% are up over 40%+ for the year.
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I picked up$MSFT+1.8% pretty well at $235 and I'm still holding. I believe they will improve results with the help of AI, the inclusion of AI in Office and Windows will attract new customers. I didn't buy $GOOGL+1.5% and I'm glad I have money in $MSFT+1.8%, I like that one better.
I guess I don't care :D. Of course if I had to pick it would probably be $MSFT+1.8%, but currently the stock is expensive and I wouldn't buy it. I have $GOOGL+1.5% stock in my portfolio and am very happy. I mean, I don't have a problem with having MSFT stock in my portfolio but I also have GOOGL :D