I more to the $MSFT team nothing against $GOOGL, I had it, made money on it but sold it, maybe it was wrong but I didn't want to have that much technology and Microsoft I keep and will keep on. Would I be buying now? ...Not yet, I got suckered in by the lower prices and now I don't want to at these prices, however, I wouldn't be afraid to say these giants are going up. With Google I see a bit as a risk still, how they depend on ads a lot, Microsoft is a really great running machine, very diversified and even the AI thing works out for them, so they lead with me. 😊
My take on Apple's results for the last quarter! 🚀
Solid growth in demand for new iPhones offset gradual weakness in other business segments, confirming the durability of this tech giant. This is also evidenced by the revenue from iPhone sales, which reached $69.7 billionagainst an estimate 68.5 billion dollars. 💼
US stocks gained today. The S&P 500 index is heading for another all-time high, with upbeat results from technology companies, including Netflix, supporting hopes for continued record growth. Microsoft is setting new all-time highs too!
In the course of trading, the added IndexS&P 500 0,7 % to build on Tuesday's new closing high.The Dow Jones... Read more
I've been thinking about big companies lately. There's no doubt they are expensive, but I'm kind of wondering after the way they're climbing up even in January if $MSFT $AAPL $META or even $ASML will ever go down significantly in the next few years or just march further up. What do you think? Is this just a bubble or not?
And just with these companies and in this situation, I don't think it's a bubble. ASML may have jumped quite a bit after the results, but FY24 is not supposed to be the best year for this company and the company and analysts are expecting a decline or stagnation. I believe the stock will fall this year and I will be very happy to overbought. The following year 25 is supposed to be a breakout year for ASML in a good way. Google is not at its worst price either. I definitely wouldn't buy, but I would overbought around $120 already. I'd say Google is the cheapest of the top tech stocks.
Hello investors, I have a question about the results from Activision Blizzard.
Where are the results of this company published after the acquisition by $MSFT? Are their 3Q results included in the gaming segment with Microsoft's results ?
Thanks for the answers in the comments, I have no experience with this yet.
ATVI was officially bought on 13/10, so I could see the next earning still separate and maybe even then it will take a while to incorporate those results under MSFT gaming.
Investors, which companies' results will you be watching next week?
I'm very interested in the results of $MMM, $KO, $MSFT, $GOOGL$WM, $META or maybe $AMZN. Next week will be very interesting as far as company results are concerned and I'm very interested and looking forward to the results of several companies.
This week is going to be big, there is a lot of it, but most of all I am waiting for info around $ENPH where it has already fallen quite a lot and where I am quite invested, so I wonder what the next drop will be, which I rather expect, but hopefully not so big.
The UK antitrust regulator CMA has approved the revised deal for the acquisition of game developer $ATVI by $MSFT.
How do you feel about this acquisition, which has been dragging on for over a year. I haven't found a report anywhere on how it will work out with shareholders, does anyone have any information? @lukasandel and I discussed this in a recent post.
It's been dragging on for a really long time and it's great that it's getting finished. I don't own shares of either company, but if $MSFT's share price gets below $300, I'd probably buy already.
Microsoft plans to launch its own AI chip next month!
Microsoft is reportedly planning to launch its own AI chip to reduce its dependence on Nvidia in particular.
The chip will be similar to Nvidia's GPUs and is designed to run data center servers. This makes the chip less power-hungry. For data centers, power consumption is critical because data centers run 24/7.
So it's not just $MSFT that has resorted to a big investment in AI this year in the form of an investment in OpenAI. $AMZN has announced that it will invest up to $4 billion in artificial intelligence startup Anthropic.
As part of the deal, Anthropic will use Amazon's custom chips in its AI software. Amazon then agreed to use its startup partner's technology in its products... Read more
What is a better investment for you? Sony $SONY with its Playstation, or a competitor in the form of $MSFT with its Xbox? Who could be the future winner in the game console sector?
A friend and I were having a discussion today about whether $GOOGL or $MSFT 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?
I guess I don't care :D. Of course if I had to pick it would probably be $MSFT, but currently the stock is expensive and I wouldn't buy it. I have $GOOGL 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
Have a good weekend, investors. How do you feel about the dependence of tech giants like $MSFT$GOOGL$AMZN on artificial intelligence chips from $NVDA?
These tech giants are progressing in developing their own chips for their data centers with AI deployment. An important example is $MSFT 's recent investment in d-Matrix, a company that designs optimized chips to power... Read more
I more to the $MSFT team nothing against $GOOGL, I had it, made money on it but sold it, maybe it was wrong but I didn't want to have that much technology and Microsoft I keep and will keep on. Would I be buying now? ...Not yet, I got suckered in by the lower prices and now I don't want to at these prices, however, I wouldn't be afraid to say these giants are going up. With Google I see a bit as a risk still, how they depend on ads a lot, Microsoft is a really great running machine, very diversified and even the AI thing works out for them, so they lead with me. 😊