Tag MSFT
Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Analysts are Tracking Closely. On October 28, Mizuho reiterated its “Outperform” rating on the stock with a $640 price target. The firm calls the recent OpenAI agreement a win-win for both Microsoft and the ChatGPT maker. The new agreement between the two companies will allow OpenAI […]...
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Holy acronyms, Batman. Comcast's (CMCSA) MSNBC is set to change its name following a 29-year run under the current moniker. Fun fact for those unaware: The MSNBC acronym is a portmanteau (i.e., combination) of Microsoft (MSFT) "MS" and NBC, which launched the channel in a joint venture in 1996. .....
Continue ReadingNvidia's market cap crossed above $5 trillion on Wednesday morning, becoming the first company in history to reach such a valuation. This all comes after Nvidia CEO Jensen Huang delivered his keynote address at the GTC 2025 event (GPU Technology Conference) on Tuesday, showcasing the AI chipmaker's newest projects and partnerships. Intelligent Alpha Founder and CEO Doug Clinton chats with Julie Hyman on Nvidia's growth, how the semiconductor manufacturer is "leading the charge" in AI infrastructure capex, and what he expects from other Big Tech giants' ramp up in AI spending. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts...
Continue Reading? This is an online abbreviated version of Spencer's Markets A.M. newsletter. It’s called earnings season, not spending season, but investors are very interested in how much money is going out the door at some of the world’s most valuable companies. Microsoft, Meta, Amazon, Alphabet and Oracle—not one of the Mag 7 but another major AI player—are slated to have capital expenditure of $354 billion between them in the 2025 fiscal year...
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Amazon will report its quarterly earnings on Tuesday, following a massive AWS outage and amid concerns about its AI growth...
Continue ReadingAmazon is carrying some not-so-positive recent headlines into its third-quarter report due Thursday, with a widespread AWS outage last week and plans for 14,000 layoffs announced Tuesday. "In the AWS segment in particular, the company is fighting against a narrative that it is somehow behind in the early innings of the AI revolution, which in turn has kept top-line expectations relatively tempered, along with stock performance," William Blair analysts Dylan Carden and Arjun Bhatia wrote to clients Tuesday. Indeed, Amazon stock is significantly underperforming compared to it competitors in the cloud-computing market...
Continue ReadingVanguard Dividend Appreciation ETF stands out for its size, liquidity, low expenses, and strong long-term performance. Learn more about VIG ETF here...
Continue ReadingNvidia on Wednesday became the fist company with a $5 trillion market cap...
Continue ReadingWall Street is expecting the company to report adjusted earnings per share of $3.68 on revenue of $75.5 billion, according to Yahoo Finance...
Continue ReadingToday alongside Minister Tim Hodgson at the IEA's 2025 Energy Innovation Forum, NorthX Climate Tech (NorthX) announced it is investing $3.4 million in four Canadian carbon removal ventures through its Call for CDR Innovation launched earlier this year: CarbonRun, Skyrenu Technologies, NULIFE Greentech, and pHathom Technologies...
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