Big-Tech’s PerformanceCoupled with recent economic data greatly reducing the possibility of interest rate hikes, the market has once again begun to bet on the exit of the "soft landing era" of tightening.Big tech obviously leads the way, outperforming second-tier growth this week, and having greater risk resistance in the face of macroeconomic uncertainty.This week, the Nasdaq technology index hit a historic high.As of the close of November 16th, the performance of big tech companies over the past five trading days has been very eye-catching, with Microsoft leading the way in setting a new all-time high.The largest increase was $Tesla Motors(TSLA)$ +11.24%, which was the only decline last week but soared this week; followed by

In early Asian trading on Monday, gold surged by $70, breaking through $2100 and approaching $2150, reaching a new all-time high. The underlying logic behind this is that the Federal Reserve's interest rate hike cycle may have ended, and expectations of a rate cut continue to rise.According to CME's Fed watch tools, the market shows that the probability of the end of the Fed's rate hike cycle is almost 100%. The probability of the first rate cut in March 2024 has risen to 52%, and the futures market expects a 125bp rate cut for the whole year of 2024.Rate-Cut in Advance?Bill Ackman, a prominent figure in the financial industry, believes that the Federal Reserve may begin cutting interest rates in Q1 due to a faster-than-expected decrease in inflation. However, over the past two weeks, asse

$Salesforce.com(CRM)$ announced its Q3 earnings report for the 2024 fiscal year ending on October 31, 2023. As the market had already raised revenue expectations, this quarter's performance was almost in line with market expectations. However, the company still raised guidance for the next quarter, causing the stock price to rise by 11%+ after hours.In fact, CRM's stock has risen nearly 100% this year, making it one of the top performers among the Magnificent 7 and also one of the best performers in the S&P 500. The stock's jump this year is mainly due to better-than-expected performance and guidance, making it the leading software company in the AI market.Investment highlights Several companies' earnings reports showing that the macroeconomic

In the ever-evolving landscape of technology, $Microsoft(MSFT)$ stands as a beacon of innovation, recently reaching an all-time high on the wings of AI growth, formidable financial prowess, and an indomitable presence in cloud computing. This article provides a detailed examination of Microsoft's recent achievements, strategic initiatives, and an in-depth valuation analysis. AI at the Heart of Growth: At the OpenAI DevDay Conference on November 6, 2023, Microsoft's CEO Satya Nadella delivered a resounding commitment to the development of superior systems, amplifying model development for developers. The conference unveiled a suite of cutting-edge AI models, including the highly anticipated GPT-4 Turbo, GPT-3.5 Turbo, DALL-E 3, and Whisper 3. Notab

The AI Deals Enriching Silicon Valley's Tech Giants $Amazon.com(AMZN)$ , $Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $Microsoft(MSFT)$  have spent the past year investing billions of dollars in artificial-intelligence startups -- while also charging those fledgling companies a similar amount to use their cloud platforms. The deals are making the big tech firms both the largest backers and most direct beneficiaries of these startups, reflecting how some of the AI boom's biggest rewards keep going t

Microsoft Hits All-Time High Recently hitting an all-time high, $Microsoft(MSFT)$ continues to be a top-tier stock with compelling reasons to hold onto. Megacap Stability Megacap stocks, characterized by their massive market capitalization, often provide a sense of stability in uncertain markets. Microsoft, as one of the largest megacap stocks, exemplifies this trait and stands out as a beacon of stability and growth. Its robust financials, diverse revenue streams, and established market presence contribute to a resilient stock that can weather market fluctuations more effectively. Long-Term Investment Appeal Microsoft's long-term investment appeal is underpinned by its consistent innovation, adaptability, and strategic

$Microsoft(MSFT)$  As we approach the crisp autumn days of November, investors and tech enthusiasts are buzzing with anticipation. Microsoft, one of the giants of the technology industry, has been on an impressive run, consistently reaching new highs in the stock market. With November underway, the question on everyone's mind is, "Will Microsoft hit new highs this month?" In this article, I'll share my opinion on the matter and discuss the recent update from OpenAI, the company behind the technology that powers this very conversation. Microsoft's Prospects: Microsoft's journey in recent years has been nothing short of remarkable. Satya Nadella's leadership has brought about a resurgence in the company's innovation and growth. Cloud computing,

$Microsoft(MSFT)$ I am a long term holder of msft shares and I will never sell them until I retire. Why is that? Msft is a money printing machine and will continue to do so for years to come. They continue to grow revenues and income in double digits year after year and have high margins and return on equities.  The Return On Assets of MSFT (17.29%) is better than 97.49% of its industry peers. MSFT's Return On Equity of 34.93% is amongst the best of the industry. MSFT outperforms 96.42% of its industry peers. With an excellent Return On Invested Capital value of 23.01%, MSFT belongs to the best of the industry, outperforming 97.49% of the companies in the same industry. Measured over the past 3 years, the A

Hold it. Wait out to see the projectory 

Microsoft all time wonderful year 

New highs for Microsoft In yet another show of conflicting signals within the markets, some stocks keep soaring whilst others seem to struggle. Call them divergences, market leaders or market laggards depending on what you are looking at or whatever names you want to call them. But one thing that stands out is that this market is not reflective of one in the early throes of a bull market.  Despite what the market headlines are saying with regards to soft landing etc, noise will be noise. But price actions always seem to pick up on the truth and reality. Because despite the attempts by the smart money to move behind the scenes using dark pools and off market transactions to avoid detection, when you know where to look, you know when to be cautious.  The markets are too divergent

Microsoft is expected to reach 400 and above in 2024. The company has different strategies in procuring profits for its products. Hence it is no surprise that Microsoft will reach 400 in the coming months.

Although Microsoft is now richly valued, they are making good investment decisions in AI and will continue to grow. It will not be a straight line up, but the patient investor will be rewarded in the long term.

$Microsoft(MSFT)$  OpenAI, with backing from Microsoft, has introduced the GPT-4 Turbo, a swifter, more economical, and potent AI model surpassing its predecessors. Offering insights until April 2023, it incorporates features like Dall-E 3 for advanced AI voice and image processing. Noteworthy enhancements include a reduced pricing structure, extended prompt length, and structured JSON formatting, enhancing both efficiency and control. With a substantial training data refresh, this model is abreast of global events until April 2023, positioning OpenAI to compete robustly in the AI tools market. Anticipating engaging with this turbo version, it's a significant leap forward for OpenAI. Now, regarding Microsoft's perfo