Chase high of MSFT or Bottom GOOG after earnings?

Microsoft’s net income jumped 27% as management cut back on spending. The company’s Azure cloud revenue growth accelerated after two years of deceleration. Google's Q3 advertising exceeded expectations, while cloud business fell short. -------------------------- Are you bullish on Microsoft after earnings' beats? What's your target price for Microsoft and Alphabet? Will you bottom GOOG after it plunges 4% after earnings?

avatarBarcode
10-20
$Microsoft(MSFT)$ 🔺🅱🆄🅻🅻🅸🆂🅷🔺 $MSFT Refer to the chart image.  It needs  to hold the purple support below. It should push out as shown AFTER the election on remember, remember the 5th of November. ‼️🚨    EOM breakdown risk,  if the price doesn't hold these levels! 🗞️📰🚨 🆂🅾🆄🆁🅲🅴: 🅶🆄🆁🆄 Recent insights from analyst Ming-Chi Kuo reveal that Microsoft (MSFT, Financial) is currently the largest global customer for Nvidia's Blackwell GB200 chips. Orders from Microsoft in the fourth quarter are projected to surge three to four times, surpassing the combined total orders of all other cloud service providers. Microsoft's demand for the GB200 chipset has significantly increased, with the fourth quarter seeing a notable rise. Suppliers of
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avatarTiger V
09-13

Microsoft: Navigating the Gaming Sector Amidst Layoffs

Overview:  The broader market has been navigating a complex landscape in 2024, with inflation remaining a concern and tech stocks, including Microsoft $Microsoft(MSFT)$  , facing new challenges. Microsoft’s recent announcement to lay off 650 employees in its Xbox gaming division is part of a larger wave of cost-cutting efforts seen across the gaming industry. This is Microsoft’s third round of layoffs following its $69 billion acquisition of Activision Blizzard. Despite these setbacks, Microsoft’s overall position in the tech industry remains strong, backed by its cloud computing dominance and continued AI investments. Gaming Sector Layoffs Hit Hard:  The gaming industry has seen significant downsizing since last year, with glo
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Microsoft: Navigating the Gaming Sector Amidst Layoffs
avatarSimple Investing
08-24

Google: Attractive Cloud And AI Opportunity

Summary Google's efforts to durably reengineer its cost base, enabling it to expand operating margins even when it is investing in the future of the business. Google Cloud continues to benefit from cloud migration, and it is seeing market share gains and an increasing contribution from AI. AI will be a key long-term growth driver for Google, and the company is integrating generative AI into most parts of its business. Most of Google Cloud’s top 100 customers are already using its generative AI solution. While it is early days in terms of seeing the returns on investment on AI capital expenditures, management underscored that for Google, the risk of under-investing is dramatically greater than the risk of over-investing. da-kuk While the threat of OpenAI and generative AI has been a he
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Google: Attractive Cloud And AI Opportunity
avatarTiger V
06-05

AI Stocks: Navigating Market Turbulence

Overview: The AI-related stock market has witnessed significant fluctuations amidst widespread layoffs in the tech sector. Major players like Microsoft $Microsoft(MSFT)$  and Google $Alphabet(GOOG)$  have made substantial workforce reductions, reflecting broader industry trends aimed at cost-cutting and strategic realignment. Despite these challenges, AI remains a critical area of investment and development for these companies, with long-term growth potential driving continued focus on this sector. Tech Sector Layoffs: The technology sector has seen a wave of layoffs this year, with major firms adjusting their workforce to align with strategic goals. Microsoft has recently announced th
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AI Stocks: Navigating Market Turbulence
avatarHenryHoward
06-11

Just what is Microsoft doing???

$Microsoft(MSFT)$ Microsoft provides arithmetic and give its computing power to OpenAI, then openAI provides support to Apple’s iOS system? Why? Does Microsoft really see what it’s doing? Free labor? How come Microsoft is the one who contributes, and it is Apple the one who gains all the profit and the reputation? I really don’t get it, this doesn’t look like a pretty smart deal to me, don’t you think?
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Just what is Microsoft doing???
avatarJONESTea
06-11
$Microsoft(MSFT)$ This year, Microsoft held a major new product launch event, announcing that its AI assistant Copilot will be fully integrated into Windows, and that Windows 11 AI PCs will be available from June onwards in devices from Microsoft and its partners such as Dell and Lenovo. Oh my god, I haven't gotten the hang of Microsoft's Win10 yet, and it's coming out with 11 so soon? Hopefully more people will buy it and the stock will continue to rise!
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avatarRandyHall
06-11
$Microsoft(MSFT)$ Apple $Apple(AAPL)$ needs to buy ChatGPT service with OpenAI from Microsoft, 90% of OpenAI's revenue will go back to Microsoft, and if there is a problem with the function, Apple and OpenAI will share the burden together, so Microsoft doesn't need to take the whole responsibility and can easily get most of the money, so it's literally lying down and earning handful of money. Boy, I sure envy that.
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avatarAndrewWalker
06-11
$Microsoft(MSFT)$ Microsoft has reached an agreement with G42, the UAE's artificial intelligence and cloud computing company, to allow the UAE to work with OpenAI, according to the UAE's minister for the concerned party. In that case, I’m rooting for another promising upward trend!
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avatarKevinKelly
06-11
$Microsoft(MSFT)$ Now Microsoft is now the only global asset with the most investment value in the AI chain. Just when I thought that Microsoft's number one position in global capital market won't be retained anytime soon. I did not expect a reversal today! Good job.
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