Marian Horace

    • Marian HoraceMarian Horace
      ·04-28
      $Microsoft(MSFT)$ Green might be coming soon, like a movie coming to a theater near you.
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    • Marian HoraceMarian Horace
      ·04-23
      $Microsoft(MSFT)$ MSFT has hundreds of AI data centers, so it won't face the same issues as ServiceNow, CRM, and others. Pureplay software companies risk losses from AI solutions, but as mentioned, MSFT has hundreds of data centers, covering the full range.
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    • Marian HoraceMarian Horace
      ·04-22
      $Apple(AAPL)$  An engineer CEO has a deep understanding of hardware development, having overseen key products like the iPhone, Mac, and AirPods. This ensures technical feasibility is prioritized, maintaining high standards for performance and quality. An engineer-led approach strengthens Apple’s focus on proprietary silicon (as highlighted by Srouji’s role and Termus’s role), which is critical as AI gains prominence on devices. Leaders who are engineers are better equipped to understand the “real work being done,” increasing credibility with teams, enhancing communication, and accelerating product development cycles. Engineering leadership can better navigate the complexities of integrating AI deeply into system
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    • Marian HoraceMarian Horace
      ·04-22
      $Apple(AAPL)$  John Ternus said today that with new products and services on the way, “Apple will change the world once again.”
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    • Marian HoraceMarian Horace
      ·04-22
      $Microsoft(MSFT)$ It looks like the tech sale is about over. It was a great dip for buying while it lasted.
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    • Marian HoraceMarian Horace
      ·04-20
      $Apple(AAPL)$ Apple's intraday market cap is back above $4 trillion. Congrats to Apple shareholders.
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    • Marian HoraceMarian Horace
      ·04-17
      $Apple(AAPL)$  Apple's buyback and product cycle could give the stock another boost. The bigger picture isn't just about last quarter's performance. Bank of America expects Apple to announce a new $100 billion buyback authorization during its earnings call, along with a 5% dividend increase. That's a familiar move for the company, but it still matters. Not many businesses can generate cash like Apple and use it to support their stock. Then there's the product story, which might really excite investors. The company believes the iPhone 18 Pro and a foldable iPhone will launch in autumn 2026. It also mentioned that an improved Siri with Gemini AI integration could be a reason for future upgrades. Bank of America fo
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    • Marian HoraceMarian Horace
      ·04-17
      $Microsoft(MSFT)$  If it crosses 550, holding value goes to million.
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    • Marian HoraceMarian Horace
      ·04-17
      $Apple(AAPL)$  Apple has a lot of new products coming to market. The more people that join the ecosystem, the more growth there is for the services segment. I think the stock price is positioned to continue its steady climb.
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    • Marian HoraceMarian Horace
      ·04-15
      $Apple(AAPL)$  Bank of America's Wamsi Mohan raised Apple's price target to $325 from $320, while keeping a Buy rating. The Q2 FY26 revenue forecast of $113B and EPS of $2.00 are ahead of Wall Street's expectations.
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