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Clydey

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- ClydeyClydey
  ·2021-06-15
  Great ariticle, would you like to share it?
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- ClydeyClydey
  ·2021-06-15
  Long MSFT!!!
  Cramer's Mad Money Recap: FAANG, Microsoft, PayPal
  Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers c
  Cramer's Mad Money Recap: FAANG, Microsoft, PayPal
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- ClydeyClydey
  ·2021-04-27
  Looking forward!
  Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.
  Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share. On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo
  Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.
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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187252146","repostId":"1155798913","repostType":4,"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187253339,"gmtCreate":1623756381221,"gmtModify":1703818238315,"author":{"id":"3582321042804997","authorId":"3582321042804997","name":"Clydey","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Long MSFT!!!","listText":"Long MSFT!!!","text":"Long MSFT!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187253339","repostId":"1191265676","repostType":4,"repost":{"id":"1191265676","pubTimestamp":1623748736,"share":"https://www.laohu8.com/m/news/1191265676?lang=&edition=full","pubTime":"2021-06-15 17:18","market":"us","language":"en","title":"Cramer's Mad Money Recap: FAANG, Microsoft, PayPal","url":"https://stock-news.laohu8.com/highlight/detail?id=1191265676","media":"The Street","summary":"Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers c","content":"<blockquote>\n Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers can pick from among the best values available.\n</blockquote>\n<p>Investors can expect more days like today, days where some stocks are red hot while others are dropping like a stone, Jim Cramer told his Mad Money viewers Monday.</p>\n<p>Until we hear what the Federal Reserve has planned on Wednesday, Cramer said investors are likely to continue dumping the industrials and the banks in favor of the secular growth names.</p>\n<p>The stock market is indeed a market, after all, one made up of thousands of different stocks. That means it rarely trades as a single entity, Cramer reminded viewers. But before you pass the \"buy\" button on your favorite growth stock, Cramer reminded viewers that not all growth is the same.</p>\n<p>Down one shopping aisle are what Cramer dubbed the senior growth stocks, tried-and-true names like FAANG (Cramer's acronym for Facebook&nbsp;(<b>FB</b>) , Amazon&nbsp;(<b>AMZN</b>) , Apple&nbsp;(<b>AAPL</b>) Netflix&nbsp;(<b>NFLX</b>) &nbsp;and Alphabet&nbsp;(<b>GOOGL</b>) , along with Microsoft&nbsp;(<b>MSFT</b>) , Adobe Systems&nbsp;(<b>ADBE</b>) , Square&nbsp;(<b>SQ</b>) and PayPal&nbsp;(<b>PYPL</b>). On another aisle in this market are the junior growth names like Twilio&nbsp;(<b>TWLO</b>), Roku&nbsp;(<b>ROKU</b>), Etsy&nbsp;(<b>ETSY</b>)&nbsp;and DocuSign&nbsp;(<b>DOCU</b>). Cramer remains a believer in the senior names, but felt the junior names may be risky.</p>\n<p>Likewise, Cramer said he's not willing to give up on growth with steelmakers, miners and oil. That's because even if the U.S. taps the brakes on interest rates, which he doesn't think will happen, the rest of the world still has a lot of growth ahead in the coming months.</p>\n<p>In Cramer's view, the Fed is willing to sacrifice a little inflation if it means creating jobs and putting more people to work. That's a recipe for lots of sectors to continue their rally to new record highs.</p>\n<p>Cramer and the AAP team are looking at everything from earnings and politics to the Federal Reserve.</p>\n<p><b>Off the Charts: Independence Day Patterns</b></p>\n<p>In the \"Off The Charts\" segment, Cramer checked in with colleague Larry Williams for another take on the direction of the markets. This time, Williams looked at the market through the prism of the seasonal July 4 patterns.</p>\n<p>Williams noted that the last week of June is historically the worst time to sell stocks, as they always sell off during that week. The week before however, specifically the 8th or 9th last trading day of the month, has proven to be a winner. This year, those days would be Friday, June 18 or Monday, June 21.</p>\n<p>As for buying them your stocks back, Williams said that five days later is the sweet spot, or the first day after the holiday that the market trades higher.</p>\n<p>This strategy has been a winner 21 of the past 22 years.</p>\n<p><b>Executive Decision: American Express</b></p>\n<p>In his first \"Executive Decision\" segment, Cramer spoke with Steve Squeri, chairman and CEO of American Express&nbsp;(<b>AXP</b>), which has rallied 38% so far this year.</p>\n<p>Squeri said the consumer is looking a lot better than we expected coming out of the pandemic. Credit debt is down, personal savings are up and there's a lot of pent up demand to get out and spend. Even in the beleaguered travel industry, Squeri reported that May 2021's bookings are 95% of what they were in May 2019.</p>\n<p>American Express is evolving into a lifestyle, Squeri added, and that's good for millennials that want access and experiences, both of which American Express can provide.</p>\n<p>Turning to the topic of small businesses, Squeri noted that small businesses also love American Express and thanks to their recent acquisition of Cabbage, a digital cash management platform, they can now provide more services to business than ever before.</p>\n<p>American Express is also working hard to support minority-owned businesses. Squeri said that they offer access to capital, grant, mentoring and leadership training to minority businesses.</p>\n<p>On<b>Real Money</b>, Cramer keys in on the companies and CEOs he knows best.</p>\n<p><b>Off the Tape:&nbsp;Solana Labs</b></p>\n<p>In his \"Off The Tape\" segment, Cramer spoke with Anatoly Yakovenko, co-founder and CEO of the privately-held Solana Labs, which just raised $314 million to bring the next generation cryptocurrency applications to market.</p>\n<p>Yakovenko explained that while blockchain technologies are revolutionary, the systems they're currently built on are way too slow to keep up with their growth. Many of the transactions happening today are running on technology that's more than 10 years old.</p>\n<p>Solana's systems are optimized for today's technologies, Yakovenko said. They aim to provide services that are \"blockchain at the speed of Nasdaq.\" Solana's platform is already clocking in at 65,000 transactions per second, on par with Visa's&nbsp;(<b>V</b>) &nbsp;processing capabilities.</p>\n<p>Solana is still in startup mode with no earnings to speak of, Yakovenko said, but every day developers are switching to Solana's platform and building their applications, so it won't be long before growth begins to accelerate.</p>\n<p><b>What's the Point?</b></p>\n<p>Think you're \"sticking it to the man\" with your portfolio? If so, Cramer said if you're likely just hurting yourself.</p>\n<p>Case in point: Corsair Gaming&nbsp;(<b>CRSR</b>), the high-end peripheral maker. Shares surged in early trading after being mentioned on WallStreetBets, only to have the short sellers swoop in and erase most of those gains by the close. Cramer said if you bought shares over $40, you got hurt big time. But that's what happens when you follow a meme.</p>\n<p>Sure, Corsair has a great quarter this time around, but does the stock have the staying power to support these levels? Probably not. By comparison, long-time Cramer favorite Logitech&nbsp;(<b>LOGI</b>)&nbsp;also makes gaming peripherals and that company has proven it has staying power both in the home and in the workplace.</p>\n<p><b>Lightning Round</b></p>\n<p>Here's what Cramer had to say about some of the stocks that callers offered up during the \"Mad Money Lightning Round\" Monday evening:</p>\n<p>Johnson &amp; Johnson&nbsp;(<b>JNJ</b>): \"This stock has a big development pipeline and that's why it keeps going up.\"</p>\n<p>Lockheed Martin&nbsp;(<b>LMT</b>): \"I think this one is money. I say go with it.\"</p>\n<p>Vulcan Materials&nbsp;(<b>VMC</b>): \"This one has a bad chart but, boy, is that a good company. \"</p>\n<p>ViacomCBS&nbsp;(<b>VIACA</b>): \"I kinda like the media stocks. I think they're going to have a good Fall season.\"</p>\n<p>OraSure Technologies&nbsp;(<b>OSUR</b>): \"There are so many at-home test kits now. No, I can't recommend it.\"</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cramer's Mad Money Recap: FAANG, Microsoft, PayPal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCramer's Mad Money Recap: FAANG, Microsoft, PayPal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 17:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-june-14-2021><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers can pick from among the best values available.\n\nInvestors can expect more days like today, days where...</p>\n\n<a href=\"https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-june-14-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","TWLO":"Twilio Inc","SQ":"Block","CRSR":"Corsair Gaming, Inc.","AAPL":"苹果","ADBE":"Adobe","V":"Visa","NFLX":"奈飞","MSFT":"微软","DOCU":"Docusign","AXP":"美国运通","AMZN":"亚马逊","LOGI":"罗技","PYPL":"PayPal","ETSY":"Etsy, Inc."},"source_url":"https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-june-14-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191265676","content_text":"Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers can pick from among the best values available.\n\nInvestors can expect more days like today, days where some stocks are red hot while others are dropping like a stone, Jim Cramer told his Mad Money viewers Monday.\nUntil we hear what the Federal Reserve has planned on Wednesday, Cramer said investors are likely to continue dumping the industrials and the banks in favor of the secular growth names.\nThe stock market is indeed a market, after all, one made up of thousands of different stocks. That means it rarely trades as a single entity, Cramer reminded viewers. But before you pass the \"buy\" button on your favorite growth stock, Cramer reminded viewers that not all growth is the same.\nDown one shopping aisle are what Cramer dubbed the senior growth stocks, tried-and-true names like FAANG (Cramer's acronym for Facebook (FB) , Amazon (AMZN) , Apple (AAPL) Netflix (NFLX)  and Alphabet (GOOGL) , along with Microsoft (MSFT) , Adobe Systems (ADBE) , Square (SQ) and PayPal (PYPL). On another aisle in this market are the junior growth names like Twilio (TWLO), Roku (ROKU), Etsy (ETSY) and DocuSign (DOCU). Cramer remains a believer in the senior names, but felt the junior names may be risky.\nLikewise, Cramer said he's not willing to give up on growth with steelmakers, miners and oil. That's because even if the U.S. taps the brakes on interest rates, which he doesn't think will happen, the rest of the world still has a lot of growth ahead in the coming months.\nIn Cramer's view, the Fed is willing to sacrifice a little inflation if it means creating jobs and putting more people to work. That's a recipe for lots of sectors to continue their rally to new record highs.\nCramer and the AAP team are looking at everything from earnings and politics to the Federal Reserve.\nOff the Charts: Independence Day Patterns\nIn the \"Off The Charts\" segment, Cramer checked in with colleague Larry Williams for another take on the direction of the markets. This time, Williams looked at the market through the prism of the seasonal July 4 patterns.\nWilliams noted that the last week of June is historically the worst time to sell stocks, as they always sell off during that week. The week before however, specifically the 8th or 9th last trading day of the month, has proven to be a winner. This year, those days would be Friday, June 18 or Monday, June 21.\nAs for buying them your stocks back, Williams said that five days later is the sweet spot, or the first day after the holiday that the market trades higher.\nThis strategy has been a winner 21 of the past 22 years.\nExecutive Decision: American Express\nIn his first \"Executive Decision\" segment, Cramer spoke with Steve Squeri, chairman and CEO of American Express (AXP), which has rallied 38% so far this year.\nSqueri said the consumer is looking a lot better than we expected coming out of the pandemic. Credit debt is down, personal savings are up and there's a lot of pent up demand to get out and spend. Even in the beleaguered travel industry, Squeri reported that May 2021's bookings are 95% of what they were in May 2019.\nAmerican Express is evolving into a lifestyle, Squeri added, and that's good for millennials that want access and experiences, both of which American Express can provide.\nTurning to the topic of small businesses, Squeri noted that small businesses also love American Express and thanks to their recent acquisition of Cabbage, a digital cash management platform, they can now provide more services to business than ever before.\nAmerican Express is also working hard to support minority-owned businesses. Squeri said that they offer access to capital, grant, mentoring and leadership training to minority businesses.\nOnReal Money, Cramer keys in on the companies and CEOs he knows best.\nOff the Tape: Solana Labs\nIn his \"Off The Tape\" segment, Cramer spoke with Anatoly Yakovenko, co-founder and CEO of the privately-held Solana Labs, which just raised $314 million to bring the next generation cryptocurrency applications to market.\nYakovenko explained that while blockchain technologies are revolutionary, the systems they're currently built on are way too slow to keep up with their growth. Many of the transactions happening today are running on technology that's more than 10 years old.\nSolana's systems are optimized for today's technologies, Yakovenko said. They aim to provide services that are \"blockchain at the speed of Nasdaq.\" Solana's platform is already clocking in at 65,000 transactions per second, on par with Visa's (V)  processing capabilities.\nSolana is still in startup mode with no earnings to speak of, Yakovenko said, but every day developers are switching to Solana's platform and building their applications, so it won't be long before growth begins to accelerate.\nWhat's the Point?\nThink you're \"sticking it to the man\" with your portfolio? If so, Cramer said if you're likely just hurting yourself.\nCase in point: Corsair Gaming (CRSR), the high-end peripheral maker. Shares surged in early trading after being mentioned on WallStreetBets, only to have the short sellers swoop in and erase most of those gains by the close. Cramer said if you bought shares over $40, you got hurt big time. But that's what happens when you follow a meme.\nSure, Corsair has a great quarter this time around, but does the stock have the staying power to support these levels? Probably not. By comparison, long-time Cramer favorite Logitech (LOGI) also makes gaming peripherals and that company has proven it has staying power both in the home and in the workplace.\nLightning Round\nHere's what Cramer had to say about some of the stocks that callers offered up during the \"Mad Money Lightning Round\" Monday evening:\nJohnson & Johnson (JNJ): \"This stock has a big development pipeline and that's why it keeps going up.\"\nLockheed Martin (LMT): \"I think this one is money. I say go with it.\"\nVulcan Materials (VMC): \"This one has a bad chart but, boy, is that a good company. \"\nViacomCBS (VIACA): \"I kinda like the media stocks. I think they're going to have a good Fall season.\"\nOraSure Technologies (OSUR): \"There are so many at-home test kits now. No, I can't recommend it.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377203286,"gmtCreate":1619528086845,"gmtModify":1704725436615,"author":{"id":"3582321042804997","authorId":"3582321042804997","name":"Clydey","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Looking forward!&nbsp;","listText":"Looking forward!&nbsp;","text":"Looking forward!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377203286","repostId":"1155157199","repostType":4,"repost":{"id":"1155157199","pubTimestamp":1619494851,"share":"https://www.laohu8.com/m/news/1155157199?lang=&edition=full","pubTime":"2021-04-27 11:40","market":"us","language":"en","title":"Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1155157199","media":"Barrons","summary":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo","content":"<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.&nbsp; On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p>The shares have gained 18% year to date.</p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system.&nbsp;</p><p>Microsoft breaks down its results into&nbsp;three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p>Wedbush analyst Dan Ives&nbsp;forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p>Citi analyst Tyler Radke&nbsp;last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”&nbsp;</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155157199","content_text":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.The shares have gained 18% year to date.Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}