To The Moon

Since Microsoft has too many segments, I will focus on the ones providing the most revenue: Cloud, Office Products and Licenses, and Windows OS. In the PaaS and IaaS cloud markets, Microsoft boasts a 24% market share, which puts Microsoft in second place behind Amazon.com, Inc. which holds 31%. However, what sets Microsoft apart is that its market share increased by 4% since 2020 when it was 20%. Meanwhile, Amazon's market share lost 1%. Statista Statista On the other ha

Micron Technology Inc., the largest US maker of computer memory chips, declined 5.3% in morning trading Thursday after its forecast disappointed investors seeking a bigger payoff from artificial intel

AMD had a strong start to the year with sales of flagship AI GPUs beating expectations and providing optimistic guidance.Despite good performance, AMD faces challenges in competing with Nvidia in the

AMD competes against Nvidia in many of its data center product lines.

This technology hardware company is soaring amid artificial intelligence-related demand.

Tesla (NASDAQ:TSLA) stock has performed poorly over the past 12 months due to several factors, ranging from strong competition in the EV space to CEO Elon Musk’s distractions from the company, all exa

Super Micro Computer stock has dropped 23% since March 1, but the dip makes no sense as the company's fundamentals and secular trends remain immense.The company's Q3 earnings showed tripled revenue an

The biggest worry with Super Micro has been the margin pressures on the business. The rack servers the company sells don't appear to have a massive moat, and customers don't seem interested in paying up after already unloading so much cash for the Nvidia GPUs. At Dell Technologies World, Dell announced plans for liquid cooled Blackwell servers soon after the Nvidia announcement. The Dell PowerEdge XE9680L server with liquid cooling and eight Nvidia Blackwell Tensor Core GPUs was highlig

Something funny happened in the market on Thursday: The most eagerly awaited report of the entire earnings season, Nvidia's, more than delivered, and while the chipmaker's investors benefited, the res