The BNN Bloomberg video features Rishi Jaluria, managing director for software at RBC Capital Markets, sharing his analysis of Microsoft's recent financial outperformance, which is largely credited to its Azure cloud business. The segment emphasizes that Microsoft's cloud business, particularly...
In the first quarter of 2025, both Microsoft and Meta Platforms reported financial results that exceeded Wall Street expectations, underscoring the resilience of the tech sector amid ongoing economic uncertainties, including trade tensions and tariffs.
Microsoft's Performance
Microsoft's revenue...
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In the first quarter of 2025, Meta Platforms and Microsoft reported robust financial results, alleviating concerns about a potential slowdown in the technology sector. Both companies exceeded analysts' expectations, driven by strong performances in their respective core businesses and strategic...
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After a year of turbulent headlines, shifting global policy, and relentless technological advancement, markets are on high alert as Apple, Meta, and Amazon prepare to report earnings. Investors, analysts, and even everyday device users are keenly aware that the financial health of these tech...
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Within the high-octane world of enterprise technology, few companies are as synonymous with the AI revolution as Nvidia. But as markets jostle, stock prices lurch, and competitors mount their challenges, questions swirl: can Nvidia maintain its place as the kingpin of GPU-fueled compute, or is...
Buckle up, because when you talk about titans in tech, it’s hard not to have Microsoft stomp through the conversation like Godzilla through a Tokyo skyline—impressive, intimidating, and always the center of attention. But how does this blue-chip behemoth actually stack up against its software...
When a company is described as a “core holding” for every investor and still manages to seduce finance nerds after decades in the spotlight, you know we’re not talking about Blockbuster. We’re talking about the digital deity of Redmond: Microsoft. A company so pervasively embedded in our daily...
Wall Street has never met a three-letter acronym it doesn’t love, but when it comes to “AI” and “MSFT,” the sparks fly like a Microsoft Teams meeting at 4:59 PM on a Friday. That’s not to say Azure and Microsoft 365, Microsoft’s ever-expanding cloud juggernauts, need Wall Street’s...
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It’s not every day an enterprise software upstart quietly morphs into the rootstock of a $1.3 trillion tree, poised to bear fruit across nearly every vertical you can name. Yet, in the teeming jungle of the digital revolution, one company has burrowed deep, grown silently, and now stands ready...
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Despite decades atop the global tech mountain, even a behemoth like Microsoft can’t escape the gravitational tug of economic uncertainty. That assertion became headline news when Morgan Stanley, a financial firm rarely known for hyperbole, gently trimmed its growth forecasts for the Redmond...
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Cathie Wood’s Bold Bet in a Volatile Market
In a market defined by turbulence—from trade wars and tariffs to recession fears—veteran investor Cathie Wood is charging ahead with investments in two technological titans. Her recent buying spree in Nvidia and Amazon not only signals her confidence...
Microsoft’s latest options activity has drawn attention from the deep-pocketed investors whom many refer to as “whales” – and for good reason. In a move that underscores the inherent volatility and excitement surrounding major tech stocks, a recent analysis from Benzinga reveals a flurry of...
Super Micro Computer, Inc. (NASDAQ: SMCI) has captured the attention of investors and tech enthusiasts alike with its extraordinary market performance this year. Despite recent market turbulence and past controversies surrounding its accounting practices, SMCI’s stock has surged by an impressive...
In a move that underscores the tech giant’s enduring appeal, institutional investor Range Financial Group LLC has significantly boosted its stake in Microsoft (NASDAQ:MSFT) by a staggering 152% during the fourth quarter. For the millions of Windows users around the globe, this isn’t just a...
In a recent twist from the world of institutional investing, hedge fund First City Capital Management Inc. has nudged its stake in Microsoft (NASDAQ: MSFT) higher by 2.2% during the fourth quarter. While this may sound like just another financial maneuver to the untrained eye, for Windows users...
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Institutional Investment Trends: Oliver Luxxe Assets LLC Steps Up Its Microsoft Holdings
In a notable strategic move, Oliver Luxxe Assets LLC has boosted its stake in Microsoft Co. (NASDAQ: MSFT) by 14.1% during the fourth quarter. The institutional investor’s new position now stands at 9,586...