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Microsoft Adds OpenAI’s GPT-4 Models To Azure Government Services
Article By: The Tokenist
Wednesday, June 7, 2023 11:38 AM EDT
Potential government clients that could obtain access to ChatGPT AI models include NASA, the Defense Department, and the Energy Department.
In this article: MSFT
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A Small Number Of Stocks Contributing To The Market's Advance
Article By: David Templeton
Sunday, June 4, 2023 6:15 PM EDT
From time to time I note the economy is not the market and vice versa. Being aware of this difference has proven important this year as the S&P 500 Index is up 12.37% through Friday's market close.
In this article: AAPL, AMZN, MSFT, NVDA, RSP, META, GOOGL, NOBL
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Microsoft Signs A.I. Deal With Nvidia-Backed Startup
Article By: Invezz
Thursday, June 1, 2023 5:07 PM EDT
The tech behemoth has reportedly agreed to spend billions of dollars over several years on cloud infrastructure from CoreWeave.
In this article: MSFT
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AI Stock Euphoria: Should You Buy, Hold Or Sell?
Podcast By: Tracey Ryniec
Wednesday, May 31, 2023 8:37 PM EDT
A look at the red-hot AI stocks.
In this podcast: MRVL, MSFT, NVDA, ANET, PLTR
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Paging Artificial Intelligence
Article By: Bill Bonner
Saturday, May 27, 2023 9:10 PM EDT
Humanity, we have a problem ...
In this article: MSFT
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Chart Wars: Will Electronic Arts Or Take-Two Reach New All-Time High After Activision Deal?
Bruce Powers 1/19/2022 9:37:22 PM

Must be because of the failure of COD this year. $ATVI must have been cheap. $MSFT and Halo have been making all the right moves, lately. They also have a Perfect Dark Game and GoW. Those projects haven’t pandered as much as COD (or previous BF had).

Pinterest Is Bouncing, But More Downside Should Follow
Michael Monk 5/26/2021 6:24:18 PM

Nah, only upside, even Microsoft willing to buy for 80. $PINS, $MSFT

Stocks Rebound Sharply
William K. 7/20/2020 11:03:04 AM

#Tesla does so well because #ElonMusk is a great salesman, no question there. Also, they do have an exciting product. #Apple does so well because it is not #Microsoft. Microsoft does OK because they eat all competitors, NOT because of any product quality. And certainly an investment organization that avoids running by emotions and crowd following can do better than many others.

What the future holds is uncertain, given that the Fed has not been doing the right things to protect the majority of folks. Supporting inflationary actions will eventually result in there being some serious inflation, and creating huge amounts of debt that, in theory at least, must eventually be paid off, is not a good long-term choice. It would be appropriate to demand an explanation of how that is anticipated to play out in the future. I doubt that the answer would make any sense at all. $TSLA $AAPL $MSFT

Early Warning Wednesday: It's Complicated
Moon Kil Woong 7/15/2020 5:37:21 PM

The market would like to run as more money moves out of other investments and into stocks. That said dividend stocks with little growth are oversold. Who knows when they will recover. In the meantime the rush to trend buying continues with names like #Tesla, #Microsoft, #Netflix, etc. $TSLA, $MSFT, $NFLX

The Nasdaq Selling Has Commenced
Moon Kil Woong 7/13/2020 10:05:11 PM

Sell high PE stocks with slowing growth. Buy lower growth stocks with continuing growth. Sell #Netflix buy #Google. Sell #Tesla buy #Microsoft. Sell #REITs buy #Xilinx, etc. The trend is likely not going to be your friend. Buy real stories, do your research. $XLNX $GOOGL $NFLX $TSLA $MSFT

The Stock Market’s Heartless Optimism
Carol W 5/1/2020 7:11:34 AM

"If earnings come in as expected next year – admittedly still a big “if” since revisions continue to be down – stocks are cheap. " Revised? They're all PULLING guidance, As for cheap you must be talking about the garbage energy stocks you own. "$ZM $MSFT $NFLX and $AAPL are NOT cheap.

Why I Watch This Master Investor Like a Hawk
James Grover 10/4/2019 3:28:48 AM

#Google is listed as early investor, but so are #Alibaba, #Microsoft, and #Amazon. Not sure how much Google really owns, especially when prospectus says that we may compete with these same cos. Looks like NET has closer ties with Alibaba, so my impression is they aren't that connected with Google as much as article implies!

$GOOG $GOOGL, $BABA $MSFT $AMZN

Oracle Joins Hands With Microsoft To Take On Amazon
Black Widow 6/30/2019 12:22:23 PM

I'm not so sure @[Alpha Stockman](user:4828). I think that $MSFT and $ORCL together could beat $AMZN.

Oracle Joins Hands With Microsoft To Take On Amazon
Alpha Stockman 6/30/2019 12:20:06 PM

#Oracle figured out that they will never be able to compete with #Amazon unless they get #Microsoft on their side. $AMZN is simply smiling at them and telling them :"May the Jedi Force be with you!!!" $AMZN has the JEDI contract in the bag and everyone else is left in the dust. $MSFT $AMZN $ORCL

Upwork: Substantial Upside Opportunity In Workforce Mobility
Alpha Insights 3/21/2019 7:00:15 PM

When $UPWK debuted back in October of last year, the shares were oversubscribed by a factor of 20x. A colleague of mine noted that "nearly every investor that met with the company on the roadshow put in an order". They are a first mover and the market opportunity is estimated to be around $560 BILLION.

One potential catalyst for the share price which has fallen off the radar since the December swoon, is their partnership with $MSFT. On Dec 7, #Microsoft announced a partnership with UPWK to launch the Microsoft 365 freelance Toolkit. "The toolkit is an integrated workforce collaboration solution that helps enterprises work with freelancers at scale and is powered by Microsoft 365 and Upwork Enterprise". This move was very much inspired by Microsoft's own initiative to embrace a flexible talent model. Microsoft launched an internal pilot program to give employees access to flexible, freelance talent. Within the past year, Microsoft completed over 2100 projects on Upwork. These projects included writing, research, video editing, translation, design and data science. This level of integration is reminiscent of the early partnership between Microsoft and LinkedIn before Microsoft acquired them.

The market opportunity for #Upwork is huge, expanding and mostly untapped. So where are the analysts? This has a great deal to do with how the investment banking model works and a little known sell-side strategy called "momentum ignition". This involves a (possibly coordinated) series of "beat and raise" actions by sell-side analysts intended to trigger a mark-up phase in the stock price following a period of accumulation for their institutional client's books. To accumulate shares, the stock needs to have unrestricted float. Their post-IPO restriction period has not ended yet. Contrary to popular belief, stocks don't necessarily go down when the IPO restriction ends.

UPWK becomes an extremely juicy takeover candidate for a company like MSFT as the latter is positioning itself to dominate the B.I. and workforce productivity markets.

The rate at which companies are shifting towards a flexible workforce is accelerating and we are in the early stages of a systemic shift that will see flexible workforce models becoming the norm.

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