News 
Market Data 
Discover
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Microsoft $MSFT Just Reported Earnings:
By: Evan | July 30, 2024
• MICROSOFT $MSFT JUST REPORTED EARNINGS
EPS of $2.95 beating expectations of $2.94
Revenue of $64.7B beating expectations of $64.4B
Microsoft $MSFT brought in a total of $245.1 Billion of Revenue of in its Fiscal Year 2024 up 16% YoY
Read Full Story »»»
DiscoverGold
$MSFT trades at quite a large premium to the NASDAQ 100, will earnings this week continue to justify that?
By: Markets & Mayhem | July 30, 2024
• $MSFT trades at quite a large premium to the NASDAQ 100, will earnings this week continue to justify that? It depends a lot on Microsoft's cloud growth.
Read Full Story »»»
DiscoverGold
Microsoft $MSFT Right on cue
By: TrendSpider | July 27, 2024
• $MSFT Right on cue.
Read Full Story »»»
DiscoverGold
$MSFT Large $4 Million OTM Call. They are very bullish on Microsoft
By: Cheddar Flow | July 25, 2024
• $MSFT Large $4M OTM Call
This whale bought these contracts to open (Vol>OI) and the transaction was executed above the ask
They are very bullish on Microsoft
Read Full Story »»»
DiscoverGold
OpenAI enters Google-dominated search market with SearchGPT
By: Reuters | July 25, 2024
OpenAI said on Thursday it is selectively rolling out SearchGPT, an artificial intelligence-powered search engine with real time access to the information from the internet.
The move puts the Microsoft-backed startup in direct competition with Google, the dominant search engine in the market.
Following OpenAI's announcement, shares of Google's parent company, Alphabet fell 2% after OpenAI's announcement.
OpenAI said it has opened sign-ups for the new tool, which is currently in the prototype stage and is being tested with a small group of users and publishers.
In a blog post, OpenAI said SearchGPT will provide summarized search results with source links in response to user queries. They will also be able to ask follow-up questions and receive contextual responses.
The company also said it will be integrating the best features of SearchGPT directly into ChatGPT in the future.
Major search engines have been trying to integrate AI into search since ChatGPT first launched in November 2022. OpenAI’s biggest backer, Microsoft, has AI-powered Bing search, while Google rolled out AI-powered summaries for the wider public at its developer conference in May.
Reuters had earlier reported on OpenAI's plans around AI search in May.
Read Full Story »»»
DiscoverGold
$MSFT Going to hit the craziest revert. We've already had a significant bounce of the neckline and we're ranging to scream higher off oversold conditions
By: fattigainz | July 21, 2024
• $MSFT $SPY
Going to hit the craziest revert. We've already had a significant bounce of the neckline and we're ranging to scream higher off oversold conditions. RSI is shaping up as it is for many others and the instances where you want to compare previous readings tell the same.
Read Full Story »»»
DiscoverGold
Microsoft (MSFT) Price Prediction and Forecast
By: 24/7 Wall Street | July 17, 2024
Everyone knows Microsoft (NASDAQ: MSFT) and its best known products, including Windows operating system, Microsoft 365 suite of productivity apps but its growing cloud computing platform, Azure is the future of the company.
Microsoft stock has been a millionaire maker for decades, with a stock split adjusted IPO price of $0.14, which means at today’s stock price of $454.40, the stock is up 453,600%. That would have turned a $1000 investment at Microsoft’s IPO into $4.53 million today.
As one of the most valuable companies in the world, the only thing investors focus on is what the stock will do over the coming years. Wall Street analysts only go as far as 1 year out when giving a stock prediction. But long term investors want to know where Microsoft might be several years down the road.
24/7 Wall Street aims to give you our assumptions on the stock and provide our insights around the numbers coming from Microsoft and which markets the company is operating in that are most exciting to us.
• If you’re looking for an AI stock early in the AI growth cycle, grab a complimentary copy of our “The Next NVIDIA” report. It has a software stock that could ride dominance in AI to returns of 10X or more.
* * *
Microsoft Share Price Estimates 2025-2030
Read Full Story »»»
DiscoverGold
Microsoft $MSFT Large opening $33 Million put order on the ask
By: Cheddar Flow | July 16, 2024
• $MSFT Large opening $33M put order on the ask
Size is greater then open interest, therefore we are assuming the trader is opening the position
Read Full Story »»»
DiscoverGold
Bought July 26th weekly 465 call options today, for the earnings July 23rd
$MSFT Again 21D big spot on this one as well. 445 next support under that
By: Options Mike | July 14, 2024
• $MSFT Again 21D big spot on this one as well.
445 next support under that.
Read Full Story »»»
DiscoverGold
Microsoft $MSFT Watch for dips to the 8D or flags now
By: Options Mike | July 7, 2024
• $MSFT Watch for dips to the 8D or flags now
Read Full Story »»»
DiscoverGold
MSFT new 52 week high
$MSFT Kissing the ATH..
By: Options Mike | June 23, 2024
• $MSFT Kissing the ATH..
When in doubt.. $MSFT $GOOGL $AMZN etc...
8D holding
Read Full Story »»»
DiscoverGold
The 15 Most Held Stocks by Hedge Funds - Microsoft $MSFT is #1
By: Barchart | June 23, 2024
• The 15 Most Held Stocks by Hedge Funds - Microsoft $MSFT is #1.
Read Full Story »»»
DiscoverGold
Microsoft $MSFT and Walmart $WMT are among this week's most overbought stocks
By: Barchart | June 22, 2024
• Microsoft $MSFT and Walmart $WMT are among this week's most overbought stocks.
Read Full Story »»»
DiscoverGold
$MSFT First weekly bull MACD cross since November of last year
By: TrendSpider | June 21, 2024
• First weekly bull MACD cross since November of last year. $MSFT
Read Full Story »»»
DiscoverGold
Look at the 5yr CHART. MSFT will keep on running NORTH!!!! MARK IT.
Building Reports: https://tradingeconomics.com/calendar
Microsoft Rally in Trouble
By: 24/7 Wall St. | June 17, 2024
• Microsoft Corp.’s (NASDAQ: MSFT) perceived lead in artificial intelligence may be slipping away.
Among the largest tech companies, Microsoft Corp. (NASDAQ: MSFT) has been viewed as the artificial intelligence (AI) leader because of its huge investment in OpenAI, totaling $15 billion over the past two years. This lets it flank rivals, particularly Alphabet, Amazon, and Apple. However, its stock price has stumbled in the past few months. It is now up 17% year to date, compared to an increase of 13% in the S&P 500. Amazon.com Inc. (NASDAQ: AMZN) is up 20% and Alphabet Inc. (NASDAQ: GOOGL) by 27%.
Microsoft’s primary trouble is its attempt to productize its AI advantage. Some of its work has caused privacy concerns. Image generation results have been weaker than expectations. Copyright legal challenges could be a long-term concern. The company pulled its AI Recall products. CNBC reported, “Industry experts have expressed concern over the potential for hackers to develop tools that can retrieve user information.”
In short, Microsoft’s head start, created by its early push into AI, has started to vanish.
Google’s AI products seem more mundane than Microsoft’s. However, they work. Google’s AI products focus on daily tasks. This included enhanced search results, text and speech translation, speech recognition convertible to text, and image enhancement. The most important of these short term may be better search results since search is a huge part of Google’s revenue.
Microsoft’s lead was supposed to leave Apple in the dust. The iPhone maker did not release any major iOS or hardware products based on AI—until last week. That impressed the market, and Apple Inc. (NASDAQ: AAPL) shares reached an all-time high.
Investors may think that Microsoft let its AI advantages slip away.
Read Full Story »»»
DiscoverGold
Microsoft $MSFT Leaders gonna lead
By: TrendSpider | June 16, 2024
• Leaders gonna lead. $MSFT
Read Full Story »»»
DiscoverGold
Microsoft $MSFT Mother-of-all hammer candles off Y2D VWAP on big volume
By: TrendSpider | June 2, 2024
• Mother-of-all hammer candles off Y2D VWAP on big volume. $MSFT
Read Full Story »»»
DiscoverGold
$MSFT $1.1 Million Dip-Buyer Detected
By: Cheddar Flow | May 31, 2024
• $MSFT $1.1M Dip-Buyer Detected
They bought super far OTM calls and the order was executed above the ask
Read Full Story »»»
DiscoverGold
$MSFT The failure to close above all-time highs was telling
By: TrendSpider | May 30, 2024
• $MSFT The failure to close above all-time highs was telling.
Read Full Story »»»
DiscoverGold
$MSFT An absolute cash cow
By: TrendSpider | May 29, 2024
• An absolute cash cow. $MSFT.
Read Full Story »»»
DiscoverGold
Microsoft Insider Trading Alert: Chief Communication Officer Judson Althoff sold 25,000 $MSFT shares for a total value of $10.6 million
By: Barchart | May 28, 2024
• Microsoft Insider Trading Alert
Chief Communication Officer Judson Althoff sold 25,000 $MSFT shares for a total value of $10.6 million.
Read Full Story »»»
DiscoverGold
Microsoft $MSFT Huge $770 Million Dark Pool Print
By: Cheddar Flow | May 22, 2024
• $MSFT Huge $770M Dark Pool Print
Read Full Story »»»
DiscoverGold
Microsoft debuts 'Copilot+' PCs with AI features
By: Reuters | May 20, 2024
Microsoft MSFT on Monday debuted a new category of personal computers with AI features as it rushes to build the emerging technology into products across its business and compete with Alphabet GOOG and Apple AAPL.
At an event on its campus in Redmond, Washington, Chief Executive Satya Nadella introduced what Microsoft calls "Copilot+" PCs, saying that it and a range of manufacturers would sell them, including Acer 2353 and Asustek Computer 2357.
Microsoft launched the laptops as its shares trade near record highs following a Wall Street rally driven by expectations that AI will fuel strong profit growth for the company and its Big Tech rivals.
Able to handle more artificial-intelligence tasks without calling on cloud data centers, the new computers will start at $1,000 and begin shipping on June 18.
Microsoft showed a feature called "Recall," which will help users find files and other data that they have seen on their PC, even if it was a tab opened in a Web browser. The company also demonstrated its Copilot voice assistant acting as a real-time virtual coach to a user playing the "Minecraft" video game.
Yusuf Mehdi, who heads up consumer marketing for Microsoft, said the company expects that 50 million AI PCs will be purchased over the next year. At the press event, he said faster AI assistants that run directly on a PC will be "the most compelling reason to upgrade your PC in a long time."
Global PC shipments dipped about 15% to 242 million last year, according to research firm Gartner, which suggests Microsoft expects the new category of computers to account for around one-fifth of all PCs sold.
"People just need to be convinced that the device experience alone justifies this entirely new category of Copilot+ machines,” said analyst Ben Bajarin of Creative Strategies.
Microsoft's new "Copilot+" computer marketing category that highlights AI features is reminiscent of the "Ultrabook" category of thin-form Windows laptops that Intel promoted with PC manufacturers in 2011 to compete against Apple's MacBook Air.
Microsoft executives also said that GPT-4o, the latest technology from ChatGPT maker OpenAI, will "soon" be available as part of Microsoft Copilot.
Microsoft also introduced a new generation of its own Surface Pro tablet and Surface Laptop that feature Qualcomm QCOM chips based on Arm Holdings' ARM, ARM architecture. The company also introduced a technology called Prism that will help software written for Intel and AMD chips run on chips made with Arm technology.
Microsoft showed its new devices in action against an Apple device, showing photo editing software from Adobe ADBE running faster on the Microsoft device. Apple earlier this month showed a new AI-focused chip that analysts expect to be used in future laptops.
After Intel's processors dominated the PC market for decades, Qualcomm and other makers of lower-power Arm components have tried to compete in the Windows-PC market.
The Qualcomm Snapdragon X Elite chips include a so-called neural processing unit that is designed to accelerate AI-focused applications, such as Microsoft's Copilot software.
Microsoft held the product event a day before the start of its annual developer conference.
Microsoft aims to extend its early advantage in the race to produce AI tools that consumers are willing to pay for. Its partnership with OpenAI allowed it to jump ahead of Alphabet as other Big Tech companies race to dominate the emerging field.
Last week, OpenAI and Alphabet's Google showcased dueling AI technologies that can respond via voice in real time and be interrupted, both hallmarks of realistic voice conversations that AI voice assistants have found challenging. Google also announced it was rolling out several generative AI features to its lucrative search engine.
The PC industry has been under increasing pressure from Apple since the company launched its custom chips based on designs from Arm and ditched Intel's processors. The Apple-designed processors have given Mac computers superior battery life and speedier performance than rivals' chips that use more energy.
Microsoft tapped Qualcomm to lead the effort to move the Windows operating system to Arm's chip designs in 2016. Qualcomm has exclusivity on Microsoft Windows devices that expires this year. Other chip designers such as Nvidia NVDA have efforts under way to make their own Arm-based PC chips, Reuters has previously reported.
Read Full Story »»»
DiscoverGold
Missed Out on Nvidia's Run-Up? My Best Artificial Intelligence (AI) Stock to Buy and Hold
By: The Motley Fool | May 18, 2024
KEY POINTS
• Nvidia stock has become expensive following its tremendous run on the stock market in the past year.
• Microsoft is trading at a relatively attractive valuation, especially considering that its growth could accelerate thanks to AI.
• Microsoft has multiple AI-related catalysts that could help it beat analysts' expectations in the long run and deliver impressive stock price gains.
Investors looking for an alternative to Nvidia can consider buying this AI stock before it soars higher.
Nvidia (NVDA) has been one of the hottest stocks on the market in recent months, and that's not surprising, as the company has played a critical role in the artificial intelligence (AI) revolution.
Companies in the race to develop and deploy AI applications have been turning to Nvidia's graphics processing units (GPUs) to utilize the parallel computational power of its chips so that they can train large language models (LLMs) such as ChatGPT. As it turns out, the demand for Nvidia's GPUs has been so strong that the company has been finding it difficult to meet the end-market demand, leading to long waiting periods.
The good news is that Nvidia has been boosting its production capacity, and that explains why it is expected to deliver another year of solid growth in fiscal 2025 (which has just begun). Its top line is expected to grow nearly 84% this fiscal year to $112 billion, while the bottom line is expected to jump 91% to $24.87 per share. All this explains why investors have been piling into Nvidia stock, which has already gained more than 82% in 2024.
Nvidia looks well placed to justify its expensive trailing earnings multiple of 75, considering the potential growth it could deliver. The sharp increase in its earnings going forward is evident from a much lower forward price-to-earnings ratio of 37. However, investors who have missed Nvidia's terrific run-up and are wary of paying a rich earnings multiple can consider taking a closer look at Microsoft (MSFT -0.18%).
Just like Nvidia, Microsoft is also a key player in the AI market, and it can be bought at a reasonable valuation right now. Here's why savvy investors should consider doing that right away.
Microsoft stock is attractively valued, and AI is positively impacting its growth
Shares of Microsoft have gained only 10% so far this year. This explains why the stock can still be bought at a relatively reasonable earnings multiple of about 35, which is much lower than Nvidia's multiple. Microsoft's forward earnings multiple of 31 also represents a discount to that of Nvidia.
Of course, Microsoft isn't growing as rapidly as Nvidia, but it has been consistently beating Wall Street's earnings expectations in recent quarters, and its growth has been accelerating.
For instance, in the third quarter of fiscal 2024 (which ended on March 31), Microsoft's revenue increased 17% year over year to $61.9 billion. That was a nice acceleration over the 7% revenue growth the company clocked in the same period last year.
Additionally, Microsoft's earnings growth also improved to 20% year over year in the previous quarter, from 10% in the year-ago period. AI is playing a key role in this acceleration, as Microsoft management noted on the latest earnings conference call. CEO Satya Nadella remarked that the company's Azure cloud platform "took share as customers use our platforms and tools to build their own AI solutions."
More specifically, AI drove 7 percentage points worth of growth for Microsoft's Azure cloud business last quarter out of the segment's year-over-year growth of 31%. The growth could have been stronger had Microsoft been able to meet all the AI-related demand for cloud services, but the company said that demand has been higher than supply.
This explains why Microsoft has been ramping up its spending on cloud AI infrastructure across the globe in countries such as Japan, France, Indonesia, Malaysia, and the U.S. Even better, recent reports indicate that the tech giant could spend $100 billion on building a generative AI supercomputer through 2028. As such, Microsoft is setting itself up to make the most of the booming demand for cloud AI services in the long run.
According to a third-party estimate, the cloud AI market was worth an estimated $43 billion in 2022. The market is expected to post 36% annual growth through 2032 and generate a whopping $887 billion in annual revenue. Microsoft has generated just over $100 billion in revenue from its Intelligent Cloud division business in the past year, and the incremental growth opportunity in the cloud AI market indicates that it has a lot of room to grow in this space.
Throw in the potential AI-related gains that Microsoft could achieve in the AI-enabled personal computer and workplace productivity markets, and it won't be surprising to see the company's growth accelerating further in the long run.
Robust earnings growth points toward a healthy stock price upside
Analysts are expecting Microsoft's earnings to increase at an annual rate of 16% over the next five years, which would be a slowdown compared to its 20% annual earnings growth in the past five years. However, observers have already seen that Microsoft's bottom-line growth is accelerating thanks to AI. So, it won't be surprising to see the company's earnings growing at a faster pace in the future.
Assuming Microsoft manages to get an annual earnings growth rate of 25% over the next five years, its earnings could hit $29.93 per share in fiscal 2028 (using fiscal 2023 earnings of $9.81 per share as the base). Multiplying the projected earnings with Microsoft's five-year forward earnings of 29 points toward a stock price of $868 after five years -- a jump of 110% from current levels.
But if the market decides to reward Microsoft with a higher valuation or the company delivers stronger earnings growth, this AI stock could deliver much stronger gains. That's why investors who missed the Nvidia train should consider jumping onto Microsoft stock before it steps on the gas.
Read Full Story »»»
DiscoverGold
The Pentagon is looking at expanding its use of Microsoft $MSFT software across all components starting next month
By: Evan | May 17, 2024
The 🇺🇸 Pentagon is looking at expanding its use of Microsoft $MSFT software across all components starting next month - Axios pic.twitter.com/GXHj7wf2Fk
— Evan (@StockMKTNewz) May 17, 2024
DiscoverGold
$MSFT $4.6 Million OTM Call LEAP Opening Order (Vol > OI) *At the Ask*
By: Cheddar Flow | May 13, 2024
• $MSFT $4.6M OTM Call LEAP
Opening Order (Vol > OI)
*At the Ask*
Read Full Story »»»
DiscoverGold
Economy is fine, stocks will melt up now that we have the all clear from Powell Thursday, and the weak employment report Friday! Holding May 24th 420 calls here!
Microsoft’s $MSFT revenue every Q1 since going public
By: Evan | April 27, 2024
• Microsoft’s $MSFT revenue every Q1 since going public
1986: $50.5M
1987: $98.4M
1988: $161.8M
1989: $197M
1990: $310.9M
1991: $486.9M
1992: $680.9M
1993: $958M
1994: $1.2B
1995: $1.6B
1996: $2.2B
1997: $3.2B
1998: $3.8B
1999: $4.6B
2000: $5.7B
2001: $6.4B
2002: $7.2B
2003: $7.8B
2004: $9.2B
2005: $9.6B
2006: $10.9B
2007: $14.4B
2008: $14.5B
2009: $13.6B
2010: $14.5B
2011: $16.4B
2012: $17.4B
2013: $20.5B
2014: $20.4B
2015: $21.7B
2016: $20.5B
2017: $23.2B
2018: $26.8B
2019: $30.6B
2020: $35B
2021: $41.7B
2022: $49.4B
2023: $52.9B
2024: $61.9B
Read Full Story »»»
DiscoverGold
Good to see you pepe! Tech going back to melt-up mode!!! Reversal weeks on a lot of the high flyers, and MSFT has ISLAND REVERSAL!
Island Reversal Day!!! Tech showing strength again! Correction over!
|
Followers
|
334
|
Posters
|
|
|
Posts (Today)
|
1
|
Posts (Total)
|
6541
|
|
Created
|
09/18/00
|
Type
|
Free
|
| Moderators DiscoverGold | |||
AI
