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Microsoft Stock Could Soar 44% On AI Boom, Analyst Says — But There's A Catch
Monday, June 30, 2025 - 4:35am | 792Microsoft Corp. (NASDAQ:MSFT) continues to solidify its position as a frontrunner in monetizing artificial intelligence (AI), driving substantial gains for investors, explains Nigam Arora as he raises his price target on the Windows maker. What Happened: According to a recent note from the Arora...
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Amazon, Google Not Far Behind, But Dan Ives Says Microsoft 'Clearly Leading' In These Segments — $600 Price Target Is 'Probably' Conservative
Friday, June 27, 2025 - 12:17am | 794On Thursday, Wedbush analyst Dan Ives said that Microsoft Corporation (NASDAQ:MSFT) is outpacing competitors like Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google in the cloud and hyperscaling sectors. What Happened: Ives, who has become more bullish on...
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Alibaba Cloud's Wang Jian Predicts Rapid AI Growth, Highlights Youth, Innovation As Key Drivers
Friday, May 23, 2025 - 10:13am | 477Alibaba Group Holding (NYSE:BABA) Alibaba Cloud Intelligent Group founder Wang Jian said the future of artificial intelligence belongs to young people to solve the most challenging problems, transcending human expectations. During a speech, Want said he expects AI to develop at a pace beyond people...
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Snowflake: What To Know Ahead Of Q1 Earnings Tomorrow
Tuesday, May 20, 2025 - 12:04pm | 329Snowflake Inc (NYSE:SNOW) is gearing up to report its first-quarter results on Wednesday, May 21. Of the 13 datapoints collected on the company ahead of its quarterly results, nine were positive and four cautious, according to Citizens. The Snowflake Analyst: Analyst Patrick Walravens reiterated a...
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Microsoft's $4 Trillion Moment Is Now In Sight: Goldman Sachs
Tuesday, May 20, 2025 - 10:07am | 728Microsoft Corp. (NASDAQ:MSFT) is getting closer to a $4 trillion market cap, with Goldman Sachs lifting its 12-month price target from $480 to $550. The firm cited a growing conviction in the tech giant’s AI-first strategy and expanding enterprise cloud dominance. The stock, currently...
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Snowflake Eyes Q1 Momentum As AI Partnerships Stack Up: Goldman Sachs
Monday, May 19, 2025 - 11:10am | 321Snowflake Inc. (NYSE:SNOW), a cloud-based data storage provider, will report its first-quarter results on Wednesday, May 21. According to Goldman Sachs, Snowflake's fundamentals are strengthening, and the company is likely to report strong quarterly results and guidance. The Snowflake Analyst:...
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Amazon Q1 Earnings: Double Beat, Q2 Guidance, CEO Focuses On Making 'Customers' Lives Easier And Better'
Thursday, May 1, 2025 - 4:25pm | 546Amazon.com Inc (NASDAQ:AMZN) reported first-quarter financial results after market close Thursday. Here are the key highlights. What Happened: Amazon.com reported first-quarter net sales of $155.7 billion, up 9% year-over-year. The net sales beat a Street consensus estimate of $155.04 billion...
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Microsoft Plans To Leverage A 'Malleable Resource' To Thrive In A Recession, Satya Nadella Explains
Thursday, May 1, 2025 - 2:24am | 631On Wednesday, Microsoft Corporation (NASDAQ:MSFT) says its focus on cloud services and customer-centric solutions could help the company not just survive a recession, but grow through it. What Happened: During Microsoft's third-quarter earnings call, CEO Satya Nadella addressed a question about how...
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Nvidia's Revenue Wouldn't Be 'Impacted...At All' If It Didn't Invest In CoreWeave: Analyst Explains Reason Behind Neo Cloud Investments
Wednesday, April 2, 2025 - 8:11am | 1034Nvidia Corp. (NASDAQ:NVDA) has consistently achieved record revenue over the years, and analysts project continued growth. However, its investments in neo cloud companies may impact revenue, according to an analyst. What Happened: This analyst, who was a former public equity investor in Nvidia on...
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Cisco Systems Lands $700M AI Gold Rush Amid Increased Appetite From Tech Giants: 'Build More And We Will Buy More,' Customers Tell CEO
Thursday, February 13, 2025 - 1:58am | 585Cisco Systems Inc. (NASDAQ:CSCO) exceeded analyst expectations for the second quarter that ended on Jan. 25 and raked over $700 million in artificial intelligence orders in the six months. Massive demand from web-scale clients and inference potential were the central themes that are expected to...
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Amazon Analysts Flag Q1 Guidance Concerns, AI Investment Surge: 'Spend Money To Make Money'
Friday, February 7, 2025 - 2:12pm | 1222Amazon.com Inc (NASDAQ:AMZN) analysts weigh the impact of strong fourth-quarter results with weaker-than-expected first-quarter guidance and high CapEx guidance for 2025 after the company's latest financial results. The Amazon Analysts: DA Davidson analyst Gil Luria reiterated a Buy rating on...
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Amazon.com Q4 Earnings: Jassy Highlights 'Successful' Holiday Season, Q1 Guidance Disappoints Investors
Thursday, February 6, 2025 - 5:25pm | 718Amazon.com Inc (NASDAQ:AMZN) reported fourth-quarter financial results after the market close Thursday. Here are the key highlights. What Happened: Amazon.com reported fourth-quarter net sales of $187.8 billion, up 10% year-over-year. The net sales beat a Street consensus estimate of $187.3 billion...
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Amazon.com Q4 Earnings Preview: Analyst Says Could Be 'Upside On Every Metric'
Wednesday, February 5, 2025 - 5:38pm | 803Amazon.com Inc (NASDAQ:AMZN) could provide a look at AI growth, NFL success and how tariffs could impact financial results when the company reports fourth-quarter financial results after market close Thursday. Earnings Estimates: Analysts expect Amazon to report fourth-quarter revenue of $187.3...
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Alphabet Stock 'Should Trade At A Premium': 5 Analysts Highlight AI, CapEx, How Much YouTube Could Be Worth
Wednesday, February 5, 2025 - 3:27pm | 955Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) analysts share thoughts about the company's latest CapEx estimate and provide sum-of-the-parts valuations of how much YouTube could be worth after the company reported a mixed fourth-quarter. The Alphabet Analysts: Morgan Stanley analyst Brian Nowak...
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Alphabet Q4 Earnings Highlights: AI, Cloud, YouTube Momentum Continues, $75 Billion CapEx Guidance Spooks Investors
Tuesday, February 4, 2025 - 5:25pm | 516Tech giant Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) reported fourth-quarter financial results after the market close Tuesday. Here are the key highlights. What Happened: Alphabet announced fourth-quarter total revenue of $96.5 billion, up 12% year-over-year. The revenue total missed a Street...