The last time I wrote about Microsoft (NASDAQ: MSFT ), in August 2024, I initiated coverage of the company and analysed the key takeaways from the company’s fourth quarter report. I had a HOLDAssociate Professor in Finance and Corporate Governance at Brunel University London. I am also a CFA charterholder. In addition, I hold a PhD in Finance from University of Durham, U.K. I have six years of investing experience in the Indian and US equities with a medium to long-term horizon. I also actively research on ...

In my Q1 earnings preview analysis of Microsoft (NASDAQ: MSFT ), I outlined a 12-month price target of $480. Since that analysis, the stock has declined by approximately 1.8% in price—though this will be of little concern to long-term investorsOliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting ...

文章核心观点 - Microsoft公司Q1财年2025年业绩强劲,超出市场预期,收入和利润均有所增长 [1] - Microsoft的商业动力得到支撑,主要得益于云计算和人工智能服务的强劲需求,以及公司严格的成本控制措施 [1] - 然而,进入Q2财年2025年,Microsoft面临一些挑战 [1] 公司业绩 - Microsoft Q1财年2025年收入和利润均超出市场预期 [1] - Microsoft的商业动力得到支撑,主要得益于云计算和人工智能服务的强劲需求 [1] - Microsoft采取了严格的成本控制措施,提升了公司的盈利能力 [1] 行业挑战 - 进入Q2财年2025年,Microsoft面临一些挑战 [1]

文章核心观点 - 公司专注于基础业务,有望取得良好表现 [1] - 公司投资组合在市场波动中表现出色,避免了大幅亏损 [3] - 公司提供的投资方法可帮助投资者战胜大盘 [2] 公司概况 - 公司是一家投资银行,拥有10年从业经验 [1] - 公司专注于行业和公司研究,擅长解读各类信息,发现投资机会和风险 [1] 投资组合表现 - 公司投资组合在2007-2009年金融危机期间最大回撤仅为-27%,远好于大盘-51%的回撤 [3] - 公司投资组合在2020年1-3月、2021年9-10月等市场大幅波动期间也表现出色,避免了大幅亏损 [3] 投资方法 - 公司提供的投资方法可帮助投资者战胜大盘收益 [2] - 该方法经过验证,可在市场极端波动中保护投资组合 [2][3]

Tevogen Bio begins pre-clinical effort for TVGN 920, signaling the start of its oncology treatment pipeline.Tevogen Bio created a data set containing known proteins in the HPV genome to identify targets, accelerating the pre-clinical process.5.5 million women per year have HPV 16/18; of these 200,000 women per year are diagnosed with high grade dysplasia. WARREN, N.J., Nov. 05, 2024 (GLOBE NEWSWIRE) -- Tevogen Bio (“Tevogen” or “Tevogen Bio Holdings Inc.”) (Nasdaq: TVGN), a clinical-stage specialty immunoth ...

Microsoft's high-margin cloud business continues to shine.Microsoft (MSFT -0.47%) fell 6.1% on Thursday, its worst session since Oct. 26, 2022, when the tech giant slipped 7.7%. Even after gaining 1% on Friday, Microsoft is up less than 8% year to date (YTD), heavily underperforming the S&P 500's 20.1% YTD gain.Here's why Microsoft's stellar results weren't enough to impress investors but why the growth stock could still be worth buying. A blowout quarterCompared to same period last fiscal year, Microsoft g ...

文章核心观点 - 微软联合创始人比尔·盖茨通过其基金会信托基金持有23只股票 [2] - 盖茨最近减持了价值约2亿美元的生态实验室(Ecolab)股票 [2][4] - 尽管如此,盖茨仍持有3038万股Ecolab股票,是该公司的大股东 [5] 关于Ecolab - Ecolab第三季度收益略超预期,但收入略低于预期 [4] - Ecolab全年每股收益指引上调 [4] - 分析师对Ecolab整体持乐观态度,给予"买入"评级,平均目标价278.68美元 [7][8][9] - 目前看来,盖茨减持Ecolab股票可能只是获利了结,而非对公司前景的担忧 [6]

Recent comments made by two of Nvidia's biggest customers could be viewed as yellow flags.In the late 19th century, coal miners began bringing canaries when they descended into the mines. If the canary became distressed or died, it was an early warning sign that dangerous levels of carbon monoxide were present. Investors today don't have anything as simple to use in detecting problems for companies as canaries in the coal mine. However, paying close attention to comments made in the quarterly earnings calls ...

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Sam Altman-led OpenAI is in early talks with the California attorney general’s office to change its corporate structure in a bid to become a for-profit business, Bloomberg News reported on Monday, citing two people familiar with the matter.OpenAI and a representative for the California Attorney General did not immediately respond to Reuters’ requests for comment.A shift to being a for-profit company would mark a drastic reversal in governance structure for the AI pioneer, which was founded in 2015 as a non- ...