U.S. CPI ahead, legal win for Microsoft-Activision deal - what's moving markets
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- Wall St indexes advance with boost from chips, Iran optimism
- Intel soars after Trump says Apple agreed to work with chipmaker on US production
- Apple CEO warns price hikes 'unavoidable' as chip costs bite - WSJ
- Wall Street scrambles to lift Micron price targets ahead of earnings
- SanDisk and Micron surge as Apple confirms memory price pass-through
- Zelenskiy: best guarantee of Europe's future is fast-track EU membership for Ukraine
- Needham Starts NeoVolta (NEOV) at Buy
- CoreWeave trains DeepSeek-V3 in two minutes in MLPerf benchmark
- Companies to add 40 million barrels of oil to US SPR after Iran war ends, energy secretary says
- China makes small dent in deflation battle as supply-demand imbalance persists
Keybanc Positive on Microsoft (MSFT) (yesterday)
July 12, 2023 11:15 AM EDTMicrosoft (NASDAQ: MSFT)
The analyst comments "Today Microsoft announced the release of Entra Internet Access and Entra Private Access, effectively expanding into network security with SSE (Secure Service Edge), setting Microsoft up to more directly compete with PANW, ZS, NET, and... More
Microsoft (MSFT) the 'outright leader in cloud/IaaS' - Wells Fargo
July 12, 2023 8:24 AM EDTWells Fargo analyst Michael Turrin told investors in a note Wednesday that Microsoft (NASDAQ: MSFT) partners believe the tech giant is "the outright leader in cloud/IaaS."
"Partners remain upbeat," said Turrin. "Partners indicated that we're now through the bulk of the major cost-saving optimizations and expect moderating model impact from herethough acknowledging... More
