|Day Low/High||146.06 / 147.57|
|52 Wk Low/High||93.96 / 146.42|
The tech giant stands ready to make further upside gains, according to the charts and indicators.
Defense stocks offer both downside protection and potential upside.
OPEC forecasts declining demand for OPEC oil, not a decline in global demand. That distinction is key.
Softbank's founder Masayoshi Son had established a reputation for perceptive decision-making on tech investments. Has the firm lost its way?
With the help of a swelling R&D budget, Microsoft has been investing a lot lately in offerings that connect or integrate key products and services.
Stemline Therapeutics and Entercom Communications seem to have stabilized after notable declines late in the summer.
During a talk with TheStreet, long-time Smartsheet CEO Mark Mader argued his firm's workflow automation platform still has a lot of headroom to displace manual business processes.
If you are looking for the pain in this exuberant market it is in the names classified as technology plays with market caps between $5 billion and $100 billion.
A good third quarter is overshadowed by ugly guidance for the fourth quarter and beyond.
This firm is operating at a level many thought that it would never see again.
AMD delivered another quarter of strong growth for its PC and server CPU businesses. However, weak game console demand ahead of next year's console launches is a near-term headwind.
This is one name that I would not write puts on even though the premiums are attractive.
The value of Microsoft's JEDI Win goes beyond its direct financial impact.
The stocks of many companies anticipated a more stringent series of tariffs and we didn't get them.
* The next 6-9 months could be challenging for Amazon and Google - with upside/downside generally in balance * After the 2020 election the two stocks could move much higher over the next few years After the cloud business loss (government contract) ...
This continues to be very good price action but obviously it is becoming extended and there are some major technical hurdles.
The odds of a Fed December rate cut are now very low. I think the marketplace handles that just fine, as long as the statement with this week's expected cut does not sound too tough, or too cautious.
Intel suggests the recent slowdown it's seen in demand from cloud clients is ending, and Amazon's latest capital spending numbers support this claim.
* Though guidance was weaker than expected, Amazon is putting more distance between it and its competitors * I continue to expect a "hockey stick" improvement in profits and cash flow two years out * After slashing my position at much higher prices ...
Most important is that the Fed felt the need earlier this week to expand it's minimum offering for overnight repo operations, while also increasing the 14 day repos.
On the biggest day for earnings reports in the S&P let me give you my scorecard to date so you know which pile your stocks might land in.
In the market cap bracket between $5 billion and $100 billion sit some of the most egregiously overvalued, economically inefficient bubble stocks in this peaking market.
CEO Satya Nadella has this firm executing on all cylinders.
The software giant's shares have been in a sideways consolidation pattern, but a strong post-earnings finish to the month could be the push they need to forge higher.
"Just one more thing." -- Lt. Columbo I took a small trading short rental in Microsoft after the earnings beat. It may have not been enough. I will be out of the trade by tomorrow.
The Defense Department's potential $10 billion award for their cloud computing contract is a never ending saga with Microsoft and Amazon as finalists.