Microsoft Corporation (MSFT)

207.82
NASDAQ
Prev Close 203.19
Day Low/High 202.54 / 209.04
52 Wk Low/High 132.52 / 232.86
Exchange NASDAQ
Shares Outstanding 7567.65B
Market Cap 1537.67B
P/E Ratio 35.28
Div & Yield N.A. (N.A)

The Haves vs. the Have Nots

The investment performance differential between the haves ( , FANG and Other Tech) vs. the have nots (value) continues to move towards historic wides. Predicting a pivot has proven impossible thus far. Buy anyone who can forecast the "eventual" infl...

Follow the Market's Bouncing Ball

* Because we might be on the eve of destruction * But, first, we might have another speculative blowoff to the upside * I still remain net long with my eyes on the red tickets Yeah, my blood's so mad, feels like coagulatin', I'm sittin' here, just c...

Wild Night With Navarro, Nasdaq vs. S&P, Strat-O-Matic, in Praise of Walmart

Wild Night With Navarro, Nasdaq vs. S&P, Strat-O-Matic, in Praise of Walmart

Are equity markets still in a confirmed uptrend? It depends on which index you look at.

Apple's WWDC Chip and Software Announcements: 6 Key Takeaways

Apple's WWDC Chip and Software Announcements: 6 Key Takeaways

Along with its anticipated plans to migrate away from Intel's PC CPUs, Apple revealed a number of UI and feature improvements for its operating systems and apps.

I'm Anticipating Further Market Weakness - But I'm Not Yet Positioned For It!

* The Nasdaq strength has masked a decline in the S&P Index * On a very short term basis the bias for most stocks has been lower, not higher * Nonetheless, the abrupt "kick saves" from swift overnight and intraday drops have been noteworthy We can d...

Jim Cramer: 20 Stocks That Are Emblematic of What's Driving the Market

Jim Cramer: 20 Stocks That Are Emblematic of What's Driving the Market

This list is not a buy list but a list of stocks that have been brought to new heights.

Software High-Flyers Continue Taking Share from the Likes of Oracle and IBM

Software High-Flyers Continue Taking Share from the Likes of Oracle and IBM

Wall Street is richly rewarding software firms it sees as long-term share-gainers within large addressable markets.

Mastercard, Amazon and the Digitization of Money

Mastercard, Amazon and the Digitization of Money

Is this a big deal? It may just be. Here's how I'd trade both.

The Fed

* An ideal short selling entry point lies ahead There was an over reaction - that continues this morning in the futures market - to the Fed's purchase of corporate bonds which was previously explicitly announced. There was no new money announced, ju...

R&D Scale Can Be an Overlooked Competitive Edge for Tech Leaders

R&D Scale Can Be an Overlooked Competitive Edge for Tech Leaders

AWS, Google Search and Nvidia each show how a market leader's unmatched R&D budget can make it tough to dislodge.

Hong Kong's TANJ Foursome of Stocks to Rival U.S.'s FANGs

Hong Kong's TANJ Foursome of Stocks to Rival U.S.'s FANGs

Hong Kong will have its own tech quartet as of next Thursday; Asian shares don't have the same euphoria as U.S. stocks (yet), and that's a good thing.

Pandemic Spreads, Fed Heroes, Trading Thoughts

Pandemic Spreads, Fed Heroes, Trading Thoughts

There is a risk-off theme to the market as news comes in of rising Covid-19 cases in some states, while the Fed has been a ray of light during this crisis.

As This Market Digests the News, Traders Might Get Heartburn

As This Market Digests the News, Traders Might Get Heartburn

As the Fed updated and money rotated into growth names, the Dow was down and the Nasdaq up -- and neither bears nor bulls got any real clarity.

How Traders Can Play an Overpriced Nasdaq 100

How Traders Can Play an Overpriced Nasdaq 100

If you believe in a 'V' recovery, it becomes hard to like what's been going on for two days.

Today's Market Is Worse Than Meets the Eye

* The market's leadership is particularly narrow The market is doing its best to confuse everyone. After two days of an upward breadth thrust - we have reverted to a 4-1 negative imbalance of declining issues over advancing issues. More importantly ...

Jim Cramer: Embrace the Power of FAANG and Friends

Jim Cramer: Embrace the Power of FAANG and Friends

Let's look at what's responsible for the incredible rally in the Nasdaq, because it's much more indicative of what's really going on in this market than the endless run in hospitality and travel.

Why Investing in Slack Still WORKs

Why Investing in Slack Still WORKs

Zoom's earnings report had a negative impact on Slack.

Break Up Amazon? What Would That Mean?

Break Up Amazon? What Would That Mean?

I don't expect a break up to be announced anytime soon. If that were to happen, I'll add at least $300 to my target price. No joke.

Invest Like Wayne Gretzky Played Hockey: Stay One Step Ahead

Invest Like Wayne Gretzky Played Hockey: Stay One Step Ahead

Profit from 'the changing of the guard' by seeing where things are going, not where they are right now.

Zoom's Stunning Growth Shows How Getting the Details Right Can Pay Off

Zoom's Stunning Growth Shows How Getting the Details Right Can Pay Off

Limited switching costs and competition from deep-pocketed tech giants haven't stopped Zoom from significantly outpacing rivals.

Jim Cramer: Zoom Video's Time Has Come

Jim Cramer: Zoom Video's Time Has Come

Where can Zoom go? Higher ... and then higher still.

Here's When I'd Adjust My Position Size in Microsoft

Here's When I'd Adjust My Position Size in Microsoft

We've had quite a run, and I hate to violate net basis, which is a long, long way off.

Some Late Day Takeaways

* Market breadth has been shrinking all afternoon (at 3pm less than 100 more advancers over decliners). * Oil up a beaner to $23.72/barrel. * Gold down small. * Bond yields +2 basis points. * and FAANG experiencing some strength - but not impressive...

Revenge of the Nerds... Or Revenge of the Turds? (Part Deux)

Several weeks ago I highlighted the risks associated with heavily ETF weighted and "over owned" and FAANG and, by contrast, the investment opportunities in value. As I wrote yesterday, how a money manager plays the great rotation and pivot out of gr...

Revenge of the Nerds... or Revenge of the Turds?

"Those nerds are a threat to our way of life." - Stan Gable (Alpha Betas' fraternity star quarterback)  Revenge of the Nerds was a movie released in 1984 that chronicles a group of nerds (led by best friends and computer science majors, Lewis Skolni...

Average Joe Has One Up on the Smart Money, but for How Long?

Average Joe Has One Up on the Smart Money, but for How Long?

Retail investors have been outperforming hedge fund managers and institutions, though the verdict is still out on whether the party will last.

4 Noteworthy Things Shared By Microsoft, Anaplan and Other Software Firms

4 Noteworthy Things Shared By Microsoft, Anaplan and Other Software Firms

Microsoft is seeing higher demand for Azure services that provide cloud resources for remote workers, while Palo Alto Networks and Dropbox have seen trial subscriptions jump.

I'm Pivoting Sharply From Growth to Value

* Banks +8% as growth is in the red on the day * Given the overweighting in portfolios, exchange-traded funds and jndexes of Microsoft and FAANG stocks -- a relatively small disintermediation could fuel banks and other value names.  * Sell in May an...

This Is the Time

"Don't be obsessed with your desires Danny. The Zen philosopher, Basho, once wrote, 'A flute with no holes, is not a flute... A donut with no hole is a Danish." - Ty Webb, Caddyshack This is the time in the market's rally when FOMO replaces FEAR and...

The Pivot From Growth to Value

* I am watching closely for a change in leadership and a pivot from growth to value * A skeptical view of a bifurcated market led by a handful of high growth stocks (FAANG plus MSFT) that have done the market's heavy lifting * Reviewing the attribut...