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This Sector Agnostic Tech ETF Offers a Great Route Into Earnings Results
Etftrends· 2026-01-28 17:14
This Sector Agnostic Tech ETF Offers a Great Route Into Earnings ResultsETF Trends is now VettaFi. Read More --ETFs have all kinds of powerful advantages. As flexible, transparent, easily tradable investment vehicles, they offer investors the opportunity to craft bespoke portfolios with targeted, granular allocations. Walling off funds by sector, however, can sometimes limit their ability to provide returns for investors. In tech, particularly, what the market considers a "tech stock†and what many index ETF ...
Microsoft earnings: Cloud growth and capex numbers in focus for Q2
CNBC· 2026-01-28 17:00
Microsoft CEO Satya Nadella speaks at the World Economic Forum in Davos, Switzerland, on Jan. 20, 2026.Microsoft is set to report fiscal second-quarter results after market close on Wednesday.Here's what analysts polled by LSEG are expecting:Earnings per share: $3.97 adjustedRevenue: $80.27 billionThe consensus implies that analysts project 15% year-over-year revenue growth in the quarter that ended on Dec. 31.Investors will pay careful attention to the rate of growth from Microsoft's Azure cloud infrastruc ...
Azure, CapEx & AI Buildout: MSFT Metrics to Mind Into Earnings
Youtube· 2026-01-28 16:30
We're back on Morning Trade Live. Let's focus on this afternoon's mega cap tech earnings. Here's where Microsoft, Meta, and Tesla are trading this morning ahead of their quarterly reports after the close.We've got Microsoft on the line very much waiting for some direction here. Meta is up 3/10en of a percent and Tesla is up 8/10 of 1% right now. So, a little bit of a mixed picture as we await these report cards.But Microsoft is the focus for us this morning on the morning trades. So, joining us for a closer ...
What Lies Ahead of Mag-7 Earnings? ETFs in Focus
ZACKS· 2026-01-28 16:01
Key Takeaways Mag 7 earnings are likely to rise 16.9% on 16.6% higher revenues, with four members reporting this week.AI positioning is under focus, as MSFT and META ramp up spending, while AAPL faces limited AI visibility.The Mag-7 group trades at a 26% valuation premium to the S&P 500.The Q4 earnings reporting season has accelerated this week, with more than 300 companies scheduled to release results. Among them are 102 S&P 500 constituents, including four members of the “Magnificent 7.” As a group, the M ...
Technology Management Concepts Acquires The TM Group, Building the Microsoft Partner of the Future
Businesswire· 2026-01-28 15:00
LOS ANGELES--(BUSINESS WIRE)--Technology Management Concepts (TMC) announced today that it has acquired The TM Group (TMG), strengthening TMC's Microsoft ERP, CRM, Power Platform and cloud capabilities while expanding its ability to support customers with modern data, automation, and AI solutions. Both firms share a long history of putting customers first and delivering deep ERP and CRM expertise across the Microsoft Applications. By coming together, TMC is expanding its bench and capabilities, incorporatin ...
Jim Cramer is Torn About Microsoft (MSFT)
Yahoo Finance· 2026-01-28 14:52
Company Overview - Microsoft Corporation (NASDAQ:MSFT) is a significant player in the AI software industry and ranks among the largest technology companies globally [2]. Stock Performance - Microsoft shares have increased by 8.2% over the past year and have remained flat year-to-date [2]. Analyst Ratings and Price Targets - Mizuho reduced its share price target for Microsoft from $640 to $620 while maintaining an Outperform rating, citing concerns over AI-led disruption [2]. - Citi also lowered its price target from $690 to $660 but kept a Buy rating, noting that while the Azure business is strong, weakness in the PC market is impacting other segments [2]. Market Sentiment - Jim Cramer expressed uncertainty regarding Microsoft's competitive position, particularly in relation to emerging competitors like Anthropic, which contributed to a decline in the stock price [3]. Investment Perspective - While Microsoft is viewed as a potential investment, there is a belief that other AI stocks may offer higher returns with limited downside risk [4].
达沃斯科技CEO展现AI全球扩张愿景
Sou Hu Cai Jing· 2026-01-28 14:39
在达沃斯世界经济论坛上,当代表们不在讨论唐纳德·特朗普时,他们正被人工智能的前景所震撼。 在瑞士阿尔卑斯山小镇的主街上,几乎每个店面都临时贴上了科技公司的霓虹标语,或是承诺告诉高管 如何将AI融入业务的咨询公司广告。Cloudflare的木质镶板总部敦促代表们"连接、保护并共同构建", 而Wipro则高呼:"梦想解决证明重复"。 在会议上,科技CEO们阐述了他们对AI物理表现形式在未来几年如何覆盖世界的希望。微软首席执行 官萨提亚·纳德拉向专注的观众讲述了"Token工厂"(他对数据中心的称呼)如何必须分布在世界各地, 以在全球范围内传播AI的好处。 "对我来说,一个长期的、可扩展的解决方案是让所有这些Token工厂成为真实经济的一部分,连接到电 网,连接到电信网络——这就是推动规模化的因素,无论是在全球南方,还是在发达国家,"纳德拉 说。 与此同时,谷歌正在向兴奋的代表们展示其谷歌眼镜的最新迭代产品;在达沃斯会议中心有无数关于这 项技术潜在好处的会议——包括与临时加入议程的埃隆·马斯克进行的激动人心的聊天,不过由于 SpaceXIPO似乎即将到来,他最热衷于谈论前往火星的话题。 然而,在华丽的店面之外,有人 ...
Questions Into Mag 7 Earnings & Case for "Cheering" on 4-Year Low U.S. Dollar
Youtube· 2026-01-28 14:30
Kevin Hanks, CBOE, our pre-bell playbook. Good morning to you, Kevin Hanks. >> Good morning, Nicole.You know, looking at this market as we get ready for the trading day. It's starting slow, but it's only going to pick up pace throughout the day all the way till after the bell when we get large cap tech earnings. But before that, we've got many stocks moving.We we have um mortgage applications data coming in a bit soft. Why is that. Well, if you look at the 10-year yield, the 10-year yield's gone from 6.13% ...
Ex-Palantir engineer raises $40 million for cyber startup Outtake, with backing from Microsoft CEO Nadella
CNBC· 2026-01-28 14:00
Core Insights - Outtake, a cybersecurity startup founded in 2023, has raised $40 million in a funding round led by Iconiq Capital, with notable investors including Microsoft CEO Satya Nadella and Palantir's tech chief Shyam Sankar [1][2] Company Overview - Outtake utilizes autonomous artificial intelligence agents to detect and eliminate cyberthreats, such as phishing, through various applications including email verification [2] - The company aims to create a "trust layer for the Internet" in response to the increasing sophistication and speed of cyberthreats driven by AI [3] Financial Performance - Outtake's annual recurring revenue has increased approximately sixfold year over year, indicating strong growth [3] - The company has scanned 20 million potential cyberattacks in the previous year and has expanded its enterprise customer base more than tenfold year over year [3]
Semiconductor Stocks May Lead Early Advance On Wall Street
RTTNews· 2026-01-28 13:53
The major U.S. index futures are currently pointing to a higher open on Wednesday, with stocks likely to extend the upward move seen over the two previous sessions.Semiconductor stocks may continue to lead the higher after turning in some of the best performances during Tuesday's session.U.S.-listed shares of ASML (ASML) are surging 5 percent in pre-market trading after the Dutch semiconductor equipment giant reported strong fourth quarter results and provided upbeat 2026 guidance.South Korea's SK Hynix al ...