and the NASDAQ 100, which Mega Cap has more to prove and which matters most to the markets. Joining us now, Dan Niles, founder and portfolio manager of Niles Investment Management. Dan, great to have you with us.>> My pleasure. >> You are most excited about Apple, but it seems like they have to deliver a lot in order for you to be vindicated here. Um, bigger form factor.So, an AI enabled iPhone. That's >> Yeah. And with Apple, it's more of a call for this year, not this quarter.I mean, obviously into this q ...

Core Viewpoint - UBS has lowered its price target on Microsoft to $600 from $650 while maintaining a Buy rating, attributing this change to sector-wide valuation compression despite improving near-term fundamentals [1] Group 1: Azure Growth Drivers - The ramp-up of Microsoft's Fairwater AI data centers is identified as a key near-term driver of Azure growth [2] - The Atlanta Fairwater facility became operational in October, and the Wisconsin site is expected to go live in the first quarter of 2026 [2] - UBS analysts conducted a site visit to the Wisconsin facility in mid-December, which informed their updated outlook [2] Group 2: Financial Estimates and Adjustments - UBS raised its Azure growth estimates ahead of Microsoft's fiscal second-quarter earnings report scheduled for January 28 [3] - The price target reduction reflects broader multiple compression across the software sector, despite the improved growth outlook [3] - The revised target is based on an assumed calendar-year 2027 free cash flow multiple of 47 times, down from 50 times previously, which still represents a justified premium relative to peers [4]

Mendoza's post highlights the way LinkedIn users have found the platform useful not only as a means of putting a resume online and applying for work, but also for positioning themselves however they desire and making a statement about their aspirations. A scan of several other current and former athletes' accounts shows them highlighting their investments, philanthropic efforts and venture-capital firms as well as their on-the-field exploits. (The site is also a way to stake claim to one's identity: A searc ...

Core Viewpoint - Microsoft shares are experiencing an increase ahead of the upcoming earnings report, with expectations for adjusted EPS of $3.88 and revenue of $80.23 billion [1] Group 1: Market Performance - Microsoft shares are up approximately 4% as the week concludes, although they are underperforming compared to the S&P 500 [2] - The tech sector is outperforming with a growth of 19.8%, while the S&P 500 has seen a rise of around 13% [3] - Microsoft ranks fifth among the "Mag 7" tech companies, only outperforming Meta and Amazon [4] Group 2: Analyst Ratings and Price Targets - UBS has reduced its price target for Microsoft shares from $650 to $600 but maintains a buy rating [1] - Canaccord Genuity also lowered its price target from $639 to $590 while keeping a buy rating [5] Group 3: Technical Analysis - Microsoft has faced a challenging quarter, with a notable decline after reaching highs near $555 [6] - Current support levels are identified between 448 and 455, with a potential bullish outlook indicated by a falling wedge pattern [7][8] - The RSI is nearing a point that could invalidate a downward trend, suggesting a more bullish sentiment if it crosses above the 50 midline [9] Group 4: Options Activity - There is significant options trading activity, with about 921,000 options traded on the day, indicating high interest [11] - Notable trades include the sale of 8,000 February 6th 480 strike calls for approximately $6.8 million and 2,350 February 13th 490 puts for about $7.4 million [12]

Microsoft stock (NASDAQ: MSFT) jumped about 4% today, putting the tech heavyweight back in the spotlight as investors reassess both its fundamentals and its valuation. An industry comparison from Benz... ...

Welcome back to Pass Market here on the Schwab Network. I'm Diane King Hall alongside Tom White. Time now for our cash tag segment.For that, we want to bring in Andy Swan, co-founder of Likefolio and we are taking a look at Microsoft today. All right, Andy, shares of Microsoft are moving higher today, but it's been a bumpy week. You had that outage, so I'm sure you have a lot of data on sentiment.So, how does sentiment look right now. >> You know, from for Microsoft, it's pretty good. I think this is one of ...

As mega cap earnings are looming large starting on Wednesday, Meta, Microsoft, Tesla, Thursday brings us Apple, you all know by now you got to wait a while for Nvidia. But these are the ones right now, Bin that matter. They always matter. I feel like maybe they matter even more.Why. Because tech has lagged so much to start the year. nowhere to be seen on the best performing sectors list where energy leads the way and materials is next and industrials follow that and then on and on and on and then you finall ...

A 19,000% portfolio growth is not a smooth or quick journey. This kind of huge growth has historically taken many decades to achieve. Along the way, you must be prepared for long periods where your investments don’t seem to be growing much, and you must have the patience to hold on even when the returns seem disappointing.To put a 19,000% increase in perspective, it means your original investment grows roughly 190 times. Returns of that magnitude have occurred in public markets, but only under very specific ...

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Quantum Computing Stocks to Buy for 2026. On January 15, Reuters reported that the company agreed with Indigo Carbon to purchase a record 2.85 million soil carbon credits linked to regenerative agriculture in the US, with Microsoft Corporation (NASDAQ:MSFT) aiming to become carbon negative by 2030. This is despite increased emissions associated with AI. Microsoft (MSFT) Agrees with Indigo Carbon to Purchase a Record 2.85 million Soil Carbon Credits B ...

Despite Microsoft ( MSFT ) continuing to deliver positive earnings surprises and revisions over the last few months, the stock is down by roughly 12% since my previous bullish writeup . Since there wereComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my inve ...