Technology

Industry Comparison: Evaluating Microsoft Against Competitors In Software Industry

In today’s rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating Microsoft (NASDAQ:MSFT) against its key competitors in the Software industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company’s performance within the industry. Microsoft Background Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops). Company P/E P/B P/S ROE EBITDA (in […]

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Investigating Meta Platforms’s Standing In Interactive Media & Services Industry Compared To Competitors

In the dynamic and fiercely competitive business environment, conducting a thorough analysis of companies is crucial for investors and industry enthusiasts. In this article, we will perform an extensive industry comparison, evaluating Meta Platforms (NASDAQ:META) in relation to its major competitors in the Interactive Media & Services industry. By closely examining crucial financial metrics, market position, and growth prospects, we aim to offer valuable insights for investors and shed light on company’s performance within the industry. Meta Platforms Background Meta is the largest social media company in the world, boasting close to 4 billion monthly active users worldwide. The firm’s “Family of Apps,” its core business, consists of Facebook, Instagram, Messenger, and WhatsApp. End users can leverage these applications for a variety of different purposes, from keeping in touch with friends to following celebrities and running digital businesses for free. Meta packages customer data, gleaned from its application ecosystem and sells ads

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Comparing Apple With Industry Competitors In Technology Hardware, Storage & Peripherals Industry

In today’s fast-paced and competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies before making investment decisions. In this article, we will conduct a comprehensive industry comparison, evaluating Apple (NASDAQ:AAPL) against its key competitors in the Technology Hardware, Storage & Peripherals industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company’s performance within the industry. Apple Background Apple is among the largest companies in the world, with a broad portfolio of hardware and software products targeted at consumers and businesses. Apple’s iPhone makes up a majority of the firm sales, and Apple’s other products like Mac, iPad, and Watch are designed around the iPhone as the focal point of an expansive software ecosystem. Apple has progressively worked to add new applications, like streaming video, subscription bundles, and augmented reality. The firm designs

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Microsoft on Pace for Largest Percent Increase Since October 2023

Microsoft Corporation (MSFT) is currently at $440.25, up $11.75 or 2.74% –Would be highest close since Dec. 17, 2024, when it closed at $454.46 –On pace for largest percent increase since Oct. 25, 2023, when it rose 3.07% –Currently up three of the past five days –Up 4.45% month-to-date –Up 4.45% year-to-date –Down 5.84% from its all-time closing high of $467.56 on July 5, 2024 –Up 9.36% from 52 weeks ago (Jan. 24, 2024), when it closed at $402.56 –Down 5.84% from its 52-week closing high of $467.56 on July 5, 2024 –Up 13.08% from its 52-week closing low of $389.33 on April 30, 2024 –Traded as high as $441.90; highest intraday level since Dec. 20, 2024, when it hit $443.74 –Up 3.13% at today’s intraday high; largest intraday percent increase since May 1, 2024, when it rose as much as 3.18% –Third best performer in the DJIA today –Ninth

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As Nvidia’s Stock Gains, One Analyst Shows Why Stargate Could Be so Significant

Melius Research says the new Stargate joint venture may signal more AI-friendly moves ahead and help Nvidia’s company’s long-term growth Why is the new Stargate initiative so important for Nvidia Corp.? With the stock rising again on Wednesday, one analyst ran down the reasons. To start, investors have been focused lately on the nitty-gritty of the next few quarters as the company works to ramp up production of its new Blackwell chip. But the newly announced Stargate joint venture, which could drive a $500 billion investment in artificial-intelligence infrastructure over the next four years, “sure puts [the] Blackwell transition in perspective,” according to Melius Research analyst Ben Reitzes. By his assessment, “well over” $100 billion of Stargate spending could go toward Nvidia (NVDA), with more going to companies like Broadcom Inc. (AVGO) and Arista Networks Inc. (ANET) that also play into computing and networking. Nvidia’s stock is up 4.1% in

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Apple Stock Is Sliding. It Might Just Be the Beginning.

Apple stock might just fall into its own bear market. Investors should pay attention to some key levels — to see if the recent selloff will get worse. Shares of the iPhone maker are down 0.2% in early trading at $222.13, while the S&P 500 and Dow Jones Industrial Average were up about 0.5% and 0.2%, respectively. The early drop left Apple stock down about 15% from its 52-week intraday high of $260.10 reached on Dec. 26. Declines left Apple with a market value of about $3.3 trillion, trailing Nvidia’s $3.6 trillion. Microsoft, the other company with a $3 trillion-plus value, checks in at just under $3.3 trillion. “Breathing down [Apple’s] neck,” as ChartSmarter founder and market technician Douglas Busch put it in a Wednesday report. Apple stock is looking “rotten” he added, pointing out that, through early trading, shares had given up all of their post-presidental election bounce. The

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Governments Could Use AI to Speed Up Project Permitting, Microsoft Boss Says

Artificial intelligence could speed up permitting procedures for projects like data centers or wind farms, Microsoft President Brad Smith told a panel at the World Economic Forum in Davos, Switzerland. “There are so many places today where it takes more time to get a permit to say, construct a wind turbine, than it does to build and construct the wind turbine,” he said, adding that companies “massively need more work to accelerate this.” Smith said Microsoft has around 872 permitting processes in progress globally and there is rarely any doubt that a permit will be issued at the end of them, and some tools are ideal for the job. “What you’re doing is taking a spec and comparing data to it, then a human being has to do all that work and identify where there’s a mismatch,” he said. “But when you just think about that, AI is really quite

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Snowflake Stock Has Missed the Software Rally. Analyst Says to Buy.

Snowflake stock has underperformed some of its peers, but big things are coming for the software company, Wedbush analyst Dan Ives says. He increased his target for Snowflake’s stock price to $210 from $190, which implies a 21% increase from the closing price of $173.53 on Tuesday. Ives also maintained an Outperform rating on the stock. Ives wrote in a research note late Tuesday that his new price target reflects stronger demand for Snowflake’s product portfolio, which “continues seeing elevated innovations with updated AI/ML [machine learning] capabilities that meet growing enterprise needs.” Enterprise software stocks performed well in 2024 as several companies in the space provided strong financial forecasts. Businesses are willing to spend heavily on generative artificial intelligence software that can improve productivity, and shares of ServiceNow and Salesforce are benefiting from that. ServiceNow stock has jumped 47% over the last 12 months while Salesforce shares are up 20%.

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Microsoft’s LinkedIn Accused of Sharing Private Messages Without Permission to Train AI

Microsoft’s (MSFT) LinkedIn was accused of sharing customers’ private messages without permission in a lawsuit filed late Tuesday. The lawsuit, filed in US District Court for the Northern District of California, alleges the company disclosed its Premium customers’ private messages to third parties without permission to train artificial intelligence models. The communications included “incredibly sensitive and potentially life altering information about employment, intellectual property, compensation and other personal matters,” the lawsuit said. It added that customers’ data was now permanently embedded in AI systems and that the company had not offered to delete it from existing AI models after giving users an option to opt out of the practice. The lawsuit was filed by a LinkedIn Premium user on behalf of all paying customers.

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Forget the $500 Billion. Trump’s Energy Pledge Is Key to Project Stargate.

This article is from the free weekly Barron’s Tech email newsletter. Sign up here to get it delivered directly to your inbox. Energy Unlock. Hi everyone. The prospects for a massive AI infrastructure buildout in 2025 are getting brighter and brighter. In fact, it’s already taking a starring role in the new White House. On Tuesday, President Trump and executives from OpenAI, Oracle, and SoftBank announced the creation of a new initiative called The Stargate Project. It intends to spend $500 billion over the next four years building new AI infrastructure in the U.S. “We will deploy $100 billion immediately,” OpenAI said in a blog post. “This infrastructure will secure American leadership in AI.” SoftBank, OpenAI, Oracle, and MGX, an investment vehicle backed by the United Arab Emirates, are the initial equity backers in Stargate. While the hundred-billion-dollar investment figure has received much of the attention, I’d argue an off-the-cuff

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Nvidia to Deliver Solid Q4 Results Amid ‘Overblown’ Investor Worries, UBS Says

Nvidia (NVDA) will likely post strong Q4 results and Q1 guidance as recent investor worries about a “near term ‘air-pocket’ are overblown,” UBS said in a note to clients emailed Tuesday. Nvidia has “essentially tread water since last earnings” amid supply chain concerns and worries surrounding the ramp of Blackwell server racks, the investment firm said. However, “Blackwell chipset/compute board yields have inflected higher, and mix in both FQ4 (Jan) and FQ1 (Apr) is shifting very rapidly to Blackwell and away from Hopper,” said UBS analysts including Timothy Arcuri. Also, Nvidia “recognizes revenue when ODMs/OEMs take title of compute boards and we believe that in many cases end customers like the big hyperscalers are using a buy and sell model to leverage ODMs or their suppliers’ working capital, and in some instances may be providing bridge financing for this inventory,” the note said. In addition, the main hardware issue has

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Alphabet Stock Has Tesla-Like Catalysts, and It’s on the Rise

Two leaders have emerged in autonomous-driving technology: Tesla and Alphabet. It’s helping both of their stocks. Tesla plans to launch a self-driving robotaxi service at the end of 2025. Alphabet’s self-driving robotaxi company Waymo already operates in four cities — Phoenix, Los Angeles, San Francisco, and Austin — completing more than 150,000 self-driving taxi rides a week. It plans to launch a robotaxi service in Atlanta in 2025. “We now model Waymo adding three cities in 2026 (Miami and two others), four in 2027, five in 2028, six in 2029, and seven in 2030,” wrote Morgan Stanley analyst Brian Nowak in a Monday evening report. He sees Waymo recording one billion self-driving miles by the end of the decade. Through September 2024, Waymo had driven about 33 million miles with a passenger, but no human driver, in the car. (Americans drive some 3 trillion miles annually.) Autonomous cars can give

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