Microsoft Corp

NASDAQ:MSFTUnited States

Nov 22, 2024

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• DJ Streetwise: Qualcomm Is an AI Stock, Its CEO Says. Investors Want Proof. -- Barron's, from 9:30PM ET on Friday Nov 22, 2024 by Dow Jones

  9:30PM ET on Friday Nov 22, 2024 by Dow Jones
  Companies Mentioned: INTC, SSNHZ, AVGO, MSFT, NVDA, QCOM, AAPL, AMD, ARM
  
  By Jack Hough
  
  When Cristiano Amon was made CEO of Qualcomm in summer 2021, he had a wooly chin and mustache. During a recent visit with Barron's, his cheeks were filled in, too. To get the stock price growing, he must now repeat with computer chips what he has done with facial hair: expand richly into new areas. The details of how quickly that can happen are fuzzy.
  

• DJ Tech Trader: Nvidia's Run Continues. Don't Fret the Stock. -- Barron's, from 9:30PM ET on Friday Nov 22, 2024 by Dow Jones

  9:30PM ET on Friday Nov 22, 2024 by Dow Jones
  Companies Mentioned: MSFT, NVDA, DELL
  
  By Tae Kim
  
  This week's earnings offered more evidence: Nvidia's AI growth story is far from over. The company's new Blackwell graphics processing unit seems to have limitless demand, which bodes well for the company's stock price.
  

• DJ Google Is a Screaming Buy -- Barron's, from 9:30PM ET on Friday Nov 22, 2024 by Dow Jones

  9:30PM ET on Friday Nov 22, 2024 by Dow Jones
  Companies Mentioned: GOOGL, MSFT, AAPL, AMZN, GOOG
  
  "We view many of the DOJ's recommendations to restrict Google Search (and other products) as unlikely to be approved by the court, or to survive an appeals process," writes Baird analyst Colin Sebastian, who rates the stock a Buy with a $205 price target. "Beyond the reasonable ask to prohibit search distribution agreements, the DOJ remedies are, in our view, a wish-list of restrictions on Google that stray well beyond the court's ruling."
  

• DJ 4 AI Data-Center Stocks to Buy for the Big Trend. Demand Is 'Robust.' -- Barrons.com, from 2:17PM ET on Friday Nov 22, 2024 by Dow Jones

  2:17PM ET on Friday Nov 22, 2024 by Dow Jones
  Companies Mentioned: ETR, MSFT, NVDA, POR, CEG
  
  By Tae Kim
  
  Advancements in artificial intelligence technology are driving the construction of larger data centers, which is providing attractive opportunities for investors.
  

• DJ How Can Qualcomm Stock Trade More Like Nvidia? Bring AI to Phones and Cars. -- Barrons.com, from 10:05AM ET on Friday Nov 22, 2024 by Dow Jones

  10:05AM ET on Friday Nov 22, 2024 by Dow Jones
  Companies Mentioned: INTC, SSNHZ, AVGO, MSFT, NVDA, QCOM, AAPL, AMD, ARM
  
  By Jack Hough
  
  When Cristiano Amon was made CEO of Qualcomm in summer 2021, he had a wooly chin and mustache. During a recent visit with Barron's, his cheeks were filled in, too. To get the stock price growing, he must now repeat with computer chips what he has done with facial hair: expand richly into new areas. The details of how quickly that can happen are fuzzy.