Microsoft Corp

NASDAQ:MSFTUnited States

Jun 21, 2024

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• DJ Tech Trader: Nvidia's Growth Has Been Stunning. Now It's Time to Worry. -- Barron's, from 9:31PM ET on Friday Jun 21, 2024 by Dow Jones

  9:31PM ET on Friday Jun 21, 2024 by Dow Jones
  Companies Mentioned: MSFT, MU, NVDA, QCOM, DELL
  
  By Eric J. Savitz
  
  So here's the problem I have with Nvidia. What can it possibly do for an encore?
  
  Investors have embraced the graphics chip company as the one sure bet on artificial intelligence. And to be clear, Nvidia has come to dominate the market for chips used for AI model training and inference. Revenue in the April quarter was up 262% from the year-ago period, driving a 629% increase in profit. Wall Street's consensus estimate for the July quarter is for 110% revenue growth, marking a fifth straight quarter of triple-digit growth.
  

• DJ Satya Nadella -- Barron's, from 9:30PM ET on Friday Jun 21, 2024 by Dow Jones

  9:30PM ET on Friday Jun 21, 2024 by Dow Jones
  Companies Mentioned: MSFT
  
  Nadella has achieved the "nirvana of execution," as one analyst puts it. By Eric J. Savitz
  
  Over the past decade, Microsoft CEO Satya Nadella transformed a stagnant PC-dominated software company into a cloud-computing powerhouse, arguably better positioned than any of its rivals to dominate the market for artificial intelligence in the enterprise. The company's AI focus has lifted Microsoft's market cap above $3 trillion -- and there are higher highs ahead.
  

• DJ Jensen Huang -- Barron's, from 9:30PM ET on Friday Jun 21, 2024 by Dow Jones

  9:30PM ET on Friday Jun 21, 2024 by Dow Jones
  Companies Mentioned: MSFT, NVDA, AAPL
  
  Customers can't get enough of Nvidia's technology. Revenue grew 262% in the latest quarter. By Jack Hough
  
  Three companies are in a tight contest for the top market value in the S&P 500 index: Microsoft, Apple, and Nvidia. Only one of them grew revenue by 262% in the latest quarter, or came within 240 percentage points of it. Nvidia founder Jensen Huang's highly parallel computer processors, which rode prior booms in three-dimensional videogaming and crypto mining, are now seeing ravenous demand for artificial-intelligence acceleration. Or, is it that the chips created the market for all of these things?
  

• DJ Safra Catz -- Barron's, from 9:30PM ET on Friday Jun 21, 2024 by Dow Jones

  9:30PM ET on Friday Jun 21, 2024 by Dow Jones
  Companies Mentioned: GOOGL, MSFT, ORCL, AMZN, GOOG
  
  Oracle's cloud business turned Wall Street skeptics into believers. By Eric J. Savitz
  
  For at least four years, Oracle CEO Safra Catz and founder Larry Ellison have been telling investors that the enterprise software company's business was about to leave behind a stretch of lackluster growth, thanks to a major push into cloud computing. There was skepticism on Wall Street early on that the company could make a dent in a capital-intensive market dominated by Amazon.com, Microsoft, and Alphabet. But few doubters remain now.
  

• DJ Meet This Year's Top CEOs. They Aced a Tough Job, but Aren't Resting on Their Laurels. -- Barron's, from 9:30PM ET on Friday Jun 21, 2024 by Dow Jones

  9:30PM ET on Friday Jun 21, 2024 by Dow Jones
  Companies Mentioned: MSFT, NVDA, AAPL, AMD
  
  From Amin to Zuckerberg, our picks rewarded customers and investors. They have smart plans for the future, too. By Jack Hough
  
  Artificial intelligence didn't make Chipotle's chicken al pastor tastier this past year, or Abercrombie's trapeze skorts summerier, as far as we know. But we wouldn't rule it out. More than half of the companies led by our 2024 Top CEOs factor somehow into the current artificial-intelligence investment rapture -- selling the chips, buying them and offering computing as a service, putting algorithms to work sharpening advertising or pricing, or, in the case of one company, selling the electricity used for all of the above.