Is Microsoft Transferring Shareholder Value to Nvidia? This Analyst Says So. -- Barrons.com
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In CICC's "Great Journey": microsoft (MSFT.US) commercial pre-orders growth still strong, but Azure guidance leads to market divergence.
CICC released a report stating that Microsoft (MSFT.US) performance for the first quarter ending in late September exceeded the bank's and market expectations, benefiting from the continued promotion of AI in cloud and productivity-related businesses. The first quarter's commercial forecasts growth of 30%, surpassing expectations, providing assurance for future business growth, mainly driven by the increase in contracts over $10 million for Azure and Microsoft 365. CICC stated that market attention is focused on Azure, which is expected to have revenue guidance for the second quarter ending in December increasing between 31% and 32% year-over-year, lower than market expectations, causing Microsoft's stock price to fluctuate after the earnings report.
Unusual Options Activity: MSFT, SATS and Others Attract Market Bets, MSFT V/OI Ratio Reaches 90.2
EST Nov 4th Morning Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options trends.
EXCLUSIVE: Top 20 Most-Searched Tickers On Benzinga Pro In October 2024 — Where Do Tesla, Nvidia, Apple, DJT Stock Rank?