05-14-19: Microsoft’s Cloud Business Is Closi...

As the AI trade gets choppier and investors look for alternatives to mega-cap tech concentration, India is emerging as a serious destination for capital seeking growth without the AI boom-bust risk. But before you pivot your portfolio eastward, you need to understand the real ris ...  Show more

Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples than old-school defense contractor models. With NATO spending commitments rising and geopolitical risk ...  Show more

Microsoft becomes the world’s most valuable company. Amazon and Apple deal with supply chain issues. Alphabet rises on (what else?) strong ad sales. Visa gets a visit from the U.S. Department of Justice. Facebook changes its name to Meta. Atlassian hits a new all-time high. Ron ...  Show more

Fastest revenue growth since 2018 fuels Microsoft shares to a new all-time high. Robinhood’s 3rd-quarter revenue is much lower than expected as shares fall close to their IPO price. Bill Mann analyzes those stories, discusses Twitter’s ongoing struggles as a business, and shares ...  Show more

Microsoft just got the market focused on business results again. (00:21) Nick Sciple and Dylan Lewis discuss: - Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud. - Meta’s advertising present and AI future. - Why M ...  Show more

Microsoft hikes its dividend and buys back stock. Apple launches its subscription gaming service. Airbnb announces plans for an IPO. And FedEx delivers disappointment. Analysts Aaron Bush, Emily Flippen, and Ron Gross discuss these stories and the latest from Datadog, General Mil ...  Show more