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The Latest Breaking News from Brent Thill

Oracle Looks For AI Boost In Cloud Infrastructure Business

Oracle is the IBD Stock of the Day as the large-cap software stock finds support at its 21-day exponential moving average.

Investors Business Daily

Microsoft Stock Spikes To Record High On AI Pricing Details

Microsoft stock surged after the software giant detailed how it plans to monetize its innovations in artificial intelligence.

Investors Business Daily

Salesforce, IBD Stock Of The Day, Tests Fresh Buy Point

Salesforce is the IBD Stock Of The Day as the maker of customer relationship management software flirts with a buy point.

Investors Business Daily

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Is Meta Stock A Buy After 152% Run? Here's Why There May Be More Upside

Big job cuts have turned Meta stock back into a leader. If revenue revives from an Apple ad hit, the Facebook parent may have more upside.

Investors Business Daily

Cloud Computing Sales Growth Seen Slowing In March Quarter For Tech Titans

The slowdown in cloud computing sales growth is expected to worsen when March-quarter earnings come in for Amazon, Microsoft and Google.

Investors Business Daily

Microsoft Stock Upgraded On AI News Amid Fears Of AI Stock Bubble

Microsoft stock received a flurry of price-target hikes after announcing its artificial intelligence-powered Bing search engine.

Investors Business Daily

Palantir Earnings For Fourth Quarter, Outlook Will Test 2023 Rally

Shares in Palantir rallied in January and early February after a dismal 2022. But some analysts are still cautious on the outlook for PLTR stock.

Investors Business Daily

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DocuSign CEO's Turnaround Vision Debated Amid Earnings Beat

Shares in DocuSign popped Friday after it reported earnings and revenue that topped estimates amid sharply lowered expectations.

Investors Business Daily

‘If you’re in tech, buckle up—it’s gonna be a tough ride’: The analyst who says Big Tech's layoffs show 'a new reality' sees 'more cuts' ahead

“The new reality is that demand is fading,” Jefferies analyst Brent Thill told Fortune. If we're headed for a recession, “it’s only inevitable that we’re going to have more cuts.”

Fortune

Microsoft Could Be 'Next Shoe To Drop' From Weakening PC Market

Declining sales of personal computers have slammed shares of PC makers and chip suppliers. Now Microsoft stock is in the crosshairs.

Investors Business Daily

Despite A Quarterly Loss, Wall Street Satisfied With Amazon Report

Amazon stock jumped Friday after a second-quarter earnings report that, while missing earnings estimates, beat on revenue across the board.

Investors Business Daily

Amazon Amps Up Its Prime Day And Plans Another During Fall

Amazon Prime Day is back to its regularly scheduled program, following a number of earlier date changes caused by the coronavirus pandemic.

Investors Business Daily

What's Going On With Datadog Stock Today?

Datadog Inc (NASDAQ: DDOG) shares are trading higher Thursday amid overall market strength in the technology and software sector.

Benzinga

4 Investors Make The Case For Microsoft Stock After Analyst Slashes Price Target

Microsoft Corp (NASDAQ: MSFT) was featured as the call of the day Monday on CNBC's "Fast Money Halftime Report."

Benzinga

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Benzinga

Jefferies Sees Potential In Microsoft's Power Platform

Jefferies analyst Brent Thill notes Microsoft Corp's (NASDAQ: MSFT) emerging Power Platform has "an outsized impact via a halo effect" on the entire Microsoft suite.

Investors Business Daily

Will Amazon Earnings Quell Concerns Over What Ails E-Commerce Giant?

Amazon stock has moved sideways for about six months as the e-commerce giant adjusts to supply chain issues and labor shortages.

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