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Cantor Fitzgerald Reiterates Overweight Rating on Microsoft (MSFT)
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Bernstein on DeepSeek: 'Where and Why Could it Impact Software?'
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Microsoft (MSFT) call put ratio 2.4 calls to 1 put into quarter results
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Microsoft (MSFT) Probing If Deepseek-linked Group Obtained Openai Data - Bloomberg
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NVIDIA stock bounces back after 'deep' sell-off
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JPMorgan on DeepSeek: 'we think the development is not a major negative and could instead lead to new opportunities longer term'
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Microsoft stock: Top 5 most interesting topics Piper Sandler is closely monitoring
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Active options: MSFT GOOGL TSM MU MSTR MARA CORZ RIOT
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Sam Altman: next phase of the msft x oai partnership is gonna be much better than anyone is ready for!!
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Microsoft (MSFT) call put ratio 2.2 calls to 1 put into quarter results
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RBC's Early Thoughts on DeepSeek Implications for Software: 'A Buying Opportunity'
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Truist Favors Microsoft (MSFT) Ahead of 4Q24 Earnings Report
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Microsoft (MSFT) call put ratio 1.8 calls to 1 put into quarter results
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Active options: MU MSTR GOOGL BABA SMCI MSFT MARA ORCL CORZ INTC
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Piper Sandler Reiterates Overweight Rating on Microsoft (MSFT)
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UBS Reiterates Buy Rating on Microsoft (MSFT)
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Stifel Details How They See DeepSeek Playing Out
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Jefferies on DeepSeek: 'AI Investment Should Continue'
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Goldman Sachs on Microsoft (MSFT): 'Strong cash yields as CapEx growth slows can drive accelerating net interest income'
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BofA on DeepSeek: 'Lower model training costs could aid cloud customers'
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ING on DeepSeek: 'Although the alarm bells are ringing for the 'Magnificent 7' today, things could turn quickly'
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Active options: MSFT MARA T META RIOT INTC MU OKLO COIN NIO SOUN
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Wells Fargo on DeepSeek: 'the market is always going to market, but if you can discern away from the screens and price action and see the forest from the trees here, I think this is all bullish'
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Mizuho on DeepSeek: 'Last week traders LOVED ALL THE SPENDING AND BUILD-OUT and today they can’t sell those long positions fast enough just on unconfirmed China claims on super low training costs'
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Stifel Reiterates Buy Rating on Microsoft (MSFT)
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Keep buying this Magnificent 7 stock, Jefferies tells its clients
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Raymond James Reiterates Strong Buy Rating on Microsoft (MSFT)
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DeepSeek is now top free app on App Store, passes ChatGPT
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Bernstein Previews 2Q25 for Microsoft (MSFT): 'An Important Quarter in More than One Way'
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Active options: MSFT MSTR SOFI COIN AVGO INTC RIVN TSM MARA GOOGL RGTI
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TD Cowen Previews 2Q for Microsoft (MSFT): 'Still Navigating Through Nearer-Term Cross-Currents'
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KeyBanc Reiterates Overweight Rating on Microsoft (MSFT) as 'Azure Instances Point to Better Non-AI Growth'
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RBC Capital on Stargate Implications: 'Positive for ORCL and MSFT'
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UBS shares its Q4 previews for Microsoft, Google and Amazon cloud segments
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Microsoft (MSFT) call put ratio 2.1 calls to 1 put into quarter results next week
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Army kickstarts possible recompete of Microsoft’s (MSFT) $22 billion IVAS production deal - Breaking Defense
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Arista Networks stock jumps on 'Stargate' AI project prospects
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Truist discusses AI in the Enterprise Software Landscape
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Bernstein Sees Microsoft and Electrical Infrastructure Stocks (PWR, ETN, HUBB) Gaining from Stargate Project
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Microsoft (MSFT) PT Lowered to $540 at Morgan Stanley
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Jefferies Reiterates Buy Rating on Microsoft (MSFT), Franchise Pick
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KeyBanc on Microsoft (MSFT): 'We View MSFT as a Primary Beneficiary of Increased Cloud Spend'
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Microsoft-Open AI Partnership Raises Antitrust Concerns - FTC
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FTC Issues Staff Report on AI Partnerships & Investments Study
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5 chip stocks Barclays likes for 2025
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Evercore ISI Reiterates Outperform Rating on Microsoft (MSFT)
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Cantor Fitzgerald Starts Microsoft (MSFT) at Overweight
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Microsoft (MSFT) Says Its Upping US Consumer Office Cost by $3/Month - Bloomberg
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Bernstein names 3 software stocks to own for 2025 and 2 to avoid
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Bernstein Global Software: 'Initial Thoughts for 2025 and our Software Names'
