U.S. CPI ahead, legal win for Microsoft-Activision deal - what's moving markets

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Go back to U.S. CPI ahead, legal win for Microsoft-Activision deal - what's moving markets

Keybanc Positive on Microsoft (MSFT) (yesterday)

July 12, 2023 11:15 AM EDT

Microsoft (NASDAQ: MSFT)

The analyst comments "Today Microsoft announced the release of Entra Internet Access and Entra Private Access, effectively expanding into network security with SSE (Secure Service Edge), setting Microsoft up to more directly compete with PANW, ZS, NET, and... More

Microsoft (MSFT) the 'outright leader in cloud/IaaS' - Wells Fargo

July 12, 2023 8:24 AM EDT

Wells Fargo analyst Michael Turrin told investors in a note Wednesday that Microsoft (NASDAQ: MSFT) partners believe the tech giant is "the outright leader in cloud/IaaS."

"Partners remain upbeat," said Turrin. "Partners indicated that we're now through the bulk of the major cost-saving optimizations and expect moderating model impact from herethough acknowledging... More