IXN

Microsoft's Strategic Emphasis on AI and Cloud Services Signals Strong Future Performance: Analysts

Citigroup analyst Tyler Radke maintained Microsoft Corp with a Buy and lowered the price target from $480 to $475. BofA Securities analyst Brad Sills reiterated a Buy rating on Microsoft with a price target of $480. The analyst remains positive on Microsoft ahead of third-quarter results.

Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management

Home Market Outlook Today's Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management. Neuberger Berman: U.S. Economic growth has remained resilient and leads the world. Global Industrial Activity Is Picking Up While Early Signs Of Moderating Growth in Europe. We believe extreme market consensus presents a moment for active management.

Weekly Report: what happened at IXN last week (0408-0412)?

Tailwinds In Tech

William Blair: We are in a new demand cycle for tech hardware. Smartphones and PCs are still the largest end-markets, but their outlook is improving. AI presents a second avenue of growth for many of these Taiwanese companies, says Hiraman. The past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.

Microsoft's £2.5B UK Investment Fuels AI Talent Hunt and Data Center Expansion

Microsoft has unveiled a new hub in London for its consumer AI division. The division is led by AI scientist and engineer Jordan Hoffmann. Hoffmann recruited from notable AI startup Inflection AI. The move follows Microsoft's investment in the company last year and introduction of the division.

Weekly Report: what happened at IXN last week (0401-0405)?

How Mega-Forces Will Reshape The Macro Regime And Investing

April 2024 Perspective

Home Market Outlook Today's Market April 2024 Perspective: Manning & Napier. The market is continuing to focus on the soft landing scenario in the equity market. Energy and Materials were the strongest performing sectors in March. The Information Technology sector has started to show signs of cracks.