Investing.com — Nvidia (NASDAQ:) stock is “set up well to sustain its outperformance,” according to Goldman Sachs analysts, noting that demand for AI-driven compute solutions shows little sign of abating. With Nvidia included in Goldman’s… Article Source https://www.investing.com/news/stock-market-news/nvidia-stock-set-up-well-to-sustain-its-outperformance-says-goldman-sachs-3704264
MicroStrategy’s Outperformance Versus Nvidia Obscures Rising Concern Over Stock Premium Bloomberg Article Source https://www.bloomberg.com/news/articles/2024-10-30/microstrategy-outgaining-nvidia-obscures-rising-concern-over-stock-premium
Janus Henderson Investors, an investment management company, released its “Janus Henderson Contrarian Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund returned -1.92% in the second quarter,… Article Source https://finance.yahoo.com/news/reasons-outperformance-oracle-corporation-orcl-122054197.html
Scotiabank analyst Nat Schindler initiated coverage on Amazon.com, Inc. AMZN with a Sector Outperform rating and price target of $245 per share. The analyst writes that Amazon benefits from a leadership position across all verticals,… Article Source https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41297538/amazons-ai-driven-aws-growth-to-power-outperformance-analysts
Amazon’s AI-Driven AWS Growth To Power Outperformance: Analysts Scotiabank analyst Nat Schindler initiated coverage on Amazon.com, Inc. (NASDAQ:AMZN) with a Sector Outperform rating and price target of $245 per share. The analyst writes that Amazon… Article Source https://finance.yahoo.com/news/amazons-ai-driven-aws-growth-185940222.html
In my recent assessment of Microsoft’s performance since my last article in January, the stock has shown a slight positive total return against the S&P500. Despite this, my stance shifted to ‘Neutral/Hold’ after Q2 FY24 Earnings, resulting in a negative active return. However, I am upgrading my stance to ‘Buy’ due to Microsoft’s continued operational … Read more