To The Moon

CapitaLand Investment (SGX:9CI) has had a rough three months with its share price down 16%. We decided to study the...

Shares of AI infrastructure companies moved higher Thursday after Meta Platforms and Microsoft outlined increased capital expenditures for AI development.GuruFocus has detected 5 Warning Sign with META.Meta expects 2025 capital expenditures between $60 billion and $65 billion, up from an expected $52 billion this year. CFO Susan Li said most of this spending will support both generative AI initiatives and Meta's core business. Microsoft CEO Satya Nadella highlighted AI's growing role, calling Azure the infrastructure layer for AI. He noted that the company has doubled its total data center capacity in three years, with 2023 marking its largest-ever expansion.Microsoft CFO Amy Hood added that fiscal 2025 operating margins should improve slightly, citing efficiency gains from scaling AI infrastructure. Following these announcements, shares of Broadcom , Arista Networks , Vertiv , Marvell Technology , Cisco Systems , and Super Micro Computer all posted single-digit gains. Investors app

BUZZ-Microsoft drops after disappointing cloud growth forecast** Shares of Microsoft MSFT.O down 6.2% at $415 early Thurs after co forecasted disappointing growth in its cloud computing business** If MSFT shares exceed 6.05% decline on Oct 31, 2024, they would register biggest one-day pct drop since a 7.7% fall on Oct 26, 2022** MSFT CFO Amy Hood said Azure unit would grow 31%-32% in current qtr, below Wall Street's expectations of 33%** Some analysts, however, view MSFT's cloud outlook as a 'short-term blip'** BofA Global Research said in note that rare execution challenges impacted Azure, though appear fixable, and reiterated 'buy' rating and $510 PT** Several brokerages cut their PTs, including Bernstein, UBS, and Morgan Stanley** Of 57 brokerages covering MSFT, recommendation breakdown is 53 "strong buy" or "buy," and rest "hold"; median PT is $500 - LSEG** With move on Thurs, stock down 1.6% YTD. In comparison, Dow Jones Industrial avg .DJI up 5.5% and S&P 500 Tech sector .SPLRCT

US stocks have opened higher as advances in Meta and Tesla offset a slump in Microsoft.

Microsoft (MSFT -6%) experienced a decline in stock price following the announcement of its Q2 (Dec) earnings. The company reported a significant double-digit EPS beat with revenue increasing by 12% y

US STOCKS-S&P 500 flat as declines in Microsoft, Nvidia offset other tech gainsFor a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window.Lam Research rises on upbeat Q3 revenue forecastUPS down after lower-than-expected 2025 revenue forecastIndexes: Dow up 0.10%, S&P 500 up 0.10%, Nasdaq down 0.30%Updates with mid-session levelsBy Shashwat Chauhan and Sukriti Gupta. Jan 30 - The S&P 500 was muted on Thursday as losses in tech heavyweights Microsoft and Nvidia countered earnings-led gains for Meta and Tesla, while investors parsed a slew of corporate earnings a day after the U.S. central bank held interest rates steady.Commenting on Microsoft's results, Victoria Fernandez, chief market strategist at Crossmark Global Investments, said that "people were waiting to hear something fantastic, and they just didn't hear it".The focus will now be on Apple AAPL.O and Intel INTC.O, which are scheduled to report results after markets close.The U.S.

Microsoft's (MSFT) Azure cloud computing platform faced "rare execution challenges" as the technology giant reported mixed fiscal Q2 results, BofA Securities said Thursday in a report.Azure revenue gr