January 26, 2023 | Daily JAM, MSFT, Videos |
Today I posted my two-hundred-and-twenty-ninth YouTube video: Quick Pick Microsoft . This week’s Quick Pick: Microsoft (NASDAQ: MSFT). Microsoft came out with earnings on Tuesday (shortly after filming this video). The earnings were expected to be disappointing as their revenue from their cloud service, Azure has slowed and the growth rate has been declining since September 2021. Microsoft’s earnings report initially surprised investors and the stock rose more than 4% in after-hours trading. But the next day, investors focused on the declining growth in Azure revenue and negative guidance for the future. The stock fell 0.59% at the end of the day. I’m suggesting buying Microsoft on the dip. Microsoft has invested $10B in OpenAI, the company that created ChatGPT. OpenAI’s software can, among other things, create entire, fully-sourced essays, and research answers to questions using a simple search. This AI software is a new technology that has been looking for a way to be monetized, and Microsoft has an easy answer. Bringing ChatGPT to their already established suite of word processing tools, spreadsheets, and (let’s not forget) Microsfot’s search engine Bing. Microsoft opens up an immediate use for AI that will enhance the company’s legacy revenue stream. I’m buying on this dip with an eye to a future that features OpenAI.
February 16, 2022 | Daily JAM, NVDA, Stock Alerts, Top 50 Stocks |
After the close today, Nvidia (NVDA) reported fourth quarter earnings of $1.32 a share (versus analyst projections of $1.22) and revenue of $7.6 billion (versus expectations for $7.42 billion). As of 4:45 the stock has trading down $1.09 in the after-hours market. In my opinion that’s likely a result of a big run up in the stock before earnings. The stock gained 11% from February 11 through the close today, February 16. From January 27, a low in the recent downturn in Nvidia shares, to today’s close the shares are up 21%.
July 23, 2021 | Daily JAM, Jubak Picks, Morning Briefing |
After picking up; 1.3% yesterday, shares of Microsoft added 1.23% today, Friday, July 23, as Wall Street analysts raised earnings estimates ahead of the company’s July 27 earnings report. It’s a tried and true earnings season game: No analyst wants to be on the wrong side of a strong earnings report so the days before a company is due to report earnings brings a raft of new, higher target prices.
April 8, 2021 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. The eighteenth YouTube video “Best Pick for the Big Tech War” went up today.
October 24, 2019 | AMZN, Daily JAM, Stock Alerts |
You know what an "Amazon quarter" feels like right? Lots of revenue growth but no earnings as capital spending eats profits? Well, that's sort of what the company delivered today. But not quite. And the not quite is important. Usually an Amazon quarter is...
October 24, 2019 | Daily JAM, Morning Briefing, MSFT, Volatility, You Might Have Missed |
Last night, October 23, after the market close, Â Microsoft (MSFT) reported earnings and revenue beats for its fiscal first quarter. Revenue climbed 14% year over year, beating Wall Street forecasts by $860 million. Earnings of $1.38 a share exceeded Wall Street...
October 19, 2019 | AMZN, Daily JAM, MSFT |
...a "showdown" between Microsoft (MSFT) and Amazon (AMZN) in the cloud space as the two companies report earnings only a day apart (on Wednesday October 23 for Microsoft and Thursday October 24 for Amazon.) Microsoft's cloud effort--Azure--is growing faster than...
October 10, 2019 | Daily JAM, Stock Alerts, VMW |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
July 22, 2019 | Daily JAM, MSFT, Stock Alerts |
Technology stocks drove the market higher today in an expansion of last week's subdued but important "Microsoft rally" on that company's earnings. With earnings from Facebook (FB), Alphabet (GOOG), and Amazon (AMZN) on tap on Wednesday and Thursday, the odds are that...
June 10, 2019 | CRM, Daily JAM, Stock Alerts |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
February 5, 2019 | AMZN, Daily JAM, Stock Alerts |
Nothing wrong with 20% year over year revenue growth--unless, of course, you're Amazon (AMZN). On Thursday, January 31, the company reported that revenue growth in the fourth quarter--the strongest retail quarter of the year--had at 20% come in at the high end of...
October 24, 2018 | Daily JAM, MSFT |
After the close of trading today, October 24, in New York Microsoft (MSFT) reported earnings of $1.14 a share, a big 18 cents a share above analyst estimates. Revenue climbed 18.5% year over hear to $29.08 billion, well ahead of Wall Street projections of $27.92...