Microsoft (MSFT US) - AI Related Monetization Key to Watch
Microsoft reported (31 Oct HKT) inline1QFY25 (June year-end) results: revenue was US$65.6bn, up 16% YoY (4QFY24: +15% YoY; 1QFY24: +13% YoY)
466 Views
Lucror Analytics - Morning Views Asia
In the US, September personal spending came in above estimates at 0.5% m-o-m (0.4% e / 0.3% revised p), while personal income edged up 0.3% m-o-m...
437 Views
Google, Meta, Microsoft: What Did They Say About AI, Capex and Revenues?
Is AI really increasing revenues, profitability? There is still considerable doubt within the investors community on the "reality" of AI, or its...
383 Views
Apollo Explains How Big Tech Is Disrupting Credit Markets
Tech companies dominate the stock market, making up 30% of the S&P 500, leading to an increased importance of opportunistic credit investments in...
296 Views
[Blue Lotus Daily-TMT Update]:BABA US/PDD US/JD US/VIPS US/4385JP/4689JP/NTES US/MSFT US/BIDU/700HK
​Alibaba's Tmall reports growth, expands delivery services, and launches AI-based store management tool.NetEase's Mobile Game Announces Shutdown
252 Views