J.P. Morgan: AI bears stand on the sidelines! Microsoft Cloud Azure inflection point has arrived

J.P. Morgan believes that Microsoft is gradually increasing its cloud service supply capacity to meet strong market demand, which indicates that there may be more opportunities for growth in the future. J.P. Morgan maintained its buying rating on Microsoft and raised the target price to $470 from the previous $440.

wallstreetcn31minutes ago

Strong earnings reports from Microsoft (MSFT.US) and Google (GOOGL.US) ignite the AI boom Can Amazon (AMZN.US) and Apple (AAPL.US) continue to shine?

Recently, Wall Street has once again sparked enthusiasm for artificial intelligence, and investors are returning to this field one after another.

Zhitong Finance09:16

Which A shares, Hong Kong stocks, and Chinese securities do US funds focus on in the fourth quarter of 2023?

US funds are an important part of the global fund market. The scale reached 26 trillion US dollars in the fourth quarter of '23, which is comparable to the historical high market capitalization in the fourth quarter of '21.

Wind09:10

DTEN's Next Generation Video Conferencing and Collaboration Device for Zoom and Microsoft Teams, Now Available in South Korea

Yahoo Finance09:00

Wall Street bulls are convinced that the “bull market is in full swing”: even if interest rates are not cut this year, US stocks are expected to advance rapidly

Although the market's expectations for the Fed's interest rate cut continue to cool, according to some bullish US stocks, US stocks can continue to rise even if the Fed does not cut interest rates this year.

Zhitong Finance08:58

If the Federal Reserve doesn't cut interest rates, US stocks will rise! Wall Street gives reasons

① Wall Street now believes that the rise in US stocks has little to do with the Fed's interest rate cut; ② The S&P 500 index recorded its best weekly performance since November last week, pushing the index back to its record level in March; ③ they believe that the key now is a strong economy.

cls.cn08:33