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Top related persons:
Brad Reback - 3 Reback - 2 — CNBC's Michael Bloom - 2 Jefferies - 1 Brent Thill - 1 MSFT's - 1 LSEG - 1 MSFT - 1
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MSFT F4Q
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Microsoft - 2 Investors - 1 Wall Street - 1 Nasdaq - 1 Federal Reserve - 1 CNBC - 1 Stock - 1 Arista Networks - 1

Search resuls for: "Brad Reback"


4 mentions found


☆ Microsoft earnings are coming up. Here’s what traders are looking for in the report
  + stars: | 2024-04-25 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +4 min
Investors will be looking to see if Microsoft's report can restart the rally, but the bar for success might be high. The AI narrative Microsoft is viewed as one of the companies best-positioned to take advantage of recent advances in artificial intelligence. Another area is Copilot , the AI tool that Microsoft is packaging with its Office suite of software products. "That said, we expect AI contribution to Azure growth to increase w/ our checks pointing to strong demand for Azure AI services & elevated workloads as more models go into production. Wall Street is overwhelmingly positive on the stock, with more than 90% of the analysts covering Microsoft giving it a rating of "buy" or "strong buy," according to LSEG.
Persons: Jefferies, Brent Thill, MSFT's, LSEG, Brad Reback, Reback, MSFT, Guggenheim, John DiFucci, DiFucci, — CNBC's Michael Bloom Organizations: Microsoft, Investors, Wall Street Locations: MSFT, F4Q
☆ These stocks have the strong margins and pricing power to withstand a reacceleration in inflation
  + stars: | 2024-04-09 | by ( Pia Singh | ) www.cnbc.com   time to read: +4 min
Investors may want to pick up shares in companies that can withstand a possible inflation comeback. The second quarter is off to a rough start as investors have become increasingly wary about higher-for-longer interest rates and stickier inflation. Against this market backdrop, we used the CNBC Pro Stock Screener to search for stocks with the pricing power and cost controls to handle a potential inflation reacceleration. These names have also showed reliable earnings growth during the post-pandemic inflation spike. The darling chipmaker has gross profit margin of 72.7% and high levels of earnings growth.
Persons: Dow, Dow Jones, Brad Reback, ServiceNow's, Reback, Goldman Sachs, Arista's Organizations: Nasdaq, Federal Reserve, CNBC, Stock, Arista Networks, Arista, Nvidia, Design Systems, Dominion Freight
☆ Microsoft shares fall after earnings report as analysts process a delayed A.I. ramp
  + stars: | 2023-07-26 | by ( Jordan Novet | ) www.cnbc.com   time to read: +3 min
Microsoft shares were trading down as much as 5% on Wednesday, a day after the software maker issued worse-than-expected quarterly revenue guidance. Microsoft has been increasing its capital expenditures to get infrastructure in place to provide AI services to developers at other companies and roll out assistant capabilities to apps such as Word and Outlook. The extra spending cuts into Microsoft's cloud gross margin. "The messaging on Copilot was more about tempering rather than inflating expectations," wrote UBS analysts led by Karl Keirstead, which also has a buy rating on Microsoft. Raymond James' Andrew Marok and Mauricio Munoz, with the equivalent of a buy rating on Microsoft shares, had a similar tone.
Persons: Amy Hood, Mark Murphy, Karl Keirstead, It's, Brad Reback, Raymond James, Andrew Marok, Mauricio Munoz, Satya Nadella, — CNBC's Michael Bloom Organizations: Microsoft, JPMorgan, UBS
☆ Stifel analyst explains why they downgraded CrowdStrike
  + stars: | 2022-11-30 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStifel analyst explains why they downgraded CrowdStrikeBrad Reback, Stifel analyst, joins 'Squawk on the Street' to discuss CrowdStrike as the shares of the cybersecurity company tumbled following its 'disappointing' earnings.
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