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Top related persons:
Morgan Stanley's Keith Weiss - 7 Goldman Sachs - 3 Morgan Stanley - 3 Satya Nadella - 2 Kash Rangan - 2 — CNBC's Michael Bloom - 2 Weiss - 2 Brent Thill - 1
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Search resuls for: "Morgan Stanley's Keith Weiss"


11 mentions found


☆ Here's the magnitude of AI's effect on Microsoft's bottom line and what it means for the stock
  + stars: | 2024-01-31 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Microsoft seemed to pass Wall Street's latest test when it demonstrated its ability to monetize artificial intelligence. The action came a day after Microsoft issued light guidance but delivered a top-and-bottom line beat and strong AI-focused commentary. Wall Street analysts across the board regarded Microsoft's results as an affirmation of its AI leadership position. Piper Sandler's Brent Bracelin said in a Tuesday note that the results "reinforced Microsoft's first-mover advantage in AI applications." Meanwhile, Goldman Sachs analyst Kash Rangan called the company one of the "most compelling" opportunities across sectors, viewing AI as a major boon for an "already strong growth profile."
Persons: Brent Thill, Satya Nadella, Amy Hood, Morgan Stanley's Keith Weiss, Piper Sandler's Brent Bracelin, Goldman Sachs, Kash Rangan, Mark Murphy, — CNBC's Michael Bloom Organizations: Microsoft, Barclays, Raimo, Wall Street
☆ Here were the biggest winners and losers from Black Friday
  + stars: | 2023-11-27 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Despite the seeming rush to shop, this Black Friday ushered in moderately higher promotions over last year and mixed in-store traffic, according to some Wall Street analysts. Black Friday winners Value-focused shopping destinations seemed to win big Friday, based on annual store checks from a slew of Wall Street shops. The Black Friday shopping extravaganza also ushered in some bullish sentiment toward Shopify . Black Friday losers Not every popular retailer seemed to kick off the holiday shopping period on a strong note. While Lululemon drove strong in-store traffic, helped in part by advertising use in Black Friday markdowns, Nike and Under Armour both showed higher promotions, said Piper Sandler's Abbie Zvejnieks.
Persons: Michael Lasser, Bradley Thomas, Thomas, Kohl's, Morgan Stanley, Alex Straton, Goldman Sachs, Kate McShane, JPMorgan's Matthew Boss, Piper Sandler's Korinne Wolfmeyer, Morgan Stanley's Keith Weiss, Bhavin Shah, shouldn't, Nordstrom, Straton, Lululemon, Armour, Piper Sandler's Abbie Zvejnieks, lululemon Organizations: Adobe Analytics, UBS, Walmart, KeyBanc Capital, Dick's Sporting Goods, Body, Deutsche, Eagle Outfitters, Nike Locations: U.S
☆ Microsoft's market value soared as much as $154 billion in just a day. That nearly matched Jeff Bezos' entire fortune.
  + stars: | 2023-07-19 | by ( Joseph Wilkins | ) www.businessinsider.com   time to read: +3 min
Microsoft gained as much as $154 billion in market cap in a single day after unveiling the Copilot subscription service. The tech giant is poised to become the second company ever to reach a $3 trillion valuation, according to Morgan Stanley. That saw its market cap balloon by as much as the above-mentioned figure during intraday trades, before ending the session with a $102 billion increase. Amazon founder Bezos' wealth totaled $157 billion as of Tuesday, according to the Bloomberg billionaires index. Their combined value now stands at an eye-watering $11 trillion – which, to offer another comparison, is nearly triple the GDP of Germany.
Persons: Jeff Bezos's, Morgan Stanley, Jeff Bezos, Bezos, OpenAI's, Tesla, Morgan Stanley's Keith Weiss Organizations: Microsoft, Service, Bloomberg, Apple, Nvidia Locations: Wall, Silicon, OpenAI, Germany
☆ This software stock more than doubled on the back of A.I. mania. Here's why Wall Street expects the rally to fade
  + stars: | 2023-07-18 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Shares of Palantir have surged 181% this year as investors bet on its potential in the booming artificial intelligence race. The company, founded in 2003, is already making strides in AI, even lending its tools to hospitals . In its latest earnings release in early May, CEO Alex Karp called demand for Palantir's AI platform, which allows commercial and government sectors to use LLMs with their own private data, "without precedent." While some analysts see promise in Palantir's AI capabilities, many remain cautious on the immediate profit contribution of the technology and view the stock as ripe for a pullback. In a note to clients in May, Morgan Stanley's Keith Weiss noted that the rally in Palantir shares and premium valuation creates an unfavorable near-term risk-reward.
Persons: Palantir, Alex Karp, Malik Ahmed Khan, Davidson's Gil Luria, Raymond James, Brian Gesuale, Morgan Stanley's Keith Weiss, Karp, Morningstar's Khan, Mizuho's Matthew Broome, Davidson's Luria, — CNBC's Michael Bloom Organizations: Wall, Nvidia, billings Locations: Denver
☆ Microsoft confirms more job cuts on top of 10,000 layoffs announced in January
  + stars: | 2023-07-10 | by ( Jordan Novet | ) www.cnbc.com   time to read: +1 min
Microsoft confirmed Monday that it's eliminating additional jobs, a week after the start of its 2024 fiscal year. The cuts are in addition to the downsizing announced in January that resulted in 10,000 layoffs. The software maker also disclosed a small number of cuts this time last year. GeekWire reported on the latest cuts earlier Monday. A Microsoft spokesperson declined to specify the number of cuts in the latest round.
Persons: GeekWire, Satya Nadella, Morgan Stanley's Keith Weiss Organizations: Microsoft, Google Locations: Washington
☆ Microsoft could soar 22% and will top a $3 trillion valuation as it's best positioned to monetize generative AI, Morgan Stanley says
  + stars: | 2023-07-06 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +3 min
Microsoft stock is poised to top a $3 trillion valuation in early 2024 as it is best positioned to monetize generative AI, according to Morgan Stanley. "Microsoft likely emerges as an early 'Picks and Shovels' beneficiary" of generative AI, Morgan Stanley said. The bank called Microsoft stock a "Top Pick" and said it has 22% upside potential from current levels thanks to its "pole position" in the generative AI race that should help it quickly monetize the growing trend. And investors should see the impact of AI on Microsoft's financials sooner rather than later as increased datasets flow into bigger revenues for Microsoft's Azure cloud service. And although Microsoft's stock is up about 40% year-to-date, its valuation isn't stretched based on historical averages, "despite the unrivaled Generative AI positioning," Weiss concluded.
Persons: Morgan Stanley, —, Morgan Stanley's Keith Weiss, Weiss Organizations: Microsoft, Service, Apple, OpenAI Locations: OpenAI
☆ Salesforce is developing a ton of new AI products that could lead to 'a massive new buying cycle' Goldman Sachs and Morgan Stanley analysts believe
  + stars: | 2023-06-09 | by ( Julie Bort | ) www.businessinsider.com   time to read: +4 min
Salesforce could be leading it, with a giant list of new AI products in the works. And he told tale after tale of planned AI products. Morgan Stanley's Keith Weiss believes Salesforce's claims that AI has the potential to "spark a massive new buying cycle." Rangan tallied up 15 pending AI products from Salesforce. There will be five new AI products incorporated into the Marketing cloud to automate tasks ranging from personalized emails to analyzing engagement.
Persons: Salesforce, Marc Benioff, Claude, Goldman Sachs, Kash Rangan, Salesforce's, Einstein, Rangan, Morgan Stanley's Keith Weiss, Weiss Organizations: OpenAI, Salesforce Ventures, Google, Salesforce's, Slack, Products, Next
☆ AI startup cloud deals by Microsoft, Google and Amazon ring 'accounting alarm bells' across Silicon Valley over revenue 'round-tripping'
  + stars: | 2023-05-19 | by ( Eugene Kim | Stephanie Palazzolo | ) www.businessinsider.com   time to read: +10 min
Some investors question whether these arrangements are artificially juicing cloud revenue growth. When Microsoft announced a multibillion-dollar investment in OpenAI earlier this year, the deal made Azure the ChatGPT-maker's "exclusive cloud provider." There's another deal in the works with similar attributes involving Runway AI and a major cloud company. But they are drawing more scrutiny lately because they could artificially inflate cloud revenue, a key driver of growth for Microsoft, Google, and Amazon, according to Ted Mortonson, managing director of financial-services firm Baird. Is OpenAI a regular cloud customer that is getting no investment money from Microsoft?
☆ Salesforce's strong results are impressive given activist pressure, Wall Street analysts say
  + stars: | 2023-03-02 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
Salesforce 's strong earnings were impressive, as it works toward improving profitability in the midst of ongoing activist pressure at the firm, according to Wall Street analysts. The results help Salesforce CEO Marc Benioff fend off pressure from activist investors such as Third Point and Elliott Management that have leaned on the firm. The new price target suggests shares can jump 43% from Wednesday's closing price of $167.35. JPMorgan's Mark Murphy also reiterated an overweight rating on the stock, and raised his price target to $230 from $200 — implying about 37% upside. Nevertheless, he maintained a neutral rating on the stock, with a $182 price target implying just 8% upside.
☆ Microsoft is doing well in terms of the market share consolidation, says Morgan Stanley's Keith Weiss
  + stars: | 2023-01-25 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft is doing well in terms of the market share consolidation, says Morgan Stanley's Keith WeissMorgan Stanley analyst Keith Weiss and Barbara Doran, BD8 Capital Partners, join 'Closing Bell' to discuss the market response to Microsoft's earnings, the bullish case for Microsoft's move to the cloud, and more.
☆ Latest Microsoft results show the tech giant is still a buy despite near-term pressures, analysts say
  + stars: | 2023-01-25 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
Microsoft may be facing some near-term pressures, but most analysts think the stock remains a buy at current levels. Radke has a buy rating on the stock, and raised his target price slightly to $282 from $280. His $300 price target represents more than 23% upside from Tuesday's closing price for the stock. Davidson's Gil Luria was especially bullish on Microsoft, saying that the tech giant "deserves a premium valuation relative to the market and its Pac4 comparables." He lowered his price target to $265 from $267.
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