DIRS.INFO The most relevant business & tech news

☆ Satya Nadella doesn't expect spending to be very strong for the next couple of years, says Gil Luria
▼ + stars: | 2023-01-24 | 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 EmailSatya Nadella doesn't expect spending to be very strong for the next couple of years, says Gil LuriaGil Luria, senior software analyst at DA Davidson, joins 'Power Lunch' to discuss expectations for Microsoft's earnings report, the payoff for Microsoft's investment in OpenAi in the short and long term, and the potential consequences of antitrust litigations against Google.

☆ Alphabet or Microsoft? Analysts predict which stock will come out on top
▼ + stars: | 2023-01-23 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Analysts say the platform could be a threat to Google's bread-and-butter search business . Alphabet and Microsoft compete in the cloud business. Neither stock did well in the past year, with Microsoft dropping more than 20%, and Alphabet tumbling over 30%. According to FactSet, analysts covering the stock gave it 21% upside on average, while 91% gave it a "buy" rating. According to FactSet, analysts covering Alphabet gave it 35% upside on average, while 92% gave it a buy rating.

☆ With Bing and ChatGPT, Google is about to face competition in search for the first time in 20 years
▼ + stars: | 2023-01-06 | by ( Emilia David | ) www.businessinsider.com time to read: +6 min

Microsoft put $1 billion in OpenAI, which built ChatGPT, and plans to integrate ChatGPT into Bing. Many have said Google Search has stagnated, and competition from Bing and ChatGPT might change that. The Information reported Microsoft and ChatGPT creator OpenAI are working on integrating the technology into Microsoft's perpetually overlooked search site Bing. Bing has lost to Google search for over a decade, but with the integration of ChatGPT, Bing may offer the first compelling reason why people might want to switch from Google. The internet giant has its own language model called LaMDA, short for Language Model for Dialogue Applications.

☆ Microsoft's investment into ChatGPT's creator may be the smartest $1 billion ever spent
▼ + stars: | 2023-01-06 | by ( Hasan Chowdhury | ) www.businessinsider.com time to read: +7 min

Microsoft's $1 billion investment into OpenAI may be one of the shrewdest bets in tech history. OpenAI released AI bot ChatGPT and is in discussions to raise capital at a $30 billion valuation. "We believe Microsoft's investment in OpenAI will translate to significant underappreciated upside," Luria wrote. Investors may be souring on speculative tech but AI looks resilientThere is speculation that Microsoft may look to buy OpenAI. That suggests investors will still look to pile into the hottest AI companies, cementing the value of Microsoft's deal.

☆ D.A. Davidson initiates coverage of Microsoft with a $270 price target
▼ + stars: | 2023-01-05 | 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 EmailD.A. Davidson initiates coverage of Microsoft with a $270 price targetGil Luria, D.A. Davidson analyst, joins 'Power Lunch' to discuss the decision to initiate coverage of Microsoft today with a buy rating and a $270 price target.

☆ Buy Microsoft as latest investment can help it end Google's search dominance, D.A. Davidson says
▼ + stars: | 2023-01-05 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Microsoft 's investment in OpenAI should offer "significant underappreciated upside" for the big technology stock in the months ahead, according to D.A. The firm initiated coverage of the tech bellwether with a buy rating and $270 price target, viewing its investment in the research company, which operates ChatGPT, as a potential short-term catalyst for shares that help support its premium valuation. "Longer-term, we believe incorporating ChatGPT capabilities into Bing may provide Microsoft with a once-a-decade opportunity to unseat Google's Search dominance," wrote analyst Gil Luria in a note to clients Wednesday. Looking ahead, Luria expects the company's market dominancy and endurance to help the company weather further uncertainty ahead. The firm's $270 price target implies nearly 18% upside from Wednesday's close.

Critically, experts say, nothing that's transpired in the crypto market in 2022 undermines the inherent value of the blockchain. "So while this has been a shock to the market, a lot of people in the space remain sanguine about the future of blockchain technology." He said stock trading, buying and selling real estate, and borrowing and lending money remain ripe for disruption by blockchain technology. "The ethereum blockchain could turn out to be this major infrastructure layer for the future of technological services," Abner said. He said prospective crypto users must prepare for a steep learning curve going forward, because it ultimately involves trusting only yourself to be in charge of your assets.

☆ Alibaba's Singles Day sales suggest Chinese consumer still not getting better, strategist says
▼ + stars: | 2022-11-18 | 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 EmailAlibaba's Singles Day sales suggest Chinese consumer still not getting better, strategist saysGil Luria of D.A. Davidson says Alibaba's Singles Day sales suggest consumer spending in China is "clearly" not growing, but may not be slowing down as much as it had been.

☆ Everything you want to know about Big Tech's disappointing earnings
▼ + stars: | 2022-10-31 | by ( Phil Rosen | ) www.businessinsider.com time to read: +6 min

For today's newsletter, I caught up with some finance pros over the weekend to get a sense of what we can learn from last week's earnings disappointments. Tech earnings were a huge disappointment and analysts don't see much relief on the horizon. "The common thread between the mega cap tech earnings reports this week is the companies' unwillingness to cut costs aggressively ahead of an economic slowdown, in spite of investor expectations," he said. What was your biggest takeaway from last week's Big Tech earnings? On the company's earnings call, its CFO said the surging dollar has cost Amazon more than $900 million more than expected.

One year and billions of dollars later, the so-called metaverse still feels years away, if it ever manifests at all. And Meta’s flagship social VR app Horizon Worlds can feel like a ghost town (albeit a ghost town with laser tag). Meta’s latest headset, the Quest Pro, is its first effort at combining the immersiveness of VR with the real world. The VR headset market is still tiny compared to, say, an established gadget market like console video games. A visitor to the 2022 Tokyo Game Show tests the Meta Quest 2 VR headset.

☆ Tech earnings just flopped. From Amazon to Meta and Microsoft, here are the biggest takeaways
▼ + stars: | 2022-10-29 | by ( Phil Rosen | ) www.businessinsider.com time to read: +4 min

Tech heavyweights like Meta, Amazon, and Microsoft flopped this past week, while Apple reported mixed results. Experts explain the obstacles in front of Big Tech, and what the takeaways from earnings are. Apple proved to be the lone strong point among Big Tech stocks. Weakness in digital advertisingAs the broader economy slows down thanks to the Federal Reserve's interest rate hikes, tech companies have faced a softening in advertising revenue. Big Tech spendingMeta, Alphabet, Microsoft and Amazon reported deceleration in key business lines, but all four insisted they will continue to invest despite the slowdown, Gil Luria, technology strategist at D.A.

☆ Is it time to invest in China's internet giants? Two strategists weigh in
▼ + stars: | 2022-10-20 | by ( Charmaine Jacob | ) www.cnbc.com time to read: +1 min

Investing in China's technology giants may seem like a risky move to some investors, but one analyst says valuations are "extremely cheap" and China tech buys are an obvious choice now. Tencent and Alibaba are "extremely strong companies," according to Anand Batepati, portfolio manager at GFM Focus Investing. "Unless you think that the government or some external force is going to destroy 90% of their existing business, then I think it's a no brainer" to buy these stocks, he told CNBC's "Street Signs Asia" on Tuesday. However, Gil Luria, technology strategist at D.A. Investors should avoid Chinese big tech stocks because their overseas expansion could be affected as the country is headed toward an "isolationist path," Luria said.

☆ Anand Batepati and Gil Luria on bull-or-bear case for China big tech
▼ + stars: | 2022-10-18 | 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 EmailCNBC full interview with Anand Batepati and Gil Luria on their bull-or-bear case for China big techAnand Batepati, portfolio manager at GFM Focus Investing, and Gil Luria, technology strategist at D.A. Davidson, weigh in on whether investors should buy or avoid Chinese big tech stocks.

Search resuls for: "Gil l"

13 mentions found