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ING on DeepSeek: 'Although the alarm bells are ringing for the 'Magnificent 7' today, things could turn quickly'
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Wells Fargo on DeepSeek: 'the market is always going to market, but if you can discern away from the screens and price action and see the forest from the trees here, I think this is all bullish'
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Mizuho on DeepSeek: 'Last week traders LOVED ALL THE SPENDING AND BUILD-OUT and today they can’t sell those long positions fast enough just on unconfirmed China claims on super low training costs'
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Stifel Reiterates Buy Rating on Microsoft (MSFT)
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Keep buying this Magnificent 7 stock, Jefferies tells its clients
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Raymond James Reiterates Strong Buy Rating on Microsoft (MSFT)
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DeepSeek is now top free app on App Store, passes ChatGPT
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Bernstein Previews 2Q25 for Microsoft (MSFT): 'An Important Quarter in More than One Way'
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TD Cowen Previews 2Q for Microsoft (MSFT): 'Still Navigating Through Nearer-Term Cross-Currents'
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KeyBanc Reiterates Overweight Rating on Microsoft (MSFT) as 'Azure Instances Point to Better Non-AI Growth'
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RBC Capital on Stargate Implications: 'Positive for ORCL and MSFT'
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UBS shares its Q4 previews for Microsoft, Google and Amazon cloud segments
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Microsoft (MSFT) call put ratio 2.1 calls to 1 put into quarter results next week
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Army kickstarts possible recompete of Microsoft’s (MSFT) $22 billion IVAS production deal - Breaking Defense
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Arista Networks stock jumps on 'Stargate' AI project prospects
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Truist discusses AI in the Enterprise Software Landscape
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Bernstein Sees Microsoft and Electrical Infrastructure Stocks (PWR, ETN, HUBB) Gaining from Stargate Project
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Microsoft (MSFT) PT Lowered to $540 at Morgan Stanley
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Jefferies Reiterates Buy Rating on Microsoft (MSFT), Franchise Pick
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KeyBanc on Microsoft (MSFT): 'We View MSFT as a Primary Beneficiary of Increased Cloud Spend'
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Microsoft-Open AI Partnership Raises Antitrust Concerns - FTC
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FTC Issues Staff Report on AI Partnerships & Investments Study
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5 chip stocks Barclays likes for 2025
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Evercore ISI Reiterates Outperform Rating on Microsoft (MSFT)
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Cantor Fitzgerald Starts Microsoft (MSFT) at Overweight
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Microsoft (MSFT) Says Its Upping US Consumer Office Cost by $3/Month - Bloomberg
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Bernstein names 3 software stocks to own for 2025 and 2 to avoid
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Bernstein Global Software: 'Initial Thoughts for 2025 and our Software Names'
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Microsoft (MSFT) pauses hiring in U.S. consulting unit as part of cost-cutting plan, memo says - CNBC
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2025: The year to become Quantum-Ready - Microsoft (MSFT)
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Pearson (PSO) and Microsoft (MSFT) Announce Multi-Year Partnership to Transform the Future of Learning and Work with AI
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RBC Capital Highlights Top Software Picks and Ideas in the '2025 New Year Preview' note
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Musk Asks State Ags To Auction Off Openai Stake In Nonprofit Restructuring- Reuters
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Microsoft (MSFT) Plans Company-Wide Performance Based Layoffs - The Information
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WEC Energy Group (WEC) PT Raised to $95.50 at Ladenburg Thalmann
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Why Bernstein thinks Microsoft shares can outperform in 2025
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Jefferies favorite software stocks for 2025 and how to play them
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Microsoft (MSFT) PT Raised to $520 at Piper Sandler, Stock Named Top 2025 Pick
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RBC Capital Highlights Favorite Ideas in 2025 Software Outlook Note
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Active options: MSFT RGTI MARA SMCI NIO UBER GOOGL GME U BA
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Evercore ISI Reiterates Outperform Rating on Microsoft (MSFT)
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Active options: META MSFT RGTI MARA SMCI NIO UBER GOOGL GME U BA
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Microsoft (MSFT) call put ratio 2 calls to 1 put into 2025
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Microsoft (MSFT) and OpenAI have been negotiating potential changes in OpenAI's structure since around October - The Information
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Microsoft (MSFT) Adding Non-OpenAI Models to Power 365 Copilot - Reuters
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RBC Capital's 2025 CIO Survey: 'Encouraging Trends'
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Microsoft (MSFT) PT Raised to $550 at Loop Capital
