Microsoft (MSFT) and Amazon (AMZN) remain big winners in CIO spending intentions - Bernstein
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Keybanc Positive on Microsoft (MSFT) (yesterday)
July 12, 2023 11:15 AM EDTMicrosoft (NASDAQ: MSFT)
The analyst comments "Today Microsoft announced the release of Entra Internet Access and Entra Private Access, effectively expanding into network security with SSE (Secure Service Edge), setting Microsoft up to more directly compete with PANW, ZS, NET, and... More
Microsoft (MSFT) the 'outright leader in cloud/IaaS' - Wells Fargo
July 12, 2023 8:24 AM EDTWells Fargo analyst Michael Turrin told investors in a note Wednesday that Microsoft (NASDAQ: MSFT) partners believe the tech giant is "the outright leader in cloud/IaaS."
"Partners remain upbeat," said Turrin. "Partners indicated that we're now through the bulk of the major cost-saving optimizations and expect moderating model impact from herethough acknowledging... More
