Google investments

- Google $GOOG plans to invest $1 billion to build a data centre near London.

- The data centre will be located in Waltham Cross, 15 miles north of central London, on 33 acres.

- The UK government sees the investment as a "huge vote of confidence" in the UK and its growth potential.

- Microsoft $MSFT also plans to invest $3.2 billion in the UK, including data...
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Hello investors, I have a question about the results from Activision Blizzard.

Where are the results of this company published after the acquisition by $MSFT? Are their 3Q results included in the gaming segment with Microsoft's results ?

Thanks for the answers in the comments, I have no experience with this yet.

Investors, which companies' results will you be watching next week?

I'm very interested in the results of $MMM, $KO, $MSFT, $GOOGL $WM, $META or maybe $AMZN. Next week will be very interesting as far as company results are concerned and I'm very interested and looking forward to the results of several companies.

Here we go!

The UK antitrust regulator CMA has approved the revised deal for the acquisition of game developer $ATVI by $MSFT.

How do you feel about this acquisition, which has been dragging on for over a year. I haven't found a report anywhere on how it will work out with shareholders, does anyone have any information? @lukasandel and I discussed this in a recent post.

Do you...
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Microsoft plans to launch its own AI chip next month!

Microsoft is reportedly planning to launch its own AI chip to reduce its dependence on Nvidia in particular.

The chip will be similar to Nvidia's GPUs and is designed to run data center servers. This makes the chip less power-hungry. For data centers, power consumption is critical because data centers run 24/7.

The emergence of...
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So it's not just $MSFT that has resorted to a big investment in AI this year in the form of an investment in OpenAI. $AMZN has announced that it will invest up to $4 billion in artificial intelligence startup Anthropic.

As part of the deal, Anthropic will use Amazon's custom chips in its AI software. Amazon then agreed to use its startup partner's technology in its products...
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What is a better investment for you? Sony $SONY with its Playstation, or a competitor in the form of $MSFT with its Xbox? Who could be the future winner in the game console sector?

A friend and I were having a discussion today about whether $GOOGL or $MSFT is a better investment in the current situation, so I thought I'd ask you too. Which of these two companies do you think is a better investment for the long term these days?

Have a good weekend, investors. How do you feel about the dependence of tech giants like $MSFT $GOOGL $AMZN on artificial intelligence chips from $NVDA?

These tech giants are progressing in developing their own chips for their data centers with AI deployment. An important example is $MSFT 's recent investment in d-Matrix, a company that designs optimized chips to power...
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Big tech companies are "threatened" by the European Union + Apple is now in trouble in China.

Amazon $AMZN, Alphabet $GOOG, Apple $AAPL, Microsoft $MSFT, Meta $META and ByteDance (is a Chinese internet technology company) now have six months to comply with stricter market rules.

The SP500 index is up over 14% for the year, which is very respectable. The $SPY is up this year mainly due to technology stocks, which are up tens of % this year and some are even up over 100%, such as $NVDA or $META. The SP500 is rising this year mainly thanks to $AAPL, $MSFT, $NVDA, $META, $AMZN and $GOOGL. However, the question is whether these technology stocks will...
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Shares of Microsoft $MSFT fell as much as 4% in extended trading Tuesday after the software maker issued a quarterly revenue forecast that fell short of analysts' expectations.

Earnings: $2.69 per share versus $2.55 per share as expected by Refinitiv.
Revenue: $56.19 billion versus $55.47 billion as expected by Refinitiv.

On a conference call with analysts, Amy Hood, Microsoft's...
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Have a nice Wednesday, my friends.

I'm not going to write any direct news today, rather I just want to give space to discuss how you think this first busy week is going so far and JPMorgan's outlook for today's Fed meeting, which I'm sure we will all be watching closely. 😊

What was so bad about Microsoft's $MSFT results that the stock price is falling in the premarket?

I've only found so far:

EPS of $2.69 beating expectations of $2.54

Revenue of $56.2B beating expectations of $55.4B

I'm curious to see what results $MMM will report today given the lawsuits that are dragging on with this company. But I won't miss the results from $MSFT either. Which results are you looking forward to today?