Microsoft (NASDAQ: MSFT) Archives

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Move over Magnificent 7, meet the Magnificent 11, Bryce’s small cap investment & Compounding continued

You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11.

8 April
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Expert: Aswath Damodaran - Valuation 101: Every number tells a story

For investors of any level, getting your head around valuation is one of the most challenging aspects of investing. So to help us build our skills, we’ve turned to one of the world’s best-known experts on valuation, Aswath Damodaran.

12 March
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Bold predictions - Andrew Brown

Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.

20 February
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23 stocks for 2023 | We review our "portfolio" to see how we went

At the beginning of 2023, Candice and Felicity each picked 12 stocks to add to a hypothetical portfolio.

15 December
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Expert: Andrew Brown - Bold predictions wrap 2023

Welcome back Andrew! Since Equity Mates began, we've been welcoming Andrew to come and make some bold calls to bookend our year.

14 December
We wrap our bold predictions + Who won stock of the year?

Find out which companies we thought would outperform in the market and who might win Time’s Person of the Year. What did we end up scoring?

11 December
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2023 wrapped: the 6 biggest business stories

Today, we’re recapping the year that was. To do it, we’re bringing in the whole team at Equity Mates to share what they think are were the biggest business stories of the year.

8 December
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The Inside Story of Microsoft’s Partnership with OpenAI

This article from the New Yorker is one of the better long-form articles we’ve read about the wild weekend and the events that led to it.

4th Dec, 2023
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Happy Birthday ChatGPT! 12 months on, what's changed?

Sascha is joined by Capital Brief correspondent Dan Van Boom to ask... well … What exactly has the arrival of Chat GPT changed? How has it influenced the world around us?

1 December
OpenAI Saga: Sam Altman’s Wild Weekend

Today Sascha and Alec ask… ummmm what on earth happened! And more importantly, what will happen next?

22 November
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Buy or Sell: 10 stocks with Adam Keily & Candice Bourke

Fresh episode of Buy or Sell featuring Adam Keily. This week he's joined by Candice Bourke, also from Talk Money To Me, who joins him to go through the stocks she's adding to her order pad, and those she's marking for the buy pile. Remember, you can track our calls on the tracking page

21 November
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Microsoft, Koala Mattresses & Designcrowd...What do these businesses have in common?

Successful tech investor Rajeev Gupta from Alium Alpha Fund is backing MSFT, Koala and designcrowd for their growth for years to come!

10 November
Are we witnessing the death of the password?

Today Alec and Sascha discuss what a ‘password-less future’ looks like...

17 July
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Microsoft’s AI head fake and making Google dance

Microsoft’s CEO Satya Nadella has played the rollout of ChatGPT incredibly. By investing $10 billion into ChatGPT’s creator OpenAI and integrating the service with Bing, Microsoft put itself in the centre of the conversation. And the conversation quickly turned to how Microsoft challenging Google and threatening their dominance in search.

13th Mar, 2023
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Bing AI can’t be trusted

This story has been doing the rounds for a few weeks now, but we wanted to make sure we featured in Thought Starters. For all the hype about chatGPT and the coming wave of AI - be careful, it is often wrong.

10th Mar, 2023
Expedia, Microsoft and travel experts on ChatGPT

Listen to PhocusWire's first LinkedIn Audio event, with executives from Expedia and Microsoft and Kayak co-founder Paul English discussing the potential use of ChatGPT in travel.

2 Mar, 2023
Artificial Intelligence
The Google-Microsoft AI tussle could be a windfall for Apple

How much would Microsoft pay to make Bing the default search engine on Apple devices?

14 Feb, 2023

SOURCE: Quartz
23 Stocks for 2023 | Car Sales, Aussie Broadband and PayPal! Pt III

It's the last instalment of Felicity and Candice's 23 Stocks for 2023! It's one of your favourites, as they share ideas for making money in the markets, stocks, investable ideas and exciting companies which have caught our eye.

10 February
Artificial Intelligence
Alphabet shares dive after Google AI chatbot Bard flubs answer in ad

Alphabet Inc lost $100 billion in market value on Wednesday after its new chatbot shared inaccurate information in a promotional video and a company event failed to dazzle, feeding worries that the Google parent is losing ground to rival Microsoft Corp .

10 Feb, 2023

SOURCE: Reuters
General
Microsoft's investment in ChatGPT and the future of AI

The new frontier for tech companies is here. Find out why Microsoft invested $10 billion in ChatGPT and what the future of artificial intelligence could look like. Are we going to lose our jobs?

2nd Feb, 2023
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Why did Microsoft invest $10bn in ChatGPT?

Today Sascha and Darcy discuss - why has Microsoft invested in ChatGPT and what can we expect from AI in the future?

2 February
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50 Global Investment Opportunities in 2023

Looking for your next investment opportunity in 2023? Look no further! Bloomberg Intelligence has identified 50 companies worth watching in 2023.

30th Jan, 2023
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Disruption continues despite ‘technical recession’

Loftus Peak provide their latest insight and thoughts on some of their key holdings including Apple, Qualcomm, Microsoft, AMD, and Amazon.

18th Aug, 2022

Source: Loftus Peak
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Hyperscaler Q2 Earnings Take-aways

This article has taken a look at the recently released second quarter results for the hyperscalers - Amazon, Google, Microsoft and IBM. The first takeaway is that these companies all continue growing their cloud infrastructure businesses. Amazon Web Services reported 33% year-on-year growth, Google Cloud reported 36% and Microsoft Azure leading the charge with 40%.

11th Aug, 2022
Big Tech wants a piece of everything. Who’s going to stop them?

Big Tech gets big by finding a market and just absolutely dominating it. Apple’s iOS has 25% market share. Microsoft Office enjoys 50%. Google Search owns their space with 90%. But none of these Big Tech companies are stopping anytime soon... They have an insatiable appetite for growth.

30 July