Tuesday, January 26, 2021

MSFT Surges -- January 26, 2021

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Microsoft blows away 2Q21 expectations on cloud and personal computing strength -- Yahoo!Finance. Link here. CNBC "Fast Money" panelists are simply amazed at the beat. Bottom line: MFST seems to be in the sweet spot with regard to the pandemic. If so, one can imagine the other winners. Not being said: the pandemic. Tonight's CDC numbers may be the most interesting numbers in ten days. If the CDC numbers are not a whole lot better tonight .....

MSFT surges. Up three dollars during normal trading hours; up another $15 after the close. Up about 9% for the day. The "Fast Money" panelists go back to IBM -- suggesting the earlier numbers are a lot worse than originally thought -- one panelist has actually removed "IBM" from his radar scope. 

Big concern: two two-trillion-dollar companies are going to "box out" a lot of other tech companies.

Starbucks 1Q21 earnings top estimates, but same-store sales hit by Covid-19. SBUX up about 1 percent during the day but then down 1.6% after hours. Overall, a disappointing day. Analysts, yesterday, suggested that Starbucks guidance today would be the bellwether for the pandemic. Not looking good.

GME: is there more to the story? Is there something the "professionals" are missing? GME opening about $80 this morning added $71 during the day, and then added another $100 after the close. There's something going on and the "talking heads" can't explain it. And as far as I know, the SEC let it run without stopping trading. Even Elon Musk got involved, putting support behind these numbers. Later: added $145 after hours.

AAPL: was barely up during the day but then added another $1.17 after-hours. Very,very interesting.  

Bed Bath and Beyond: gaps up $13 to $44. 

AMD: delivered on expectations, but after hours down about 1.5%. Sometimes I think analysts over-think these things.

2 comments:

  1. that's must have been because Microsoft plans to bring the dead back to life..

    Microsoft’s patent to reanimate dead as ‘chatbots’ has Black Mirror fans worried - Microsoft has been granted a patent to “revive” the dead as chatbots, recreating their personality from social postings, writings, and videos to keep their grieving loved ones company. Assuming it doesn’t totally freak them out. The living-dead chatbot would be fed all available traces of the deceased – their “images, voice data, social media posts, electronic messages,” and other data – in an effort to mimic their personality as closely as possible. Videos would also be used to generate a 2D or 3D model of the person, further adding verisimilitude by incorporating not just their surface appearance but also their behavioral mannerisms.

    ReplyDelete
    Replies
    1. Disney did it first at Disneyland with President Abraham Lincoln.

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