Microsoft (MSFT) is Rolling as its AI Innovations are Fueling Big Contracts
Microsoft (MSFT) is a big benefactor of the AI movement. In fact, the company had a 80% jump in $100 million Azure deals last quarter.
Microsoft (MSFT) is a big benefactor of the AI movement. In fact, the company had a 80% jump in $100 million Azure deals last quarter.
UnitedHealrh (UNH) stock moved higher after the company reported earnings. But in the end, this seems to be a 13% to 16% grower.
Nike (NKE) isn’t receiving as much hype from young customers like On Running and Hoka are. So NKE is looking to innovate.
Wingstop (WING) has impressed investors with its robost same store sales growth, which clocked in at 21% last quarter in the US.
Grainger (GWW) had been growing profits briskly with the help of higher product price inflation. Now, growth should normalize.
UnitedHealth (UNH) is experiencing higher costs due to Medicare Advantage. But the stock is still delivering profits like usual.
TJX (TJX) delivered solid profit growth last quarter which management says came from an increase in customer traffic across all brands.
Fiserv (V) is a true value as profits are growing at a high-teens rate yet the stock has a P/E of just 15. I envision a solid move higher.