The Nasdaq has continued to rebound and drift higher after the market received favorable quarterly results and guidance from Meta Platforms (META)  and Microsoft (MSFT) .Reporting after-market hours on Thursday, both were able to exceed expectations with Meta and Microsoft’s stock spiking +4% and +7% in today's trading session, respectively. Meta's Q1 Results With Meta CEO Mark Zuckerberg stating the company is making good progress on its AI initiatives, the social media giant’s Q1 sales increased 16% year ...

Associate Professor in Finance and Corporate Governance at Brunel University London. I am also a CFA charterholder. In addition, I hold a PhD in Finance from University of Durham, U.K. I have six years of investing experience in the Indian and US equities with a medium to long-term horizon. I also actively research on Behavioural Finance, Corporate Governance, Activist Hedge Funds, Cryptocurrencies and M&A and have published in top-ranked peer-reviewed journals. I also currently produce and host a weekly in ...

Core Points - Microsoft has raised the recommended retail pricing for Xbox consoles and controllers globally, effective May 1, and plans to increase the price of new first-party games during the holiday season [1][4] Pricing Changes - The price of the Series S 512GB console has increased by $80 to $380, while the Series X console has risen by $100 to $600 [4] - Certain games will see a price increase of $10, bringing their price to $80 [4] - Pricing for Xbox headsets will change only in the United States and Canada, with some Xbox controllers remaining at the same price [2] Market Conditions - Microsoft acknowledged that these pricing changes are challenging and were made after careful consideration of market conditions and rising development costs [2] - The company did not confirm if U.S. tariffs influenced the price hikes, but it relies on overseas manufacturing, including in China [3] Retailer Responses - Executives from major retailers, including Walmart and Target, indicated that maintaining low prices amid tariffs is becoming increasingly difficult, and some products may become scarce if retailers opt not to sell them due to tariff costs [4][5] - Retailers have taken measures to manage tariffs, such as Walmart halting some holiday orders from Chinese manufacturers and Target pausing shipments from direct Chinese suppliers [5] Impact on SMBs - Small to medium-sized businesses (SMBs) are facing tough decisions as they seek ways to share, offset, or avoid costs, risking their competitiveness against larger rivals [6]

More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...

Core观点 - The International Monetary Fund (IMF) has significantly reduced its global growth forecasts for this year and next, indicating potential further deterioration due to US tariffs, which could impact companies like CoreWeave [1] 分组1: CoreWeave的市场表现 - CoreWeave's shares surged by 17% following positive earnings reports from major clients Microsoft and Meta, with the stock trading around $45, exceeding its IPO price by $5 [2][6] - CoreWeave's revenue is heavily reliant on Microsoft, which accounted for 62% of its revenue in 2024, and a significant deal with OpenAI worth $11.9 billion over five years has been established [7] 分组2: 行业动态与挑战 - Microsoft and other tech giants have ambitious plans for AI infrastructure, but recent tariff announcements by President Trump have raised concerns about potential scaling back of these plans [3] - Despite some reports of Microsoft pausing early data center projects, the company remains optimistic about its cloud services, with Azure revenue increasing by 33% year-over-year [4][5] 分组3: 未来展望 - CoreWeave is set to release its first earnings report as a public company on May 14, which will provide further insights into its financial health and market position [9] - The company has transitioned from cryptocurrency mining to competing with major cloud providers, indicating a strategic shift in its business model since its rebranding in 2019 [8]

Core Insights - Xbox is increasing prices for its gaming consoles, controllers, first-party titles, and accessories due to US tariffs affecting global supply chains [1] - The Xbox Series X will now retail for approximately $600 in the US, marking a $100 increase [1] - Sony has also raised prices for its PlayStation 5 console, indicating a trend among console manufacturers to adjust for rising manufacturing costs [2] Industry Trends - Gaming consoles are projected to be the primary growth driver for the video game industry this year, with Nintendo set to launch the Switch 2 in June [2][6] - The PlayStation 5 Pro is priced around $700 in the US, reflecting the industry's shift towards higher pricing [2] - Nintendo has resumed pre-orders for the Switch 2 after a delay due to tariff uncertainties [6] Economic Impact - Tariffs imposed by the Trump administration on manufacturing hubs like Japan, China, and Vietnam have led to increased prices in the gaming industry [3] - Analysts have expressed concerns that these tariffs may hinder industry growth, especially amid potential economic recession and rising inflation affecting consumer spending [3] Pricing Strategies - Xbox plans to increase prices of certain first-party games to around $80, following Nintendo's pricing strategy for "Mario Kart World," potentially establishing a new industry standard [7]

Shares of tech giant Microsoft (MSFT 8.45%) spiked this week after the company reported better-than-expected revenue and earnings in its fiscal third quarter. The company's Azure cloud computing service and Microsoft 365 products are firing on all cylinders, which was welcome news to investors, many of whom have lost their appetite for some tech stocks as of late.With the company's impressive quarterly results, Microsoft stock was up by 9.5% this week, according to data compiled by S&P Global Market Intelli ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Microsoft CEO Satya Nadella speaks during an event celebrating the 50th Anniversary of Microsoft in Redmond, Washington, on April 4, 2025.Microsoft said Thursday that it has increased the recommended retail prices of its Xbox video game consoles and some controllers globally due to "market conditions."The announcement, which also affects some new first-party games, means consumers will be paying more for consoles this holiday season as they reckon with higher costs from President Donald Trump's sweeping tar ...

Key Takeaways Solid earnings reports from Meta and Microsoft boost confidence in the artificial intelligence (AI) sector. The reports highlight strong AI demand aiding both firms amid tariff-driven economic uncertainty. Investors may tap into the opportunity with AI ETFs like AIQ, BOTZ, ROBO, ARKQ, ROBT, THNQ and AIEQ.Meta Platforms (META) and Microsoft (MSFT) reported robust quarterly earnings, boosting investor confidence in the artificial intelligence (AI) sector. The dual earnings underscore that stro ...