Tag: Microsoft

According to the $1.68 trillion Japanese pension giant, Microsoft “is undoubtedly a leader on climate reporting.”

Nope. Same-sizing the portfolio members means steeper drops and less robust outperformances, says Sam Stovall.

Despite double-digit gains that raised the fund’s value to nearly $3 billion, the returns fell just short of the pension benchmark’s performance.

The software giant and Italian utilities firm received rave reviews for their TCFD disclosures and net zero commitments.

The iPhone maker has flat revenue at best, while the software titan enjoys major top-line growth.

The mega-cap tech giants appear invincible. But things always change in the market.

The iPhone maker faces hurdles, while its rival appears to have a smoother path.

Their stocks have been flat, like the rest of the market, but profit expectations are high for Q3.

Despite the ongoing hacker threat, some customers are pulling back on digital defense spending.

Technology leaders are off since mid-July, amid new investor wariness and concerns over their high valuations, the research firm contends.

Big tech mega caps skew the profits picture, and stripping them out makes the outlook flat.

The Magnificent Seven tech giants will continue to dominate the index, critics say.

The pension giant raked in $72 billion during the quarter thanks to its public equities portfolios.

Companies that achieved tech advantages (such as Microsoft) and pricing power (John Deere) will triumph, says JPM’s Jared Gross.