Morgan Stanley  (MS)  is placing a large bet on Microsoft  (MSFT) , ranking it among its top software picks. Keith Weiss, alongside a respected crew of analysts, said that worries about Microsoft's association with OpenAI, the speed of Azure's expansion, and the longevity of its productivity suite have hurt sentiment. Still, the data shows the fears are unfounded. Weiss lifted his price target to $625 from $582 and reiterated an Overweight rating, arguing that Microsoft’s mix of double-digit growth, disc ...

In the chart below, you have Shiller’s CAPE in red and the CAPE based on forward-realized 10-year earnings in blue.Credit to Jake (@EconomPic on X) for already having thought of this a year ago.In other words, up to 2015, we can calculate a valuation ratio using the average of the next 10 years’ realized earnings to understand whether the market was actually cheap or expensive at the time.While we can’t accurately predict earnings through 2035, we have the ability to go back in time to 2015 and beyond to ca ...

Kaito. Photo by BeInCrypto Spot Bitcoin and Ethereum exchange-traded funds (ETFs) in the United States reversed course sharply last week, shedding more than $1.7 billion. This shift came amid Bitcoin and Ethereum price volatility during the past week as both assets shed more than 8% during the reporting period. Bitcoin and Ethereum ETFs Bleed Cash Amid Market Volatility According to data from SoSoValue, spot Bitcoin ETFs recorded $903 million in net withdrawals. The outflows ended a month-long streak of ...

We came across a bullish thesis on Airbnb, Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on ABNB. Airbnb, Inc.'s share was trading at $125.47 as of September 18th. ABNB’s trailing and forward P/E were 30.45 and 25.58, respectively according to Yahoo Finance. House, Rent, Real Estate Photo by Andrea Davis on Unsplash Airbnb, Inc. (ABNB) is one of the most recognized travel brands globally, having evolved from a pandemic-era high-growth disruptor into a st ...

We came across a bullish thesis on Biogen Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on BIIB. Biogen Inc.'s share was trading at $143.81 as of September 18th. BIIB’s trailing and forward P/E were 13.86 and 9.04 respectively according to Yahoo Finance. create jobs 51/Shutterstock.com Biogen (BIIB) enters its July 31 Q2 earnings with investor focus on the rollout of its Alzheimer’s drug lecanemab and the durability of its multiple sclerosis franchise. T ...

We came across a bullish thesis on The Cigna Group on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on CI. The Cigna Group's share was trading at $293.76 as of September 18th. CI’s trailing and forward P/E were 16.26 and 9.13 respectively according to Yahoo Finance. health, plan, personal, money, concept, form, legal, benefit, sign, life, clinic, accident, claim, dollar, disease, banknote, remunerate, inspect, injury, medicine, currency, designer491/Shutterstock. ...

We came across a bullish thesis on Delta Air Lines, Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on DAL. Delta Air Lines, Inc.'s share was trading at $59.47 as of September 18th. DAL’s trailing and forward P/E were 8.55 and 8.11 respectively according to Yahoo Finance. Delta Air Lines (DAL) reported strong June-quarter results that exceeded expectations, highlighting the company’s operational resilience and growth potential. Revenue reached a record $15. ...

We came across a bullish thesis on IonQ, Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on IONQ. IonQ, Inc.'s share was trading at $66.81 as of September 18th. IonQ (IONQ) Climbs 33% as UK OKs $1-Billion Oxford Ionics Acquisition Photo by Anton Maksimov juvnsky on Unsplash IonQ (IONQ) is making a deliberate bet on the commercial viability of quantum computing within this decade, positioning itself to be among the first to scale the technology. The company ...

We came across a bullish thesis on Pfizer Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on PFE. Pfizer Inc.'s share was trading at $24.15 as of September 18th. PFE’s trailing and forward P/E were 12.78 and 7.74 respectively according to Yahoo Finance. Mineralys (MLYS) Steals Spotlight From AstraZeneca, Reaches Fresh Peak M. A. Arkhipov/Shutterstock.com Pfizer (PFE) has experienced a sharp post-COVID revenue normalization, with sales retreating from a 202 ...

We came across a bullish thesis on State Street Corporation on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on STT. State Street Corporation's share was trading at $113.22 as of September 18th. STT’s trailing and forward P/E were 12.55 and 10.53 respectively according to Yahoo Finance. Billionaire Nicholas Pritzker's Tao Capital's Best Stock Ideas and Portfolio wrangler/Shutterstock.com State Street Corporation (STT) has established itself as a cornerstone of g ...