The barrage of quarterly earnings for portfolio holdings continues after today's close with both Apple and Amazon on deck. Let's walk through the consensus expectations for both and share why members should stay on the sidelines ahead of both reports. Read More...
The Wall Street Journal
Microsoft Casts a Very Big Cloud
Among corporate tech managers, it might still be true that no one gets fired for buying Microsoft But buying less of anything seems the more likely path these days. Microsoft managed decent results for the September quarter despite a well-known global meltdown in sales of personal computers, most of which still use the company’s storied Windows operating system. Azure, Microsoft’s public cloud service that is second only to Amazon in size, saw revenue grow 35% year over year.
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