Take a look at Microsoft’s new 25th anniversary Halo accessories
The Verge·- Microsoft unveiled the Designed for Xbox 25th Anniversary collection featuring limited edition gadgets available for pre-order. - The collection showcases a translucent OG Green design that pays homage to the original Xbox special edition and matches the Xbox Series X 25 limited edition console. - Items in the lineup include 25th anniversary versions of Razer peripherals and an 8BitDo Ultimate charging dock for Xbox controllers.Bankers are shopping Hugging Face at triple the price it gave Nvidia
Cryptopolitan·- AI model-sharing platform Hugging Face has reportedly been approached for an acquisition valuation of $13 billion or higher and is reviewing bids with banks. - This potential valuation is nearly triple its $4.5 billion post-money valuation from 2023, following an earlier rejected $500 million offer from Nvidia that valued the company at $7 billion. - Serving as a core infrastructure provider for machine learning akin to GitHub, Hugging Face recently reached 13 million users and over 2 million public models while closing in on profitability.Nvidia Q2 Preview: SpaceX Is Becoming the 'Fifth Horseman,' Gene Munster Says
benzinga_article·- Nvidia is scheduled to report its second-quarter financial results with analysts expecting revenue of $92.01 billion and earnings per share of $2.09. - Deepwater Management managing partner Gene Munster predicts Nvidia will beat expectations by 4 % and raise October revenue guidance by 3 %. - Munster notes that SpaceX is emerging as a major customer and could become Nvidia's fifth major data center client alongside Amazon, Google, Meta, and Microsoft.How To Trade SPY, QQQ And 6 Mega Caps: Key Levels For AAPL, MSFT, NVDA, GOOGL, META, And TSLA
benzinga_article·- The financial markets face a packed economic calendar featuring employment, housing, manufacturing, and consumer confidence data along with a 2 Year Treasury Note Auction. - Key assets including SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA approach critical support and resistance pivot levels amid potential volatility windows. - Traders are advised to monitor the cumulative economic data and Treasury yields to assess market resilience and determine short term directional momentum.SanDisk Could Benefit as Amazon and Microsoft See AI Investments Start to Pay Off
benzinga_article·- JPMorgan analyst Harlan Sur argues that improving AI investment returns for major cloud providers like Amazon and Microsoft will extend the infrastructure investment cycle. - This sustained spending is driven by strong business fundamentals and growing demand for AI services despite rising memory costs. - Memory and storage suppliers such as SanDisk stand to benefit significantly from this trend through growing demand for enterprise solid-state drives and strong pricing power.Understanding Microsoft's Position In Software Industry Compared To Competitors
benzinga_article·- Microsoft operates across productivity, intelligent cloud, and personal computing segments, holding a strong financial position with a debt-to-equity ratio of 0.13 compared to its peers. - Financial metrics reveal that Microsoft features an EBITDA of $ 55.91 billion and a gross profit of $ 60.48 billion, significantly surpassing industry averages and indicating robust profitability. - While P/E and P/B ratios suggest the stock is undervalued, the P/S ratio of 10.94 implies potential overvaluation based on sales performance.