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Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).

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Microsoft despide a 650 empleados de su división de videojuegos, luego de despedir a 1900 empleados tras adquirir Activision Blizzard.

Microsoft despide a 650 empleados en su división de videojuegos tras la compra de Activision Blizzard

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As the console landscape continues to be dominated by intense competition between PlayStation and Xbox, Nintendo ADR's (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NTDOY#OTC">NTDOY</a>) legendary game designer Shigeru Miyamoto has expressed the desire for the company to remain detached from this ongoing <a href="https://www.benzinga.com/news/20/11/18393442/this-big-fund-manager-is-betting-on-nintendo-in-the-video-game-console-wars">"game war."</a>
During a recent interview with Famitsu (<a href="https://www.ign.com/articles/shigeru-miyamoto-wants-nintendo-to-be-left-out-of-the-game-wars-focused-on-high-specs-and-performance">via</a> IGN), held to mark the upcoming opening of the Nintendo Museum in Kyoto on Oct. 2, Miyamoto articulated a vision that prioritizes Nintendo&#8217;s unique identity over the technical arms race prevalent in the industry.
See Also: <a href="https://www.benzinga.com/general/gaming/23/06/32989205/microsoft-admits-xbox-has-lost-the-console-wars-during-ftc-court-hearing">Microsoft Admits &#8216;Xbox Has Lost The Console Wars&#8217; During FTC Court Hearing</a>
<h1 class="wp-block-heading">A Vision For The Nintendo Museum</h1>
Miyamoto shared that the museum serves as a vital link between the company and its audience.
"Not only our employees but also people who know about Nintendo, including three generations of parents and children, could come out to see the museum and understand what Nintendo is all about,&#8221; he said.
In his remarks, Miyamoto voiced his hope that visitors and industry peers alike would "understand Nintendo and not get involved in what is sometimes called the &#8216;game war,&#8217; such as high specs and how to improve the performance of game consoles." 
"Nintendo will continue to make products that are uniquely Nintendo using various technologies available in the world today," he added. 
Miyamoto&#8217;s remarks are direct but not unexpected, considering Nintendo&#8217;s relative absence from the console war narrative compared Sony Group Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) and Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) which have focused on high specs and performance, such as Sony&#8217;s recent announcement of the <a href="https://www.benzinga.com/general/gaming/24/09/41055245/ps5-30th-anniversary-chaos-scalpers-sweep-up-stock-leaving-fans-empty-handed">PS5 Pro. </a>
Nintendo&#8217;s approach has proven successful, with the Switch still selling well even as its <a href="https://www.benzinga.com/general/gaming/24/02/37315458/this-is-the-reason-behind-nintendo-switch-2s-delay-to-march-2025-report-says">successor is anticipated.</a>
Read Next: 
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<li><a href="https://www.benzinga.com/general/gaming/24/07/39753348/nintendo-switch-breaks-record-as-longest-lasting-home-console">Nintendo Switch Breaks Record As Longest-Lasting Home Console</a></li>
</ul>
Photo: Shutterstock.

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In A Competitive Console Landscape, Nintendo Says It Will Not 'Get Involved In The Game War'

Microsoft Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Blizzard Entertainment is once again setting its sights on developing a StarCraft shooter, with the project being helmed by former Far Cry executive producer <a href="https://www.benzinga.com/general/gaming">Dan Hay. </a>
This marks the third time Blizzard has attempted to branch out the StarCraft franchise into the first-person shooter (FPS) genre, a goal that has eluded the developer for nearly two decades.
See Also: <a href="https://www.benzinga.com/general/gaming/24/09/40886670/blizzards-diablo-4-generates-150m-from-microtransactions-contributing-to-over-1b-in-sales">Blizzard&#8217;s Diablo 4 Generates $150M From Microtransactions, Contributing To Over $1B In Sales</a>
<h3 class="wp-block-heading">StarCraft&#8217;s Past Attempts And Challenges</h3>
Blizzard's first foray into a StarCraft shooter dates back to 2002 with the announcement of StarCraft: Ghost, a tactical-action game where players would take on the role of a Ghost operative.
Despite high anticipation, the project suffered multiple delays and was ultimately canceled in 2006. The second attempt, codenamed Ares, emerged in 2019 and was described as "Battlefield in the StarCraft universe." Like Ghost, Ares was also shelved as Blizzard shifted focus to titles like Diablo 4 and Overwatch 2.
Now, Blizzard appears determined to make the StarCraft FPS a reality under Hay&#8217;s leadership, hoping the third time's the charm.
<h3 class="wp-block-heading">StarCraft Shooter In Expert Hands</h3>
Hay, who joined Blizzard in 2022, brings with him a wealth of experience from his time at Ubisoft, where he made his mark on the Far Cry franchise.
While no official details have emerged about this new StarCraft shooter, Bloomberg reporter Jason Schreier <a href="https://www.ign.com/articles/blizzard-reportedly-working-on-a-starcraft-shooter-with-ex-far-cry-chief-dan-hay-at-the-helm">confirmed</a> the game is currently in development during an appearance on IGN's Podcast Unlocked. 
Schreier, who has extensively covered Blizzard in his book &#8220;PLAY NICE: The Rise, Fall, and Future of Blizzard Entertainment,&#8221; said, "Yes, that is a project that as far as I know is in development, or at least as of the time that I wrote this book was in development. They are working on a StarCraft shooter, StarCraft is not dead at Blizzard."
<h3 class="wp-block-heading">A Legacy Of Unfinished StarCraft Shooters</h3>
Blizzard's turbulent history with StarCraft shooters looms large over the project. As Schreier pointed out during the podcast: "Their history with StarCraft shooters is not good." 
Phil Spencer, head of Xbox, recently fueled speculation about StarCraft's return when he wore a StarCraft-themed t-shirt during Microsoft's Tokyo Game Show 2024 broadcast. 
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/gaming/24/09/41055245/ps5-30th-anniversary-chaos-scalpers-sweep-up-stock-leaving-fans-empty-handed">PS5 30th Anniversary Chaos: Scalpers Sweep Up Stock, Leaving Fans Empty-Handed</a></li>
</ul>
Image credits: Shutterstock.

Blizzard's History With StarCraft Shooters 'Is Not Good': Will Third Attempt Succeed?

17 analysts have shared their evaluations of Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">5</td>
<td style="text-align: right;">10</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">5</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">4</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $499.0, along with a high estimate of $550.00 and a low estimate of $465.00. This current average reflects an increase of 1.76% from the previous average price target of $490.38. 
<img src="https://www.benzinga.com/files/images/story/2024/1727463687_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The perception of Microsoft by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Gil Luria</td>
<td>DA Davidson</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$475.00</td>
<td>$475.00</td>
</tr>
<tr>
<td>Gil Luria</td>
<td>DA Davidson</td>
<td>Announces</td>
<td>Neutral</td>
<td>$475.00</td>
<td>-</td>
</tr>
<tr>
<td>Keith Weiss</td>
<td>Morgan Stanley</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$506.00</td>
<td>$506.00</td>
</tr>
<tr>
<td>Keith Weiss</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$506.00</td>
<td>$520.00</td>
</tr>
<tr>
<td>Daniel Ives</td>
<td>Wedbush</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$550.00</td>
<td>$550.00</td>
</tr>
<tr>
<td>Karl Keirstead</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$510.00</td>
<td>$520.00</td>
</tr>
<tr>
<td>Rishi Jaluria</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$500.00</td>
<td>$500.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$515.00</td>
<td>$500.00</td>
</tr>
<tr>
<td>Tyler Radke</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$500.00</td>
<td>$520.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$485.00</td>
<td>$485.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$485.00</td>
<td>$465.00</td>
</tr>
<tr>
<td>Derrick Wood</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Buy</td>
<td>$495.00</td>
<td>$470.00</td>
</tr>
<tr>
<td>Brad Sills</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$510.00</td>
<td>$480.00</td>
</tr>
<tr>
<td>Gregg Moskowitz</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$480.00</td>
<td>$450.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$465.00</td>
<td>$465.00</td>
</tr>
<tr>
<td>Keith Bachman</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$500.00</td>
<td>$465.00</td>
</tr>
<tr>
<td>Joseph Bonner</td>
<td>Argus Research</td>
<td>Raises</td>
<td>Buy</td>
<td>$526.00</td>
<td>$475.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Microsoft. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Microsoft compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Microsoft's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Capture valuable insights into Microsoft's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/MSFT/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Microsoft analyst ratings.</a>
<h2>Get to Know Microsoft Better</h2>
Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).
<h3>Breaking Down Microsoft's Financial Performance</h3>
Market Capitalization: Surpassing industry standards, the company's market capitalization asserts its dominance in terms of size, suggesting a robust market position.
Positive Revenue Trend: Examining Microsoft's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 15.2% as of 30 June, 2024, showcasing a substantial increase in top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Microsoft's net margin excels beyond industry benchmarks, reaching 34.04%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Microsoft's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 8.45%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Microsoft's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 4.42% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Microsoft's debt-to-equity ratio is below the industry average. With a ratio of 0.25, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>The Basics of Analyst Ratings</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Peeling Back The Layers: Exploring Microsoft Through Analyst Insights

Nike Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/nke#NYSE">NKE</a>) marked this week with news of longtime executive Elliott Hill&rsquo;s triumphant return as the new CEO. Putting its global brand recognition aside, Nike&nbsp;has had its fair share of struggles over the past few years.&nbsp;Executive chairman Mark Parker alluded to the need for changing course, stating that Elliott&rsquo;s global expertise, leadership style, and deep understanding of the company&rsquo;s doings, paired with his passion for sport, Nike brands, products, consumers, athletes, and employees, make him the right person to unlock the next stage of growth.&nbsp;
<h3>Nike Needs To Return To Stock Market Glory</h3>
Nike&nbsp;has spent decades building one of the most recognizable brands&nbsp;and worked its way to a market capitalization of over $130 billion.&nbsp;But at one&nbsp;point in time,&nbsp;its market cap was over $280 billion.&nbsp;During the fiscal 2024 that ended on May 31st, Nike&rsquo;s struggles got worse. While the running shoes trend sprinted, Nike stagnated. Fourth-quarter sales dropped 2% YoY with Nike Direct sales contracting 7%, digital sales dropping 10%, while wholesale was a rare bright spot with 8% growth. Gains in performance products that increased in double digits were more than erased by struggles of the lifestyle business. For the current fiscal 2025, Nike guided for&nbsp;low-single-digit drop in revenue, while expecting a high single digit drop during the first half of the fiscal year. Nike&rsquo;s shift towards direct channels backfired, with too much reliance on those channels and losing touch with what its consumers really want being among its main issues.&nbsp;
<h3>The Iconic Sneaker And Sport Apparel Brand Needs To Get Back In Shape</h3>
Hill left the sporting apparel giant in 2020, but as&nbsp;a longtime Nike veteran, he&rsquo;s inspiring confidence in his ability to get Nike back in shape. Like the coffee giant, Starbucks Corporation (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/sbux#NASDAQ">SBUX</a>), Nike took a chance on an outsider CEO with tech experience, hoping to raise their game. Starbucks got Kevin Johnson who had experience with no other than the tech titan, Microsoft Corporation (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/msft#NASDAQ">MSFT</a>). Nike hoped that it will change the game with John Donahoe who brought his eBay Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/ebay#NASDAQ">EBAY</a>) know-how. But Nike admitted its mistake by changing course and going back to a CEO who knows the company inside and out. As of October 14th,&nbsp;Hill&nbsp;will have a shot at mending Nike&rsquo;s missteps and putting an end to its struggles.
DISCLAIMER: This content is for informational purposes only. It is not intended as investing advice.
This article is from an unpaid external contributor. It does not represent Benzinga&#39;s reporting and has not been edited for content or accuracy.

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Nike Goes Back To Its Roots In Hopes Of Getting Back In Shape

Raven Software's recent consolidation of Warzone playlists has ignited a strong response from the game's <a href="https://www.benzinga.com/topic/call-of-duty">passionate fanbase. </a>
The restructuring announced ahead of Microsoft Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Call of Duty: Black Ops 6 has removed several popular gameplay modes.
See Also: <a href="https://www.benzinga.com/general/gaming/24/09/40859756/activision-blizzard-mobile-games-face-cuts-after-microsofts-latest-round-of-layoffs-what-went-wron">Activision Blizzard Mobile Games Face Cuts After Microsoft&#8217;s Latest Round Of Layoffs: What Went Wrong With Warzone Mobile?</a>
As part of its "preparations" for the future of Warzone, Raven has streamlined the playlist options, now offering:
<ul>
<li>Battle Royale Solos &amp; Quads</li>
<li>Resurgence Duos &amp; Quads</li>
</ul>
Additionally, Plunder, Bootcamp, and active Limited-Time Modes (LTMs) remain available. While Trios has been removed from both Battle Royale and Resurgence, it's still accessible through Ranked Play for Rebirth Island, a smaller map.
This reduction in options, particularly the loss of Duos and Trios in Battle Royale and the exclusion of Solos and Trios from Resurgence, has led to a surge in community complaints. 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">While we draw closer to <a href="https://twitter.com/hashtag/BlackOps6?src=hash&amp;ref_src=twsrc%5Etfw">#BlackOps6</a> and make preparations for the future of <a href="https://twitter.com/hashtag/Warzone?src=hash&amp;ref_src=twsrc%5Etfw">#Warzone</a>, we will be consolidating the current playlist selection starting today into the following: • Battle Royale Solos &amp; Quads • Resurgence Duos &amp; Quads Plunder, Bootcamp, and active…
&mdash; Raven Software (@RavenSoftware) <a href="https://twitter.com/RavenSoftware/status/1839349500017861077?ref_src=twsrc%5Etfw">September 26, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h3 class="wp-block-heading">Warzone Community Reacts</h3>
"This might be one of the worst decisions I've ever seen," said YouTuber Westie, a well-known figure in the Call of Duty community. "You're essentially sunsetting core branches of your game and giving no real explanation at the time the change is being made. Some added context/information would be wonderful."
Moreover, James Crowder, former Call of Duty World Champion and current head coach of Atlanta&#8217;s FaZe Clan, questioned: &#8220;Listen.. I love you guys and Warzone but what the hell is going on with these playlist updates?&#8221;
Many fans share similar sentiments. For instance, one user said: &#8220;Is Warzone down that bad? I wonder if there isn't enough player base anymore.&#8221;
<h3 class="wp-block-heading">Playlist Changes Spark Speculation About Black Ops 6</h3>
Raven referenced Black Ops 6 in the announcement, stating that the playlist overhaul was part of the preparation for the new release. 
Warzone will incorporate the upcoming shooter's mechanics, weapons, and gear, but the connection between this and the need for a playlist consolidation remains unclear.
Fans have noted that Black Ops 6 is set to release on October 25, suggesting that the reduced playlists may only be temporary. 
However, with no official confirmation, some players are threatening to quit the game until their preferred modes are restored.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/gaming/24/08/40610686/call-of-duty-black-ops-6-pc-requirements-unveiled-heres-what-you-need-to-know">Call Of Duty: Black Ops 6 PC Requirements Unveiled, Here&#8217;s What You Need To Know</a></li>
</ul>
Image courtesy of Activision.

Activision Faces Backlash Over Warzone Playlist Changes Before Black Ops 6

IonQ, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>) shares are trading higher on Friday after the company signed a $54.5 million contract with the<a target="_blank" href="https://www.benzinga.com/premarket" rel="noreferrer noopener"> United States Air Force Research Lab.</a>
Now entering its third year of substantial commercial revenue, IonQ has achieved nearly 100% compound annual growth in sales (bookings) and an impressive<a target="_blank" href="https://www.benzinga.com/pressreleases/24/09/b41062147/ionq-announces-largest-2024-u-s-quantum-contract-award-of-54-5m-with-united-states-air-force-resea" rel="noreferrer noopener"> 225% growth in recognized revenue.</a>
With a quarter left in the fiscal year, IonQ has reported $72.8 million in bookings year-to-date, expressing confidence in meeting or exceeding its annual guidance of $75-95 million.
&#8220;No other publicly traded pure-play quantum computing company has nearly doubled revenue each year since going public, nor have they approached the $100M bookings mark so quickly,&#8221; said Peter Chapman, President and CEO of IonQ.
Also Read:<a target="_blank" href="https://www.benzinga.com/news/earnings/24/08/40235141/ionq-stock-jumps-on-q2-earnings-the-details" rel="noreferrer noopener"> IonQ Stock Jumps On Q2 Earnings: The Details</a>
Last month, IonQ announced that it was chosen by the Applied Research Laboratory for Intelligence and Security (ARLIS) to develop a groundbreaking quantum networking contract aimed at creating a networked system for blind quantum computing.
IonQ has recruited experienced professionals from major technology leaders like Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), and more to collaborate with the world&#8217;s largest organizations and drive value.
The company also revealed a $9 million agreement with the University of Maryland to offer advanced quantum computing access.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, IONQ stock has lost over 43% in the past year. Investors can gain exposure to the stock via&nbsp;Main Thematic Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/TMAT#BATS">TMAT</a>).
Price Action: IONQ shares are trading higher by 16.20% to $9.36 at the last check on Friday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/econ-s/24/09/41066122/feds-preferred-inflation-gauge-comes-in-below-expectations-for-august-easing-concerns-about-rising-p" target="_blank" rel="noreferrer noopener">Fed&#8217;s Preferred Inflation Gauge Comes In Below Expectations For August, Easing Concerns About Rising Prices</a></li>
</ul>
Photo courtesy of IonQ

Movers

IONQ

TMAT

Why Is IonQ Stock Trading Higher On Friday?

DA Davidson analyst Gil Luria maintains Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) with a Neutral and maintains $475 price target.

Price Target

DA Davidson Maintains Neutral on Microsoft, Maintains $475 Price Target

To gain an edge, this is what you need to know today.
<figure class="wp-block-image size-large is-resized"><img decoding="async" src="https://thearorareport.com/wp-content/uploads/2024/09/2024-09-27_08h59_50.png" alt="" style="width:624px" /></figure>
<h3 class="wp-block-heading">Spending Disappointment</h3>
Please <a href="https://thearorareport.com/chart-analysis-stock-market-spending-disappointment-boj-carry-trade-smci-mc-09272024">click here</a> for an enlarged chart of Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>).
Note the following:
<ul>
<li>This article is about the big picture, not an individual stock. The chart of SMCI stock is being used to illustrate the point.</li>
<li>A fortune is to be made in artificial intelligence, but it is not going to be in a straight line. At times, it is going to be treacherous.  It is important to not make mistakes by getting carried away with the momo crowd and listening to momo gurus who have a vested interest that is not your best interest.</li>
<li>The chart shows that momo crowd favorite SMCI fell yesterday on the news of a Department of Justice (DOJ) probe due to allegations of accounting irregularities. A DOJ probe is a serious matter as it is often a criminal probe.</li>
<li>The chart shows that the enthusiasm was at its peak right after SMCI stock was added to S&amp;P 500.</li>
<li>The chart shows from the peak to the low, the stock lost 69% of its value.</li>
<li>The chart shows that the day S&amp;P 500 added SMCI stock, The Arora Report made a bold call. The Arora Report call was that SMCI was worth only $442 &#8211; $486 in the best case. The stock peaked at $1229.  As of this writing in the premarket, SMCI stock is trading at $400.95.  All Arora Report calls are 100% transparent, traceable, and auditable. Members have access to over ten years of archives, including the winners and losers – no cherry picking.</li>
<li>Right now, the momo crowd is sitting on massive losses in SMCI stock. The momo crowd was not able to distinguish between NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Super Micro Computer – the prevailing belief among the momo crowd was that NVDA and SMCI were the same.</li>
<li>The U.S. economy is 70% consumer based. For this reason, prudent investors pay attention to personal income and personal spending.  Just released personal income and spending data is disappointing.  Here are the details of the new personal income and spending data:
<ul>
<li>Personal income came at 0.2% vs. 0.4% consensus.</li>
<li>Personal spending came at 0.2% vs. 0.3% consensus.</li>
</ul>
</li>
<li>PCE is the Fed&#8217;s favorite inflation gauge.&nbsp; Here are the details:
<ul>
<li>PCE came at 0.1% vs. 0.1% consensus.</li>
<li>Core PCE came at 0.1% vs. 0.2% consensus.</li>
<li>In The Arora Report analysis, the data is in line with expectations. As such, this data should have no impact on the stock market.</li>
<li>Even though the stock market pays a lot of attention to PCE, in The Arora Report analysis, economists have become really good at projecting PCE.&nbsp; As such, investors&#8217; expectations, in general, should be that PCE will come in line with consensus.</li>
</ul>
</li>
</ul>
<h3 class="wp-block-heading">Japan</h3>
Bank of Japan (BOJ) actions are very important for U.S. investors. The reason is the carry trade.  In carry trade, funds borrow in yen and invest in the U.S. stock market. Lately, they have been buying AI stocks. Japan's ruling party LDP has chosen Shigeru Ishiba as its new leader. Ishiba is the next prime minister of Japan. In The Arora Report analysis, yen is rallying on the news as Ishiba is a supporter of BOJ.
In The Arora Report analysis, this development is negative for the carry trade and positive for the yen position using ETF Invesco CurrencyShares Japanese Yen Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXY#NYSE">FXY</a>) in The Arora Report&#8217;s ZYX Allocation.
<h3 class="wp-block-heading">Magnificent Seven Money Flows</h3>
In the early trade, money flows are positive in Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Alphabet Inc Class C (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>).
In the early trade, money flows are neutral in Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and NVDA.
In the early trade, money flows are positive in SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>).
<h3 class="wp-block-heading">Momo Crowd And Smart Money In Stocks</h3>
Investors can gain an edge by knowing money flows in SPY and QQQ.  Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil.  The most popular ETF for gold is SPDR Gold Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>).  The most popular ETF for silver is iShares Silver Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLV#NYSE">SLV</a>).  The most popular ETF for oil is United States Oil ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USO#NYSE">USO</a>).
<h3 class="wp-block-heading">Bitcoin</h3>
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) is on track to have the best September ever.
<h3 class="wp-block-heading">Protection Band And What To Do Now</h3>
It is important for investors to look ahead and not in the rearview mirror.
Consider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.
You can determine your protection bands by adding cash to hedges.&nbsp; The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive.&nbsp; If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges.
A protection band of 0% would be very bullish and would indicate full investment with 0% in cash.&nbsp; A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling.
It is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash.&nbsp; When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks.&nbsp; High beta stocks are the ones that move more than the market.
<h3 class="wp-block-heading">Traditional 60/40 Portfolio</h3>
Probability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time.
Those who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of five year duration or less.&nbsp; Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time.
The Arora Report is known for its accurate calls. The Arora Report correctly called the big artificial intelligence rally before anyone else, the new bull market of 2023, the bear market of 2022, new stock market highs right after the virus low in 2020, the virus drop in 2020, the DJIA rally to 30,000 when it was trading at 16,000, the start of a mega bull market in 2009, and the financial crash of 2008. Please click here to sign up for a free forever <a href="https://thearorareport.com/generate-wealth-newsletter-benzinga">Generate Wealth Newsletter</a>.

Market Summary

Economics

$BTC

AAPL

SMCI

TSLA

Personal Income And Spending Disappoint, Super Micro Computer Lesson, BOJ Supporter As Japan PM

Good Morning Traders! In today&#39;s Market Clubhouse Morning Memo, we will discuss SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA.
Our proprietary formula, exclusive to Market Clubhouse, dictates these price levels. This dynamic equation takes into account price, volume, and options flow. These levels are updated every day and shared with all Clubhouse Members, prior to the opening of the market.
We recommend closely monitoring these stocks, and be prepared to leverage potential breakouts or reversals. As always, stay alert and ready to adjust your tactics based on the market&#39;s pulse to optimize your trading gains. Now, let&#39;s dive into the stock analysis:
<h3>SPDR S&amp;P 500 ETF Trust</h3>
SPY&nbsp;(ARCA: SPY) is currently trading near the key level of 572.15. For bulls, the first goal is to push the price higher toward 573.50, which would suggest strong buying momentum. If the price can hold above 573.50, the next target would be a move to 574.65. If buyers continue to dominate, we could see a push toward 575.67, with a high bull target of 576.62 for the session.
Should the price fail to hold 572.15 as support, the bears will likely aim for a test of 571.06. If selling pressure increases, sellers could push the price down to 569.98. A breakdown below this level could lead to further downside with support at 569.16. If the selling intensifies, the low bear target for the day is 567.81.
<h3>Invesco QQQ Trust Series 1 </h3>
QQQ (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/qqq#NASDAQ">QQQ</a>) is currently trading around our critical level of 487.69. Bulls will be looking for price action to remain above this level and build strength toward 490.05. If buyers can maintain momentum, we may see a rally up to 491.82. Further strength could push QQQ to a test of 493.60, with the high bull target for the day set at 495.35.
On the downside, if QQQ struggles to hold above 487.69, bears may take control and look to drive the price lower to 486.10. If weakness continues, 483.95 comes into play as a potential target. A break below 481.73 could trigger more selling, with a low bear target at 479.03.
<h3>Apple Inc.</h3>
Apple (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/aapl#NASDAQ">AAPL</a>)&nbsp;is currently auctioning near 227.82. For bulls, a key goal is to hold 229.03 as support and drive the price toward 230.25. Should buying pressure continue, we could see a move to 231.76. If buyers maintain control of the session, the price may rally to a high bull target of 233.28.
If 227.82 does not hold, bears will likely seek to test 226.90 on the downside. Continued selling pressure may push Apple lower to 226.08. If this level fails to hold, the price could slide further toward 225.31. In an aggressive sell-off, the low bear target for the day would be 223.87.
<h3>Microsoft Corp. </h3>
Microsoft&nbsp;(NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/msft#NASDAQ">MSFT</a>) is trading around 430.25, with bulls looking to hold this level as support and push toward 431.25. If buyers can sustain momentum above 431.25, the next target would be 432.49. A strong rally could see the price reach a high bull target of 434.49 for the day.
If 430.25 cannot hold as support, sellers may push Microsoft down to 429.25. Continued downside pressure could lead to a test of 428.48. If selling accelerates, the bears will aim for a low target of 426.00 on the day.
<h3>NVIDIA Corporation</h3>
NVIDIA (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/nvda#NASDAQ">NVDA</a>) is currently trading around 121.97. Bulls are focused on pushing the price to 123.41, which would serve as a strong support level if held. Continued buying pressure may lead to a test of 125.21, with additional strength pushing the price to 126.84. The high bull target for the session is 128.10.
If 121.97 fails to hold, bears could target 120.27 for a downside move. If sellers increase their pressure, the price may drop to 119.44. A break below this level could lead to further losses, with a low bear target of 116.61.
<h3>Alphabet Inc Class A</h3>
Alphabet&nbsp;(NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/googl#NASDAQ">GOOGL</a>)&nbsp;is trading around the key level of 163.79, with bulls looking to hold this level as support and drive the price to 165.41. If buying momentum continues, a rally toward the high bull target of 167.04 could be in play for the day.
If Alphabet fails to hold 163.79, bears may push the price down to 161.79. Should sellers maintain control, the price could drop to 160.36, with a further downside move potentially bringing the low bear target of 158.54 into focus.
<h3>Meta Platforms Inc</h3>
Meta (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/meta#NASDAQ">META</a>) is currently trading near 565.53. Bulls will aim to keep the price above this level and push toward 573.25. A continuation of buying strength could drive the price to 580.17, with the high bull target for the session at 585.73.
If 565.53 fails as support, bears may target 559.29. Continued selling pressure could see the price drop to 553.05. If the sell-off persists, Meta may hit a low bear target of 548.44.
<h3>Tesla Inc.</h3>
Tesla (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/tsla#NASDAQ">TSLA</a>) is trading around the key level of 256.34. Bulls will be looking for a move higher to 257.56 and beyond. If buyers continue to push, we could see a rally up to 259.81. If the broader market supports a bullish move, Tesla may test the 262.68 level, with a high bull target at 264.46.
If 256.34 fails to hold as support, bears will likely aim for a test lower at 254.28. Further selling could lead to a drop to 252.38. If the bears maintain control, Tesla could slide to the low bear target of 250.25.
Final Word: Today&#39;s session is critical as several key economic reports are released, potentially shaping market sentiment. At 8:30 AM ET, we&#39;ll receive the Personal Income, Personal Spending, and August PCE Price Index reports, which are closely watched by the Federal Reserve to assess inflation trends. These releases could influence the market&#39;s direction early in the day. At 10 AM ET, the final University of Michigan Sentiment report for September, along with 1-Year and 5-10 Year inflation expectations, will be crucial in gauging consumer confidence. Finally, at 11 AM ET, the Kansas City Fed Services Activity for September will round out the day&#39;s economic data. These indicators combined could create heightened volatility, so it&#39;s important to stay agile and manage risk effectively. Good luck, trade safe, and Happy Friday!
The Morning Memo is curated by RIPS, a pro trader with years of experience in equities, options, and futures trading. RIPS is at the heart of the exclusive Market Clubhouse community, offering his insights, expertise, and real-time mentorship.
Start your day with a live daily market analysis, a carefully selected watch list, early access to the Morning Memo, and exclusive Market Clubhouse price levels, providing precise support and resistance indicators. When you become a member of Market Clubhouse, you will gain early access to the Morning Memo, just like this one, every single day&mdash;hours before it&#39;s published. You will also have access to a live stream with zero latency and screen sharing, enabling you to witness Rips executing his trades in real-time and sharing his exclusive trading plans, strategies, and live decision-making.
For a limited time during our special promotion, you can join RIPS and get a full access pass to Market Clubhouse for 7 full days for just $7. Check it out at <a href="https://marketclubhouse.club/7Days/" title="https://marketclubhouse.club/7Days/">https://marketclubhouse.club/7Days/</a> where you can trade live with him and tap into his wealth of knowledge and experience. You can also catch Rips on his live day trading streams every Monday-Friday at 8 am EST on the Market Clubhouse YouTube channel: <a href="https://www.youtube.com/@MarketClubhouse" title="https://www.youtube.com/@MarketClubhouse">https://www.youtube.com/@MarketClubhouse</a>.
This article is from an unpaid external contributor. It does not represent Benzinga&#39;s reporting and has not been edited for content or accuracy.

Market Clubhouse Morning Memo - September 27th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META And TSLA)

Gates Says Microsoft Antitrust Threats Are &#8216;Going To Happen&#8217; While Reflecting on 1998 Case: ‘Whichever Part of the Company I Went With Would Have Thrived'
Billionaire Bill Gates helped power Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) into one of the largest companies in the world during his time <a href="https://www.benzinga.com/general/education/23/09/34291749/if-you-invested-1-000-in-microsoft-stock-when-bill-gates-left-as-ceo-heres-how-much-youd-have-t">leading the company.</a>
Gates wouldn't change anything today and isn't ready to question what might have been if the company was broken up.
Gates on Microsoft: Gates is a co-founder of Microsoft and served as its CEO from 1975 to 2000 before stepping down. Since then, He has worked on philanthropic and other ventures as he <a href="https://www.benzinga.com/general/entertainment/24/09/40778448/bill-gates-says-retirement-sounds-awful-how-warren-buffett-inspires-billionaire-to-keep-wor">doesn't believe in retirement.</a>
Gates was recently asked if he would have done anything differently while he was in charge of Microsoft.
"Well, I learned all the time when I was running Microsoft. And on balance, I feel great about the company and the work that was done," Gates <a href="https://www.theverge.com/24235730/bill-gates-ai-climate-change-energy-tech-microsoft-netflix">told </a>The Verge.
Since Gates stepped down as CEO, Microsoft has had only two CEOs. Steve Ballmer served as CEO from 2000 to 2014 and Satya Nadella has been CEO since 2014.
"I feel very lucky that my successors carried on the work so it's still a great company today."
Gates attributes his work and learning experiences at Microsoft as key factors in advancing his efforts in health and education.
The billionaire now serves as an advisor to Microsoft, helping with areas such as the OpenAI investment and AI initiatives.
"I really value the fact Satya gives me that opportunity."
Did You Know?
<ul>
<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent092624">Get Tips On What They Bought And Sold Ahead Of The 2024 Election With Our Easy-to-Use Tool</a></li>
</ul>
Gates on Antitrust: During the interview, Gates was asked about antitrust concerns for big technology companies and what could have happened <a href="https://www.benzinga.com/news/24/03/37896862/as-apple-battles-doj-antitrust-claims-analysts-compare-it-with-microsofts-past-seeing-ai-opportuniti" target="_blank" rel="noopener">if Microsoft had been</a><a href="https://www.benzinga.com/news/24/03/37896862/as-apple-battles-doj-antitrust-claims-analysts-compare-it-with-microsofts-past-seeing-ai-opportuniti"> broken up.</a>
"These antitrust suits, I don't know what will come of them. When you get companies this successful, they ought to assume it's going to happen," Gates said.
Gates added that technology companies can see what Microsoft did well and didn't do well.
The Department of Justice pursued antitrust action against Microsoft, arguing that bundling Internet Explorer with the Windows operating system established a monopoly. A decision to split up the company into two was later reversed in an appeals court.
When speculating on how Microsoft might have performed if it had been split up, Gates toots his own horn a bit.
"It's hard to speculate on those things. I mean, whichever part of the company I went with would have thrived, I think."
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/entertainment/24/09/41024168/bill-gates-uses-chatgpt-daily-microsoft-founder-shares-what-he-loves-most-about-ai-chatbot">Bill Gates Uses ChatGPT Daily: Microsoft Founder Shares What He Loves Most About AI Chatbot</a></li>
</ul>
Photo: Shutterstock

Gates Says Microsoft Antitrust Threats Are 'Going To Happen' While Reflecting On 1998 Case: 'Whichever Part Of The Company I Went With Would Have Thrived'

The quarterly performance of Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), and Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) adequately reflects that the <a target="_blank" href="https://www.benzinga.com/news/earnings/24/09/41046485/whats-going-on-with-nvidia-braodcom-intel-and-other-chip-stocks-on-thursday" rel="noreferrer noopener">artificial intelligence wave</a> is in no mood to slow down in the near term.
Hyperscalers, including Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Google parent Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) remain aggressively invested in their artificial intelligence ambitions. The U.S. and China&#8217;s key rate cuts also added an additional tailwind for the capital-intensive industry.
Microsoft committed 14.7 billion Reais ($2.70 billion) over three years to Brazil&#8217;s cloud and artificial intelligence (AI) infrastructure, according to a Reuters report.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/41055252/microns-ai-driven-hbm-demand-and-data-center-growth-to-fuel-stock-upside-analysts-s" rel="noreferrer noopener">Micron&#8217;s AI-Driven HBM Demand and Data Center Growth to Fuel Stock Upside, Analysts Say</a>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/27051414/newplot-23.png" alt="" class="wp-image-569372" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/27051414/newplot-23.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/27051414/newplot-23-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
The company&#8217;s ConectAI program will train 5 million people with AI skills over the next three years. Microsoft already has two Azure regions: one in São Paulo state, which it launched in 2014, and another in Rio de Janeiro, which it launched in 2020.
Earlier this week, Microsoft <a target="_blank" href="https://www.benzinga.com/government/24/09/41020845/microsoft-invests-1-3b-to-boost-ai-skills-and-infrastructure-in-mexico" rel="noreferrer noopener">earmarked $1.3 billion</a> over the next three years to drive Mexico&#8217;s AI infrastructure and initiatives, including training 5 million people. Microsoft also collaborated with BlackRock, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) and other partners, forging a fresh $30 billion investment fund to <a target="_blank" href="https://www.benzinga.com/news/24/09/40909973/blackrock-microsoft-others-team-up-for-30b-artificial-intelligence-fund-help-us-fuel-ai-innovation-a" rel="noreferrer noopener">tap the AI wave</a>.
Google is eyeing a $3.3 billion investment in South Carolina to build two new data centers. The search engine giant&#8217;s plans included two new data center campuses in Dorchester County and expanding its existing data center campus in Berkeley County, Reuters cites the South Carolina governor&#8217;s office as saying.
Alphabet committed $2 billion to the Dorchester County facilities, potentially creating 200 new operational jobs. According to Reuters, the company also earmarked $1.3 billion for Berkeley County.
Another positive update for the industry is the <a target="_blank" href="https://www.ft.com/content/ff0ca77d-ad35-45ba-a493-201a26932efb" rel="noreferrer noopener">report</a> indicating struggling chipmaker Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and the U.S. government are trying to finalize the $8.5 billion in direct funding for the chipmaker before the end of the year.
Therefore, Intel&#8217;s exploration of stake sales to companies like Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) could also disrupt its chances of bagging the subsidy over antitrust grounds. Intel had already faced <a target="_blank" href="https://www.benzinga.com/m-a/24/08/40648165/intel-weighs-major-business-split-factory-delays-amid-strategic-review-report" rel="noreferrer noopener">Senator scrutiny over</a> its cost-cutting measures as the subsidy aims to create additional U.S. jobs.
Semiconductor ETFs VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) gained 5%-6% in the last 5 days.
Price Actions: INTC stock is up 1.21% to $24.21 premarket at last check on Friday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/24/09/41054106/meta-analysts-highlight-ai-vr-advances-see-growth-pushing-it-toward-apple-like-valuation" target="_blank" rel="noreferrer noopener">Meta Analysts Highlight AI, VR Advances, See Growth Pushing It Toward Apple-Like Valuation</a></li>
</ul>
Image Via Shutterstock

AVGO

INTC

QCOM

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Microsoft, Google, Meta Pave Path to AI Expansion, Nvidia and Broadcom Set to Reap Benefits

While Tesla and SpaceX CEO Elon Musk&#8217;s legal and <a href="https://www.benzinga.com/news/24/09/40748476/fcc-chief-defends-elon-musks-x-and-starlink-amid-brazils-punitive-actions-warns-business-leaders-are">operational difficulties</a> in Brazil are ongoing,&nbsp;Microsoft Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) has made progress in the country by pledging a $2.7 billion investment.
What Happened: On Thursday, Wedbush analyst Dan Ives highlighted this news that Microsoft&#8217;s investment, the largest single commitment by the company in Brazil, is intended to nurture the AI ecosystem&nbsp;in Latin America&#8217;s largest economy.&nbsp;
Ives shared a post by a user named Evan on X, formerly Twitter. The post highlighted that Microsoft&#8217;s investment will span over the next three years and focus on the development of the AI ecosystem in the region.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Microsoft <a href="https://twitter.com/search?q=%24MSFT&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$MSFT</a> today announced plans to invest $2.7 Billion in Brazil &#x1f1e7;&#x1f1f7; over the next 3 years to foster the development of an artificial intelligence ​​ecosystem &#8211; SA
&mdash; Evan (@StockMKTNewz) <a href="https://twitter.com/StockMKTNewz/status/1839377829043355865?ref_src=twsrc%5Etfw">September 26, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
According to a study commissioned by the Satya Nadella company, widespread AI adoption in Brazil could boost the country's GDP growth by 4.2 percentage points by 2030.
Brazil currently has a population of more than 220 million people, with at least 177 million internet users as of 2023. According the Statista, the number of internet users in Brazil is projected to grow by 34.2 million between 2024 and 2029.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters: While Microsoft is advancing&nbsp;in Brazil, Musk&#8217;s companies, particularly X and Starlink, are encountering substantial legal and operational hurdles.
Access to X has been&nbsp;blocked in <a href="https://www.benzinga.com/news/24/08/40664929/brazil-judge-bans-x-after-months-long-feud-threatens-fines-of-nearly-9k-per-day-on-users-who-try-to">Brazil since late&nbsp;August 2024</a>, following the company&#8217;s failure&nbsp;to comply with orders to block certain accounts accused of&nbsp;spreading misinformation and hate speech.
This decision came after&nbsp;a protracted dispute between Musk&nbsp;and Justice Alexandre de Moraes.
Brazil&#8217;s Supreme Court has now also <a href="https://www.benzinga.com/24/09/40864550/brazils-supreme-court-lifts-freeze-on-starlink-and-xs-finances-after-elon-musks-companies-cough-up-3">unfrozen Musk&#8217;s companies&#8217;</a> bank accounts&nbsp;after they transferred approximately $3.3&nbsp;million&nbsp;to cover fines owed by&nbsp;X.
X is now seeking to&nbsp;restore its services in Brazil&nbsp;by appointing a legal representative&nbsp;and complying with other court&nbsp;orders.
Previously, Brazilian President Luiz Inácio Lula da Silva also <a href="https://www.benzinga.com/news/24/09/40678732/just-because-elon-musk-is-rich-the-world-doesnt-have-to-put-up-with-his-far-right-ideology-says-braz">criticized Musk&#8217;s ideological</a> stand and stated, &#8220;The world is not obliged to put up with Musk&#8217;s far-right ideology just because he is rich.&#8221;
Photo Courtesy: Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/24/09/40973399/apples-former-design-maestro-jony-ive-confirms-hes-joined-forces-with-openais-sam-altman-for-a-new-a?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Apple&#8217;s Former Design Maestro Jony Ive Confirms He&#8217;s Joined Forces With OpenAI&#8217;s Sam Altman For A New AI Hardware Project</a></li>
</ul>
Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

Elon Musk's Raging Feud Aside, Brazil Attracts $2.7B Investment From Microsoft To Boost AI Ecosystem

OpenAI Chair Says Board Has Discussed Whether To Compensate CEO Sam Altman With Equity; No Specific Figures Have Been Discussed For Altman Equity Compensation

Multiple analysts re-rated Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) after the company kicked off its <a target="_blank" href="https://www.benzinga.com/news/24/09/41032461/meta-unveils-new-ai-features-quest-3s-llama-3-2-holographic-orion-glasses-at-connect-2024-we-are-get" rel="noreferrer noopener">annual developer conference</a> Meta Connect with announcements including Meta&#8217;s $299.99 Quest VR headset, Meta AI&nbsp;updates, Meta&#8217;s Ray-Ban Smart Glasses updates, and Meta&#8217;s new Orion glasses.
<ul>
<li>JMP Securities analyst Andrew Boone maintained Meta Platforms with a Market Outperform rating and raised the price target from<a href="https://www.benzinga.com/quote/META/analyst-ratings" target="_blank" rel="noreferrer noopener"> $550 to $635</a>.</li>
<li>Wedbush analyst Scott Devitt maintained Meta Platforms with an Outperform rating and a $600 price target.</li>
<li>Oppenheimer analyst Jason Helfstein reiterated an Outperform rating on Meta Platforms and set a price target of $615.</li>
<li>Guggenheim analyst Michael Morris maintained a Buy on Meta Platforms rating with a price target of $600.</li>
<li>Stifel analyst Mark Kelley reiterated a Buy on Meta Platforms with a price target of $590.</li>
<li>Rosenblatt analyst Barton Crockett maintained a Buy on Meta Platforms with a price target of $811.</li>
</ul>
Also Read: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/41046013/metas-ai-breakthroughs-dominate-connect-event-as-analyst-highlights-affordable-mixe" target="_blank" rel="noreferrer noopener">Meta&#8217;s AI Breakthroughs Dominate Connect Event As Analyst Highlights Affordable Mixed-Reality Push</a>
JMP Securities: The re-rating reflects Boone&#8217;s increased confidence in Meta&#8217;s hardware and XR product roadmap. Following Meta Connect, where the company showcased a prototype of its holographic, AI-enabled Orion glasses, the analyst noted Meta is at the forefront of a new computing platform. He flagged Meta&#8217;s progress in developing AR hardware over the last five years. Boone highlighted the possibility of Orion representing the next primary consumer computing platform.
Financially, he noted that computing systems have proven very valuable for Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) (desktop) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) (mobile). CEO Mark Zuckerberg recently said that Meta&#8217;s platform could be twice as profitable if the company owned the underlying infrastructure.
The analyst noted Meta&#8217;s Llama models have the opportunity to take a share of search queries as usage ramps. Over time, Meta has been well positioned to monetize search, given its relationships with 200 million+ SMBs and 12 million+ active advertisers, while likely also incorporating this information into its existing ad products. 
With Meta&#8217;s Quest 3S priced at $299 and below the slightly more feature-rich Quest 3 at $499, Meta continues to drive down hardware costs, which Boone expects to result in greater consumer adoption. Boone projects third-quarter revenue of $39.69 billion and EPS of $4.76.
Wedbush: Devitt noted Meta is making encouraging progress along its AI product roadmap, with Meta AI on track to become the most used AI assistant globally by the end of this year. The analyst said Reality Labs investments are becoming more synergistic with the core business as AI becomes a central component of existing and upcoming hardware products.
Oppenheimer: In the short term, Helfstein noted that the event was less impactful than last year, which focused on integrating AI into the core business and improving advertisers&#8217; ROI. The analyst said that this year, Zuckerberg spent more time discussing the company&#8217;s work with Ray-Ban &amp; fully holographic glasses demo.
Guggenheim: AR Insider data indicates that total Quest unit sales across the Quest 3, Quest 2, and Quest Pro are up 13.5% through the second quarter, with 64% of sales attributable to the Quest 3, Morris noted. Given resilient consumer demand for the Quest 3 at a premium price point, the analyst expects the $299 Quest 3S to drive incremental sales as a more economical entry point into the Meta VR/AR ecosystem. He added that contributions from Meta&#8217;s smart eyewear also continue to grow on the heels of a new long-term agreement with Ray-Ban maker Essilor Luxottica. Morris noted Meta as a leader in AR/VR wearable devices with solid momentum heading into the holiday season.
Stifel: Overall, Kelley noted the Llama announcements and Meta AI demos as highly encouraging and evidence that Meta is well positioned in that race. The analyst also noted that the Orion prototype demos are likely illustrative of the company&#8217;s broader Metaverse vision over the longer term, which might indicate that Reality Labs investments may taper off over the medium term as use cases begin to crystallize.
Rosenblatt: Meta&#8217;s Connect 2024 showcased how the company, driven by a willingness to invest more heavily than any competitor in VR/AR and the Metaverse, along with its strategic price-to-performance decisions, is uniquely delivering products that are leading in consumer adoption, according to Crockett. The analyst said the event highlighted how Meta continues advancing its AI capabilities.
The analyst noted that the advancement of its AI capabilities is currently more critical. It is part of a positive inflection in Meta&#8217;s core advertising business that is still not fully captured in the shares, even after an over 60% rise year-to-date and 90% in the last 12 months. Crockett noted Meta could trade in a year at an Apple-like P/E of 30 times forward EPS. Crockett projects third-quarter revenue of $40.86 billion and EPS of $5.75.
KeyBanc:  Meta&#8217;s latest Connect conference focused on the progress Meta has made in AI and mixed reality devices and was largely in line with Patterson&#8217;s expectations. The analyst remains encouraged by progress with the Meta AI assistant and Llama models. 
While Quest and Glass (Ray-Ban, Orion) are still in the early innings, he noted Meta&#8217;s AI capabilities and efforts to work more with developers could help the company differentiate from competitors over time.
Price Action: META stock is down 0.51% at $565.44 at last check Thursday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/24/09/41029168/meta-connect-leaks-reveal-affordable-quest-3s-batman-game-bundle-report" target="_blank" rel="noreferrer noopener">Meta Connect Leaks Reveal Affordable Quest 3S, Batman Game Bundle: Report</a></li>
</ul>
Photo: Shutterstock

Reiteration

Meta Analysts Highlight AI, VR Advances, See Growth Pushing It Toward Apple-Like Valuation

Ubisoft Entertainment SA (OTC:<a class="ticker" href="https://www.benzinga.com/stock/UBSFF#OTC">UBSFF</a>) admitted that Star Wars Outlaws, its highly anticipated <a href="https://www.benzinga.com/general/gaming/24/09/40843191/epic-ea-ubisoft-face-accusations-of-deceit-over-in-game-purchases-eu-complaint-filed">open-world game, has underperformed</a>. 
Despite receiving a Metacritic score of 76 and decent user reviews (3.9/5 on Epic Games Store), the game&#8217;s sales did not meet expectations and led to a strategic shift for the company.
This disappointment was <a href="https://staticctf.ubisoft.com/8aefmxkxpxwl/5U6140Jg0IaqobyAIIEawC/af3b587a1c81f379d57bc64eefdd0285/PR_Trading_update_25092024_final.pdf">revealed</a> in a recent financial update, which also included the announcement of a delay for Assassin's Creed Shadows and a major shift in release strategy for both titles.
See Also: <a href="https://www.benzinga.com/general/gaming/24/09/40801168/ubisoft-is-mismanaged-shareholders-are-hostages-investor-demands-video-game-company-go-private-aft">Ubisoft Is &#8216;Mismanaged, Shareholders Are Hostages&#8217;: Investor Demands Video Game Company Go Private After Stock Drop</a>
"Despite solid ratings&#8230; Star Wars Outlaws initial sales proved softer than expected," Ubisoft said in the update. Released on Aug. 26, Outlaws faced a rocky launch, which negatively impacted Ubisoft&#8217;s stock price.
The <a href="https://www.benzinga.com/general/gaming/24/09/40717689/star-wars-outlaws-sales-slump-ubisoft-shares-hit-near-10-year-low">share value dropped</a> to a near 10-year low, with one frustrated investor even suggesting the company go private to regain control.
In response to feedback, Ubisoft's development teams have been mobilized to implement updates aimed at improving player experience. With the holiday season approaching, Ubisoft is positioning Star Wars Outlaws for a long-term revival, starting with a Steam release on Nov. 21.
<h3 class="wp-block-heading">Assassin's Creed Shadows Delayed To 2025</h3>
Adding to Ubisoft&#8217;s challenges, Assassin's Creed Shadows — a major title in the company's flagship franchise—has been delayed until Feb. 14, 2025, in direct competition with Sony Group Corp.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) upcoming Ghost of Yotei — a sequel to Ghost of Tsushima.
The decision to postpone the release is intended to allow the development team to further polish the game and apply lessons learned from the Star Wars Outlaws launch.
Ubisoft CEO Yves Guillemot reassured investors and fans, emphasizing the company's commitment to delivering a refined experience with Shadows. 
&#8220;There&#8217;s a lot of space for very high-quality games, and those two games can sell very well,&#8221; Guillemot said, <a href="https://www.ign.com/articles/assassins-creed-shadows-delay-ghost-of-yotei-ubisoft">according</a> to IGN. &#8220;The focus is to really make sure that we deliver a fantastic experience with this dual protagonist approach and two different and complimentary gameplays&#8230; a setting taking place in feudal Japan should be really enticing.&#8221;
<h3 class="wp-block-heading">Ubisoft Returns to Steam For Major Releases</h3>
In a significant shift from its previous release strategy, Ubisoft confirmed that both Star Wars Outlaws and Assassin's Creed Shadows will debut on Steam. 
This move follows the broader trend of major publishers returning to the platform after previously focusing on exclusivity deals with Epic Games Store or their own platforms. Ubisoft hopes this will boost sales, particularly as Steam continues to break user records, recently surpassing 38 million concurrent players.
Ubisoft's decision to embrace Steam could also signal a broader industry acknowledgment of the platform&#8217;s dominance. The company is likely hoping to replicate the success seen by other developers, including Microsoft Corp.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Blizzard, which brought Diablo 4 to Steam after a period of exclusivity on Battle.net.
<h3 class="wp-block-heading">Ubisoft Faces Strike Over Return-To-Office Mandate And Pay Dispute</h3>
Moreover, Ubisoft is now facing a strike organized by Le Syndicat des Travailleurs et Travailleuses du Jeu Vidéo (STJV), the French video game workers union, IGN <a href="https://www.ign.com/articles/ubisoft-france-strike-called-over-return-to-office-order-and-pay-dispute">reported.</a>
The strike, planned for Oct. 15 to 17, follows a return-to-office mandate requiring employees to work three days a week in the office, a decision the union says was made &#8220;without any tangible justification&#8221; or consultation with worker representatives.
The STJV stressed the impact on employees: "After more than five years of working efficiently in the current remote-work context, many of our colleagues have built or rebuilt their lives (family life, housing, parenthood, etc.) and simply cannot return to the previous working conditions." 
"Our employer knows this perfectly well. The consequence of its decision will be the loss of our colleagues&#8217; jobs, the disorganization of many game projects, and the drastic increase in psychosocial risks for those who remain."
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/gaming/24/08/40445836/ubisoft-cuts-45-more-jobs-in-latest-round-of-us-studio-layoffs">Ubisoft Cuts 45 More Jobs In Latest Round Of US Studio Layoffs</a></li>
</ul>
Image credits: Shutterstock.

UBSFF

Ubisoft Faces Challenges: Star Wars Outlaws' Sales Struggles, Assassin's Creed Shadows Delay, Employee Strikes Ahead

On Wednesday, Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)-backed OpenAI, the creator of ChatGPT, announced a shift from a non-profit to a for-profit benefit corporation to make the AI startup more appealing to potential investors.
CEO Sam Altman may receive equity&nbsp;in the for-profit company, which&nbsp;could be&nbsp;valued at $150 billion&nbsp;<a target="_blank" href="https://www.benzinga.com/news/24/09/41038183/openais-restructure-from-non-profit-to-potential-150b-for-profit-sam-altman-could-get-equity" rel="noreferrer noopener">after restructuring</a>.
While the non-profit board will no longer oversee the company, the non-profit entity is expected to retain a minority stake in the new for-profit structure.
On Wednesday, Mira&nbsp;Murati, OpenAI&#8217;s chief technology officer, <a target="_blank" href="https://x.com/miramurati?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor" rel="noreferrer noopener">released</a> a written statement stating that, after much reflection, she has &#8220;made the difficult decision to leave OpenAI.&#8221;
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/09/41020113/sam-altmans-openai-pushes-biden-administration-for-massive-5gw-data-centers-equivalent-to-output-of" rel="noreferrer noopener">Sam Altman&#8217;s OpenAI Pushes Biden Administration For Massive 5GW Data Centers Equivalent To Output Of 5 Nuclear Reactors, Enough To Power Nearly 3M Homes: Report</a>.
Last year, Mira Murati served as an interim CEO when Sam Altman had to step down from his CEO position. The decision for this leadership change comes after the board&#8217;s <a target="_blank" href="https://www.benzinga.com/news/large-cap/23/12/36349386/openai-ceo-sam-altman-had-a-wobble-says-2023-has-been-a-crazy-year" rel="noreferrer noopener">intensive review process</a>.
Concerns were raised regarding Altman&#8217;s transparency in communications with the board, ultimately leading to a loss of confidence in his leadership.
Within five days, he was reinstated as CEO, and the board that fired Altman was almost entirely replaced following employee rebellion, cementing his position&nbsp;<a target="_blank" href="https://www.benzinga.com/news/23/11/35911061/sam-altman-to-return-as-openai-ceo-as-new-board-collaborating-to-figure-out-details" rel="noreferrer noopener">at the firm&#8217;s helm</a>.
Two other&nbsp;top OpenAI executives, Chief Research Officer Bob McGrew and another research leader, Barret Zoph, also left the AI Startup.
In a social media <a target="_blank" href="https://x.com/sama/status/1839096160168063488" rel="noreferrer noopener">post</a>, CEO Sam Altman said all the executives&#8217; decisions were made &#8220;independently of each other and amicably.&#8221;
As per a Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2024-09-26/openai-s-altman-executive-departures-unrelated-to-restructuring?srnd=phx-latest&amp;sref=TBDibEcD" rel="noreferrer noopener">report</a>, Altman said the executive departures were unrelated to the company&#8217;s shift to a profit-for-organization model.
The report highlighted that Altman said he would use the shakeup to &#8220;flatten&#8221; OpenAI&#8217;s structure, naming several employees who&#8217;d start reporting directly to him, and promote a &#8220;new generation of leaders.&#8221;
&#8220;I saw some stuff that this was related to a restructure; that&#8217;s totally not true,&#8221; Bloomberg noted, citing Altman&#8217;s comments at the Italian Tech Week in Turin on Thursday.&#8221;
&#8220;This is just about people being ready for new chapters in their lives.&#8221;
Read Next:
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<li><a href="https://www.benzinga.com/markets/equities/24/09/41052392/bank-of-americas-new-banking-account-helps-parents-teach-kids-money-management-details" target="_blank" rel="noreferrer noopener">Bank Of America&#8217;s New Banking Account Helps Parents Teach Kids Money Management: Details</a>.</li>
</ul>
Photo by jamesonwu1972 on Shutterstock

Large Cap

Management

OpenAI CEO Says Leadership Shakeup Aims to Flatten Structure, Elevate New Leaders

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>09/27/24</td>
<td>$125.00</td>
<td>$32.5K</td>
<td>10.3K</td>
<td>73.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/27/24</td>
<td>$227.50</td>
<td>$25.2K</td>
<td>18.6K</td>
<td>51.4K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$20.00</td>
<td>$29.0K</td>
<td>25.7K</td>
<td>6.6K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/04/24</td>
<td>$435.00</td>
<td>$29.2K</td>
<td>3.4K</td>
<td>4.6K</td>
</tr>
<tr>
<td>DOCN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$42.50</td>
<td>$35.0K</td>
<td>3.7K</td>
<td>1.6K</td>
</tr>
<tr>
<td>PGY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$10.00</td>
<td>$29.4K</td>
<td>1.0K</td>
<td>413</td>
</tr>
<tr>
<td>ACN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/27/24</td>
<td>$350.00</td>
<td>$25.4K</td>
<td>666</td>
<td>399</td>
</tr>
<tr>
<td>JBL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$120.00</td>
<td>$30.6K</td>
<td>689</td>
<td>360</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/18/26</td>
<td>$38.00</td>
<td>$33.0K</td>
<td>3.1K</td>
<td>290</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$220.00</td>
<td>$34.9K</td>
<td>1.3K</td>
<td>269</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a put option trade with neutral sentiment. It expires in 1 day(s) on September 27, 2024. Parties traded 100 contract(s) at a $125.00 strike. The total cost received by the writing party (or parties) was $32.5K, with a price of $325.0 per contract. There were 10322 open contracts at this strike prior to today, and today 73990 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bullish sentiment. It expires in 1 day(s) on September 27, 2024. Parties traded 252 contract(s) at a $227.50 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $25.2K, with a price of $100.0 per contract. There were 18626 open contracts at this strike prior to today, and today 51421 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a call option sweep that happens to be bearish, expiring in 113 day(s) on January 17, 2025. This event was a transfer of 100 contract(s) at a $20.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $29.0K, with a price of $290.0 per contract. There were 25783 open contracts at this strike prior to today, and today 6686 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bearish, expiring in 8 day(s) on October 4, 2024. This event was a transfer of 100 contract(s) at a $435.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $29.2K, with a price of $292.0 per contract. There were 3437 open contracts at this strike prior to today, and today 4628 contract(s) were bought and sold. 
• For DOCN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOCN#NYSE">DOCN</a>), we notice a call option trade that happens to be bearish, expiring in 22 day(s) on October 18, 2024. This event was a transfer of 200 contract(s) at a $42.50 strike. The total cost received by the writing party (or parties) was $35.0K, with a price of $175.0 per contract. There were 3702 open contracts at this strike prior to today, and today 1649 contract(s) were bought and sold. 
• For PGY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PGY#NASDAQ">PGY</a>), we notice a call option sweep that happens to be bullish, expiring in 113 day(s) on January 17, 2025. This event was a transfer of 190 contract(s) at a $10.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $29.4K, with a price of $155.0 per contract. There were 1001 open contracts at this strike prior to today, and today 413 contract(s) were bought and sold. 
• Regarding ACN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>), we observe a call option sweep with bullish sentiment. It expires in 1 day(s) on September 27, 2024. Parties traded 62 contract(s) at a $350.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $25.4K, with a price of $410.0 per contract. There were 666 open contracts at this strike prior to today, and today 399 contract(s) were bought and sold. 
• For JBL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>), we notice a call option trade that happens to be bearish, expiring in 22 day(s) on October 18, 2024. This event was a transfer of 42 contract(s) at a $120.00 strike. The total cost received by the writing party (or parties) was $30.6K, with a price of $730.0 per contract. There were 689 open contracts at this strike prior to today, and today 360 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bullish, expiring in 813 day(s) on December 18, 2026. This event was a transfer of 112 contract(s) at a $38.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $33.0K, with a price of $295.0 per contract. There were 3169 open contracts at this strike prior to today, and today 290 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option sweep that happens to be neutral, expiring in 113 day(s) on January 17, 2025. This event was a transfer of 92 contract(s) at a $220.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $34.9K, with a price of $380.0 per contract. There were 1326 open contracts at this strike prior to today, and today 269 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

DOCN

MARA

10 Information Technology Stocks With Whale Alerts In Today's Session

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OpenAI Introduces New GPT-4O Model With Enhanced Accuracy In Detecting Harmful Text And Images, Moderation Model Now Free For All Developers Via API

To gain an edge, this is what you need to know today.
<figure class="wp-block-image size-large"><img decoding="async" src="https://thearorareport.com/wp-content/uploads/2024/09/2024-09-26_08h32_04.png" alt="" /></figure>
<h3 class="wp-block-heading">Growing Optimism</h3>
Please <a href="https://thearorareport.com/chart-analysis-stock-market-china-bringing-optimism-wall-street-positioning-mu-mc-09262024">click here</a> for an enlarged chart of Micron Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>).
Note the following:
<ul>
<li>This article is about the big picture, not an individual stock. The chart of MU stock is being used to illustrate the point.</li>
<li>In yesterday's Morning Capsule, we wrote the following about Micron earnings in advance:</li>
<li>Going into earnings, here are the key points:
<ul>
<li>Whisper numbers are below the consensus numbers. This is an oddity among AI stocks. Among AI stocks, whisper numbers have consistently been higher than consensus numbers.</li>
<li>Wall Street positioning is negative.</li>
<li>The chart shows that MU stock has bounced off of the support zone.</li>
<li>Historically, when the foregoing factors are combined, the stock goes up after earnings.</li>
</ul>
</li>
</ul>
<ul>
<li>The chart shows a strong up move in MU after earnings were released after the market closed yesterday.</li>
<li>The chart illustrates the value of understanding positioning and the big edge it gives to investors. Micron earnings were mediocre.  The real reason behind the strong move is negative Wall Street positioning.  If the same earnings would have come out a few months ago, when Wall Street positioning was very positive, the stock would have been down $20.  </li>
<li>The chart shows that in the premarket, MU is breaking above the resistance zone. If MU closes above the resistance zone shown on the chart, this zone will become a support zone.</li>
<li>The move up in MU stock is bringing in extremely aggressive buying in most semiconductor stocks in the premarket.&nbsp; In turn, the buying is becoming aggressive in most AI stocks in the premarket.&nbsp;&nbsp;</li>
<li>We have been sharing with you details of China's stimulus plan.&nbsp; Now, with a potential addition, China's stimulus plan is about to become a bazooka.
<ul>
<li>China is considering injecting up to one trillion yuan into state owned banks for the purpose of expanding their capacity to loan more money.</li>
<li>Stocks in Hong Kong are up 4.2% and up 3.6% in Shanghai.</li>
</ul>
</li>
<li>The strong move up in Chinese stocks brought in optimism first to Asian stocks, then to Europe, and now to the U.S. in a round robin fashion.</li>
<li>In The Arora Report analysis, deflation in China has helped U.S. inflation.&nbsp; Now all of the stimulus in China is going to start inflation in China.&nbsp; Some of that inflation is going to come back to the U.S. at a time when the Fed is aggressively cutting rates.&nbsp; All of this could spell trouble for the stock market down the road.&nbsp; However, for the time being, no one is connecting the dots as the party shifts to full swing.&nbsp;&nbsp;</li>
<li>Weekly initial claims came at 218K vs. 224K consensus. This indicates that the jobs picture is strong</li>
<li>Durable orders came stronger than expected.&nbsp; Here are the key points:
<ul>
<li>Headline Durable Orders came at 0.0% vs. -2.9% consensus.</li>
<li>Durable Orders Ex-Transportation came at 0.5% vs. 0.1% consensus.</li>
</ul>
</li>
<li>Just released GDP data shows that economic growth is strong.&nbsp; Here are the details:
<ul>
<li>Q2 GDP Third Estimate came at 3.0% vs. 3.0% consensus.</li>
<li>GDP Deflator Third Estimate came at 2.5% vs. 2.5% consensus.</li>
</ul>
</li>
<li>The foregoing economic data is bringing in aggressive buying in the stock market.&nbsp; The reason is that normally when the economy is this strong, the Fed is not aggressively cutting interest rates.&nbsp; Here, the economy is strong, and the Fed is aggressively cutting rates.</li>
<li>Here is the key question for prudent investors: Did the Fed make a mistake with the 50 bps cut?&nbsp; Stay tuned for more.</li>
<li>Powell comments are ahead and may be market moving.</li>
</ul>
<h3 class="wp-block-heading">Magnificent Seven Money Flows</h3>
In the early trade, money flows are positive in Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet Inc Class C (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>).
In the early trade, money flows are positive in SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>).
<h3 class="wp-block-heading">Momo Crowd And Smart Money In Stocks</h3>
Investors can gain an edge by knowing money flows in SPY and QQQ.  Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil.  The most popular ETF for gold is SPDR Gold Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>).  The most popular ETF for silver is iShares Silver Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLV#NYSE">SLV</a>).  The most popular ETF for oil is United States Oil ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USO#NYSE">USO</a>).
<h3 class="wp-block-heading">Bitcoin</h3>
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) is seeing buying along with tech stocks.
<h3 class="wp-block-heading">Protection Band And What To Do Now</h3>
It is important for investors to look ahead and not in the rearview mirror.
Consider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.
You can determine your protection bands by adding cash to hedges.&nbsp; The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive.&nbsp; If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges.
A protection band of 0% would be very bullish and would indicate full investment with 0% in cash.&nbsp; A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling.
It is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash.&nbsp; When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks.&nbsp; High beta stocks are the ones that move more than the market.
<h3 class="wp-block-heading">Traditional 60/40 Portfolio</h3>
Probability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time.
Those who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of five year duration or less.&nbsp; Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time.
The Arora Report is known for its accurate calls. The Arora Report correctly called the big artificial intelligence rally before anyone else, the new bull market of 2023, the bear market of 2022, new stock market highs right after the virus low in 2020, the virus drop in 2020, the DJIA rally to 30,000 when it was trading at 16,000, the start of a mega bull market in 2009, and the financial crash of 2008. Please click here to sign up for a free forever <a href="https://thearorareport.com/generate-wealth-newsletter-benzinga">Generate Wealth Newsletter</a>.

China Bazooka Brings Optimism To U.S. Stocks, Micron Earnings Show The Value Of Knowing Positioning

Whales with a lot of money to spend have taken a noticeably bearish stance on Microsoft.
Looking at options history for Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) we detected 53 trades.
If we consider the specifics of each trade, it is accurate to state that 33% of the investors opened trades with bullish expectations and 45% with bearish.
From the overall spotted trades, 17 are puts, for a total amount of $1,245,611 and 36, calls, for a total amount of $1,954,320.
<h3>Predicted Price Range</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $305.0 to $520.0 for Microsoft over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Microsoft's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Microsoft's substantial trades, within a strike price spectrum from $305.0 to $520.0 over the preceding 30 days.
<h3>Microsoft Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727366476_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$15.45</td>
<td>$15.35</td>
<td>$15.45</td>
<td>$450.00</td>
<td>$271.9K</td>
<td>10.5K</td>
<td>435</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>10/04/24</td>
<td>$4.55</td>
<td>$4.4</td>
<td>$4.5</td>
<td>$430.00</td>
<td>$196.1K</td>
<td>3.8K</td>
<td>1.3K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$35.25</td>
<td>$34.85</td>
<td>$35.2</td>
<td>$455.00</td>
<td>$183.0K</td>
<td>75</td>
<td>71</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$17.3</td>
<td>$17.15</td>
<td>$17.3</td>
<td>$430.00</td>
<td>$173.0K</td>
<td>3.6K</td>
<td>361</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/04/24</td>
<td>$3.55</td>
<td>$3.45</td>
<td>$3.49</td>
<td>$427.50</td>
<td>$152.2K</td>
<td>2.6K</td>
<td>772</td>
</tr>
</tbody>
</table>

<h3>About Microsoft</h3>
Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).
In light of the recent options history for Microsoft, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of Microsoft</h3>
<ul>
<li>Currently trading with a volume of 5,120,336, the MSFT's price is down by -0.3%, now at $430.8. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 26 days.</li>
</ul>
<h3>What Analysts Are Saying About Microsoft</h3>
A total of 2 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $490.5.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Morgan Stanley persists with their Overweight rating on Microsoft, maintaining a target price of $506. 
&#x2A; Reflecting concerns, an analyst from DA Davidson lowers its rating to Neutral with a new price target of $475.
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Microsoft with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Behind the Scenes of Microsoft's Latest Options Trends

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