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29.07.26 - 23:54
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MSFT Bounces After Revenue Beat On Cloud Strength, CapEx In Line (ZeroHedge)
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MSFT Bounces After Revenue Beat On Cloud Strength, CapEx In Line
Microsoft walked into tonight's fiscal fourth-quarter earnings report carrying the most bearish positioning it has seen in more than a decade, and it does so on an afternoon when the Fed - now run by a chairman who has made a point of telling markets nothing - triggered significant volatility in stocks and bonds.
The positioning data tells the story first. According to S3 Partners data reported by CNBC, roughly 92 million Microsoft shares are now sold short, or 1.27% of the public float - the highest short interest as a percentage of float since May 2015, and the largest short-interest build anywhere in the Magnificent Seven. More telling than the level is the behavior: S3 says there has been virtually no short covering into the print, which means the bears are not taking profits on a stock that is already down more than 18% year-to-date and, as GeekWire notes, sitting near a one-year low despite consistently beating estimates. ...
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29.07.26 - 17:15
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Kritische Armeedaten in Microsoft-Cloud (Inside Paradeplatz)
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Dienstbüchlein hat ausgedient, neu gibts den Dienstmanager mit angehängtem Webshop für persönliches Material. Server in Holland.
Seit dem 1. Juni ist das physische Dienstbüchlein der Schweizer Armee Geschichte. Nach rund 150 Jahren ersetzt die Armee das Büchlein durch den „Dienstmanager„. DIM – die zentrale, digitale Plattform für alle Angehörigen der Armee (Ada). Darin steckt alles: Militärkarriere, […]...
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29.07.26 - 04:06
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Seagate forecasts strong 1Q growth on sustained AI-driven cloud demand (Digitimes)
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On July 28, Seagate Technology reported sharply higher revenue and profit for its fiscal fourth quarter, driven by continued demand from cloud data center customers and higher-capacity storage products tied to artificial intelligence infrastructure. The company also issued first-quarter fiscal 2027 guidance above its prior quarter's revenue level, reflecting expectations that demand momentum will continue....
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29.07.26 - 02:06
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Australia capital markets ride AI deal wave as cloud startups target listings (Digitimes)
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Australia's capital markets have picked up pace on the back of AI-related demand, with listings and equity raisings reaching US$11.4 million in the first half of 2026, up from US$10.6 billion in the first half of 2025, according to Bloomberg. This growth has been driven in part by investors seeking exposure to the AI supply chain, including data center and cloud services businesses....
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