MICROSOFT WKN: 870747 ISIN: US5949181045 Kürzel: MSFT Forum: Aktien Thema: Hauptdiskussion

Wer als deutscher Anleger US-Werte wie Microsoft im Depot hat, darf den Devisenmarkt nicht vergessen. Wenn der Euro aufwertet, drückt das den Euro-Kurs – gestern hat uns das mal eben rund 0,5 Prozent Währungsabschlag gekostet. Dass die Aktie im Depot trotzdem so stark performt hat, zeigt erst recht, was für eine brutale Dynamik da gestern drin war. Bereinigt um diesen Wechselkurs-Gegenwind wird klar, dass Microsoft in US-Dollar eine noch viel massivere relative Stärke hingelegt hat, als der bloße Blick aufs deutsche Depot vermuten lässt.

400🫠

Und da bleibt der Haken. So viel werden die Semis nicht mehr fallen. Wenn mit diesem Muster nicht gebrochen wird, dann bleibt der Anstieg bei Software begrenzt. Hoffnung ist, dass die Algos wollen, dass Software bis zu den Zahlen steigt. Aber wenn das nur zu Kosten der Semis geht, dann weiß ich nicht wie. Sehe nicht dass Micron zurück auf 800 oder sogar 700 Dollar fällt, damit Adobe steigt. Und MS steigt nur mit Adobe und dem ganzen Software-Rest.

Naja warum nicht, viele panische Verkäufe erstmal bei den semis. Das 38 er fib und gap close bei MU sicher möglich. Wenn Se da dreht dann semis weiter bullisch.

Microsoft (MSFT) Trains Sales Team to Promote In-House AI Solutions GuruFocus News 07/16/2026 08:58 Investing On July 16, 2026, Microsoft is reportedly preparing its sales team to advocate for its proprietary AI models as a cost-effective and efficient alternative to those offered by competitors like OpenAI (OPENAI) and Google (GOOG). This strategic move emphasizes the benefits of Microsoft's AI solutions, which are designed to integrate seamlessly with its existing software ecosystem. The strategy also includes addressing customer concerns about third-party providers. Recent developments indicate Microsoft is prioritizing its AI initiatives while still maintaining a significant investment in OpenAI. What's Behind the News? Microsoft's decision to bolster its sales team to promote its AI models is a significant strategic pivot in a rapidly evolving technology landscape. By positioning its AI solutions as more cost-effective and efficient than those of competitors, Microsoft aims to capture a larger share of the market, particularly as businesses increasingly seek integrated solutions that enhance productivity and streamline operations. This initiative not only highlights Microsoft's commitment to its AI capabilities but also reflects a broader trend in the tech industry where companies are prioritizing in-house solutions over third-party offerings.

Fallen die US-Erstanträge auf Arbeitslosenhilfe um 14;30 Uhr im Rahmen der Erwartungen aus, ist der Weg für einen starken, grünen US-Handelsstart um 15:30 Uhr frei.

Aussicht: Positiv. Nach dem gestrigen 3 %-Sprung greifen Schnäppchenjäger vor den Earnings am 29. Juli weiter zu. Der Zinsdruck ist vorerst komplett vom Tech-Sektor gewichen.Tagesziel: Ein Angriff auf die Marke von 350 Euro.

Heute 405$ morgen 420$ ? 😅 es wäre sooo gut 😅

Citigroup Maintains Positive Outlook for Microsoft (MSFT) GuruFocus News 07/16/2026 07:01 Business News On July 16, 2026, Citigroup released a research report affirming its positive stance on Microsoft Corp, expecting strong performance in the fourth quarter. As investors look ahead to the first quarter of the fiscal year 2027, they will need to adjust to higher capital expenditure requirements, with a potentially conservative operating margin guidance for that period. The firm anticipates that Microsoft will leverage its flagship products, Azure and M365 CoPilot, to accelerate growth and deliver robust returns, which will ultimately support ongoing increases in overall revenue and earnings per share. Consequently, Citigroup has revised its target price for Microsoft from $620 to $570 while maintaining a "Buy" rating.

Microsoft (MSFT) Overhauls Cybersecurity Business to Cash In on AI Threats Vince Condarcuri Jul 15, 2026, 11:01 PM Microsoft is overhauling its cybersecurity business to capture more spending tied to AI-powered attacks. According to The Information, new security chief Hayete Gallot is investing more in tools that use artificial intelligence to find software flaws and respond to threats automatically. At the same time, Microsoft is cutting back on slower-growing products and changing leadership after executives reportedly became frustrated with the division’s growth rate. Gallot, who took over the security group in February, has already replaced several senior leaders who reported to former security boss Charlie Bell. The company also cut several hundred jobs from the unit, which employs more than 10,000 people, during Microsoft’s layoffs earlier this month. In a message to employees, Gallot admitted that the changes have been difficult. However, she argued that the industry is being rebuilt around AI and that Microsoft must make hard choices now in order to stay ahead. Security Copilot One major focus is Security Copilot, Microsoft’s OpenAI-powered assistant for cybersecurity teams. Earlier versions mainly helped workers summarize large amounts of security data. Now, the product can take more direct action. For example, it can identify suspicious emails and block dangerous senders before alerting IT staff. Microsoft is also developing MDASH, which is a tool that uses several AI models to scan software for weaknesses. The company has already used it to find problems in Windows. In fact, Microsoft patched a record 622 bugs in July, up from 164 in April, and said that MDASH helped uncover more of those issues. www.tipranks.com/news/microsoft-msft-...

Fürchtet euch nicht sterbliche! Wir werden Anlauf holen nochmal die Tage und dann einen Sprint hinlegen der den Optimismus entfesseln wird

Aber merkwürdig nasdaq wieder rot und hier schön grün

nufan, was macht eigentlich Dein Evotec-Investment? Rohrkrepierer, wie von mir seit 2 Jahren prophezeit, was? Da ist Microsoft allemal besser!

Kommt drauf an was du unter reich verstehst, unabhängig bin ich schon aber ab welcher Summe ist man reich?