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

Das ist erst der Anfang der Abwärtsbewegung.

jetzt wird langsam eingesammelt, der Chip Sektor ist jetzt dran mit korrigieren, weil Software weitgehend unabhängig von Krieg ist, top DCA Zeitpunkt also

Erstmal sind die 300 $ jetzt das nächste Ziel. 📉

Stark, das war es schon wieder mit der Mini Erholung, Umkehrsignal aktiv.⛷️⛷️🍿

Microsoft, CrowdStrike Lead Among Morgan Stanley's Top 5 AI Security Bets Morgan Stanley just named 5 cybersecurity stocks to own Nauman Khan 03/30/2026 18:08 Morgan Stanley identified five cybersecurity companies that are likely to benefit from rising demand for AI-focused security tools, according to a Monday research note following the RSA Conference 2026. The firm highlighted Microsoft, Palo Alto Networks, CrowdStrike, SailPoint and SentinelOne as well-positioned as businesses deploy more AI agents across operations. The analysts cited growing complexity in protecting identities and managing AI-driven threats. Microsoft's security business has about 1.6 million customers and a $20 billion revenue run rate, with key growth drivers including identity services and adoption of its E5 suite. Palo Alto Networks offers a broad AI portfolio that includes real-time protection and products such as AI Gateway, which the firm said provides an edge over rivals focusing narrowly on token-based security. CrowdStrike's kernel-level access in Microsoft environments and large proprietary data could help it build AI security tools as attacks become more automated. SailPoint is seeing AI-focused identity security contribute about 17% of new annual recurring revenue, while SentinelOne is targeting 20% revenue growth in fiscal 2027. Morgan Stanley has Buy ratings on Microsoft, Palo Alto Networks, CrowdStrike and SailPoint, with a Hold rating on SentinelOne.

Ich sage es mal so - Wenn sich jetzt ein Boden findet, rechne ich im Monat April mit einer Erholung auf 350$ - 400$

Danke

Und was ist nun deine Prognose?

Am 21.10.2025 ein Kurs von 491,85€ Am 28.10.2025 das Allzeithoch auf Schlußkursbasis von 539,83$ - das waren umgerechnet 498€ Also soviel zu meiner angeblichen Dampfplauderei!

@Micha10000 Wenn Du die Vergangenheit und meine Prognosen so gut kennst, musst Du auch wissen, dass meine Orognose beinahe eingetroffen ist - 492€ Du hast schon recht - Zur Zeit sollte man diversifizieren - Gute Dividendenaktien sind da sicher eine Möglichkeit - Aber auch die Tec-Aktien werden sich wieder erholen…

webull z.b.

Wo?

Ja

Kann man iwo in Echtzeit verfolgen wieviele Anteile in den USA Börsen gekauft und verkauft werden

Morgan Stanley (MS) shared its top cybersecurity stock picks after meeting with company leaders and attending the RSA Conference 2026. The firm highlighted five companies, Microsoft (MSFT), Palo Alto Networks (PANW), CrowdStrike (CRWD), SailPoint (SAIL), and SentinelOne (S), that are well-positioned to benefit from growing AI security as businesses increasingly deploy AI agents across their operations. End of Quarter Sale - 50% Off TipRanks Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks For context, Cybersecurity companies develop products and services to protect computers, networks, and data from threats like hacking and malware. Meanwhile, the RSA Conference is the annual global cybersecurity event, where companies share the latest trends and strategies. This year it was held from March 23–26 at the Moscone Center in San Francisco. Let’s look at these stocks. Microsoft (MSFT) Morgan Stanley is moderately positive on Microsoft after talks with its security team. The firm stated that the tech giant is focusing on managing AI agents carefully and protecting their identities like it does for real users. Its Security Copilot tool is now built directly into tools like Defender, Purview, and Entra, making AI agents work smoothly within everyday workflows. Overall, Microsoft now has about 1.6 million security customers and a $20 billion revenue run rate. According to the firm, Microsoft’s key growth drivers include Sentinel, identity services, and E5 adoption. Morgan Stanley’s five-star-rated analyst Keith Weiss has a Buy rating on MSFT stock with a price target of $650, implying an upside of over 80%.