COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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Cloud growth, AI capex, Nvidia Guide, Memory, Auto Semi Cycle and more. Tech Weekly Wrap-upNovember 3, 2025 — Pierre Ferragu
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Tracking the return on AI investment: How is the replatforming going at hyperscalers?October 31, 2025 — Pierre Ferragu and Antoine Chkaiban
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2026 AI Infra. outlook forming: XPU spending catching up with capex, up 95% YoY!October 30, 2025 — Pierre Ferragu and Antoine Chkaiban
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Microsoft 1FQ26: Azure beats, capex accelerates, re-platforming tangible. Buy, $670 TP.October 30, 2025 — Pierre Ferragu and Antoine Chkaiban
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Microsoft-OpenAI: Quick thoughts on the new deal.October 29, 2025 — Pierre Ferragu and Antoine Chkaiban
Events
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Mar
27CommunicationsMarch 27, 2025 — LondonHosted by James RatzerWatch Replay -
Mar
14TechnologyMarch 14, 2025 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Aug
15TechnologyAugust 15, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
16TechnologyJuly 16, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
27TechnologyJune 27, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
11TechnologyJune 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay
