No holding moved 3% today. The one real change in view was on Meta, and Microsoft has a product event tomorrow.
Company news worth knowing#
- MSFT ($529.30, +0.78%): Microsoft holds a Windows and Surface event on Oct. 7 at 10 a.m. PT, with Nvidia’s Jensen Huang on stage to talk about local AI. Windows OEM revenue is the weak spot, down 7% last quarter. Hold (high)
Analyst calls worth flagging#
- META ($738.88, −0.41%): Wells Fargo raised its target to $1,000 from $796, now the highest on the Street, on Muse momentum. It also flagged an expected ~$10B legal charge in Q3. Hold (medium)
Quiet: AMZN +1.95%, RDDT −0.98%, NET −1.25%.
Earnings are expected Oct 28 for MSFT and META, and Oct 29 for AMZN, NET and RDDT.