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Stock Market & Financial Investment News

News For BBRY;MSFT From The Last 14 Days
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May 1, 2015
16:02 EDTMSFTOn The Fly: Morning Wrap-Up for May 1
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09:35 EDTMSFTActive equity options trading on open
Active equity options trading on open: AAPL FB LNKD ALTR GILD TSLA BAC TWTR MSFT FEYE BIDU
06:42 EDTMSFTMicrosoft CEO has changed company, NY Times says
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April 30, 2015
19:55 EDTMSFTPC version of Windows 10 on track for summer launch, Engadget says
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19:25 EDTMSFTMicrosoft to buy N-trig for roughly $30M, WSJ says
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14:04 EDTMSFTAutodesk to embed 3D printing platform in Windows 10
Autodesk (ADSK) announced it is working with Microsoft (MSFT) to embed its 3D printing platform in Windows 10, and that it intends to make its 3D modeling software interoperable with Microsoft’s mixed reality environment, Microsoft HoloLens. Autodesk will make the Spark APIs available for free to the Microsoft developer community. Autodesk will also join Microsoft as a founding member of a 3D Manufacturing Format Consortium to create and support a standard 3D interchange and printing format.
11:28 EDTMSFTSalesforce seen fetching $100 per share, but several analysts say deal unlikely
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09:14 EDTMSFTBrean says take profits in Salesforce after takeover report
Brean Capital analyst Sarah Hindlian recommends taking profits in Salesforce after the stock rallied 12% yesterday. Hindlian views a sale of Salesforce as "highly unlikely." She notes Brean's work indicates such a deal would be unlikely on both price and valuation as the company's Founder and CEO Marc Benioff would be unwilling to sell without a “substantial” premium. The analyst also questions if Salesforce has any interest in selling itself. Further, she believes a takeover by either Oracle (ORCL) or Microsoft (MSFT) would raise regulatory issues. Hindlian keeps a Hold rating on Salesforce.
07:46 EDTMSFTMicrosoft outlook has improved, says RBC Capital
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07:39 EDTMSFTInfosys partners with Microsoft to offer Finacle on Azure
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07:07 EDTMSFTSalesforce appears to be open to evaluating takeover offers, says Stifel
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06:51 EDTMSFTPiper sees Salesforce takeover price upwards of $100/share
Piper Jaffray followed JPMorgan in predicting a Salesforce takeover price upwards of $100 per share. Piper calls Salesforce a "very attractive and unique asset," but admits it has no proprietary information about a potential deal. Oracle (ORCL), Microsoft (MSFT), IBM (IBM) and the large Internet centric vendors are the only tech companies likely to afford Salesforce, Piper believes. It points out that while Oracle denied it made an offer, the $10B in debt raised earlier this week by the company is likely to keep it near the top of the potential acquirer list. Piper says Salesforce potentially being in play raises the potential for any pure cloud vendor to be taken over, including Workday (WDAY) and ServiceNow (NOW), as well as "host of smaller pure cloud vendors and fast-growing non-cloud companies" such as Splunk (SPLK). The firm keeps an Overweight rating on Salesforce with an $80 price target.
06:31 EDTMSFTMicrosoft would likely sell off on Salesforce acquisition, says Citigroup
Citigroup believes that should Salesforce (CRM) be up for sale as Bloomberg yesterday suggested, Microsoft (MSFT) could be the most likely the suitor. Citi thinks Microsoft shares would likely trade lower should such a deal occur, as it would signal the company is in a "more tenuous position in commercial business than investors currently think." The firm lists Oracle (ORCL), IBM (IBM) and Google (GOOG) as other potential suitors for Salesforce. With less upside now to its Saleforce price target, Citi prefers Check Point (CHKP) and VMware (VMW) for growth investors and ServiceNow (NOW) for exposure to software-as-a-service. It keeps a Buy rating on Salesforce with am unchanged price target of $78.
06:10 EDTMSFTJefferies sees 'very low' probability of Salesforce takeover
Jefferies views the 12% rally in Salesforce (CRM) shares yesterday after Bloomberg reported the company is fielding takeover offers as an overreaction. The firm says the probability of a sale is "very low, especially with the stock already trading at an inflated valuation." It views Microsoft (MSFT) as the most likely suitor, with Oracle (ORCL), IBM (IBM) and Google (GOOG) potentially in the mix. Jefferies keeps an Underperform rating on Salesforce with a $49 price target. The stock closed yesterday up $7.76 to $74.65.
06:02 EDTMSFTMicrosoft CEO sees $20B a year from cloud business by 2018, Re/code reports
Microsoft CEO Satya Nadella told financial analysts at a meeting that he believes that the company will get $20B per year from its corporate cloud business by "sometime" in FY18, Re/code reports. The company currently gets about $6.3B per year from the business. Reference Link
05:57 EDTMSFTMicrosoft, IBM, Oracle rumored as potential Salesforce.com suitors, Re/code says
Potential suitors for Salesforce.com (CRM), which is said to have hired financial advisers to handle takeover inquiries, may include Microsoft (MSFT), IBM (IBM), Google (GOOG) and Oracle (ORCL), Re/code's Arik Hesseldahl reports. Hesseldahl notes that Salesforce CEO Marc Benioff attended a dinner with Microsoft CEO Satya Nadella on Tuesday night, ahead of Microsoft's Build conference. Reference Link
April 29, 2015
17:16 EDTMSFTSalesforce could be worth $100/share in a takeover, says JPMorgan
After Bloomberg reported this afternoon that Salesforce has hired bankers to field takeover inquiries, JPMorgan analyst Mark Murphy told investors that he believes the stock could be worth $100 in a buyout. Shares closed the trading day up $7.76 to $74.65. A deal would be the largest in software history, and only a short list of companies could pull it off, Murphy wrote. Those companies are Microsoft (MSFT), Oracle (ORCL), IBM (IBM) and SAP (SAP), he believes. After pointing out JPMorgan has "no conclusive evidence to confirm or dispel the speculation," Murphy noted Salesforce CEO Marc Benioff was sitting in the front row of the Microsoft Build Conference this morning and that Oracle just raised $10B of debt. The analyst calls Salesforce a "rare asset" and the "pioneering leader of the cloud computing." He has an Overweight rating on the shares.
15:01 EDTMSFTTrimble partners with Microsoft on HoloLens wearable holographic technology
Trimble (TRMB) announced that it is working with Microsoft (MSFT) to develop a new generation of tools, integrated with the HoloLens holographic platform on Windows 10, which are intended to improve quality, collaboration and efficiency in the design, construction and operation of buildings and structures. When used by architecture, engineering and construction, or AEC, professionals, the HoloLens device extends interaction with 3D models beyond the confines of a 2D computer screen, creating new ways for the many stakeholders of complex, multi-phase construction projects to visualize, collaborate, share ideas and manage change, Trimble said.
14:58 EDTMSFTSalesforce hires bankers after approach by potential buyer, Bloomberg says
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14:52 EDTMSFTMicrosoft announces new toolkits, tools, cloud and productivity services
Microsoft (MSFT) announced new features in Windows 10 and unveiled a set of software development kits to help developers bring their code for the Web, .NET, Win32, Google's (GOOG) Android and Apple's (AAPL) iOS to Windows 10. At the company's annual Build developer conference, the company declared its ambition to have 1B active Windows 10 devices by FY18. New features for Microsoft Edge, the new browser for Windows 10, were also unveiled, offering developers better discoverability of their apps and future extensibility with JavaScript and HTML. Microsoft also announced new Microsoft Azure data services for intelligent applications; Visual Studio and .NET tools and runtimes for Windows, Mac and Linux; and APIs that enable developers to build rich apps with Office 365.
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