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Ultimate Stocks: US tech continues to deliver for us

30/10/2020 · Alphabet (GOOGL)  · Amazon (AMZN)  · Apple (AAPL)  · Meta Platforms (META)  · Microsoft (MSFT) 

Investment Ideas Technology US

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Quarterly results from our technology stars were the usual excellence, although that might be hard to believe from the share price reaction to some

It was a busy week for results from the US tech giants and all of our Ultimate Stocks delivered fabulous results, reflecting their strong positioning over the pandemic as their user growth accelerated.

Microsoft: well ahead, but shares fall

First out of the blocks was the elder statesman of the technology sector, Microsoft (US:MSFT) who saw revenue climb 12% to $37.2bn for its 1st financial quarter ending 30 September, well ahead of consensus expectations of $35.7bn. Earnings…

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