Stocks moving in after hours: Microsoft, Salesforce, AMD, Qualcomm, Nvidia

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마이크로소프트가 OpenAI와 확대 파트너십을 발표해 주가 소폭 상승. 애널리스트들은 AI 투자를 긍정 평가하며 Azure 둔화 우려 속 호재로 봄. 세일즈포스는 엘리엇 등 행동주의 펀드 지분 보유 소식으로 상승, 대응 필요성 제기. 반도체주는 바클레이즈의 AMD·퀄컴 상향, 엔비디아 매수 의견 속 강세, 중국 재개방 수혜 기대.

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01. all right let's take a look at some of the movers top movers of the day first up we got to talk about Microsoft shares closing to the upside after the company officially announcing its extended partnership with open AI That's a parent company of chat gbt the gains that we're looking at today is just about one percent taking a look at what this could mean for the company down the road here Dave this deal we know adding to Microsoft's initial investment of about a billion dollars back in 2019 analysts are very bullish about this Dan knives from web Bush we've talked to him about this potential investment when it was just reported but he's sending out a note today calling it a potential game changer for Microsoft saying that is a direct shot to Google and other big tech companies saying that Nadella and Co Satya Nadella is ahead of the rest of big Tech and this investment is a major notch on the AI Belt doesn't get much more bullish no it doesn't and let's talk about those two things one what the threat is to competitors well we know from some New York Times reporting that Sergey in and uh and Larry Page have come back to the the founders of Google have come back and they're not back at all because of the threat of chat GPT they know how big this is and the theory is that it's actually a threat to Google's search business which many have balked at because how significant could Bing be well apparently it's big if you've got the two founders of Google coming back but what does satinadella say today we believe large-scale AI like chat will create transformative impact at the magnitude of the personal computer the internet mobile devices and the cloud that's a pretty significant statement about what he believes chat GPT will do completely disrupt just about every industry out there yeah exactly it's coming at a time that this investment here at a time when office Azure projected to slow meaningfully that was the Crux of Barclays note out on this today saying that it has it could not have come at a more opportune time we'll get results from Microsoft tomorrow after the Bell where I'm sure a question or two are going to be on opening that call will be interesting we certainly won't see chat GPT in the earnings themselves but some commentary will be fascinating we also have coming up on this program a young man who's a Princeton student that has already invented an app that would detect cheating by chat GPT you can tell if it's written by human or AI that's coming up also Salesforce has been in Focus all day amid activist investor activity Elliott Investment Management announced that it's taken a stake in the company and CNBC reporting inclusive Capital has also taken a position we spoke to Patrick Gadson who has dealt with uh dealt with this company in numerous times Elliott management he knows all about Paul singer and what they are in this industry here's what he said they are the Godzilla of the space right uh they make entire countries in South America tremble so they are known to see things all the way through and you know many activists are sort of price sensitive when it comes to running campaigns Elliott is not they are completely inelastic when it comes to their budget for any proxy contest any proxy wars they'll spend tens of Millions if you weren't familiar with Paul singer and Elliott management well now you are look at Salesforce up three percent I guess because what we just heard there from Mr Gatson is they don't lose they have no time frame and they don't care what they have to spend to win they're going to get the job done including with entire countries like Argentina yeah exactly he said when they walk in the room you sit up straight and you pay attention that's simply what you have to do when you're dealing with Elliott management when you take a look at Salesforce clearly this stock has been under pressure as well as many of its competitors out there over the last several months that one year chart they're looking at losses of nearly 30 percent some key executive changes have happened over the last couple of months the Cozy Uber Taylor leaving the company a lot of people asking Benny off some questions just in terms of what this means for the direction of Salesforce going forward in terms of what the street is saying to this Needham saying that the guess is that the outcome is all about margin expansion question whether more layoffs could potentially be on the table we know Salesforce was one of the tech companies to announce a significant amount of layoffs earlier this year so I think the company's Under Pressure more and more activist investors paying more attention taking Stakes reportedly at least when it comes uh to the smaller company Elliott management though confirming that state today we had started we're back in October so it's getting more attention from activists and investors we'll see what changes are actually made yeah and we don't know what they want but it was an interesting Revelation from gats and at least his interpretation is that why do we learn about reports like this why are we hearing it and his theory is it's because something already happened probably a late Q4 development in his estimate that could be a complete breakdown in those talks or they're about to announce something I.E board appointments so his theory is something has happened either positive or negative to break that story and just take a look at the track record here when it comes to Elliott management they've dealt with PayPal ATT Dell Pinterest just to name a few in the past enforcing numerous changes at those companies so bending off under a bit of pressure today likely for a couple weeks all right let's talk about the chip stocks here they are among the leaders in the NASDAQ today Barkley's out with a bullish note upgrading AMD Qualcomm and reading reiterating a buy rating on Nvidia they don't see the group of stocks retesting those October lows a bullish call here from Barclays Philadelphia semiconductor index that's up more than 30 percent from a two-year low in mid-october analyst baleen Curtis here of Berkeley saying that he's more positive on companies with the data center PC handset exposures also the reopening in China will restart we'll start benefiting the industry he sees in the second half of the year and you'll get a one-year chart of the affiliate semiconductor index despite that 30 rally off the lows still off about 14 this year with a number of those larger chip stocks in the red over the last 12 months as well and you know where I'm gonna go with this chat GPT because there was a number of uh analysts who said there's one name that's probably going to benefit the most from this and that is NVIDIA they are poised to benefit the most from the Bounce from chat GPT including city which said that is why they believe in Nvidia moving forward as for that Barclays note they added this is a frown turned upside down we still see this correlation as the worst since the tech bubble but we are modeling estimates below for nearly every name in our coverage even without a macro downturn very good day for chip stocks look at that up almost eight percent for NVIDIA