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  • Daniel Ives: Microsoft Has Made Steady and Impressive Progress

  • Daniel Ives: Microsoft Has Made Steady and Impressive Progress

  • Lack of Control Over Supply Chain Places Best Buy at Risk from Potential Tariffs 

  • Michael Pachter: The Term Gambling in the Law Requires a Wager, so Buying a Loot Box is Definitely Spending Money

  • Seth Basham: Takeaway From Williams-Sonoma's Second-quarter Print was the 6.5% Comp Growth

  • Seth Basham: Indeed, William Sonoma Continues to Better Personalize and Tailor its Promotional Offers

  • Daniel Ives: Hitting 360k to 400k Unit Guidance for FY19 Will be a Very Difficult Herculean-like Feat

  • Seth Basham: Consumers are Confident and Happy to Spend on Home Furninshings

  • Daniel Ives: We Believe Nadella & Co. Are in the Catbird’s Seat to Get More of These Complex Workloads

  • Daniel Ives: While AWS Remains the Leader in Cloud, We Believe MSFT is Starting to Clearly Close the Gap

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