Tag
microsoft
4 posts tagged microsoft
- US Investing·
The hyperscaler capex cycle, explained simply — why it keeps coming up and what it means for your portfolio
$370B in hyperscaler AI capex: what it means, which stocks it touches, and why it matters for Indian investors in NVDA, MSFT, META and QQQ.
- US Investing·
Quantum computing stocks at the Quantinuum IPO: 25 names across 6 layers, 3 portfolios — June 2026 guide for Indian investors
Honest stock-by-stock guide to quantum computing for Indian residents. 25 names organized by what's actually investable, what's pre-revenue hype, and what just changed in 48 hours. Three portfolios. The case for owning nothing at all.
- US Investing·
Q2 2026 earnings preview: the 5 things Indian retail must watch in the most consequential reporting season since AI began
Q2 2026 earnings preview for Indian retail investors. Reporting calendar for Mag-7 + key names. The 5 narratives that will move stocks (AI capex FY27 guidance, China revenue cliff, tariff margin pass-through, sovereign AI demand, hyperscaler efficiency). Per-name preview + positioning framework.
- US Investing·
How to buy Microsoft (MSFT) stock from India
Buy Microsoft (MSFT) from India legally via the LRS, in INR. The MSFT-specific catch: it's the rare megacap that pays a real dividend, so the 25% US withholding and Form 67 credit actually matter every quarter.