Geopolitics Alpha

Microsoft, Shopify and 3 more AI stocks that are favorite Wall Street earnings plays

Published . Updated .

As earnings season kicks off, select tech companies have the opportunity to deliver big positive surprises for investors.

Directly affected

  • MSFT Microsoft

    Named in this report.

  • SHOP Shopify

    Named in this report.

Indirectly affected

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease

    Ship owners earn more when vessels are tied up longer

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MSFT———————
SHOP———————
ZIM———————
MATX———————
DAC———————
GSL———————
SBLK———————
GOGL———————

Microsoft, Shopify and 3 More AI Stocks That Are Favorite Wall Street Earnings Plays Moomoo

Source: Moomoo

The Taiwan Strait count beside this story

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “Microsoft, Shopify and 3 more AI stocks that are favorite Wall Street earnings plays.” The recent pace is rising.

How solid the shipping case looks

25 out of 100

“Microsoft, Shopify and 3 more AI stocks that are favorite Wall Street earnings plays” scores 25 out of 100. The score uses 2 sources.