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  • Ed McGuire, CLSA managing director, dissects the tech giant's quarterly results and weighs in on Microsoft's transformation. They can't play the monopolist game anymore, says McGuire

  • Barbara Reinhard, Credit Suisse, and David Joy, reveal where they are finding investment opportunities in the markets, amid Ebola fears.

  • We've seen some "misdirected" spending, says Scott Tilghman, B. Riley & Company analyst, discussing Amazon's earnings miss and Jeff Bezo's spending strategy.