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$BABA 1Q16 Q&A: On a question asked by Wei of Credit Suisse about mobile take rate dynamics, Daniel answered, BABA’s mobile take rate will continue to grow; it will surpass PC. This growth was driven by mobile commission revenue because more GMV is generated from mobile and also growth of marketing service on mobile.
$RAI has received a $47 billion take over offer from British tobacco giant British American Tobacco! This is huge!
No better outlook on $MSFT. Even if the results beat a bit, the stock may move 4 to 6% higher, but won't go above $60.