Dan Ives, Wedbush, joins 'Fast Money' to talk the U.S.' infrastructure investment plans and what it means for Big Tech.
OpenAI CEO Sam Altman speaks after President Trump announces Stargate.
President Trump makes a major infrastructure announcement on his second day in office.
Bill Gates is best known as the founder and former CEO of Microsoft (NASDAQ:MSFT), and that's how he'll be remembered in the history books.
The White House will likely announce a strategic commitment to Stargate, a next-generation AI supercomputer data center. The news could be a bullish catalyst for AI-related stocks.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Analysts at Morgan Stanley say Microsoft (MSFT 1.05%) is in a "pole position" to capitalize on growing demand for generative artificial intelligence (AI)-powered applications like AI agents. These autonomous programs can perform tasks without being told what to do all the time.
Arthur Mensch, CEO of French AI firm Mistral, said he sees AI broadly moving away from models toward "systems" that integrate models and contextual business data in 2025. "Models are a part of systems, but systems are connected to data, connected to tools, able to actually do things on your behalf, able to act in an agentic way," Mensch told CNBC.
Microsoft (MSFT 1.05%) will likely provide investors with an update on its artificial intelligence ambitions.
Microsoft (NASDAQ: MSFT), a dominant name in the technology world, has had a strong start in 2025, with its equity generally maintaining trading sessions in the green zone.
Most billionaire hedge fund investors covered by the North American financial media tend to be based in the U.S.
Nvidia (NVDA 3.10%) and Microsoft (MSFT 1.05%) are pioneers in artificial intelligence (AI) as both companies have played central roles in bringing this technology mainstream.