Microsoft's AI-powered growth should help the stock regain its mojo following a disappointing 2024.
Microsoft and OpenAI are reportedly in talks over how much equity the Big Tech giant will receive for its nearly $14 billion investment in the AI firm as it navigates an unusual shift from nonprofit to for-profit entity.
Microsoft partnership with OpenAI has become increasingly strained by the AI startup's need for more funding and computing power, Microsoft's recruitment of leaders from OpenAI rival Inflection AI, and questions over the Redmond company's equity stake in any future version of OpenAI as a for-profit company.
MSFT is not traditionally cheap, but it has been very resilient. And I can't argue with the quality here. My investment style limits how aggressive I will be, but I do see an opportunity to earn strong yield and some upside via MSFO, a buy-write ETF on MSFT. I added a starter position in MSFO based on a trio of technical and quantitative observations detailed and pictured here.
How much equity in OpenAI will Microsoft get once the former becomes a for-profit company? That's the multi-billion-dollar question — one the two parties are racing to answer ahead of two-year deadline.
As the race to advance artificial intelligence (AI) intensifies, tech giants like Microsoft (NASDAQ: MSFT), Google (NASDAQ: GOOGL), and Amazon (NASDAQ: AMZN) are making strategic moves toward nuclear energy to meet their rapidly growing power needs.
Alphabet reports third-quarter earnings on Oct. 29, and Microsoft posts first-quarter financial results on Oct. 30.
The “best bromance in tech” has had a reality check as OpenAI has tried to change its deal with Microsoft and the software maker has tried to hedge its bet on the start-up.
Microsoft has notified its customers that it wasn't consistently storing security logs for its cloud products during a two-week window in September, leaving network defenders with a potential blind spot for detecting possible intrusions.
Bank of America Securities analyst Bradley Sills reiterated a Buy rating on Microsoft Corp MSFT with a price target of $510.
This stock can grant investors two benefits (growth and dividends) for the price of one.
Investors are about to get a fresh look at Microsoft's artificial intelligence progress.