Microsoft Corporation Common Stock (MSFT)
DeepSeek: Microsoft's Massive Value Catalyst
DeepSeek's open-source models will aid Microsoft Corporation and OpenAI in optimizing cheaper, smarter AI, presenting a massive value opportunity for Microsoft investors. The $5-6 million training cost of DeepSeek-V3 is misleading and doesn't reflect the true development costs, which are significantly higher. DeepSeek's models reduce token costs dramatically, making advanced AI more accessible and practical for business use, benefiting Microsoft's Azure services.
Microsoft + TikTok, 2025 edition: Trump comment stirs new speculation about possible deal
The potential for Microsoft to acquire TikTok is looping back around again like a viral social dance clip on endless repeat.
Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments
In today's video, I discuss Nvidia (NVDA 1.28%) and the recent updates impacting AI infrastructure investment. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Trump says Microsoft is in talks to acquire TikTok
President Donald Trump told reporters that Microsoft is in talks to acquire TikTok's U.S. operations, Bloomberg reports. Although Trump didn't elaborate, he stated that “there's great interest in TikTok” and that there will be “a lot of people bidding on it.
Big Tech's Deteriorating Earnings Quality
I am going to focus on three companies within Big Tech: Microsoft, Meta Platforms, and Alphabet. Microsoft's gross PP&E increased from $22 Billion in FY'2013 to $212 Billion in FY'2024. In Meta's case, we do see a somewhat noticeable mix shift within PP&E for servers and network assets, as it declined from ~45-60% in 2013-2018 period to ~38-42% in the last five years.
Nvidia, Microsoft, and OpenAI Just Said This About DeepSeek AI
In today's video, I discuss what Nvidia (NVDA -16.97%), Microsoft (MSFT -2.14%), and OpenAI said about DeepSeek AI. To learn more, check out the short video, consider subscribing, and click the special offer link below.
OpenAI launches ChatGPT Gov for U.S. government agencies
OpenAI announced its biggest product launch since its enterprise rollout. It's called ChatGPT Gov, and was built specifically for U.S. government use.
Microsoft Gears Up For Q2 Earnings: Will The Bullish Trend Hold?
Microsoft Corp MSFT heads into its second-quarter earnings report on Wednesday with bullish technical indicators but mixed sentiment from partners.
Microsoft's underperformance has investors looking to cloud for growth
Microsoft's stock has underperformed the Nasdaq and all of its megacap tech peers over the past year. The company's year-over-year Azure cloud growth has been little changed for the past few quarters, while Alphabet and Amazon have shown acceleration.
UK raises cloud competition concerns, names Microsoft and Amazon as dominant players
Britain's antitrust watchdog on Tuesday raised concerns over competition in the multi-billion-pound cloud computing market.
Analyst updates Microsoft stock price after being ‘spared' by DeepSeek sell-off
The stock market is still digesting the massive sell-off in technology equities as the emergence of the low-cost Chinese artificial intelligence (AI) model DeepSeek rattled investors.
Microsoft's cloud growth in focus as doubts grow over AI spending
Microsoft has spent months touting a rebound in its Azure cloud business and its quarterly revenue forecast on Wednesday will show whether billion-dollar bets on artificial intelligence are propelling increased growth in its main profit engine.
