Microsoft Corp. (MSFT)
How Microsoft's Diverse Growth Justifies Its Valuation
Microsoft Corp. (MSFT, Financial) is still the second most valuable company on the planet, narrowly beaten by Apple Inc (AAPL, Financial).
German competition watchdog vows closer eye on Microsoft
Germany's competition watchdog said on Monday that it had classified Microsoft as a "company with paramount cross-market significance for competition", meaning that it can take stronger action against the tech giant going forward.
The secrets to success that Microsoft, Meta, Lilly and Texas Instruments all share
The fundamentals of high-quality stocks, from a fund manager who handily beats the market.
Is There Still Time to Buy These 2 Artificial Intelligence (AI) Stocks That Are Up 37% and 190%?
Microsoft's valuation is increasingly problematic as its stock continues to climb. Most investors see Nvidia as the most crucial AI stock, but that perception poses challenges.
A Wall Street Analyst Just Downgraded Microsoft. Should Investors Be Worried?
Nearly all of the analysts that cover Microsoft have a "buy" rating on the stock. D.A. Davidson Managing Director Gil Luria said he has concerns about Microsoft's perceived lead in artificial intelligence.
The Fed Just Lowered Interest Rates. Here's My Top Growth Stock to Buy Now.
Lower interest rates are a coiled spring for companies like Microsoft to accelerate AI spending. Microsoft just raised its dividend to a record high and authorized a massive share buyback program.
3 of Joel Greenblatt's Top 5 Stocks Are S&P 500 ETFs. These Are the 2 Stocks That Aren't
The publication in 2005 of Joel Greenblatt's book “ The Little Book That Beat the Market ” caused a sensation as it opened up a unique opportunity for investors.
Better Artificial Intelligence (AI) Stock: Microsoft vs. Oracle
Microsoft's early-mover advantage in AI has been a tailwind for the company in multiple areas. There has been a spurt in demand for Oracle's cloud infrastructure to train AI models, paving the way for impressive long-term growth.
OpenAI sees roughly $5 billion loss this year on $3.7 billion in revenue
CNBC has confirmed that OpenAI expects about $5 billion in losses on $3.7 billion in revenue this year — figures first reported by The New York Times. Revenue is expected to jump to $11.6 billion next year, a source with knowledge of the matter confirmed.
Microsoft Will Overcome Capacity Constraints For AI Training And Inferencing
Microsoft Corporation is accelerating data center capacity to catch up to AI demand, partnering with Oracle and other hyperscalers to offset some of the pressure. FY24 capital investments increased by 58% to $44.5 billion, primarily for data centers, CPUs, and GPUs, with further increases expected in eFY25 and eFY26. Power constraints and sourcing base load capacity are critical challenges and may potentially impact the rate of data center buildouts and revenue generation.
Constellation Energy's Nuclear Deal With Microsoft Is a Home Run
Constellation Energy CEG has been amongst the hottest stocks in the market in 2024, with its shares up 125%. Those aren't the types of returns people usually associate with utility companies in such a short period of time.
Sam Altman tells OpenAI employees he hasn't received 'giant equity stake' in company
At an all-hands meeting Thursday, OpenAI CEO Sam Altman denied reports that he received a "giant equity stake" in the company. OpenAI Chairman Bret Taylor told CNBC that the board has talked about giving Altman a stake, but no specific figures have been discussed.
