Microsoft Corp. (MSFT)
Microsoft is at risk of falling behind Google in this measure of tech supremacy
Google's AI momentum has brought its market capitalization within striking distance of Microsoft's. Can Microsoft keep its lead?
Microsoft CEO Satya Nadella taps adviser to 'rethink' the company's business for the AI era, internal memo shows
Satya Nadella thinks Microsoft needs a reboot for AI just like it did in the early cloud days. Nadella tapped a new adviser to "rethink the new economics of AI," according to an internal memo.
Amazon: Anthropic X Microsoft Deal Changes Nothing
I am reiterating my Buy rating on Amazon.com, Inc. stock with a raised price target of $310, implying 40% upside, driven by AWS acceleration and Trainium adoption. AWS revenue growth surged 20% YoY in Q3, outpacing expectations, fueled by Anthropic while backlog expanded to $200B as Amazon continues to expand capacity. Despite Microsoft and Nvidia's $15B investment in Anthropic, AWS remains Anthropic's primary cloud provider, ensuring continued growth for Amazon's cloud segment.
Here's Why Microsoft (MSFT) is a Strong Growth Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
AI Spending Fears Haunt Stock Markets. Why Nvidia, Microsoft, Google Won't Blink.
Anthropic in deal with Microsoft and Nvidia, Meta Platforms can avoid divesting Instagram, prediction markets in focus at CFTC nominee hearing, and more news to start your day.
Anthropic at $350 billion: Peak-AI froth or a shrewd Microsoft hedge?
Anthropic's latest funding roun, underpinned by up to $5 billion from Microsoft Corp (NASDAQ:MSFT) and as much as $10 billion from Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), has lifted its valuation to about $350 billion. That is an extraordinary leap from $183 billion only a few months ago, and it lands at a moment when many in markets are whispering that the artificial-intelligence bubble is about to burst.
Trump DOE gives Microsoft partner $1B loan to restart Three Mile Island reactor
The Trump administration announced Tuesday it would provide Constellation Energy with a $1 billion loan to restart a nuclear reactor at Three Mile Island.
Nvidia and Microsoft Just Teamed Up For a Massive AI Deal. Is It The Latest Sign of an AI Bubble?
Big artificial intelligence deals aren't what they used to be.
Why Are Amazon, Microsoft And Other Tech Stocks Down? AI Bubble Fears Cause Sell-Off
Bank of America, in a survey of global fund managers released Tuesday, found the largest perceived risk for markets is that AI stocks are in a bubble, with concerns some companies are over-hyped and disconnected from their real value. An AI bubble was viewed as the top risk by 45% of investors surveyed by Bank of America, and a majority of respondents expressed concerns that companies were overinvesting for the first time since 2005.
Nvidia, Microsoft invest $15 billion in AI startup Anthropic
Chip giant Nvidia and Microsoft announced Tuesday investments totaling $15 billion in AI startup Anthropic, creator of the Claude chatbot, as the AI investment frenzy continues amid emerging fears of a bubble on Wall Street.
Microsoft unveils tool to help companies control, track AI agents
Microsoft's Agent 365 will be able to automatically pick up on artificial intelligence agents developed with the company's software, as well as systems from Adobe, ServiceNow and Workday. IT administrators will be able to use Agent 365 to approve new agents, see which ones are becoming popular and find out how many hours of employee time they're saving each week.
Anthropic to buy $30 billion in Azure capacity in new deal with Microsoft, Nvidia
Microsoft on Tuesday announced new strategic partnerships with Nvidia and the artificial intelligence startup Anthropic, the latest sign that the company is working to reduce its dependence on OpenAI.
