In my recent assessment of Microsoft’s performance since my last article in January, the stock has shown a slight positive total return against the S&P500. Despite this, my stance shifted to ‘Neutral/Hold’ after Q2 FY24 Earnings, resulting in a negative active return. However, I am upgrading my stance to ‘Buy’ due to Microsoft’s continued operational … Read more
Microsoft and OpenAI have formed an alliance that is now under the scrutiny of EU regulators, who are looking closely at the recent AI deal between Google and Samsung. The partnership between Microsoft and OpenAI aims to accelerate the development of artificial intelligence technology and is seen as a potential obstacle to fair competition in … Read more
Microsoft has launched a new range of AI-powered computers with Copilot+ technology, unveiling a new Recovery feature that tracks daily Windows usage to optimize user workflows. While intended to assist users, privacy concerns have been raised by some enthusiasts. The Recovery feature in Copilot+ is a new function designed to help users easily find previously … Read more
Truecaller is introducing a new personal voice feature powered by AI that will allow users to create a digital version of their own voice to greet callers and identify the purpose of their call. The feature is part of Truecaller’s AI assistant and is supported by Microsoft’s Azure AI voice technology. This new feature aims … Read more
Microsoft has compiled a range of resources to assist users in delving into generative AI training, regardless of their level of expertise. These resources include courses like Azure AI Fundamentals for beginners, and Azure AI Engineer for those with more advanced knowledge. Additionally, there are Cloud Skills Challenges available for interactive learning experiences in specific … Read more
Microsoft has been a leader in the development of generative AI, with its spending efficiency in this area approaching the level it reached during the fourth or fifth year of Azure development, according to analysts at Goldman Sachs. Despite only recently rolling out generative AI initiatives, Microsoft has been able to balance the increase in … Read more
Microsoft’s recent acquisition of Activision Blizzard is making waves in the business world, particularly in Los Angeles. This deal, which was announced recently, will have far-reaching implications for the gaming industry and beyond. Microsoft, a tech giant known for its popular products such as the Windows operating system and Xbox gaming console, has entered into … Read more
Goldman Sachs recently reiterated its Buy rating on Microsoft, setting a price target of $515 in a note this week. The investment bank pointed to the strong returns from Microsoft’s investments in generative AI (Gen-AI). Although some investors have raised concerns about the return on investment for Gen-AI, Goldman Sachs drew parallels with Microsoft’s successful … Read more
Goldman Sachs reaffirmed its positive outlook on Microsoft, setting a target price of $515 in a recent report. The focus was on the company’s investments in generative AI (Gen-AI). Despite concerns about the return on investment, the analysts drew comparisons to Microsoft’s successful development of Azure cloud computing. The report highlighted similarities in the CapEx … Read more
In the ever-evolving technology industry, Microsoft Corp. is making big strides in artificial intelligence (AI) that are benefitting its investors. A Goldman Sachs analyst, Kash Rangan, recently reiterated a Buy rating on Microsoft with a price target of $515, pointing to the company’s strong position across various cloud layers and its ability to capitalize on … Read more