Investors want to see a return on Azure, and executives will likely emphasize the brighter side Microsoft is set to report earnings after the bell on Wednesday. Azure revenue and spending will be in focus as the race over AI dominance plays out…. Article Source https://www.tastylive.com/news-insights/microsoft-msft-q1-earnings-will-azure-boost-revenue
Despite the company lagging behind some of the other Magnificent Seven stocks, Microsoft (MSFT) and its Azure business are seemingly driving increased price targets. Indeed, the company has gotten some renewed buzz ahead of its highly anticipated… Article Source https://watcher.guru/news/microsoft-azure-drives-increased-price-targets-ahead-of-msft-q1-earnings
Investing.com — According to a report from The Information on Tuesday, OpenAI is reportedly shifting its relationship with Microsoft (NASDAQ:), moving toward a more independent approach to data centers and cloud services. After raising $6.6… Article Source https://www.investing.com/news/stock-market-news/openai-moving-away-from-msft-data-centers-cozying-up-to-oracle-the-information-3653600
(MSFT) Microsoft to Invest €3.2 Billion in German AI Infrastructure Bloomberg Article Source https://www.bloomberg.com/news/articles/2024-02-15/microsoft-to-invest-3-2-billion-in-german-ai-infrastructure
On July 24, 2024, Generation Investment Management, led by Al Gore (Trades, Portfolio), executed a significant transaction involving the shares of Nutanix Inc (NTNX, Financial). The firm reduced its holdings by 108,260 shares, resulting in a new total of 12,530,227 shares. This move, priced at $48.92 per share, reflects a subtle yet strategic adjustment in … Read more
In a recent report by Citi, the target for Microsoft (MSFT) has been raised due to the positive impact of OpenAI on Azure. OpenAI’s collaboration with Microsoft has led to increased optimism about the company’s future prospects, particularly in the realm of artificial intelligence. Citi’s analysis highlights the significant advancements that Microsoft has made in … Read more
Microsoft (MSFT) has been a popular stock on Zacks.com recently, with shares showing a +7% return over the past month compared to a +4% change in the Zacks S&P 500 composite. The Zacks Computer – Software industry, where Microsoft is located, has also gained 4.6% during this time. This raises the question of what may … Read more
Microsoft Corp. has recently launched its first working laptop with Qualcomm Inc.’s ARM-based microprocessor, which has sparked a debate among technology enthusiasts and investors on Reddit. This move by Qualcomm raises questions about the future of laptop processors, especially with Advanced Microdevices Inc. and Intel Corp. dominating the x86 architecture landscape. Some Reddit users are … Read more
Microsoft’s two-day Build event highlighted the impact of artificial intelligence (AI) on developers and the changing landscape of technology. Keynote speaker Scott Guthrie, vice president of Cloud+AI, emphasized the central role developers play in the transformation brought about by AI. One of the key takeaways from the event was the focus on AI-powered developer tools. … Read more