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Microsoft, AI and Wall Street
OpenAI has been an asset for Microsoft. Now it could mean risk for the stock.
Oppenheimer downgraded Microsoft’s stock, warning that OpenAI losses could weigh on Microsoft earnings, all while AI revenue might trail expectations.
Microsoft's Stock Has One Fewer 'Buy' Rating on Wall Street Today
Key Takeaways Analysts at Oppenheimer downgraded shares of Microsoft from "outperform" to "perform" on Tuesday.That's rare on Wall Street, with nearly all of the analysts currently tracking the software giant holding "buy" or equivalent ratings.
Microsoft Is Spending Big on AI. Why Wall Street Went from Excited to Concerned.
Oppenheimer analyst Timothy Horan downgraded shares of Microsoft to Perform from Outperform without a price target on Tuesday, citing concerns about AI spendin. Microsoft is one m
Microsoft stock stumbles; why and how AI may be to blame
Microsoft's stock has lagged behind the tech market recently, partly due to AI fatigue and increased competition. The stock has grown only 1.3% in six months, with valuation concerns persisting.
The Information
14h
OpenAI Leaders Say Microsoft Isn’t Moving Fast Enough to Supply Servers
OpenAI and Microsoft soared to new heights by developing and sharing artificial intelligence, specialized servers and product ...
1d
on MSN
Nvidia Overtakes Microsoft as World's Second-Largest Company by Market Cap
Nvidia's market capitalization overtook Microsoft's on Monday, making it the second-largest company in the world behind Apple ...
5d
Microsoft’s Nuclear Power Deal Could Saddle Taxpayers With $1.6 Billion Federal Loan
A new scheme for AI fuel could offload financial risk from Microsoft's business partner onto the American taxpayer.
10d
Better Artificial Intelligence (AI) Stock: Microsoft vs. Oracle
Microsoft and Oracle are top cloud computing stocks that benefit from the proliferation of AI services in the cloud.
6d
Microsoft to make $4.8 bln AI, cloud investment in Italy
Microsoft plans to invest 4.3 billion euros ($4.8 billion) over the next two years to strengthen its artificial intelligence ...
Rolling Out
5d
Microsoft AI boss expects assistants to be available for people
Microsoft says that "ever present" artificial intelligence (AI) assistants will be coming soon, said the tech giant's head of ...
3d
The Best Artificial Intelligence (AI) Stock in the S&P 500 to Buy Now, According to Wall Street (Hint: Not Nvidia)
In short, while Microsoft and Nvidia are close contenders, Amazon is the best artificial intelligence (AI) stock in the S&P ...
7d
Microsoft's mammoth AI bet will lead to over $100 billion in data center leases
The company recently confirmed its participation in a fund to back the development of data centers and energy infrastructure, ...
7d
Microsoft revamps AI Copilot with new voice, reasoning capabilities
Microsoft has given its consumer Copilot, an artificial intelligence assistant, a more amiable voice in its latest update, ...
19h
on MSN
Nvidia's Artificial Intelligence (AI) Solutions Spark Surge in Nuclear Power Discussion
In today's video, I discuss what investors should know about Nvidia (NASDAQ: NVDA) and recent news from big tech about ...
12h
Microsoft Cut as Oppenheimer Warns AI Revenue Overestimated
Microsoft Corp. shares fell in premarket trading Tuesday following a downgrade from Oppenheimer, the second such analyst cut ...
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