Microsoft (MSFT) is slated to report second-quarter fiscal 2025 results on Jan. 29.The Zacks Consensus Estimate for revenues is pegged at $68.72 billion, indicating growth of 10.81% from the figure reported in the year-ago quarter.The consensus mark for earnings has moved south by a penny to $3.13 per share over the past 30 days, suggesting 6.83% year-over-year growth.Image Source: Zacks Investment ResearchFind the latest earnings estimates and surprises on Zacks Earnings Calendar.Earnings Surprise HistoryI ...

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Company Overview - Tevogen Bio is a clinical-stage specialty immunotherapy biotech developing off-the-shelf, genetically unmodified T-cell therapeutics for infectious diseases and cancers [1] - The company is leveraging artificial intelligence (AI) and machine learning (ML) through its TevogenAI platform to achieve cost and time efficiencies in drug development [1] - Tevogen Bio focuses on CD8+ cytotoxic T lymphocytes to develop precision T cell therapies for infectious diseases, cancers, and neurological disorders [6] - The company has reported positive safety data from its proof-of-concept clinical trial and owns key intellectual property assets, including three granted patents and nine pending US patents [6] - Tevogen Bio is led by a team of experienced industry leaders and scientists with expertise in drug development and global product launches [7] AI in Drug Development - AI-driven modeling and simulation are drastically reducing the time required to identify and develop drug candidates, with tasks that previously took thousands of years now completed in months [2] - Generative AI and multimodal data approaches are being used to process diverse data sources, such as imaging, genomics, and electronic health records, to reveal novel insights [3] - AI serves as a powerful query engine on top of foundation models, enabling seamless interpretation and conversion of complex data into clinically relevant results [3] - Tevogen Bio is creating curated datasets supported by wet-lab research to fuel the creation of reliable foundational AI models [4] - Clean and annotated datasets are critical for AI to function effectively, with strong data governance and privacy-preserving techniques like federated learning being emphasized [4] Industry Impact and Vision - AI is described as the next industrial revolution and a transformative force in drug development, with the potential to bridge medical science and technology [5] - The company is committed to advancing affordable medical innovation through AI, focusing on patient accessibility and disruptive business models [5][6] - Responsible AI development practices, including bias mitigation, transparency, and continuous oversight, are vital for equitable and safe adoption in healthcare [4] - Tevogen Bio believes that accessible personalized therapeutics and innovative business models are essential for sustaining medical innovation in the current healthcare era [7]

A new quarterly earnings season is now underway in corporate America. Next week, we will hear from some of the "Magnificent Seven" technology companies, which collectively represent almost one-third of the value of the entire S&P 500 (SNPINDEX: ^GSPC). Wall Street will be particularly focused on their progress in the artificial intelligence (AI) space, because that could be a big source of their future earnings.On Jan. 29, Microsoft (MSFT 4.13%) will report results for its fiscal 2025 second quarter, which ...

Chris Young, Microsoft’s head of business development and its venture unit, resigned from his role on Wednesday, the company said.Young led Microsoft’s M12 venture fund, and was what’s known as a named officer. Microsoft’s other named officers include CFO Amy Hood, top lawyer and vice chair Brad Smith, head of sales Judson Althoff, and CEO and chairman Satya Nadella. Because Young was a named officer, Microsoft was legally obligated to publicly report his compensation, responsibilities, and departure. On ...

Christopher Young, executive vice president of business development at Microsoft Corp., speaks during the GeekWire Summit in Seattle, Washington, U.S., on Tuesday, Oct. 5, 2021. The GeekWire Summit brings together business, tech and community leaders for discussions about the future.Microsoft's head of business development Chris Young, who helped orchestrate the software giant's acquisition of Activision Blizzard, is resigning from his post after about four years on the job, the company said in a regulatory ...

Microsoft and OpenAI Relationship Dynamics - Microsoft is no longer the exclusive cloud provider for OpenAI as part of OpenAI's $500 billion data center project called Stargate, which involves partnerships with SoftBank and Oracle [1] - Microsoft invested $1 billion in OpenAI in 2019, but OpenAI's growth and need for more data center capacity have led to the end of their exclusive agreement [2] - Tensions between Microsoft and OpenAI have been building since mid-2023, particularly after OpenAI released its own enterprise product, and employees from both companies have expressed dissatisfaction with working together [3] Leadership and Strategic Moves - Microsoft hired DeepMind and Inflection co-founder Mustafa Suleyman to lead Microsoft AI, signaling a potential shift away from reliance on OpenAI [4] - Microsoft is reportedly working on its own large language model (LLM) called MAI-1, and a new AI group led by Jay Parikh was announced without mentioning OpenAI [4] - Mustafa Suleyman has publicly dismissed Sam Altman's vision around AGI and acknowledged "little tensions" in the OpenAI partnership [5] Industry Implications - Salesforce CEO Marc Benioff views the rift between Microsoft and OpenAI as positive, as Salesforce uses OpenAI's enterprise models and is an investor in OpenAI rival Anthropic [5] - OpenAI's move to diversify its cloud partnerships and its potential to become a tech giant could reshape the competitive landscape in the AI industry [2][5]

Microsoft Stock Performance - Microsoft stock gained 3 9% in Wednesday's trading following AI infrastructure investment news [1] - The stock price increase was observed as of 2 15 p m ET [1] Stargate AI Initiative - President Trump announced the Stargate initiative to bolster US AI data centers with a $100 billion initial investment from Softbank Oracle and OpenAI [2] - The project could scale to $500 billion over the next four years [2] - Microsoft is a key partner in the Stargate project and a leading player in AI infrastructure services through its Azure platform [3][4] Microsoft's Role and Agreements - Microsoft has modified technology exclusivity agreements with OpenAI as part of the Stargate partnership [4] - The company's relationship with OpenAI involves providing cloud computing resources for ChatGPT [5] Market Reactions and Analyst Views - Morgan Stanley lowered its one-year price target on Microsoft from $548 to $540 per share citing concerns over gross margins and the relationship with OpenAI [6] - Despite the price target adjustment Morgan Stanley maintained an overweight rating on Microsoft stock [6] - There is debate on whether the Stargate project will be a net positive for Microsoft given potential reduced reliance on its cloud services by OpenAI [5]

Market Reaction - Shares of AI-related companies surged following the announcement of a $500 billion joint venture involving Oracle, OpenAI, and SoftBank, driven by optimism around increased AI investments [1][5] - Oracle shares jumped close to 8% in intraday trading, while Microsoft shares rose nearly 4% [3] - Arm Holdings shares soared 15%, and Nvidia climbed close to 5% as key technology partners for the initiative [3] - Shares of Nvidia partners and other companies in the AI ecosystem, including Dell, TSMC, and Hewlett Packard Enterprise, also gained [4] Project Details - The joint venture, named Stargate, aims to build AI infrastructure in the US with an initial investment of $100 billion, a portion of which is expected to go to Oracle's data centers in Abilene, Texas [2] - The project is seen as a significant revenue opportunity for Oracle, potentially starting this year [2] - Microsoft is viewed positively as a backer for OpenAI and a partner in the initiative [2] Industry Outlook - The Stargate project is anticipated to mark the beginning of a wave of massive AI investments in the US, with more announcements expected in the coming weeks [4][5] - The initiative highlights the growing importance of AI infrastructure and the role of key technology partners like Nvidia, Microsoft, and Arm in driving innovation [3][5]

Microsoft’s LinkedIn has been sued by Premium customers who said the business-focused social media platform disclosed their private messages to third parties without permission to train generative artificial intelligence models.According to a proposed class action filed on Tuesday night on behalf of millions of LinkedIn Premium customers, LinkedIn quietly introduced a privacy setting last August that let users enable or disable the sharing of their personal data.Customers said LinkedIn then discreetly updat ...