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Microsoft: The Tech Harbor To Hide Amid The Bruising Trade War
Seeking Alpha· 2025-04-06 15:30
Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with strong price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting stocks with robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on battered stocks that have substantial recovery possibilities [2] - The investment thesis typically has an 18 to 24 month outlook for realization [3] Group Characteristics - Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with strong fundamentals and buying momentum [3] - The group emphasizes turnaround plays at highly attractive valuations [3]
Microsoft: A Defensive Buy In An Uncertain Tariff Market
Seeking Alpha· 2025-04-05 12:56
Microsoft (NASDAQ: MSFT ) has long been one of the leading technology companies in the market that provides solutions from cloud infrastructure to gaming to computer devices/software.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no ...
Microsoft AI chief Suleyman sees advantage in building models ‘3 or 6 months behind'
CNBC· 2025-04-05 00:11
Core Insights - Microsoft is focusing on allowing consumers to customize its Copilot digital assistant to meet their specific needs, emphasizing its commitment to artificial intelligence [1] - The company is strategically opting to develop AI models that are "three or six months behind" the latest advancements, which allows for cost savings and a focus on specific use cases [2][3] - Microsoft has established strong partnerships with companies like OpenAI and CoreWeave to enhance its AI capabilities, integrating OpenAI's systems into its products [4] Company Strategy - Microsoft plans to enhance Copilot with a "memory" feature that retains key information about users, similar to functionalities already present in OpenAI's ChatGPT [5] - The company is not prioritizing the development of the most advanced AI models, instead focusing on building its own AI capabilities while avoiding unnecessary duplication of efforts [9] - Microsoft has invested a total of $13.75 billion in OpenAI, although recent developments indicate a shift in their relationship, with OpenAI exploring partnerships with other cloud providers [7][8] Technological Developments - Microsoft has introduced a feature called Think Deeper in Copilot, which mirrors capabilities found in OpenAI's large language models, showcasing its commitment to staying competitive in AI [6] - The company occasionally releases open-source small-language models that can operate on personal computers, differentiating them from more resource-intensive models [6]
Microsoft birthday celebration interrupted by employees protesting use of AI by Israeli military
CNBC· 2025-04-04 19:06
Core Viewpoint - Microsoft faces internal protests regarding its AI products being used by the Israeli military, raising ethical concerns about the company's involvement in military applications and human rights violations [1][2][3][5]. Group 1: Internal Protests - A software engineer, Ibtihal Aboussad, interrupted Microsoft’s 50th anniversary event, accusing the company of enabling genocide through its AI products sold to the Israeli military, claiming that 50,000 people have died as a result [1][2]. - Aboussad expressed her moral obligation to speak out after witnessing the suppression of dissent within the company, stating that employees from the Arab, Palestinian, and Muslim communities have faced intimidation and harassment [5]. - Another engineer, Vaniya Agrawal, also protested during a separate event, declaring her resignation and labeling Microsoft as complicit in the military-industrial complex [9][10]. Group 2: Ethical Concerns and Company Actions - Aboussad highlighted that she was unaware her work would contribute to military applications, emphasizing that she did not intend to violate human rights [8]. - Agrawal described Microsoft as a "digital weapons manufacturer" and called for collective accountability among employees, asserting that all workers contribute to the system, regardless of their direct involvement with AI [11]. - The protests come amid a trend where AI companies are increasingly collaborating with defense contractors and military agencies, raising questions about the ethical implications of such partnerships [6][7].
Microsoft's AI division head wants to create a lasting relationship between chatbots and their users
Techxplore· 2025-04-04 16:48
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Attendees are pictured before a presentation of the Microsoft's AI assistant, Copilot, and celebration of the company's 50th anniversary at Microsoft headquarters, Friday, April 4, 2025, in Redmond, Wash. Credit: AP Photo/Jason Redmond Fifty years after the founding of Microsoft, the CEO of its artificial intelligence division h ...
Beyond the Correction: 1 Artificial Intelligence (AI) Stock With Long-Term Growth Potential
The Motley Fool· 2025-04-04 12:15
The Nasdaq Composite index hit its most recent high on Dec. 16, 2024, but the tech-laden index has turned in a forgettable performance so far this year. The result is largely due to the rising economic uncertainty in the U.S. thanks to the new administration's policies.As it turns out, the index is down over 14% from its December high as of this writing. This puts the Nasdaq Composite in correction territory. A stock market correction happens when a major index declines in the range of 10% to 20%. There is ...
As Microsoft turns 50, Nadella sees future success built on ability to 'win the new'
CNBC· 2025-04-04 12:00
In this articleMSFTMicrosoft CEO Satya Nadella speaks during the Microsoft Build conference at Microsoft headquarters in Redmond, Washington, on May 21, 2024.Jason Redmond | AFP | Getty ImagesA half-century ago, childhood friends Bill Gates and Paul Allen started Microsoft from a strip mall in Albuquerque, New Mexico. Five decades and almost $3 trillion later, the company celebrates its 50th birthday on Friday from its sprawling campus in Redmond, Washington.Now the second most valuable publicly traded comp ...
Microsoft reportedly pulls back on its data center plans
TechCrunch· 2025-04-03 18:45
In Brief Microsoft has pulled back on data center projects around the world, Bloomberg reports, suggesting that the company is wary of expanding its cloud computing infrastructure too rapidly.Microsoft has halted talks for or delayed development sites of data centers in the U.K., Australia, North Dakota, Wisconsin, and Illinois, per Bloomberg. A spokesperson told the publication that Microsoft makes its plans years in advance and that the changes demonstrate “the flexibility of [its] strategy.” As recently ...
GROUPIRA Introduces New Feature on Cutting-Edge Platform to further Transform the Automatic IRA Rollover Process for TPAs with Microsoft Azure
GlobeNewswire News Room· 2025-04-02 17:30
TACOMA, Wash., April 02, 2025 (GLOBE NEWSWIRE) -- GROUPIRA®, INC (GROUPIRA®), a leader in financial technology innovation, proudly announces the launch of a new service feature that enhances the efficiency of the automatic rollover process for Third-Party Administrators (TPAs) by prepopulating recordkeeper required participant rollover forms. GROUPIRA’s innovative and proprietary platform streamlines the rollover process by automating data uploads, lost participant searches, and customized distribution mail ...
Is Most-Watched Stock Microsoft Corporation (MSFT) Worth Betting on Now?
ZACKS· 2025-04-02 14:06
Microsoft (MSFT) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this software maker have returned -1.7%, compared to the Zacks S&P 500 composite's -5.3% change. During this period, the Zacks Computer - Software industry, which Microsoft falls in, has lost 1.2%. The key question now is: What could be the stock's future direction?Although media reports or ...