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Microsoft, EU regulator reach deal over Teams app, settling competition concerns
Seeking Alpha· 2025-09-12 10:47
The European Commission accepted commitments from Microsoft (NASDAQ:MSFT) to address EU competition concerns related to the company's video-conferencing app Teams. The regulator said the commitments address its concerns related to the tying of Microsoft Teams to the company's productivity applications ...
Wall Street Breakfast Podcast: Microsoft, OpenAI New Path
Seeking Alpha· 2025-09-12 10:41
Getty Images Listen below or on the go on Apple Podcasts and Spotify Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer. (01:37) Apple Watch (AAPL) hypertension detection to roll out next week after FDA nod- report. (02:56) Microsoft (NASDAQ:MSFT) and OpenAI have signed a non-binding memorandum of understanding to redefine their relationship, paving the way for OpenAI to restructure into a ...
Wall Street Breakfast Podcast: Microsoft, OpenAI Chart New Path
Seeking Alpha· 2025-09-12 10:41
Group 1: Microsoft and OpenAI Relationship - Microsoft and OpenAI have signed a non-binding memorandum of understanding to redefine their relationship, allowing OpenAI to restructure into a for-profit company [2][4] - OpenAI's nonprofit arm is expected to receive over $100 billion, which is about 20% of the targeted $500 billion valuation in private markets [3] - Microsoft has been a significant backer of OpenAI, investing $1 billion in 2019 and $10 billion in 2023, with exclusive rights to sell OpenAI tools through Azure [4] Group 2: Warner Bros. Discovery and Paramount Skydance - Warner Bros. Discovery's stock jumped 29% following reports that Paramount Skydance is preparing a majority cash bid for the company [5][6] - The potential bid is for the entire company, including its cable networks and movie studio, and is backed by the Ellison family [5] - A deal would combine Paramount's CBS News with Warner Bros. CNN and merge their respective studios [7] Group 3: Apple Watch Hypertension Detection Tool - Apple is set to roll out a new hypertension detection tool for the Apple Watch after receiving FDA approval, utilizing data from the watch's optical heart sensor [9][10] - The tool analyzes how blood vessels respond to heartbeats over a 30-day period and has been developed using machine learning trained on data from over 100,000 participants [10] - The feature will be available in 150 regions, including the US, EU, and Hong Kong, and is compatible with Apple Watch Series 9, 10, 11, Ultra 2, and Ultra 3 [12]
Overenthusiastic or Just Right? The AI Boom’s Goldilocks Question
Yahoo Finance· 2025-09-12 10:30
March of this year marked the 25th anniversary of the dot-com bubble doing what bubbles do: pop. In the months since, a growing cohort of prominent market observers and participants has warned that the current AI boom could represent a repeat. Among them are University of Michigan financial markets expert Eric Gordon, OpenAI CEO Sam Altman, Alibaba chair Joseph Tsai, Apollo chief economist Torsten Sløk and Bridgewater hedge fund leader Ray Dalio. They have a case worth taking seriously, but so does the ot ...
OpenAI Moves Forward on Conversion to For-Profit Firm
Yahoo Finance· 2025-09-12 10:26
OpenAI said it's nearing the resolution of negotiations with top shareholder Microsoft Corp. and outlining terms of at least $100 billion in equity for its nonprofit arm as it moves closer to converting into a more traditional for-profit company. Tom Mackenzie reports on Bloomberg Television. ...
Microsoft avoids EU fine by answering Teams antitrust concerns
TechXplore· 2025-09-12 10:12
Core Points - The European Union has accepted Microsoft's commitments to separate its Teams app from its Office products to avoid an antitrust fine [1][2] - The commitments address concerns raised in a 2023 antitrust probe initiated by a complaint from Slack, allowing for increased competition in the market [2][3] - Microsoft will offer Office 365 and Microsoft 365 suites without Teams at a lower price and allow customers to switch to these packages [4][5] Group 1 - The EU's decision opens up competition in the communication and collaboration market, ensuring businesses can choose products that best suit their needs [2] - The antitrust probe was triggered by a 2020 complaint from Slack, concluding that Microsoft abused its dominant position by bundling Teams with other products [3] - Microsoft's initial proposal to offer Office suites without Teams was deemed insufficient, leading to further commitments [3] Group 2 - Microsoft has pledged to improve interoperability of rival applications with its products, making these commitments legally binding for at least seven years [5] - If Microsoft fails to honor these commitments, it could face a fine of up to 10% of its worldwide annual turnover [5]
Ray Dalio Warns AI Will Create Unprecedented Inequality: 'Limited Number Of Winners' - Microsoft (NASDAQ:MSFT), NVIDIA (NASDAQ:NVDA)
Benzinga· 2025-09-12 09:37
Ray Dalio, founder of Bridgewater Associates, warned on Thursday that artificial intelligence will lead to unprecedented inequality, benefiting only the wealthiest 1% to 10% of Americans, while displacing millions of workers across various industries.Speaking on “The Diary of the CEO” podcast, the billionaire hedge fund manager acknowledged AI as a “truly fantastic” tool but cautioned that it would cause a significant economic divide, according to a Business Insider report..AI Job Displacement Threatens Pro ...
Good Old IBM Is Leading the Way in the Race for ‘Quantum Advantage'
WSJ· 2025-09-12 09:30
Core Viewpoint - IBM is competing with Google, Amazon, Microsoft, and several startups to develop the first viable quantum computer [1] Company Summary - IBM is positioning itself as a leader in the quantum computing race, indicating a strong commitment to advancing this technology [1] - The competition includes major tech companies and startups, highlighting the significance and urgency of achieving breakthroughs in quantum computing [1] Industry Summary - The quantum computing industry is rapidly evolving, with multiple players vying for dominance, which could lead to significant advancements in computational capabilities [1] - The race for quantum computing is indicative of broader trends in technology innovation and investment, as companies seek to leverage quantum capabilities for various applications [1]
微软总裁谈参与加沙反战抗议员工:会被解雇
Huan Qiu Shi Bao· 2025-09-12 09:15
布拉德·史密斯(资料图) 图源:外媒 被解雇的员工之一、微软前工程师里基·法梅利表示,公司高层对抗议的定义过于狭隘,往往会引导员 工通过所谓"正规渠道"反映意见,但这些渠道在过去一年已被证明是"死胡同"。 史密斯还提到英国《卫报》8月6日的一篇报道。该报爆料称,以色列国防军某部队依赖微软的Azure云 服务对加沙地带的巴勒斯坦人实施大规模监控。对此,史密斯表示,公司正在认真核实相关指控,并将 调整内部流程以防止类似问题。 据美国"商业内幕"网站11日报道,微软总裁布拉德·史密斯在一场内部会议上明确表示,此前在公司内 部参与加沙相关抗议活动的员工,无法保住自己的工作。 当地时间9月11日,史密斯在会上就公司解雇部分员工的决定表态。他说,关于微软技术被以色列方面 用于监控巴勒斯坦人的媒体爆料,公司已聘请律师事务所进行调查,并正在着手完善内部机制,让员工 在怀疑客户滥用微软服务时可直接举报。 自以色列在加沙地带发动军事行动以来,微软员工参与的反战抗议活动不断升级,他们的主要诉求是让 微软结束与以色列军方的合作。8月底,几名员工闯入并占领史密斯的办公室静坐示威,随后4名参与员 工被公司解雇。 在9月11日的会议上,史 ...
Microsoft avoids big fine as EU accepts deal to unbundle Teams
CNBC· 2025-09-12 09:03
Core Points - The European Union has accepted Microsoft's commitments to unbundle its Teams platform from its productivity apps, avoiding a potential antitrust fine [2][4] - Microsoft will offer Office 365 and Microsoft 365 suites at reduced prices without Teams and allow long-term license customers to switch to versions without Teams [4][5] - The commitments include a 50% increase in the price difference between suites with and without Teams, and clearer advertising for suites without Teams [5][6] Group 1 - The EU's decision binds Microsoft to end tying practices for at least seven years, promoting competition against Teams [3] - The antitrust investigation was initiated in July 2023 following a complaint from Salesforce-owned Slack, which competes with Teams [6] Group 2 - Microsoft has expressed appreciation for the dialogue with the EU Commission and is committed to implementing the new obligations promptly [6]