2024 has been a pivotal year for AI, marking significant adoption across various industries and sectors. AI is reshaping our world, with changes visible in every aspect of life. As we move into 2025, I believe we're still in the early stage of this technologicalWe bring a rigorous research-driven approach to uncovering high-conviction stocks with compelling growth potential across dynamic sectors like big tech, semiconductors, AI, and healthcare. Leveraging comprehensive sector insights, We analyze both low ...

Company Updates - OpenAI is currently addressing an outage affecting ChatGPT and Sora, with a fix being rolled out [1][2] - ChatGPT experienced a downtime of over two hours, following a previous outage in June that lasted over five hours [3] - OpenAI released Sora to users in the US and most other countries but underestimated demand, causing delays in access [4] User and Market Data - OpenAI's technology reaches 300 million active users weekly [2] - The company was valued at $157 billion in a funding round in October 2024, with participation from Microsoft and Nvidia [3] Industry Developments - Apple released new software versions for iPhone, iPad, and Mac, integrating ChatGPT [2] - OpenAI's rapid growth began with the launch of ChatGPT in late 2022, marking a significant milestone in the tech industry [3]

GM’s decision to shut down its Cruise robotaxi program continues to ripple through the market, extending to the self-driving car company’s minority investors. Microsoft, which in 2021 made an investment into Cruise, will take $800 million impairment charge as a result of GM’s actions, according to a regulatory filing. Microsoft said the charge will be recorded in other income and expense and was not included in its second quarter guidance provided on October 30, 2024. It is estimated to have a negative impa ...

C3.ai (AI) shares inched up 0.12% to close at $41.73 on Dec. 10, a muted response to its strong second-quarter fiscal 2025 results.Adjusted loss of 6 cents per share was much narrower than the Zacks Consensus Estimate of a loss of 16 cents. The company reported a non-GAAP loss of 13 cents per share in the year-ago quarter.Revenues of $94.34 million increased 29% year over year, beating the Zacks Consensus Estimate by 3.66%. The company witnessed strong traction in its enterprise AI applications, particularl ...

Microsoft Corporation MSFT shares closed higher on Wednesday.Microsoft announced Tuesday that its board of directors declared a quarterly dividend of 83 cents per share, which is payable March 13, 2025, to shareholders of record on Feb. 20, 2025.With the recent buzz around Microsoft, some investors may be eyeing potential gains from the company's dividends, too. As of now, Microsoft offers an annual dividend yield of 0.76%. That’s a quarterly dividend amount of 83 cents per share ($3.32 a year).So, how can ...

AI Stocks Performance - Nvidia has surged more than 183% year-to-date, while Palantir Technologies has jumped over 313% [1] - Microsoft, despite its significant AI investments, has only risen 14.7% year-to-date, underperforming both other AI stocks and the S&P 500, which is up 26.8% [1] Analyst's Perspective on Microsoft - Citibank's Tyler Radke, a seasoned Microsoft analyst, maintains a buy rating with a $497 price target, representing a 15% upside from the current $430 share price [4] - Radke expects Microsoft's growth numbers to improve significantly during the first six months of 2025, suggesting a limited window for investors to capitalize before the market adjusts [5] Microsoft's AI Strategy and Efficiency - Microsoft has focused on cost optimization and operational efficiency, particularly in AI, which is expected to sustain strong earnings growth [6] - The company has heavily invested in OpenAI and developed its Copilot AI assistant, embedding it across internal and external software, including Microsoft 365, to boost productivity [7] - Radke predicts that the deployment of Copilot will lead to a significant increase in productivity, with developers potentially becoming 50% more efficient using AI tools [8] Azure Cloud Platform and AI Monetization - Azure's revenue grew by 33% year-over-year in the most recent quarter, with AI contributing 8% of that growth [8] - Microsoft anticipates a surge in growth during the first half of 2025, driven by previous AI-related capital expenditures and increased capacity [8] - Radke believes that AI capital expenditures will start paying off in 2025, with "halo effects" driving higher-margin platform usage as customers adopt AI services [9] Valuation and Investment Outlook - Microsoft's valuation at 13 times sales is attractive relative to peers but somewhat expensive compared to its historical average [11] - The company is projected to see a revenue growth surge in the first half of 2025, potentially rewarding investors who buy in now, especially given its underperformance relative to AI peers and the broader market [10]

Google CEO Sundar Pichai speaks in conversation with Emily Chang during the APEC CEO Summit at Moscone West on November 16, 2023 in San Francisco, California. The APEC summit is being held in San Francisco and runs through November 17.Alphabet CEO Sundar Pichai is challenging Microsoft CEO Satya Nadella to an AI duel.Well, sort of."I'd love to do a side-by-side comparison of Microsoft's own models and our models any day, any time," Pichai said, speaking at the The New York Times' Dealbook Summit on Wednesda ...

Sam Altman, co-founder and C.E.O. of OpenAI, speaks during the New York Times annual DealBook summit at Jazz at Lincoln Center on December 04, 2024 in New York City.After months of C-suite changes, tender offers and a soaring valuation, OpenAI has reached a new milestone: 300 million weekly active users.OpenAI CEO Sam Altman revealed the new figure Wednesday at The New York Times' DealBook Summit. A source familiar with the company told CNBC last week that the company's weekly active user count was still at ...

SmartSites Named Finalist for Microsoft Advertising Channel Partner of the Year AwardAward-winning digital marketing agency SmartSites has been recognized as a channel partner at Microsoft Advertising's 9th annual Partner Awards. The recognition highlights the agency's commitment to excellence, innovation, and client-centered Microsoft Advertising management services.December 04, 2024 7:45 AM EST | Source: DesignRushNew York, New York--(Newsfile Corp. - December 4, 2024) - SmartSites is please ...

SAN FRANCISCO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- Neon, the cloud Postgres database platform, is excited to announce the availability of a new integration with Microsoft Azure through Azure Native Integrations called Neon Serverless Postgres. Developers now have the ability to create Neon organizations from the Azure portal, benefiting from a modern Postgres service while keeping their existing security, compliance, and billing requirements. The service will be available on Azure starting 12/3 in preview. De ...