来源：环球网 【环球网科技综合报道】1月10日消息，据海外科技媒体Windows Latest透露，微软方面表示，Office品 牌并未消失。此前Office应用更名为Microsoft 365 Copilot，而该应用本身又是在更早由Microsoft 365更 名而来。 外媒认为，这一系列命名变动，恰恰暴露了微软在产品命名上的混乱——随着Copilot功能在公司内部的 推广，这种情况似乎愈发严重。但为何近期"Office已死"的说法会再度流传？ 此前，X平台上出现了几篇广泛传播的帖子，特别是Perplexity AI发布的帖子，声称微软已弃用Office品 牌，并称一夜之间有数百万用户转向了人工智能。随后，微软对此进行了澄清。 他进一步说明："2022年11月，我们将面向网页和移动端的Office'中心'应用更名为Microsoft 365应用。 2025年1月，我们又将其更新为Microsoft 365 Copilot应用，以体现该应用在整合Copilot与Microsoft 365 生产力体验至同一平台中所起的作用。" 那么，既然Office名称依然存在，并且是Microsoft 365的一部分，Mi ...

Key Takeaways MSFT shares fell 9% in 3 months despite Q1 FY26 results showing 185 revenue growth.MSFT's Copilot ecosystem hit 150M monthly users, with strong enterprise adoption and new SMB pricing.MSFT generated $45.1B operating cash flow, holds $102B cash, and is funding major AI capacity builds.Microsoft (MSFT) shares have lost approximately 9% over the past three months, underperforming the broader Zacks Computer and Technology sector. Yet this pullback in one of technology's most formidable companies p ...

Core Insights - Microsoft CEO Satya Nadella reflects on the company's AI progress over the past year and outlines a vision for 2026, emphasizing that it will be a pivotal year for AI development [2][4] - Nadella highlights the current limitations in AI's cultural and technical applications, indicating that the focus should shift from merely critiquing AI's flaws to designing systems that contribute positively to society [6][8] Group 1: AI Development Stages - Nadella states that the industry has moved past the initial exploration phase of AI and is entering a stage of widespread adoption, but acknowledges that many uncertainties remain [4] - He introduces the concept of "model lag," suggesting that the capabilities of AI models are advancing faster than their practical applications, which poses a challenge for realizing AI's full potential by 2026 [4][5] Group 2: Key Actions for AI Advancement - The first key action proposed by Nadella is to redefine AI as a "support framework" that empowers human potential rather than replacing it, emphasizing the importance of how people utilize AI tools [5] - The second action involves transitioning from single-model AI to multi-model systems that can collaborate effectively, incorporating memory functions and permission management to enhance real-world applications [5] - The third action addresses ethical considerations, stressing the need for AI to be evaluated based on its real-world impact on society and the environment, and the importance of consensus on these challenges [6] Group 3: Microsoft’s AI Strategy and Market Position - Microsoft has invested hundreds of billions in AI projects and infrastructure, aiming to solidify its core position in the industry’s software and hardware technology ecosystem [6] - The company is integrating AI into its Windows operating system and Office suite, although many promised features remain unfulfilled, leading to user dissatisfaction [12][15] - Despite the challenges, Microsoft sees AI integration as a crucial strategy to revitalize Windows and compete effectively in the cloud-native AI services market against companies like Google and Amazon [16]

Microsoft Corporation (NASDAQ:MSFT) is one of the best forever stocks to buy according to hedge funds. On December 12, Microsoft Corp. (NASDAQ:MSFT) CEO Satya Nadella confirmed the statewide rollout of MahaCrimeOS AI. Microsoft Corporation (MSFT) Expands AI Footprint With Major Partnerships and Cybercrime Platform Rollout Ken Wolter / Shutterstock.com The artificial intelligence-powered platform designed for the Maharashtra police is built on Microsoft Azure OpenAI Service and Microsoft Foundry. The pla ...

Group 1: Hedge Fund Manager Insights - Hedge fund manager Philippe Laffont has a significant portion of his portfolio invested in Meta Platforms, Microsoft, and Amazon, indicating strong confidence in these companies [1][2] - Laffont's hedge fund, Coatue Management, has outperformed the S&P 500 by 94 percentage points over the last three years, showcasing his investment acumen [1] Group 2: Meta Platforms - Meta Platforms has a median target price of $842 per share, implying a 28% upside from its current price of $658 [6] - The company is a leader in digital advertising and smart glasses, owning three of the four most popular social media networks, which enhances its data collection and targeting capabilities [4] - Meta is leveraging artificial intelligence to boost user engagement and advertising conversions, with plans to integrate AI into its smart glasses [5] Group 3: Microsoft - Microsoft has a median target price of $631 per share, suggesting a 30% upside from its current price of $485 [10] - The company holds a strong position in enterprise software and cloud computing, being the largest enterprise software company globally and the second-largest cloud services provider [7] - Microsoft is rapidly monetizing AI across its software and cloud businesses, with significant user adoption of its AI tools [8][9] Group 4: Amazon - Amazon has a median target price of $300 per share, indicating a 32% upside from its current price of $228 [14] - The company leads in e-commerce, advertising, and cloud computing, operating the largest online marketplace in North America and Western Europe [11] - Amazon is implementing AI technologies to enhance its retail operations and AWS services, with significant projected sales from its AI shopping assistant [12][13]

Cognizant and Microsoft have formed a multi-year partnership aimed at enabling enterprises worldwide to implement AI solutions. The companies plan to jointly develop industry-grade AI technologies for critical industries including financial services, healthcare and life sciences, retail and manufacturing. The agreement includes global co-selling of these solutions and collaboration on significant deals within these sectors. In addition, the partnership will see Cognizant and Microsoft embedding agentic ...

Core Viewpoint - Cognizant has announced a multi-year strategic partnership with Microsoft to assist global enterprises in transforming into "AI-driven frontier enterprises" by reshaping work methods and responsibly scaling innovation [1] Group 1: Partnership Details - The partnership will focus on building industry-level AI solutions and joint sales efforts across key sectors such as financial services, healthcare and life sciences, retail, and manufacturing [2] - The collaboration aims to integrate agent-based AI and Copilot into critical workflows, enhancing productivity, customer experience, and operational resilience [2] Group 2: Strategic Alignment - Cognizant's CEO, Ravi Kumar S, emphasized that AI is central to all transformation initiatives and that the partnership aligns with their three-vector AI building strategy to create scalable solutions [4] - The partnership will leverage Microsoft’s trusted cloud and AI capabilities alongside Cognizant’s industry platforms to address the "last mile" challenge of scaling AI in enterprises [4] Group 3: Implementation and Talent Development - Cognizant plans to scale the application of Microsoft 365 Copilot and GitHub Copilot within its delivery and consulting teams while enhancing employee skills in Microsoft Azure and related technologies [4] - The collaboration will also utilize Cognizant's proprietary platforms, such as TriZetto, Skygrade, and FlowSource™, to upgrade industry-specific capabilities and modernize software engineering at scale [4] Group 4: Innovation and Value Creation - Microsoft’s CEO, Judson Althoff, highlighted the combination of Cognizant's industry expertise and innovative approach as a key factor in their partnership, aiming to accelerate the creation of embedded industry-specific solutions for global clients [5]

Group 1 - The report identifies four macro clues for 2025: TACO trading, the Federal Reserve's interest rate cut rhythm, AI commercialization, and China's export resilience [8] - It suggests that in 2026, the domestic GDP growth is expected to shift from external demand to investment driven by central finance, alongside a price recovery leading to a restocking cycle [8] - The report emphasizes that the main industry themes for 2026 will focus on "anti-involution" and "hard technology" sectors, highlighting coal, chemicals, construction materials, and power equipment as key areas for potential profit recovery [8] Group 2 - The asset allocation outlook for 2026 recommends a diversified approach, favoring equities and commodities over interest rate bonds, with an overweight on A-shares and Hong Kong stocks [8] - The report notes that the current market is driven by institutional funds rather than retail investors, indicating a preference for sectors with high profitability and fundamental improvements [8] - It highlights that the active equity funds are heavily concentrated in the TMT sector, with over 40% of holdings, leaving room for "anti-involution" and domestic demand recovery sectors [8] Group 3 - The report discusses the performance of various asset classes in 2025, noting that precious metals and Asia-Pacific equities led the gains, while bonds showed lackluster performance [10][11] - It indicates that the dollar index weakened by approximately 8.3%, and the USD/CNY exchange rate decreased by about 3.01% [11] - The report also highlights that the VIX index experienced significant fluctuations due to trade policy uncertainties, impacting market sentiment and asset performance [20]

SUMMARY AND KEY POINTS: Cerence AI will unveil the latest updates to its Cerence xUI™ platform at CES 2026.The company will highlight CaLLM™ Edge running on several different chipsets, delivering faster performance, lower latency, and reliable in-car interaction even without connectivity.Cerence will introduce new AI agents for vehicle owners and dealerships, expanding its presence in the extended automotive ecosystem and beyond. LAS VEGAS and BURLINGTON, Mass., Dec. 18, 2025 (GLOBE NEWSWIRE) -- CES 2026 -- ...

Shares of Alphabet and Microsoft could soar in 2026 as the artificial intelligence boom keeps rolling.Certain Wall Street analysts expect Alphabet (GOOGL 0.34%) (GOOG 0.39%) and Microsoft (MSFT 0.77%) to achieve market values above $5 trillion in the next year. Here are the details.Brian Nowak at Morgan Stanley has set Alphabet's bull case target price at $415 per share. That implies 35% upside from its current share price of $307. It also implies a market value of $5 trillion.Michael Turrin at Wells Fargo ...