Microsoft has rolled out fixes for security vulnerabilities in Windows and Office, which the company says are being actively abused by hackers to break into people’s computers.The exploits are one-click attacks, meaning that a hacker can plant malware or gain access to a victim’s computer with minimal user interaction. At least two flaws can be exploited by tricking someone into clicking a malicious link on their Windows computer. Another can result in a compromise on opening a malicious Office file. The v ...

Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer looked at recently. Cramer explained why the company’s stock declined recently, as he remarked: That same night, we heard from Microsoft, and the market was not amused. Mr. Softee’s Azure cloud unit saw a deceleration of its revenue growth in part because they were sending essential NVIDIA chips to other parts of the business, including Copilot, so they couldn’t keep up with the Azure demand. Meanwhile, Copilot doesn’t seem to have much d ...

Core Viewpoint - The article discusses a significant sell-off in the software sector, triggered by the introduction of AI capabilities by Anthropic, which threatens traditional software companies and their business models [4][6][19]. Group 1: Market Reaction - The global capital market has indiscriminately sold off software stocks, with major companies like Salesforce, Workday, and Intuit losing nearly $258 billion in market value in a single day [4]. - The North American software index experienced a 15% decline in January, marking the worst monthly performance since 2008 [4]. - The sell-off has spread to the Asia-Pacific market, leading to sharp declines in the stock prices of several industry leaders [4]. Group 2: AI's Impact on Software - Anthropic's AI application, Claude Cowork, has introduced capabilities that allow it to perform tasks traditionally done by humans, such as managing files and operating software [8][10]. - The release of specific plugins for various industries, including law and finance, indicates a shift where AI is not just a tool but a competitor to traditional software providers [11][13]. - Analysts predict that up to 50% of entry-level white-collar jobs may be impacted by AI within the next 1 to 5 years, posing a threat to companies that provide software tools for these roles [13]. Group 3: Software Industry Challenges - Software vendors are in a precarious position, needing to demonstrate revenue growth to alleviate concerns about AI's impact [15]. - Major companies are announcing layoffs, indicating a tightening of corporate budgets and a reluctance to invest in traditional software when AI can perform tasks at a lower cost [16]. - The trend of "downgrading" software is emerging, as companies reconsider the necessity of expensive SaaS solutions in light of AI capabilities [16]. Group 4: Future of Software Companies - The software industry is expected to split into two categories: "tool-based" software that will likely be eliminated and "system-based" software that must adapt to survive [24][25]. - Future software companies will need to shift from a per-user pricing model to a results-based pricing model, as AI agents reduce the need for human users [27]. - Gartner predicts that by the end of 2026, 40% of enterprise SaaS will incorporate outcome-based pricing elements, marking a significant shift in the industry [27].

以下为部分已采取举措： 谷歌母公司Alphabet 欧盟委员会12月表示，已对Alphabet旗下谷歌展开反垄断调查，核查其在人工智能业务中使用网络出版 商在线内容及YouTube平台内容的行为是否违反欧盟竞争法规。 欧盟委员会9月5日对谷歌开出29.5亿欧元（合34.6亿美元）反垄断罚单，因其广告技术业务存在反竞争 行为。 2024年9月，谷歌就欧盟针对其阻碍在线搜索广告竞争对手而处以的14.9亿欧元反垄断罚款提起上诉， 并最终胜诉。 近年来欧洲监管机构已对大型科技企业发起一系列调查。 一周前，谷歌就欧盟反垄断机构多年前开出的24.2亿欧元罚款上诉失利，该罚单的起因是谷歌利用自有 比价购物服务，向欧洲中小型竞争对手获取不正当优势。 2024年9月，英国反垄断监管机构初步认定谷歌滥用其在数字广告领域的主导地位限制竞争；此前一个 月，该机构已对Alphabet及亚马逊与人工智能初创企业安索普的合作启动调查。 2024年3月，法国竞争监管机构以谷歌与媒体出版商合作中涉嫌违反欧盟知识产权相关规定为由，对其 处以2500万欧元罚款。 亚马逊 德国联邦卡特尔局已禁止亚马逊在其德国电商平台对线上零售商设定价格上限，同时首 ...

Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer shared his opinion on. Cramer called the company the “least Magnificent of the Seven,” as he commented: And then there’s Microsoft. Here’s the least Magnificent of the Seven. When I go over that convoluted conference call that they just did, I can’t tell whether they understood their stock would get obliterated. Maybe they thought it was going to go up. Did they know that they lost the AI race? Were they aware that they weren’t making the ...

Microsoft's security boss, Charlie Bell, is moving to a new role as an individual contributor, and the company hired Google executive Hayete Gallot to replace him, according to an internal memo from CEO Satya Nadella. Gallot is a former Microsoft executive who joined Google in 2024 as president of customer experience for Google Cloud.Bell, considered a key building of Amazon Web Services, joined Microsoft in 2021 to run a newly formed organization focused on cybersecurity. There was recent speculation insi ...

Core Viewpoint - The "Magnificent Seven" stocks are no longer considered top performers in the market, as they have shown poor performance over the past year and do not align with each other in terms of direction and growth [1][2][3][4]. Group 1: Performance Analysis - The Magnificent Seven, once regarded as a group of high-performing large-cap stocks, have failed to deliver significant returns, leading to the conclusion that they are "finished" [2][4]. - The grouping of these stocks lacks coherence, with each stock moving in different directions and not contributing to overall market performance [2][3]. Group 2: Individual Stock Insights - Microsoft Corporation (NASDAQ:MSFT) is described as the "least Magnificent of the Seven," with concerns about its recent performance and strategic direction, particularly regarding its AI initiatives [9]. - Meta Platforms, Inc. (NASDAQ:META) has shown a remarkable recovery, with significant growth attributed to its AI capabilities, which have enhanced its advertising effectiveness and user engagement [11][12][14].

Core Insights - Microsoft is facing significant competition from AI start-ups, particularly Anthropic, which has rapidly developed innovative AI tools that challenge Microsoft's offerings [1][2][3] Group 1: Microsoft’s Current Challenges - Microsoft shares dropped 2.86% following a disappointing earnings report, attributed to a slowdown in cloud growth and increased AI infrastructure spending [1] - Nearly half of Microsoft's backlog is linked to OpenAI, raising concerns about dependency on a single partner [1] - The company has struggled to gain traction with its AI products, with only 15 million paid seats for Microsoft 365 Copilot out of 450 million total paid seats, indicating a low adoption rate of around 3% [5][8] Group 2: Competitive Landscape - Anthropic's Claude Code programming tool achieved a $1 billion revenue run rate in just six months, showcasing the demand for effective AI solutions [2] - Anthropic's new product, Cowork, automates general computer tasks and presents a significant innovation that Microsoft currently lacks [4][5] - Analysts express concern over Microsoft's inability to match the pace of innovation demonstrated by Anthropic, questioning why Microsoft has not developed similar tools [5] Group 3: Future Outlook - The success of Anthropic's AI tools indicates a strong market demand for genuinely useful AI applications, suggesting that Microsoft needs to reassess its AI strategy [9] - If Microsoft fails to develop AI products that address customer needs effectively, it risks falling behind in the rapidly evolving AI industry [9]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick Summary ChatGPT thinks Microsoft stock could trade lower over the next 60 days, projecting an average price around $480 by mid-April. Investors looking to trade the stock can build exposure incrementally using commission-free fractional shares on SoFi, starting with as little as $5, and new users can receive up to $1,000 in free stock. Rather than slowly scaling position size through a retail acc ...

Core Viewpoint - Microsoft Corporation is facing criticism for not allocating sufficient resources to meet the demand for artificial intelligence, despite having a strong user base for its AI product, Copilot, which has 15 million paid users [1]. Group 1: Company Overview - Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions, including products like Windows, Azure, Office, LinkedIn, and Xbox [2]. Group 2: Market Sentiment - Jim Cramer described Microsoft’s CEO and CFO as "smart," but expressed concern over the company's strategic decisions regarding AI investments, indicating a disconnect between its capabilities and spending [1]. - The company has seen a significant decline in stock value, down 10%, which Cramer attributed to its failure to meet AI demand effectively [1].