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Continue ReadingThe social-media company's agreement to license its content with Microsoft-backed OpenAI comes after Reddit reached a similar arrangement with Alphabet’s Google, reported to be worth $60 million a year...
Continue ReadingApple, Eli Lilly and Crocs have been highlighted in this Investment Ideas article...
Continue ReadingMicrosoft's data centre expansions have increased its emissions by 30% since 2020...
Continue ReadingI see Apple's buyback announcement as a sign of business weakness. Read my analysis of potential competitive threats and the attractiveness of AAPL Put Options...
Continue ReadingArm Holdings has significantly improved its revenue mix lately and has robust potential to disrupt a huge data center industry. See why ARM stock is a Buy...
Continue ReadingBritain's Sainsbury's said on Friday it has agreed a five-year strategic partnership with Microsoft that will use the technology company's artificial intelligence capabilities and the supermarket group's rich data. Seeking revenue gains and cost savings, more retailers are using generative AI to boost personalised shopping experiences for consumers and make staff working practices more efficient. Sainsbury's, Britain's second-largest grocer after Tesco, said it would use AI to create a more interactive shopping experience for online shoppers, while also improving search functions...
Continue ReadingMicrosoft has asked at least 100 of its employees in China to consider moving to other countries, according to Chinese state media reports...
Continue ReadingMicrosoft said on Thursday it plans to offer its cloud computing customers a platform of AMD artificial intelligence chips that will compete with components made by Nvidia, with details to be given at its Build developer conference next week. Microsoft's clusters of Advanced Micro Devices' flagship MI300X AI chips will be sold through its Azure cloud computing service...
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