Tag MSFT
Microsoft's (MSFT) near-term catalyst path appears to be "compelling", ahead of the company's fiscal...
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Eliza wants to know how you feel. Before we go any further, please know that Eliza, or ELIZA, wasn’t a human being, but an early conversational artificial intelligence agent developed in 1966 by the computer science Joseph Weizenbaum. Eliza the agent could act like a therapist by reflecting users’ .....
Continue ReadingApple’s strong iPhone 17 launch is lifting sales and sentiment alike, pushing its market cap toward rarified air ahead of next week’s earnings...
Continue ReadingMicrosoft is bringing its Xbox and Windows brands closer together, and it could benefit both...
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Shares of data center products and services company Vertiv (NYSE:VRT) fell 5.2% in the morning session after it gave back some of the strong gains it made after reporting impressive third-quarter results...
Continue ReadingGoogle is reportedly in talks with Anthropic for a cloud computing deal worth tens of billions of dollars...
Continue ReadingSummary: There is a growing belief that the AI sector may be facing a financial bubble due to unsustainable business models. Among the primary concerns is that nearly all AI users access AI tools for free, leaving companies like OpenAI and Anthropic without meaningful recurring revenue. Although it’s worth noting there is a distinction between ... Bubble Watch: AI Is Changing Everything, But No One Pays For It (MSFT, NVDA)...
Continue ReadingWhen a company that hasn’t posted a quarterly profit in more than five years surges more than 140% in a day, and the world’s benchmark flight-to-safety asset falls the most in five years, it is safe to say there is something weird happening in financial markets. Stock in the plant-based food company is now trading more than 700% north of last week’s closing prices. Gold’s recent record-setting rally, and this week’s near 8% slump, also suggest there has been a level of FOMO, or fear of missing out, that has led risk-seeking investors into different corners of the market in search for the next big move...
Continue ReadingCiti analysts recommended that investors look at the growing tech landscape through the lens of "Growth at a Reasonable Price," or GARP, as Wall Street continues to chatter on the likelihood of an AI bubble forming. Citi Head of US equity strategy Scott Chronert comes on Market Catalysts to talk about how his team is analyzing AI growth. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts...
Continue ReadingSatya Nadella’s pay hits its highest since becoming Microsoft CEO, driven by a 23% stock surge in 2025 and shares doubling in three years...
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