Daily Market and Trading News

Tag MSFT

MSFT

Top analyst ‘very concerned’ about Nvidia fueling an AI bubble and a ‘Cisco moment’ like the dotcom crash: ‘We’re a lot closer to the seventh inning than the first or second inning’

"The guy at the epicenter [is] basically starting to do what all ultimate bad actors do in the final inning," Morgan Stanley's Lisa Shalett tells Fortune...

Continue Reading
MSFT

AlphaSense acquires Y Combinator-backed Carousel, an AI assistant for Excel

AlphaSense CEO Jack Kokko told Business Insider that the acquisition follows four straight quarters of "hypergrowth" fueled by AI...

Continue Reading
MSFT

Dizzying deal delirium: How the AI bubble bursts

At our Yale Chief Executive Leadership Institute CEO Summit in June, we heard similar admonitions from over 150 top CEOs. They've seen this before...

Continue Reading
MSFT

The AI Bubble Is Here. Why You Can Still Play the Stocks.

Seaport Global analyst Jay Goldberg is firmly in the bubble camp. While chips are a critical part of the AI chain, he’s not sure that the business cycles are synced: “So saying that ASML, Applied Materials Lam Research and KLA are AI stories is a bit of stretch, but AI is definitely one of many important drivers of their business.”...

Continue Reading
GOOGL MSFT

AI companies are looking ‘sturdy’ as ‘little bubbles’ form

As major tech companies execute massive AI partnerships — namely Advanced Micro Devices' (AMD) deal with OpenAI (OPAI.PVT), and Nvidia's (NVDA) own business dealings with OpenAI, Intel (INTC), and Alibaba (BABA) — is Wall Street skeptical about a market bubble forming? Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead and Futurum CEO Daniel Newman chat with Josh Lipton about the "sturdiness" of Big Tech names than compared to the previous Dot-Com Bubble. To watch more expert insights and analysis on the latest market action, check out more Market Domination...

Continue Reading
MSFT

Dayforce Expands Collaboration with Microsoft to Transform HCM Workflows With AI

Collaboration combines the power of the single Dayforce platform with Microsoft Copilot Studio to deliver trusted AI agents across HR, payroll, and business operationsMINNEAPOLIS and TORONTO, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Dayforce, Inc. (NYSE: DAY; TSX: DAY), a global leader that makes work life better, today announced an expansion of its collaboration with Microsoft to bring Dayforce AI Agents into everyday workflows. Unlike HCM vendors that rely on separate modules and add-on integrations,...

Continue Reading
MSFT

OpenAI Brings Apps To ChatGPT In Major DevDay Push

DevDay rollout also unveils AgentKit, GPT-5 Pro, and AMD deal...

Continue Reading
MSFT

OpenAI builds apps into ChatGPT, in a bold bid to make AI the ‘universal interface’ to our digital lives

OpenAI's chip deal with AMD makes a lot more sense if you think every digital interaction will be mediated by AI...

Continue Reading
MSFT

Open Compute Project Foundation and iMasons Develop Taxonomy for Carbon Disclosure

The Open Compute Project Foundation (OCP), in collaboration with the iMasons Climate Accord (iCA), today unveiled theEmbodied Carbon Disclosure – OCP Base Specification, with contributions from Google, Meta, Microsoft, Schneider Electric and more, the first major work product from their alliance. This foundational specification establishes a common, open framework for reporting data center equipment carbon impact data. This framework is designed to reduce duplication, align reporting practices,...

Continue Reading
AAPL AMZN MSFT

Strategy Ranks Among Top Five U.S. Corporate Treasuries With $80B in Bitcoin Holdings

Strategy Inc. (NASDAQ: MSTR) continues to cement its position as one of the largest institutional holders of Bitcoin, ranking fifth among U.S. corporate treasuries with approximately $80 billion in digital assets, according to company data and recent regulatory filings. Closing in on the #2 spot among all U.S. corporate treasuries. .....

Continue Reading
« Older posts Newer posts »

© 2026 Market News — All rights reserved

 Up ↑