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AMZN GOOGL MSFT

The More They Drop, The More I Load Up

3 dividend stocks with attractive dividend yields, high-quality business models and management teams. Learn more about BX, BAM & OWL stock here...

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MSFT

Microsoft partners with Anthropic and Nvidia in cloud infrastructure deal

Microsoft said Tuesday it is partnering with artificial intelligence company Anthropic and chipmaker Nvidia as part of a cloud infrastructure deal that moves the software giant further away from its longtime alliance with OpenAI. Anthropic, maker of the chatbot Claude that competes with OpenAI's ChatGPT, said it is committed to buying $30 billion of computing capacity from Microsoft's Azure cloud computing platform. As part of the partnership, Nvidia will also invest up to $10 billion in Anthropic, and Microsoft will invest up to $5 billion in the San Francisco-based startup...

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MSFT

Salesforce: A Justified Sell-Off And An Opportunity For The Patient

Salesforce, Inc. is rated a Buy due to its positioning in the sector and ability to expand GAAP profitability. Learn more about CRM stock here...

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MSFT

Anthropic commits $30 billion to Microsoft Azure compute

(Reuters) -Microsoft, Nvidia and Anthropic have formed an alliance, with Anthropic committing $30 billion to Azure for its Claude AI models, the companies said on Tuesday...

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MSFT

Microsoft, Nvidia to invest in Anthropic as Claude maker commits $30 billion to Azure

(Reuters) -Microsoft (MSFT) and Nvidia (NVDA) plan to ​invest billions of dollars ‌in Anthropic under a new partnership that ‌will also see the Claude chatbot creator commit $30 billion to buy Microsoft's cloud services,⁠ in ‌the sector's latest high-profile AI deal...

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AMZN MSFT

Microsoft and Amazon Are Downgraded as Redburn Breaks Ranks With Peers

Microsoft Corp. and Amazon.com Inc. saw their ratings cut to neutral from buy on Tuesday, as Rothschild & Co Redburn’s Alexander Haissl downgraded the stocks for the first time since initiating coverage in June 2022, according to data compiled by Bloomberg. Investors have retreated from AI-related stocks amid unease over stretched valuations. More than 90% of the analysts covering the stocks have buy-equivalent recommendations on them — with not a single sell rating, according to Bloomberg data...

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AAPL AMZN MSFT

Stock Market Today: Dow Jones Index Dives 400 Points; Nvidia, Palantir Extending Their Losses (Live Coverage)

Stock Market Today: The Dow Jones index dropped 400 points Tuesday. Home Depot, Nvidia and Palantir were early losers...

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AMZN GOOGL MSFT

Amazon downgraded, Alphabet upgraded: Wall Street’s top analyst calls

Amazon downgraded, Alphabet upgraded: Wall Street's top analyst calls...

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AMZN MSFT

Cloudflare outage hits OpenAI, the mega paint merger worth $17B

Julie Hyman takes a closer look at the stories behind some of the trending tickers on Yahoo Finance's platform. A Cloudflare (NET) outage hits several sites, including OpenAI's (OPAI.PVT) ChatGPT and Elon Musk's X. Redburn analysts downgrade Amazon (AMZN) and Microsoft (MSFT), raising AI concerns. Akzo Nobel (AKUP.SG) and Axalta Coating Systems (AXTA) are merging to form a $17 billion paint giant. To watch more expert insights and analysis on the latest market action, check out more Morning Brief...

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MSFT TSLA

AI boom will continue despite bubble fears: Arm CMO

Arm (ARM) Holdings, the semiconductor design company that lists Microsoft (MSFT), Nvidia (NVDA), Meta (META) and Apple (AAPL) among its many partners, expects surging revenue driven by AI - even as fears of a bubble keep growing. Chief Marketing Officer Ami Badani spoke with Ramzan Karmali about the firm's strategy to expand across data centers and mobile devices, while continuing to push for more energy-efficient chips. For more live coverage of the markets, watch the full episode of Market Sunrise and visit Yahoo Finance...

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