For the second time in the last month, Microsoft employees disrupted high-level executives speaking at an event celebrating the company’s 50th anniversary on 4 April, in protest against the company’s role in Israel’s ongoing siege on Gaza.AI executive Mustafa Suleyman was interrupted by employees Ibtihal Aboussad and Vaniya Agrawal. The two were fired within days. The Microsoft president Brad Smith and the former CEO Steve Ballmer were shouted down at Seattle’s Great Hall on 20 March by a current and former ...

Keybanc Capital Markets analyst Jackson Ader downgraded Microsoft Corp MSFT on Thursday from Overweight to Sector Weight.Ader expects some durable macro themes to play out during the on-calendar season.His checks in his sub-sectors and within his VAR survey were both cautious on the outlook for the remainder of the year.Also Read: Microsoft To End China Joint Venture Wicresoft, Axe 2,000 JobsAder wrote that even referring to conversations in early March with some marketing partners, it sounded like first-qu ...

Nebius Group N.V. (NBIS) is an upcoming player in the AI-infrastructure market, while Microsoft Corporation (MSFT) is an established tech behemoth. Microsoft’s Azure cloud platform is the second-largest cloud platform after Amazon Web Services or the AWS platform. MSFT’s investment in OpenAI has made it the go-to platform for innovative AI applications.The rapid AI proliferation is transforming the entire tech scene, and AI infrastructure has become a high-stakes battleground for tech companies. Per an IDC ...

Overnight Microsoft (NASDAQ: MSFT) received a rather uncommon price target: not applicable. Specifically, KeyBanc’s Jackson Ader removed the technology giant’s previous target of $575 due to heightened sector and overall uncertainty.Furthermore, Ader downgraded MSFT stock’s rating from ‘overweight’ – ‘buy’ – to ‘sector weight’ – ‘neutral’ – explaining that the ongoing economic situation is reducing flexibility while increasing pressures on the technology giant’s margins.Microsoft has been generously spendin ...

Microsoft (MSFT -3.67%) had one of its more forgettable sessions on the stock market Wednesday, with its share price melting by 3.7% at closing time. Yet this had less to do with its own operations, and more to do with a move by a business in which it's invested. That decline was steeper than even the gloomy S&P 500 index's 2.2% fall on the day.The big buzz in the AI worldIn an article published this morning and citing an unnamed "person familiar with the matter," Bloomberg wrote that leading artificial int ...

In the fiercely competitive cloud computing landscape, Microsoft (MSFT) and Oracle (ORCL) have emerged as significant players vying for market dominance. Both technology giants have deeply rooted histories in enterprise software, with Microsoft evolving from its Windows operating system foundation to become a cloud powerhouse, while Oracle built its empire on database technologies. As businesses worldwide accelerate their digital transformation initiatives, these companies continue to position themselves as ...

文章核心观点 - 全球经济因贸易政策不确定性加剧市场恐慌，尤其是美国互惠关税多变带来负面影响 [1] 相关要点 - 贸易政策不确定性包括美国互惠关税多变 [1] - 政策转变带来的负面影响有进口成本增加、全球供应链中断等 [1]

Microsoft (MSFT) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this software maker have returned 0% over the past month versus the Zacks S&P 500 composite's -3.6% change. The Zacks Computer - Software industry, to which Microsoft belongs, has lost 0.5% over this period. Now the key question is: Where could the stock be headed in the near term?Although m ...

文章核心观点 - 微软在AI基础设施建设上战略调整，并非退缩而是再校准，未来更注重投资的策略性和市场变化 [10][12][20] 行业现状 - 自2022年底ChatGPT出现后，科技巨头纷纷投入巨资建设AI数据中心，推动AI行业扩张 [1] 微软策略调整 调整表态 - 微软云运营负责人称公司可能战略性调整计划，会放缓或暂停一些早期项目 [3][4] 调整表现 - 近六个月微软放弃美欧超2吉瓦AI云容量租赁，近一个月推迟和取消美欧现有数据中心租赁 [7][8] 调整原因 - 微软决定不支持OpenAI增量训练工作负载，且OpenAI可与其他云提供商合作 [8] - 数据中心供应相对当前需求预测可能过剩 [9] 调整本质 投资阶段转变 - 微软前期在土地和建筑上“过度支出”，现转向购买数据中心内GPU等计算设备 [11][12] 业务重心转移 - 从AI训练转向推理，推理技术要求低但市场更大，行业更关注高效基础设施 [13][14] 公司高层观点 - 微软AI负责人称公司计算消耗仍高，只是转向AI流程不同阶段，部分取消项目是探索性讨论 [16][17] 行业竞争格局 - 微软放弃海外市场容量时谷歌接手，在美国市场Meta填补空缺，超大规模云服务市场竞争激烈 [19]

文章核心观点 分析师自2014年持有微软股票，虽其增长不如“七巨头”部分同行，但仍看好 [1] 分析师情况 - 分析师是《华尔街日报》畅销书作者，有超20年股票和期权交易经验，其作品受多家权威媒体报道 [1] - 分析师2018年写《经济独立的千禧一代》，以自身35岁实现经济独立的故事激励读者 [1] - 分析师不关注商业时会为旅游博客写作，热衷跑车、科技和烹饪 [1] 持仓情况 - 分析师通过股票、期权或其他衍生品对亚马逊、谷歌、微软、苹果和Meta有长期持仓 [2]