Microsoft Plans to Invest $3 Billion on AI, Cloud Infrastructure in India

WSJJan 7 07:59 ET

Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.

Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.

wallstreetcn44minutes ago

Family Drama Unfolds: Sam Altman Sued By Sister For Alleged Sexual Abuse — Details Inside

IBTimes02:24 ET

Wolfe provides an S&P 500 "stock picking guide": 15 constituent stocks with at least 25% revenue growth this year.

Wolfe Research's strategists still believe that growth stocks will outperform Large Cap in 2025, and they have identified S&P 500 Index components whose revenue is expected to grow by at least 25%.

Zhitong Finance01:59 ET

Express News | Microsoft Partners With Ministry of Electronics, India, to Upskill 500,000 Individuals in Rural Areas in AI - Conference

Reuters01:06 ET

Express News | Microsoft Announces AI Tie-UPS With Indian Cos Including Mahindra, Upgrad & Apollo Hospitals - Conference

Reuters00:54 ET