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Microsoft Faces U.K. Competition Probe Over Inflection AI Ties
By Mauro Orru U.K. antitrust officials are weighing whether Microsoft's hiring of certain former employees of Inflection AI and its ties to the startup are a threat to competition. The Competition
DB: Microsoft, you need to shoulder the banner of "AI monetization".
According to Deutsche Bank, Microsoft's mid-term prospects for "AI monetization" are underestimated. The implied AI revenue in Microsoft's capital expenditures this year is expected to be 5.8-9.6 billion US dollars, with a capital return rate of 13.8%, which is expected to increase significantly to 35% by next year.
Microsoft Likely Saw 'Solid' Demand Trends in Fiscal Q4, Morgan Stanley Says
Microsoft (MSFT) likely saw "solid" demand trends in its fiscal Q4, though concerns around the timing of contribution from generative artificial intelligence remain an overhang on the stock, Morgan Stanley said Monday.
Today's Analyst Rating | Apple Price Target Raised to $215 by CCORF, CFRA Upgrades Microsoft to Buy
Jul 16, Wall Street analysts have updated their stock ratings today including $Apple(AAPL.US)$ and $Microsoft(MSFT.US)$.
Marc Andreessen, Ben Horowitz Backing Trump Super PAC: Report
Microsoft Faces UK Competition Investigation Over Hiring of AI Startup's Founder and Key Staff