Declining Stock and Solid Fundamentals: Is The Market Wrong About Microsoft Corporation (NASDAQ:MSFT)?
This interview addresses all the key issues surrounding AI! He is a co-author of the most important papers on AI.
Aidan Gomez believes that the development of LLMs has entered a plateau, with the marginal benefits of simply scaling up model size diminishing. The inference capability will become the breakthrough point in the future, bringing new business models and market opportunities—shifting from "buying larger computing power" to "giving AI a little more time to think."
Weekend Reading | AI Search War: Where Have the Bullets Landed?
Will AI search become the most significant narrative of the generative AI era?
Tech Trader: Nvidia's Run Continues. Don't Fret the Stock. -- Barron's
Streetwise: Qualcomm Is an AI Stock, Its CEO Says. Investors Want Proof. -- Barron's
Google Is a Screaming Buy -- Barron's
Top 20 Transaction Volume | Tesla rose nearly 4%; Chuanzheng is preparing for the Cybertruck's launch in china.
On Friday, the top traded stock in the US was nvidia, which dropped 3.22% with a trade volume of 33.481 billion USD.
US stocks closed | All three major indices rose for the entire week! The Dow Jones hit a new closing high, Tesla rose nearly 4%; cryptos concept stocks all rose, MSTR increased by over 6%.
Funds flowed out of technology stocks and into economically sensitive cyclical stocks. The Nasdaq fluctuated between gains and losses, dragged down by over 3% drop in Nvidia and 1.7% drop in Google Class A. The Dow Jones rose by about 1%, small caps rose by 1.8%, and Chinese concept stocks fell by 1.4%. The S&P 500 and Nasdaq accumulated gains of 1.7% for the week, the Dow rose by about 2%, Tesla rose nearly 10% for the week, and Super Micro Computer soared by over 78%, its best week ever. MicroStrategy, known as a 'Bitcoin whale', rebounded by 6% on Friday. Economic weakness pushed the Euro to a two-year low, while the US Dollar rose for the third consecutive week to a two-year high. Offshore Renminbi fell by over 200 points for the week to nearly a four-month low. US oil had its best two-month gain with a 6.5% increase for the week, gold rose by over 1% to surpass $2700, marking its best week in over a year with a 5.7% increase.
Jefferies Reaffirms Microsoft Corporation (MSFT) as Top AI Pick With $550 Target, Highlighting Broad AI Integration Across Products
Rezolve Ai Announces Strategic Partnerships With Microsoft and Google to Transform Conversational Commerce
Hoping for an OpenAI or Anthropic IPO? Here's Why That's Unlikely Anytime Soon.
Microsoft Options Spot-On: On November 22nd, 259.94K Contracts Were Traded, With 2.54 Million Open Interest
On November 22nd ET, $Microsoft(MSFT.US)$ had active options trading, with a total trading volume of 259.94K options for the day, of which put options accounted for 36.95% of the total transactions,
Salesforce CEO Benioff Rips Microsoft's AI Efforts. Here's Why We're Not Picking Sides
Citi Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $497
Call Of Duty: Black Ops 6 Leads Video Game October Sales In The US
4 AI Data-Center Stocks to Buy for the Big Trend. Demand Is 'Robust.' -- Barrons.com
Microsoft President Smith Urges Trump to 'Push Harder' Against Foreign Cyberattacks: Report
Here's Your First Chance to Try Microsoft's Recall Feature on Copilot+ PCs
Microsoft Begins Rolling Out Recall Feature to Developers as AI PC Push Continues
Which Magnificent 7 Stock Should DOJ Target Next? Benzinga Poll Finds Over 50% Say...