Loop Capital: Microsoft's premium should be higher than other Software giants, raising the Target Price to 550 dollars.
Loop Capital Analyst has adjusted the price target for Microsoft in their software rating.
Year-end review of the top ten global financial hotspots for 2024: shift in MMF policy, Trump's election victory, and significant stock market fluctuations.
In 2024, the financial market witnessed a significant turn in MMF policy, profound impacts of geopolitical events, fluctuations in the Technology Industry, and a major reconstruction of Global Assets allocation.
AI Smartphones To Cushion Semiconductor Industry Amid Data Center Uncertainty: Report
Microsoft Is Forcing Its AI Assistant on People -- And Making Them Pay -- WSJ
2024 Major Events in AI: Ten Highlights Make This Year a Milestone Year.
In the human world, a year has passed, and the AI world has undergone tremendous changes! In 2024, the AI field can be described as having a "low start and high ascent," completely innovating various domains.
The "Technology Spring Festival Gala" CES in 2025 is coming soon! AI remains the focus, and NVIDIA, AMD, and Intel may release new products.
From January 7 to 10, 2025, the 2025 CES Global Consumer Electronics Show will be held in Las Vegas, USA. This year's theme is: "Dive In."
Circus --- Launching a new business, comprehensive support for corporate DX through the integration of generative AI and "Microsoft Power Platform".
Sakurace <5029> announced on the 24th that it will start a new business utilizing generative AI technology and the "Microsoft Power Platform" to comprehensively support companies' digital transformation (DX). This business will provide comprehensive solutions to rapidly achieve operational efficiency and value creation through the optimization of enterprise architecture. This initiative aims to accelerate digital transformation (DX) for companies.
Express News | It is reported that Hu Yunhua has joined Zhihub as the head of Zhihub Qingyan, with no official response so far.
Express News | Microsoft and Alibaba veteran Hu Yunhua joins Zhipu as the head of C-end applications.
Dongbei Securities: Initiates a "Buy" rating on EDIANYUN as signs of a turnaround in IT service performance are starting to emerge.
Northeast Securities released a research report stating that it has initiated coverage on EDIANYUN (02416) with a "Buy" rating. The firm expects that during this economic cycle, an increasing number of small and medium-sized enterprises will enhance their risk resistance by leasing equipment from office equipment suppliers. The company's performance is expected to continue growing, with projected revenues of 1.336/1.604/2.13 billion yuan and net income of 0.047/0.148/0.267 billion yuan for 2024-2026. The main points of the report are as follows: the company provides on-demand office IT integrated solutions and other services through cloud-based office.
Research and development investments are close to the combined sum of BAT! Does ByteDance want to become China's OpenAI?
Zheshang stated that ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024, approaching the total of Baidu, Alibaba, and Tencent (about 100 billion yuan). Research and development investments significantly lead their peers; analogously, just as Microsoft is strongly investing in OpenAI, ByteDance in China may be comparable to OpenAI in the USA.
Canalys: In the third quarter, PC shipments in the USA increased by 7% year-on-year, reaching 17.9 million units.
According to Canalys, in the third quarter of 2024, PC shipments in the USA (excluding tablets) rose by 7% year-on-year, reaching 17.9 million units.
The Investor's Dilemma: To Buy Or Not to Buy?
Microsoft Invested Nearly $14 Billion In OpenAI But Now Its Reducing Its Dependence On The ChatGPT-Parent: Report
Attraction crushes the broad Index! In 2024, individual investors net bought 29.8 billion USD of NVIDIA Stocks.
①NVIDIA is the second consecutive year to surpass the S&P 500 Index Fund, becoming the "most favored stock among retail investors in the U.S." after Tesla; ②Various signs also indicate that the dark horse in the competition for the most loved stock among retail investors next year has begun to emerge in the fourth quarter.
Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.
How Humanoid Robots and AI Will Change the Workforce
Wall Street raises Microsoft's Stocks Buy expectations as investments in the AI field increase, and the Magnificent 7 may add new members.
Analysts indicate that the premium of Microsoft Stocks should be much higher than that of its Large Cap Software peers.
Want to Start Investing in ASX Shares? Here's What I'd Buy
Competitor Analysis: Evaluating Microsoft And Competitors In Software Industry