Microsoft has formed a new AI team aimed at end-to-end application development and deployment.
① Microsoft announced the establishment of a new department called "Core AI Platform and Tools," led by Jay Parikh, focused on AI application development and third-party tool provision; ② The newly formed team will bring together experts from various fields to concentrate efforts on the research and development of AI platforms, tools, and infrastructure.
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US Stock Outlook | The three major index futures have surged in the short term! The USA PPI data was lower than expected; China Concept Stocks are rising in pre-market trading, with XPeng Autos up over 9%.
Tesla's pre-market shares continued to rise over 1%, with Morgan Stanley raising the Target Price to $430 and reiterating it as a top pick; Applied Digital soared over 20% in pre-market trading, with Macquarie investing up to $5 billion to build an AI Datacenter.
Agent-based AI will become a "new growth point" for U.S. software stocks, with Bank of America strongly recommending Salesforce (CRM.US), Microsoft (MSFT.US), and others.
Bank of America has listed Salesforce (CRM.US), HubSpot (HUBS.US), Microsoft (MSFT.US), and ServiceNow (NOW.US) as preferred stocks in the Software sector for 2025.
Express News | Omada Partners With Microsoft to Unite AI and Iga
Omada Partners With Microsoft to Unite AI and IGA
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Salesforce, Hubspot, Microsoft Among Top Software Stocks for 2025: BofA
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Goldman Sachs 2025 outlook for the US TMT Industry: Besides NVIDIA, there are other companies worth looking forward to!
Goldman Sachs has released its 2025 TMT (Technology, Media, Telecommunications) Industry Outlook Report. The Earnings Reports that Taiwan Semiconductor will announce this Thursday could serve as a positive catalyst.
Sapiens Enters Microsoft Azure Marketplace
Wells Fargo Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $515
Morgan Stanley Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $548
Apple, Google and Meta Tech Probes Being Reassessed in EU - Report
Meta Investors Push Mark Zuckerberg To Replace $72B Cash With Bitcoin To Combat Inflation: Here's What It Means For Investors
The "2024 Hurun Global High Quality Enterprises TOP 1000" is released, and Microsoft has surpassed Apple to become the company with the highest value in the world.
In 2024, benefiting from the strong drive of AI and Cloud Computing, Microsoft (MSFT.US) surpassed Apple (AAPL.US) to become the Global highest-valued company, with a value of 23.7 trillion yuan, a year-on-year increase of 34%.
Apple and Qualcomm will be alarmed! Arm is reportedly planning to raise prices by 300% and develop its own chips.
① The chip architecture service provider Arm plans to increase the licensing fees for its latest architecture by up to 300% and compete with customers by producing its own chips; ② Its customers include Apple, Qualcomm, and Microsoft, and its chips are widely used in portable devices; ③ Arm's self-developed chips may compete with its major clients, and analysts believe this will send shivers down the spines of its customers.
Breaking Down The Myths Of AI