MSFT News and Press, Microsoft Corporation From 07/10/24

2024-07-10 11:43:17 ET "While the analysis does suggest Microsoft's GenAI market share exceeds its current software share, our survey work is very supportive of Microsoft accruing additional IT Wallet Share as investment in GenAI ramps," Weiss added. "That said, the limited implied growth i...

2024-07-10 10:53:51 ET More on Microsoft Microsoft: There Is Still A Remaining Runway, Buy Microsoft: I Underestimated Its Pace Of AI Infusion Microsoft: Currently Overvalued, But It's Set To Be A Potential Outperformer From 2024 Through 2033 OpenAI and Los A...

2024-07-10 10:14:24 ET More on OpenAI OpenAI models available to Microsoft Azure customers in China: report Microsoft, Apple ditch OpenAI seats amid antitrust scrutiny - report Musk drops lawsuit against OpenAI: report Read the full article on Seeking A...

2024-07-10 08:50:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. U.S. equities rose in ...

2024-07-10 06:15:00 ET If you buy and hold a quality stock for the long term, you expect to earn a good return. But often, I see investors dismiss valuations because the argument is that everything will sort itself out in the long run -- and that can be a dangerous assumption. If you bu...

2024-07-10 04:08:07 ET More on Apple, Microsoft, etc. Apple: Upcoming Earnings Report May Be Irrelevant Microsoft: There Is Still A Remaining Runway, Buy Microsoft: I Underestimated Its Pace Of AI Infusion Cloud companies make it rain as AI drives IT spend: s...

2024-07-10 00:22:52 ET Summary Alibaba stock has only returned 4% since we last wrote about it, down over 75% from its all-time high in 2020. Despite revenue growth slowing, Alibaba remains a cash flow machine with strong fundamentals and is trading close to all-time lows in multi...

2024-07-09 20:30:00 ET When investors think of artificial intelligence (AI), they likely think of Nvidia ( NASDAQ:NVDA ). However, I would argue this is no longer the best AI stock out there. That’s because even in a growing industry, there may be a limit to the company&#...

2024-07-09 17:48:19 ET More on Nvidia Nvidia: Upside Potential Is Greater Than You May Think Nvidia: Too Reliant On Too Few Customers Nvidia: Reversion To The Mean Risk Venture capital firm A16z stashing GPUs, including Nvidia's, to win AI deals: report ...

2024-07-09 17:47:42 ET Summary Workday, Inc. has become the dominant HCM application for large enterprise customers. The company has significant growth opportunities, including further penetration of the HCM market, increased traction in Financials, and layering in Analytics. ...