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AI, NVIDIA and DeepSeek
Why DeepSeek's AI Model Has Wall Street Bullish on Software Stocks
Key Takeaways The stocks of software companies such as Salesforce have soared this week on hopes that Chinese start-up DeepSeek's cost-efficient AI model could make AI applications significantly less expensive to develop and run.
Why DeepSeek AI could be bullish for Nvidia, Broadcom, Microsoft and other AI stocks
In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility created by DeepSeek AI. To learn more, check out the short video, consider subscribing,
Investors worry DeepSeek reduces AI chip demand, but there's a case for remaining bullish on Nvidia
China's DeepSeek has panicked investors in top AI stocks after it said its new model was built with less computing power than would be expected.
Microsoft, AI
Microsoft's cloud growth in focus as doubts grow over AI spending
Microsoft has spent months touting a rebound in its Azure cloud business and its quarterly revenue forecast on Wednesday will show whether billion-dollar bets on artificial intelligence are propelling increased growth in its main profit engine.
Microsoft Is Riding The Wave To Long-Term Growth Through AI And Cloud
FY25 revenues of $65.6 billion, up 16% YOY, fueled by strong performance across key segments and strategic investments in artificial intelligence.
Microsoft's underperformance has investors looking to cloud for growth
Microsoft’s stock has badly lagged its tech peers in the past year as cloud growth has been basically stagnant in recent quarters.
Microsoft Research on MSN
6h
The value of AI: How Microsoft’s customers and partners are creating differentiated AI solutions to reinvent how they do business today
Organizational leaders in every industry around the world are evaluating ways AI can unlock opportunities, drive pragmatic ...
11d
Microsoft triples down on AI
Microsoft made a trio of announcements this week that are going to be very important for how the company approaches its big ...
8d
on MSN
Microsoft and Google Just Added AI to More Software. It Comes at a Cost.
Both Microsoft and Google are now including AI in some of their most popular productivity software. But prices are going up ...
4h
on MSN
Atomicwork gets backing from Khosla for its AI alternative to old-school IT software like ServiceNow
Atomicwork has raised $25 million in a Series A round co-led by Khosla Ventures and Z47 to expand its AI agentic platform for ...
7h
AI haters build tarpits to trap and trick AI scrapers that ignore robots.txt
Tarpits were originally designed to waste spammers' time and resources, but creators like Aaron have now evolved the tactic ...
1d
Microsoft Has A Unique Consumer AI Opportunity, With Or Without OpenAI
Microsoft gains $4.5 billion of annual revenue for every $1 increase in monthly fees from Microsoft 365/Office users. Read ...
PC Magazine
3d
Don't Want to Pay for Copilot AI? Switch to Microsoft 365 Classic
A standard subscription to Microsoft 365 includes Copilot for an additional $3 per month. Here’s how to get a cheaper Classic ...
AOL
4d
Microsoft is “Flooring it” on AI in 2025—It’s Time to Buy the Stock.
Over the coming year, I expect numerous other firms to follow suit with
AI
agents of their own. As
Microsoft
aims to show it's doing more than "repackaging" ChatGPT across its
software
suite ...
5d
Microsoft Stock Investors: 1 Very Important Artificial Intelligence (AI) Number to Watch Next Week
Microsoft stock currently trades at a price-to-earnings (P/E) ratio of 35.4, which is a 7.5% premium to its 10-year average ...
1d
Microsoft CEO Declares the End of SaaS—AI Agents Are the Future
Microsoft CEO Satya Nadella predicts AI agents will replace SaaS, revolutionizing software with automation, integration, and ...
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