Microsoft in Podcasts
companyMicrosoft Corporation, a multinational technology company known for software, hardware, and cloud services.
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Mentions in Podcasts
Think Amazon, AMZN, Microsoft, MSFT, or Alphabet, GOOG, over the next few years.
Since the Nasdaq peaked on October 29th, the stock price of Microsoft, Oracle, NVIDIA, and meta platforms have seen double-digit declines.
In this talk, Advett Sarkar, a researcher at Microsoft, examines the cognitive trade-offs of AI at work and sketches a different kind of tool, one that promotes critical thinking and nudges reflection to help you get smarter and not just faster.
Inside Microsoft's quarterly earnings that came out earlier this week was a charge that caught analysts by surprise, a $4.1 billion hit on its investment in OpenAI.
OpenAI, Anthropic, Intel, Oracle, Microsoft, Palantir, Nokia, and others.
And in the Wall Street Research Corner, investors should consider shorting bonds of hyperscalers, but hold off on major shorts of the broader AI trade, according to B of A. Strategist Michael Hartnett said hyperscaler cash flow is no longer sufficient for Amazon, Alphabet, Meta, Microsoft, and Oracle to sustain the ongoing AI CapEx arms race.
In 2023, Microsoft invests $10 billion, OpenAI hits $30 billion of valuation, and Sam Altman is ousted and then reinstated in a dramatic governance showdown.
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