Microsoft’s Stock Selloff

Why Microsoft’s stock selloff may be a buying opportunity, according to analysts

Microsoft’s guidance disappointed, but analysts see the stock as less crowded nowadays — with ample AI opportunity ahead.

Business - MarketWatch - 8 hours ago

Chip Stock Selloff Persists in Europe, Asia After ASML Warns of Slower Recovery

Chip stocks in Europe and Asia continued to fall Wednesday after Dutch semiconductor-equipment maker ASML Holding warned the recovery for some areas of the industry could extend well into next ...

Business - The Wall Street Journal - October 16

Stock market suffers a Halloween selloff as tech investors get the chills

A confluence of frightful factors sank stocks on the final day of October.

Business - MarketWatch - 1 hour ago

Sharp stock selloff in early August might be preview of coming events, IMF warns

Investor sentiment appears rosy, even in the face of elevated uncertainty, over the U.S. presidential election and wars around the world, the IMF said

Business - MarketWatch - October 22

Estée Lauder’s stock heads for record selloff after profit warning, dividend cut

Consumer sentiment in China worsened, driving weak prestige beauty and Asia travel retail sales.

Business - MarketWatch - 9 hours ago

Microsoft and these other stocks are the way to play AI now, says Goldman Sachs

So-called “platform” stocks, such as Microsoft and Snowflake are the most attractive part of the AI sector according to Goldman Sachs.

Business - MarketWatch - October 14

Microsoft's stock has worst day in two years after disappointing forecast

Microsoft's stock fell more than 6% on Thursday after guidance fell short of analysts' estimates.

Business - CNBC - 1 hour ago

Microsoft dips on weak guidance after beating on earnings

Microsoft reported better-than-expected results for the fiscal first quarter as Azure topped estimates. But quarterly growth guidance was light.

Business - CNBC - 22 hours ago

10-year Treasury yield closes below 4.3% after Tuesday’s initial selloff fades

Long-dated Treasury yields finished lower on Tuesday after a selloff of U.S. government debt that began during European trading hours faded by the end of the New York session.

Business - MarketWatch - 2 days ago

Amazon, Google and Microsoft Are Investing in Nuclear Power

Large technology companies are investing billions of dollars in nuclear energy as an emissions-free source of electricity for artificial intelligence and other businesses.

Business - The New York Times - October 16

Microsoft’s Differential Transformer cancels attention noise in LLMs

A simple change to the attention mechanism can make LLMs much more effective at finding relevant information in their context window.

Tech - VentureBeat - October 16

What’s at Stake in a Strained Microsoft-OpenAI Partnership

The alliance between the technology giant and the company behind OpenAI has been hugely consequential — but a disruption could shake up the A.I. race.

Business - The New York Times - October 18

Microsoft and OpenAI’s Close Partnership Shows Signs of Fraying

The “best bromance in tech” has had a reality check as OpenAI has tried to change its deal with Microsoft and the software maker has tried to hedge its bet on the start-up.

Tech - The New York Times - October 21

Microsoft Will Let Clients Build Their Own AI Agents

In November, customers can start using Copilot Studio to make their own AI apps to perform many routine tasks.

Business - Inc. - October 21

Foreign Election Interference May Escalate, Microsoft Says

Efforts by Russia, Iran and China to sway U.S. voters could intensify, according to a new report from the tech giant.

Business - Inc. - October 24

Investors Want to See a Payout on Microsoft’s AI Efforts

As the tech giant readies a report of what’s forecast as its slowest quarterly growth in a year, shareholders want to see genuine demand for the AI applications it’s spent billions to develop.

Business - Inc. - 3 days ago

Microsoft Earnings Show Quarterly Revenue Is Up 16% to $65.6 Billion

The company’s profit increased 11 percent to $24.7 billion, beating Wall Street’s expectations and its own predictions.

Tech - The New York Times - 22 hours ago

Meta and Microsoft Won’t Stop Spending on AI

Both tech giants reported strong third quarters but their stocks fell anyway.

Business - Inc. - 7 hours ago

OpenAI launches ChatGPT search, competing with Google and Microsoft

OpenAI on Thursday launched ChatGPT search, positioning the company to better compete with search engines like Google, Microsoft's Bing and Perplexity.

Business - CNBC - 3 hours ago

Cyber criminals increasingly helping Russia and China target the US, Microsoft says

Russia, China and Iran are expanding their partnerships with cyber criminals to conduct cyberespionage and cyberattacks against the U.S. and other nations, according to a new report from Microsoft

Tech - ABC News - October 15

Russia, China collaborating with criminal networks in cyberattacks against adversaries: Microsoft

Russia, China and Iran are increasingly collaborating with cybercrime networks to launch a variety of attacks against their adversaries, including the U.S., Microsoft said in a report Tuesday. The ...

Politics - The Hill - October 15

Microsoft settles video gamers' lawsuit over Activision takeover

Microsoft Corp. has settled a lawsuit from a group of gamers who sued to try to stop the company from buying video game publisher Activision Blizzard for $69 billion last year

Tech - ABC News - October 15

Microsoft Settles Lawsuit With Gamers Over Activision Blizzard Merger

When Microsoft announced its plans to buy Activision Blizzard in 2022 , it set off multiple lawsuits including a battle with the FTC that attempted to block the deal. Microsoft triumphed in that ...

Tech - GameSpot - October 15

Salesforce CEO Marc Beinoff slams Microsoft Copilot as ‘Clippy 2.0’

Fighting words? Salesforce co-founder and CEO Marc Benioff took to his personal X account last night to criticize Microsoft's AI assistant.

Tech - VentureBeat - October 17

Microsoft introduces ‘AI employees’ that can handle client queries

US company gives customers the ability to build own virtual agents as well as releasing 10 off-the-shelf bots. . Microsoft is introducing autonomous artificial intelligence agents, or virtual ...

World - The Guardian - October 21

Microsoft Warns Foreign Disinformation Is Hitting the US Election From All Directions

Russia, Iran, and China are targeting the US election with an evolving array of influence operations in the last days of campaign season.

Tech - Wired - October 23

Russia, Iran and China are trying to interfere with the U.S. election, Microsoft says

Microsoft issued a seven-page report on how Russia, Iran and China are trying to interfere with the 2024 U.S. elections. The company's threat analysis center is warning deepfake videos and other ...

Microsoft says Russia trying to smear Harris with deepfake video, AI

Russia is attempting to “undermine” Vice President Harris’s campaign using artificial intelligence (AI) generated videos while China has begun targeting a series of GOP congressional candidates ...

Politics - The Hill - October 23

Bots Linked to China Target Republican House and Senate Candidates, Microsoft Says

Chinese influence operations have focused less on this year’s presidential race and more on down-ballot races.

Tech - The New York Times - October 23

Chinese influence operation targets U.S. down-ballot races, Microsoft says

Affected lawmakers — all Republicans — include Rep. Barry Moore of Alabama, Rep. Michael McCaul of Texas and Sen. Marsha Blackburn of Tennessee.

Google, Microsoft, and Perplexity Are Promoting Scientific Racism in Search Results

The web’s biggest AI-powered search engines are featuring the widely debunked idea that white people are genetically superior to other races.

Tech - Wired - October 24

Microsoft bets on latest ‘Call of Duty’ to power up video games strategy

Tech giant hopes ‘Black Ops 6’ will boost Game Pass subscription service as Xbox sales decline

Business - Financial Times - 6 days ago

Cramer’s week ahead: Earnings from Alphabet, Meta, Apple, Microsoft and Amazon

CNBC's Jim Cramer on Friday urged investors to keep a level head during next week's busy slate of corporate earnings and influential economic reports.

Business - CNBC - 5 days ago

Microsoft boss gets 63% pay rise despite asking for reduction

Satya Nadella asked for a reduction because of cyber attacks the firm suffered - but still saw his earnings increase massively.

Microsoft fires employees who organized vigil for Palestinians killed in Gaza

Microsoft has fired two employees who organized an unauthorized vigil at the company’s headquarters for Palestinians killed in Gaza during Israel’s yearlong war with Hamas

Tech - ABC News - 5 days ago

Latest in Microsoft’s Stock Selloff