Reiterate Rating Microsoft

We reiterate our 1 rating on Microsoft despite its softer guidance — here's why

The numbers look different this quarter due the company re-segmenting a few businesses, but overall there's not much to complain about.

Business - CNBC - 6 hours ago

Trump uses North Carolina visit to reiterate hurricane relief conspiracies

Republican candidate repeats false claims that Fema spent money on ‘illegal migrants’ in Helene-ravaged area. Donald Trump on Monday used a trip to a hurricane-ravaged part of North Carolina to ...

World - The Guardian - October 21

Unilever reiterates 2024 outlook after third-quarter sales growth

Unilever on Thursday reiterated its 2024 outlook after reporting underlying sales growth of 4.5% in the third quarter.

Business - MarketWatch - 6 days ago

Haas F1 reiterates team is not for sale after aligning with Toyota on technical partnership

The first-year team principal of Haas reiterated the Formula 1 team is not for sale even if new technical partner Toyota tried to buy the organization

Sports - ABC News - 5 days ago

Deshaun Watson to remain Browns' starting QB, Kevin Stefanski reiterates: He 'gives us the best chance to win'

Watson is struggling, but still isn't getting demoted

Sports - CBS Sports - October 14

Jailed former Malaysian leader apologizes for fund embezzlement scandal, reiterates his innocence

Imprisoned former Malaysian Prime Minister Najib Razak issued a rare apology over the looting of a state investment fund worth billions of dollars “under my watch” while reiterating his innocence

World - ABC News - 6 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. - 6 days ago

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. - 2 days 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 - 8 hours 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 - 7 hours ago

Where interest rates are heading

The neutral ‘R-star’ level will be higher but the more notable change will be a steepening of the bond yield curve

World - Financial Times - October 14

ECB lowers rates to 3.25% as inflation slows

Christine Lagarde says Eurozone’s central bankers are close to ‘breaking the neck’ of soaring price pressures

Business - Financial Times - October 17

Why the Federal Reserve Rate Cut Isn’t Lowering Your Loan Rates

Fed rate cuts and lending rates do not always experience like-to-like movement. Here’s a quick look at rates, and what to expect moving forward.

Business - Inc. - 14 hours ago

American interest rates need to rise

Lessons for the US from the Brazilian canary in the coal mine

World - Financial Times - October 15

Bank of Canada resorts to jumbo rate cut as growth falters

Slowdown prompts shift to 50bp reduction, with rate-setters saying borrowing costs are likely to fall further

World - Financial Times - October 23

Will mortgage interest rates fall this November?

Mortgage rates are poised to fluctuate in November, but in what direction? Here's what to know now.

Will HELOC interest rates fall in November?

HELOC interest rates have been falling this fall, but will they continue to do so in November? Here's what to know.

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

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 - 6 days ago

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 - 5 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

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