Wells Fargo Reiterates Overweight Rating on Microsoft (MSFT)

RBC Capital Positive on Microsoft (MSFT)

RBC Capital analyst Kash Rangan reiterated an Outperform rating and $500.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments "We went in-person to Microsoft Build, the annual flagship event for developers, where we listened to keynotes and breakout sessions, as well as gathered feedback from customers. We came away incrementally positive on Microsoft's commitment to maintaining AI leadership across multiple software categories. Taking Microsoft Fabric seriously. After keynotes, breakout sessions, and customer conversations, we believe Fabric can be a disruptive force in data analytics. Fabric is off to a good start with... More

Goldman Sachs Reiterates Buy Rating on Microsoft (MSFT)

Goldman Sachs analyst Kash Rangan reiterated a Buy rating and $515.00 price target on Microsoft (NASDAQ: MSFT).

The analyst comments "Coming out of Microsoft Build, we continue to see Microsoft paving the path for democratized Gen-AI adoption as it builds out the ecosystem with innovations in all layers of the tech-stack. Given Microsofts prevalent offerings... More

Goldman Sachs Reiterates Buy Rating on Microsoft (MSFT)

Goldman Sachs analyst Kash Rangan reiterated a Buy rating and $515.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments "After attending Microsoft Build Day 1, we leave increasingly constructive that MSFT continues to be in an industry-leading position that can shape the adoption of GenAI across the tech stack. Our main takeaways from... More

Nvidia earnings, Fed minutes, UK inflation - what's moving markets

Investing.com -- Earnings from tech giant Nvidia are in the spotlight Wednesday, as investors look to see whether the stock's elevated valuation can be justified The minutes from the last Federal Reserve meeting also loom large, while U.K. inflation fell by less than was expected in April. 

The days highlight is the long-awaited earnings report from semiconductor bellwether Nvidia (NASDAQ: NVDA) after the close Wednesday, with these numbers widely seen as a barometer for the burgeoning artificial... More

Microsoft promotes new tools for making AI software

By Max A. Cherney

SEATTLE (Reuters) -Microsoft talked up new tools on Tuesday aimed at encouraging programmers to build AI-focused technology into Windows software as it races against Alphabet, Amazon.com and Apple to dominate the emerging field.

At a developer conference in Seattle, Chief Executive Satya Nadella promoted new application programming interfaces, or APIs, that make it easier for developers to tap in to AI technology offered by Microsoft.

The company said 1.8 million developers are now using Github Copilot, Microsoft's generative AI tool that helps computer programmers be more productive.

Active options: MSFT COIN HOOD INTC META FFIE PLTR BABA NXE

Active options: MSFT COIN HOOD INTC META FFIE PLTR BABA NXE

Piper Sandler Reiterates Overweight Rating on Microsoft (MSFT)

Piper Sandler analyst Brent Bracelin reiterated an Overweight rating and $465.00 price target on Microsoft (NASDAQ: MSFT).

The analyst commented, "The new Copilot+ PC unveiling that bundles Windows 11, multi-modal models like GPT-4o supporting voice and text, and advanced hardware specifications could be compelling... More

Midday movers: Microsoft, Xpeng rise; Palo Alto, Keysight fall

(Updated - May 21, 2024 11:56 AM EDT)

Investing.com -- Main U.S. indexes traded largely flat Tuesday, as investors reacted with caution ahead of more speeches from Federal Reserve officials about the potential for future interest rate cuts.

Here are some of the biggest U.S. stock movers today:

Lowes (NYSE: LOW) stock fell 3% despite the home improvement retailer reporting first-quarter net sales that topped expectations, boosted by growth in its online offerings... More

Nvidia options underpricing rising earnings fragility

In a note to clients Tuesday, Bank of America highlighted a potential undervaluation in Nvidia (NASDAQ: NVDA) options pricing despite rising concerns about earnings fragility in the broader big-cap tech sector.

IBM to roll out more open-source AI models, strikes deal with Saudi Arabia

International Business Machines (NYSE: IBM) announced on Tuesday that it will launch a family of AI models as open-source software and assist Saudi Arabia in training an AI system in Arabic.

Unlike rivals such as Microsoft (NASDAQ:... More

Microsoft (MSFT) introduces Copilot+, a PC equipped with AI

Microsoft (NASDAQ: MSFT) unveiled a new category of personal computers with AI features on Monday, known as "Copilot+" PCs, at an event held at its Redmond, Washington campus.

The new devices, starting at $1,000 and shipping from June 18, can execute more AI tasks independently of cloud data centers, Microsoft noted. One... More

Microsoft (MSFT) option implied volatility into Build conference.

Microsoft (NASDAQ: MSFT) 30-day option implied volatility is at 17; compared to its 52-week range of 17 to 35 into Build conference.

Active options: MSFT INTC PLTR HIMS JPM GOOGL BABA META CCL COIN

Active options: MSFT INTC PLTR HIMS JPM GOOGL BABA META CCL COIN

Wedbush: Time for Microsoft to flex its AI muscles at Build conference

Microsoft's (NASDAQ: MSFT) Build developer conference is set to start this week, where the technology behemoth is expected to flex its AI muscles and showcase efforts on the PC and Windows segments.

Among other things, analysts at Wedbush expect the company Microsoft to further integrate Copilot into its consumer and enterprise products, including Excel, Teams, and Word, alongside new Surface products and Windows features.

The primary goal is to roll out more Copilot and AI features to boost subscriptions and improve integration within Microsoft's... More

Microsoft debuts 'Copilot+' PCs with AI features

By Max A. Cherney

SEATTLE (Reuters) -Microsoft on Monday debuted a new category of personal computers with AI features as it rushes to build the emerging technology into products across its business and compete with Alphabet and Apple.

At an event on its campus in Redmond, Washington, Chief Executive Satya Nadella introduced what Microsoft calls "Copilot+" PCs, saying that it and a range of manufacturers would sell them, including Acer and Asustek Computer.

Microsoft launched the laptops as its shares trade near record highs following a Wall Street rally driven by expectations that AI will fuel... More

The 'Magnificent 7' term needs to be retired after Q1 earnings: Goldman Sachs

Goldman Sachs has observed a significant shift among the top technology companies, often dubbed the "Magnificent 7," following their first-quarter results.

Collectively, Apple Inc (NASDAQ: AAPL)., Amazon.com Inc (NASDAQ: AMZN)., Alphabet (NASDAQ: GOOGL) Inc., Meta Platforms Inc (NASDAQ: META)., Microsoft... More

Microsoft (MSFT) option implied volatility low

Microsoft (NASDAQ: MSFT) 30-day option implied volatility is at 18; compared to its 52-week range of 18 to 34 into Microsoft Build.