RBC Capital Positive on Microsoft (MSFT)

Active options: AMC SMCI PLTR GME SNOW BA INTC MARA NIO MSFT C

Active options: AMC SMCI PLTR GME SNOW BA INTC MARA NIO MSFT C

GS: Microsoft to shape broader GenAI adoption, reinforce leading market position

Microsoft (NASDAQ: MSFT) continues to lead the way in democratizing Gen-AI adoption by innovating across all layers of the tech stack, Goldman Sachs said Wednesday, citing positive takeaways from the Build event.

With its extensive offerings for both organizations and consumers, Goldman analysts... More

Analysis-Google acquiring HubSpot would bolster bid to challenge Microsoft

By Milana Vinn

(Reuters) - Google parent Alphabet's potential acquisition of HubSpot, a U.S. marketing software maker with a market value of $31 billion, would boost its ability to compete against Microsoft in offering cloud-based applications to companies.

Reuters reported last month that Google was exploring an offer for HubSpot. Such a deal would be Google's biggest, expanding its products and applications that serve businesses, analysts and investment bankers said in interviews.

Google is already challenging the dominance of Microsoft's Office platform through its Google Workspace collaboration offerings. Buying HubSpot would make Google a competitor in the... 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

Active options: MSFT GME ENPH META MARA FCX TGT PDD BABA COIN FSLR

Active options: MSFT GME ENPH META MARA FCX TGT PDD BABA COIN FSLR

Microsoft (MSFT) UAE Deal Could Transfer Key US Chips And Ai Technology Abroad - Reuters

Microsofts Uae Deal Could Transfer Key U.s. Chips And Ai Technology Abroad - Reuters

Active options: MSFT GME ENPH META MARA FCX TGT PDD BABA COIN FSLR

Active options: MSFT GME ENPH META MARA FCX TGT PDD BABA COIN FSLR

Citi Says Avoid SunPower (SPWR) and Plug Power (PLUG) in Current Rally

Citi Says Avoid SunPower (NASDAQ: SPWR) and Plug Power (NASDAQ: PLUG) in Current Rally.

The analyst comments "We received several questions about the strong rally in solar stocks this morning. We believe the rally is being driven by... More

BofA Securities Reiterates Buy Rating on Microsoft (MSFT)

BofA Securities analyst Brad Sills reiterated a Buy rating and $480.00 price target on Microsoft (NASDAQ: MSFT).

The analyst commented, "Microsoft announced an impressive slate of new AI technologies across key franchises. Key offerings include support of GPT 4o in Azure AI, and... 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

Wells Fargo Reiterates Overweight Rating on Microsoft (MSFT)

Wells Fargo analyst Michael Turrin reiterated an Overweight rating and $500.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments "GitHub creating AI ecosystem; new features announced: Fitting for its annual dev event, MSFT announced GitHub Copilot is the most widely adopted AI... 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