Microsoft Corp
Could markets be facing an ‘everything bubble’? Investors are divided
Global stocks have fluctuated wildly over the past week, as concerns about AI valuations hang over equity markets. Some respite from a four-day sell-off followed Nvidia ‘s earnings release on Wednesday, but its own gains were quickly reversed during Thursday’s trading session as New York-listed stocks lost further ground . Friday saw U.S. stocks rebound […]
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Microsoft faces uphill climb to turn enterprise dominance into widespread AI chatbot adoption
Microsoft CEO Satya Nadella speaks at Microsoft Build AI Day in Jakarta, Indonesia, on April 30, 2024. Adek Berry | AFP | Getty Images On Microsoft’s earnings call last month, CEO Satya Nadella boasted about the company’s artificial intelligence products, and said over 150 million people are using its Copilot assistant for productivity, cybersecurity, coding […]
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Top Wall Street analysts favor these 3 stocks for solid upside potential
Concerns about the steep valuations of artificial intelligence (AI) stocks and a questionable outlook for an interest rate cut in December weighed on investor sentiment in recent trading sessions. For now, however, Nvidia‘s solid earnings last week seemed to undermine the idea that everything tied to AI investment is in a bubble. Investors looking to […]
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Global week ahead: Which tail is wagging the market dog?
What a week for markets. Global stocks posted their worst week since April as the heat around AI stocks began to burn. On Thursday, the Nasdaq marked its wildest swing from green to red since President Donald Trump’s ‘Liberation Day’ shocked equities back in April. And it reverberated around the world, with the Stoxx 600 […]
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The dividend yield on the S&P 500 is the lowest since the dotcom bubble
There hasn’t been much for dividend investors to cheer about these days, according to Trivariate Research. The yield on the S & P 500 , currently at 1.15%, is approaching its lowest levels in 50 years, founder Adam Parker pointed out in a note this week. The only time it sank lower was when it […]
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This week in AI: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat
This week, volatility took hold of the AI trade as bubble fears continued to rise and Nvidia‘s blowout earnings failed to steady the market. “Unless you’re the most optimistic person on the planet … you know you’re in a bubble, right?” Dan Niles, founder of Niles Investment Management, told CNBC’s Deirdre Bosa. “There is no […]
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AI Christmas: The latest devices from Amazon, Meta, Google and more
Three years since the arrival of OpenAI’s ChatGPT, more devices featuring generative AI technology have hit the market in time for the 2025 holiday shopping season, with many offering deals for Black Friday. Shoppers can pick from more advanced smart glasses, smart speakers with genAI and a pendant AI friend that acts as a confidant. […]
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How Alibaba quietly became a leader in AI
From a Hangzhou startup to a global tech powerhouse, uncover the strategies that turned Alibaba into a multi-billion-dollar empire. Alibaba is transforming itself from an e-commerce giant into a global AI powerhouse. The Chinese tech giant has pledged tens of billions of dollars in investment in AI and cloud infrastructure, fueling the development of its own Qwen language models, the Quark […]
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Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these worries will recede, as they did Friday, or flare up again will certainly be something to watch in the days and weeks ahead. We understand the concerns about valuations in the speculative aspects of the AI trade, […]
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Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees
Amin Vahdat, VP of Machine Learning, Systems and Cloud AI at Google, holds up TPU Version 4 at Google headquarters in Mountain View, California, on July 23, 2024. Marc Ganley Google ‘s AI infrastructure boss told employees that the company has to double its serving capacity every six months in order to meet demand for […]
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