DiscoverGold
4 주 전
Microsoft defended AI spending despite DeepSeek pressure
By: Schaeffer's Investment Research | January 30, 2025
• Microsoft Stock's Worst Day Since October
MSFT is down 6% to trade at $416.03 at last glance, pacing for its fourth daily loss in five and worst day since October, but a floor at $410 looks ready to contain this pullback. The tech giant beat top- and bottom-line estimates during its fiscal second quarter, but it also issued a dismal cloud growth outlook and defended increased spending on artificial intelligence (AI) despite DeepSeek pressure.
The equity attracted six price-target cuts in response, the worst from BMO to $500 from $510. The biggest loser on the Dow today, MSFT is also the second most-traded stock in the options pits with triple the intraday average volume. Most popular by far is the weekly 1/31 420-strike call, where positions are being opened.
Read Full Story »»»
DiscoverGold
DiscoverGold
1 월 전
Microsoft Unveils CoreAI
By: TrendSpider | January 14, 2025
Key Takeaways:
• CoreAI Launch: Microsoft debuts CoreAI to drive AI advancements under Jay Parikh.
• Tool Integration: Enhances Azure, GitHub Copilot, and Visual Studio for developers.
• AI Leadership: Aims to lead AI innovation with customer-focused tools.
Microsoft Launches CoreAI Division to Advance AI Applications
On Monday, MSFT (Microsoft) CEO Satya Nadella announced the formation of CoreAI – Platform and Tools, a new engineering division aimed at redefining application development for the AI era. Led by Jay Parikh, formerly Vice President and Global Head of Engineering at Meta, the division consolidates teams from Microsoft’s Developer Division, AI Platform, and Office of the CTO. This initiative focuses on creating an integrated Copilot and AI stack that combines new UI/UX patterns, agent orchestration runtimes, and an observability layer for next-generation applications.
Nadella emphasized that technology’s rapid transformation will significantly redefine the application stack by 2025. “Thirty years of change is being compressed into three years,” he stated, highlighting the urgency and scale of innovation.
Strategic Goals and Integration
CoreAI aims to empower developers by tightly integrating with existing tools like Azure AI Foundry, GitHub Copilot, and Visual Studio Code, streamlining workflows and improving productivity. The division will also expand GitHub Copilot’s capabilities, creating a feedback loop between AI tools and development platforms.
Jay Parikh, working closely with Scott Guthrie (Cloud + AI) and other senior leaders, will drive the platform’s efficiency and performance. By unifying AI development efforts under the One Microsoft approach, the initiative reinforces Microsoft’s commitment to delivering innovative, customer-focused solutions, empowering both its first-party and third-party customers to be equipped to build and manage next-generation AI applications.
Read Full Story »»»
DiscoverGold
DiscoverGold
1 월 전
Microsoft (MSFT) Announces Layoffs After Lackluster 2024
By: Schaeffer's Investment Research | January 9, 2025
• MSFT underperformed the Nasdaq last year
• The stock shed 8.9% in the last six months
Microsoft Corp (NASDAQ:MSFT) is eliminating jobs across departments, though the cuts will only affect 1% of employees. The tech giant said it's prioritizing high-performance talent after a lackluster 2024, with the stock rising only 12% compared to the Nasdaq Composite's (IXIC) gain of 29%. These layoffs are also modest against 2023, when the company let go of 10,000 workers.
MSFT shed 8.9% in the last six months, and kicked off January with a drop to its lowest level since late November. Resistance at the 40-day moving average has kept a tight lid on the shares, but a familiar floor at $410 looks ready keep any additional pullbacks in check.
In the options pits, Microsoft stock has been popular with call traders. This is per its 50-day call/put volume ratio of 2.10 over at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX) that ranks higher than 95% of readings from the past year.
Options may be an attractive choice for those eyeing the security, per MSFT's Schaeffer's Volatility Index (SVI) of 20% that sits in the 20th percentile of its annual range. This means options traders now anticipate lower-than-usual volatility expectations.
Read Full Story »»»
DiscoverGold
Stock Guy777
2 월 전
Price target raise:
Stifel raised its price target on Microsoft shares to $515 from $475 with a buy rating, thefly.com reported.
According to the investment firm, after a rocky start to 2024 the enterprise software sector is closing the year on a stronger note.
The analyst attributed the improvement to multiple factors like modestly accelerating revenue growth, attractive midyear valuation multiples, early signs of AI monetization, declining interest rates, solid economic performance, and Microsoft’s "safe haven" status following the election, given its minimal exposure to tariffs or China-related risks.
Looking to 2025, Stifel expects management teams to adopt a more conservative approach in their Q1 guidance. But the firm expects MSFT's overall revenue growth rates to at least match those observed in the latter half of 2024.
UBS also raised its Microsoft price target, to $525 from $500, and affimed a buy rating.
The firm highlights that Azure's growth acceleration is likely to be more back-end loaded as new capacity becomes available in the second half of the year, according to a research note.
Although the CEO's reference to an "AI winter" is unsettling, UBS remains confident of Microsoft's position at the top tier of the customer and workload spectrum.
Hot Features
프리미엄
같은 생각을 가진 투자자들과 토론할 수 있는 활발한 포럼에서 상호 작용하려면 등록하세요.
FooBarAndGrill
5 일 전
BottomBounce
2 주 전
Monksdream
4 주 전
