Microsoft (MSFT) News

Meta and Microsoft seek to reduce employee reliance on Claude: Meta’s internal user base halves, while Microsoft cuts its budget by one-third.

Microsoft has cut its internal Claude budget by more than one-third from its peak, while Meta's internal Claude Code users have dropped from about 60,000 to 30,000. Both companies emphasize that external customer demand remains strong, but the contraction in internal usage is putting pressure on Anthropic. According to Anthropic's IPO prospectus, two major customers together account for roughly 25% of its revenue; although no specific clients are named, Meta and Microsoft are highly likely to be either one or both of these key customers.

WallStreetCN04:46

Microsoft launches three new voice AI models: Real-time speech-to-text accuracy tops benchmark rankings, with MAI-Voice 2.1 supporting 23 languages.

MAI-Transcribe-2-Streaming supports 60 languages, with Microsoft offering a year-end promotional price of $0.54 per hour. According to data from Artificial Analysis, the model ranks first among 38

WallStreetCNOct 2 02:33

Congressman Who Loves Magnificent Seven Stocks Buys 3 Mag 7 Names in September

When it comes to the stock trading activity of Rep. Cleo Fields (D-La.), the congressman is best known for spending millions of dollars on Magnificent Seven stocks. Here's a look at his latest

Benzinga06:29

Stocks Are Hitting Records Despite Surging Yields. Cramer Explains Why

CNBC's Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market. He said the unusual disconnect makes the bond market an important signal for where stocks could head next.

CNBC06:18

Top 20 in Trading Volume | NVIDIA and Taiwan Semiconductor both hit all-time highs; SpaceX surged nearly 8%, pushing Elon Musk's net worth past the trillion-dollar mark again; Meta and Microsoft are working to reduce employees' reliance on Claude.

Morgan Stanley recently released a research report, reiterating its top-pick rating for the chip giant in the semiconductor sector, maintaining an "Overweight" rating and setting a price target of $300. The firm believes the industry's bottleneck is rapidly shifting from semiconductor capacity constraints to the pace of new data center construction and financing models. NVIDIA, leveraging its product architecture, global customer ecosystem, and robust financing capabilities, is well positioned to capture industry tailwinds, while also seeing upside from its Muse AI agent and new customer partnerships, leaving room for further valuation expansion. Morgan Stanley emphasizes that NVIDIA currently trades at a P/E ratio of just 15x based on its fiscal 2028 earnings forecast, making its valuation highly attractive; even without a multiple expansion, strong earnings growth alone can deliver solid investment returns.

Futu News05:55

Tech Stars' Market Cap Approaches $25 Trillion -- WSJ

By WSJ Staff It was a magnificent Monday for the tech stocks known as the "Magnificent Seven." The seven mega-cap companies-Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta and Tesla-ended Monday's

WSJ05:28

Microsoft's Blazing Stock Comeback Isn't Even Close to Being Over, Analyst Says

By Hannah Pedone Microsoft looks like a winning play in an environment where investors are looking for safer bets on the AI trend, according to Melius Research Microsoft CEO Satya Nadella and his

MarketWatch05:27

'Wall Street Banks Launch Record $60B Chip Deal for Broadcom and Anthropic'- Financial Times

'Wall Street Banks Launch Record $60B Chip Deal for Broadcom and Anthropic'- Financial Times

Benzinga05:03

'OpenAI in Talks With UAE Funds, BlackRock for $30 Billion Round'- Bloomberg

'OpenAI in Talks With UAE Funds, BlackRock for $30 Billion Round'- Bloomberg

Benzinga05:00

TD Cowen Maintains Microsoft(MSFT.US) With Buy Rating

TD Cowen analyst Derrick Wood maintains $Microsoft(MSFT.US)$ with a buy rating.According to TipRanks data, the analyst has a success rate of 46.7% and a total average return of -0.8% over the past

Futu News04:31

Microsoft Options Spot-On: On October 5th, 874.51K Contracts Were Traded, With 3.83 Million Open Interest

On October 5th ET, $Microsoft(MSFT.US)$ had active options trading, with a total trading volume of 874.51K options for the day, of which put options accounted for 30.95% of the total transactions,

Futu News04:30

OpenAI to Test Visual Ads in ChatGPT Image Generation

OpenAI will begin testing a new visual ad format in ChatGPT later this month in the US, with labeled ads appearing during image generation and kept separate from the image being created, the company

MT Newswires03:37

Argus Raises Microsoft Price Target to $620 From $510

Microsoft (MSFT) has an average rating of buy and mean price target of $575.16, according to analysts polled by FactSet.Price: 527.37, Change: +9.84, Percent Change: +1.90

MT Newswires03:00

Tom Lee Vs. AI Debt Trap: What Happens When 10-Year Bonds Fund 2-Year Microchips?

Lower interest rates are supposed to be good news for technology stocks and crypto. But there is a wrinkle in the AI boom: The companies building the infrastructure are increasingly borrowing long-

Benzinga02:37

Update: Equities trend higher intraday despite rising bond yields

U.S. major stock indexes rose midday on Monday, with some large-cap tech stocks rallying, as the market reacted tepidly to rising bond yields.The Nasdaq Composite rose 1% to 27,448.1 after noon on

AASTOCKS02:14

'AI Infrastructure and Compute: 48% of Organizations Running AI in Production Name a Google Platform as Their Primary AI Platform, More Than Twice OpenAI's Share'- VentureBeat

'AI Infrastructure and Compute: 48% of Organizations Running AI in Production Name a Google Platform as Their Primary AI Platform, More Than Twice OpenAI's Share'- VentureBeat

Benzinga01:55

Dow's 132-Point Rally Highlighted By Gains In Shares Of Visa, NVIDIA Corp.

This article was automatically generated by MarketWatch using technology from Automated Insights. Shares of Visa and NVIDIA Corp. are trading higher Monday afternoon, sending the Dow Jones

MarketWatch01:52

OpenAI Says It Is Expanding Its Approach To Content Provenance To Include Text In Response To EU Regulatory Requirements

OpenAI Says It Is Expanding Its Approach To Content Provenance To Include Text In Response To EU Regulatory Requirements

Benzinga01:47

6 Information Technology Stocks With Whale Alerts In Today's Session

This whale alert can help traders discover the next big trading opportunities.Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity

Benzinga01:35

Global Equities Roundup: Market Talk

The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day. 1157 ET - As fear of artificial intelligence becomes increasingly widespread, Microsoft is

WSJOct 5 23:57