Which of these AI-oriented tech stocks is a better buy today?In the past, Microsoft (MSFT 0.15%) and Lumen (LUMN -2.52%), the telecom company formerly known as CenturyLink, weren't often mentioned in the same breath. Microsoft was a rapidly growing tech giant with plenty of irons in the fire across the cloud, mobile, AI, and gaming markets. But Lumen was a struggling telecom company which had doubled down on the dying business wireline market instead of building higher-growth wireless networks.By this June, ...

Microsoft (MSFT) closed the most recent trading day at $418.78, moving +0.15% from the previous trading session. This change outpaced the S&P 500's 0.18% loss on the day. Meanwhile, the Dow lost 0.8%, and the Nasdaq, a tech-heavy index, added 0.27%. Heading into today, shares of the software maker had lost 3.93% over the past month, lagging the Computer and Technology sector's gain of 6.6% and the S&P 500's gain of 4.46% in that time. Market participants will be closely following the financial results of Mi ...

文章核心观点 - 微软推出了基于人工智能的自主代理(autonomous agents)功能,用于其Copilot AI助手软件 [1][2] - 客户可以使用这些代理来处理客户管理任务,从简单的提示响应到完全自主运行 [1][2] - 微软称这些代理是"面向人工智能驱动世界的新应用程序" [2] - 微软还推出了10个预设的代理,用于优先处理高潜力销售线索、与供应商沟通以及管理客户服务互动 [2] - 这似乎是微软为了与Salesforce在客户管理软件领域展开竞争 [1] 行业概况 - Salesforce上个月推出了类似的自主人工智能代理功能,称为Agentforce [3] - Salesforce是客户关系管理(CRM)软件的领导者,连续11年保持第一 [3]

The race to the White House is in its final stretch, meaning the election campaigns for both Democratic presidential candidate Kamala Harris and Republican presidential nominee Donald Trump are really heating up.Harris took the top spot on the Democratic ticket in late July when President Joe Biden unexpectedly ended his bid for a second term in the White House. He quickly endorsed Vice President Harris, who named Minnesota Governor Tim Walz as her vice-presidential running mate.While the actual winner of t ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

KeyBanc just raised its price target on Microsoft.Microsoft (MSFT 0.35%) was an earlier winner in artificial intelligence (AI) thanks to its partnership with OpenAI. But lately, investors have been moving away from the enterprise software giant, enticed by Apple's new Apple Intelligence AI platform, and Nvidia's Blackwell platform.Microsoft has lost its title of the world's most valuable company to Apple and recently fell behind Nvidia for the second-most valuable company in the world. The stock is now down ...

Microsoft CEO Satya Nadella speaks at a company event on artificial intelligence technologies in Jakarta, Indonesia, on April 30, 2024.Dimas Ardian | Bloomberg | Getty ImagesLONDON — Microsoft will allow businesses to start making their own autonomous artificial intelligence agents starting next month, taking the fight back to Salesforce, which introduced its own configurable agentic AI tools in September.At its "AI Tour" event in London on Monday, Microsoft revealed plans to allow organizations to create t ...

报告公司投资评级 微软(MSFT)的投资评级为"优于大市"[1]。 报告的核心观点 1. 微软是一家拥有近50年发展历史的全球科技龙头公司,从PC时代凭借Windows操作系统和Office软件占据软件霸主地位,在云与AI时代凭借云战略和Azure再次取得辉煌成绩。其创新的基因、庞大的生态体系和敏锐的商业洞察是其长期竞争力所在。[3][6] 2. 微软三大业务部门分别是生产力与商业流程、智能云和更多个人计算。其中智能云部门成为微软最大的收入来源,并将成为未来收入增长的主要贡献。[3][4] 3. Azure是微软全面、强大的云服务平台,在Gartner的战略云平台服务魔力象限中位居行业领导者地位。微软持续加大对AI基础设施的投资,为客户提供强大的云中AI计算能力。[4] 4. Microsoft 365整合了Office、Windows、Copilot和企业移动性+安全性,为企业和员工赋能生产力与效率。微软近期对Copilot进行了新一轮更新,增强了其在生产力、智能化等方面的能力。[4] 财务预测 1. 预计微软FY2025-FY2027年营收分别为2803.45/3192.76/3626.53亿美元,增速分别为14.4%/13.9%/13.6%。[5][8] 2. 预计微软FY2025-FY2027年毛利率分别为69.0%/69.2%/69.4%。[5][8] 3. 预计微软FY2025-FY2027年EPS分别为13.14/15.11/17.41美元。[5][8] 4. 参考可比公司,给予微软FY2025 PE 34-36倍,合理价值区间为447-473美元/股。[9]

文章核心观点 - 微软(Microsoft)虽然不提供最大的股息,但其持续多年的股息支付记录值得关注 [1] - 微软最近将季度股息提高了近11%,这并不令人意外,因为微软自2003年开始支付股息,并且持续多年提高股息 [1] - 虽然大多数投资者关注微软的增长故事和人工智能(AI)等大举措,但了解其股息收益也很有意义 [1] - 微软的当前股息收益率约为0.8%,虽然不是最高,但仍提供了稳定的收益来源,同时也具有增长潜力 [1] 根据相关目录分别进行总结 获得首个1000美元微软股息收益 - 微软最近将季度股息从每股0.75美元提高到0.83美元,年度股息为3.32美元 [2] - 要获得年度1000美元股息收益,需要持有约302股微软股票,投资约12.6万美元 [2] - 虽然微软的股息收益率不是最高,但其长期增长潜力和持续提高股息的记录值得考虑 [2] - 微软是全球最大公司之一,投资于其股票可获得一定规模的股息收益 [2] 其他建议 - 通过研究微软的财报和收益电话会议,可以了解公司的发展方向 [3] - 如果想获得下一次股息,需要在11月21日除息日之前买入股票 [3]

文章核心观点 - 科技公司正在开发利用人工智能技术来帮助医生和护士减轻行政工作负担的工具 [1][2][3][4][5] - 医生和护士每周花费大量时间处理行政工作,这是导致行业人员短缺的主要原因之一 [2][3] - 科技公司希望通过提供AI辅助工具来抓住这一庞大的医疗行业市场机会 [2][3][6] 行业概况 - 医疗行业每年可能达到6.8万亿美元的支出规模 [2] - 预计到2028年,医疗行业将出现10万人的人才缺口 [2] - 医疗数据分散在多个供应商和格式中,给行政工作带来挑战 [2] 公司动态 - 谷歌推出了Vertex AI Search for Healthcare和Healthcare Data Engine等AI工具 [3] - 微软推出了医疗影像模型、健康服务代理和自动化护理文档等工具 [4][5] - 微软之前通过收购Nuance公司获得了医生自动化文档工具DAX Copilot [4] - 英伟达正在加大在医疗行业的布局,其GPU被用于训练ChatGPT等应用 [6] - 英伟达与强生、GE Healthcare等公司建立了新的合作关系 [6]