PALO ALTO, Calif., Sept. 04, 2024 (GLOBE NEWSWIRE) -- Aisera, a leading developer of generative AI applications and platform for the enterprise, today announced it is extending Copilot for Microsoft 365 for enterprise-wide and heterogeneous environments. Built on Azure AI, Microsoft 365, and Azure cloud, Aisera’s GenAI platform offers scalable and secure AI Copilot and AI Search solutions for enterprise-wide and heterogeneous data lakes/apps/services. “We are excited to partner with Microsoft to deliver AI ...

Good news for Microsoft: The U.K.’s antitrust regulator says that the tech titan’s high-profile acquihire of the team behind AI startup Inflection doesn’t cause competition concerns, and thus it won’t be pursuing a full-scale investigation. However, the Competition and Markets Authority (CMA) says that the deal does fall under its regulatory purview as a “relevant merger situation,” meaning similar deals in the future may still be investigated on competition grounds — even if a full acquisition has not take ...

wellesenterprisesInvestment Thesis Since our last bullish coverage in late June, Microsoft's (NASDAQ:MSFT) stock has declined by 7.5%. This decline provided a more favorable risk/reward setup because of the higher margin of safety. Despite recent downward pressure, Microsoft's long-term growth remains intact, especially considering its strategic investments in cloud computing, AI, and enterprise software. The current price levels offer an entry point for investors seeking to realize value from Microsoft ...

hapabapa The investment story for Microsoft (NASDAQ:MSFT) depends on a large extent on Azure, its cloud business. In turn, Azure's growth is increasingly seeing growing contribution from AI services. In this article, I'll briefly go through my review for the reported FY4Q24 results, but more importantly look into the opportunity and debate about Microsoft's AI monetization. I will look deeper into the ROI of Microsoft's AI investments, and whether these capital expenditures are worthwhile. Firstly, I am ...

文章核心观点 - 微软(MSFT)是比尔·盖茨基金会信托基金的主要持股之一,占其32%的持股比例 [2] - 华尔街分析师普遍看好微软,平均目标价为504.91美元,较当前价格上涨21.04% [2] - 微软股价年初至今上涨12.09%,较去年同期上涨24.77% [3] - 生物科技公司Schrodinger Inc(SDGR)仅占基金0.28%的持股,但分析师预测其股价可能上涨54.54% [4] - 尽管SDGR近期业绩下滑,但公司仍保持良好的财务状况和软件业务的高毛利率,未来有望从新药研发获得突破性进展 [5] 微软(MSFT) - 微软是全球最大的软件公司,是比尔·盖茨基金会信托基金的主要持股之一,占其32%的持股比例 [2] - 华尔街分析师普遍看好微软,平均目标价为504.91美元,较当前价格上涨21.04%,部分分析师甚至预测其股价可达570美元,较当前上涨37% [2] - 微软股价年初至今上涨12.09%,较去年同期上涨24.77%,尽管7月份因云计算业务表现不佳而有所下跌,但最近一个月股价已经上涨5.32% [3] Schrodinger Inc(SDGR) - Schrodinger Inc是一家生物科技公司,专注于利用计算方法预测药物的毒性风险 [4] - 分析师预测SDGR股价可能上涨54.54%,部分分析师甚至预测其股价可上涨68.75% [4] - 尽管SDGR近期业绩下滑,但公司仍保持良好的财务状况和软件业务的高毛利率,未来有望从新药研发获得突破性进展 [5]

The Bill & Melinda Gates Foundation Trust has big positions in Microsoft and Berkshire Hathaway.The Bill & Melinda Gates Foundation (BMGF) engages in various philanthropic activities around the world, everything from improving healthcare systems and promoting education to fighting poverty and inequalities. Since its inception, the organization had paid out more than $77 billion in grants.The foundation's charitable giving is funded by the BMGF Trust, which holds and invests donated money. As of June 2024, t ...

文章核心观点 - 多家公司宣布了长期持续增加股息的纪录 [1][2][3][4][5][6] - 部分公司的股息增幅较大,如Nordson 14.7%、Badger Meter 25.9%、Carlisle 17.6% [3][6] - 预计9月份将有多家公司宣布股息增加,其中微软公司(MSFT)预计增幅将达10-12% [7][8] 行业和公司总结 公用事业行业 - 水公司American States Water连续71年增加股息,增幅8.3% [2] - 天然气和电力公司MGE Energy连续49年增加股息,增幅5.3% [5] - 公用事业公司OGE Energy连续19年增加股息,但增幅仅1-2% [8] - 公用事业公司New Jersey Resources连续29年增加股息,预计增幅7.1-9.5% [8] 银行和金融行业 - 区域银行BancFirst连续32年增加股息,增幅7% [2] - 区域银行Fifth Third Bancorp连续14年增加股息,预计增幅5.7-8.6% [8] - 区域银行The First of Long Island连续27年增加股息,预计增幅0-2.4% [8] 工业制造行业 - 工业公司Carlisle连续49年增加股息,增幅17.6% [3] - 工业公司Nordson连续62年增加股息,增幅14.7% [6] - 工业公司Honeywell连续14年增加股息,预计增幅3.7-5.6% [8] - 航空航天公司Lockheed Martin连续22年增加股息,预计增幅7-8.9% [8] 科技行业 - 软件公司Microsoft连续22年增加股息,预计增幅10-12% [7][8] - 金融科技公司Broadridge Financial连续18年增加股息,增幅10% [3] - 金融软件公司Intuit连续14年增加股息,增幅15.6% [5] 其他行业 - 餐饮公司McDonald's连续49年增加股息,预计增幅6.6-7.8% [7] - 烟草公司Altria连续55年增加股息,增幅4.1% [5] - 安全防护公司Brady连续39年增加股息,预计增幅2.1-6.4% [8] - 电信公司Verizon连续20年增加股息,预计增幅0.8-2.3% [8] - 零售公司Starbucks连续14年增加股息,预计增幅3.5-7% [8] - 烟草公司Philip Morris连续16年增加股息,预计增幅3.8-4.6% [8]

OpenAI and Anthropic, the two most richly valued artificial intelligence startups, have agreed to let the U.S. AI Safety Institute test their new models before releasing them to the public, following increased concerns in the industry about safety and ethics in AI.The institute, housed within the Department of Commerce at the National Institute of Standards and Technology (NIST), said in a press release that it will get "access to major new models from each company prior to and following their public releas ...

Investors got a fresh perspective on the state of the AI revolution, and they liked what they saw.The mad dash to adopt artificial intelligence (AI) began in earnest early last year, driving impressive gains for those companies best positioned to profit from this sea change in technology. The resulting bull run among AI stocks has helped sustain the ongoing market rally.In recent weeks, however, some investors have begun to get skittish, wondering how long this relentless run could go on and looking for evi ...

HJBC I last wrote about Microsoft (NASDAQ:MSFT) on April 30, 2024. I gave it a Hold recommendation, primarily based on valuation concerns and the risks of its strategy not panning out. At the time, I gave it a fair value of $406. After reviewing the company's fourth-quarter fiscal year ("FY") 2024 earnings report, I still believe the stock's fair value is around the low $400s. Microsoft delivered a solid fourth-quarter report on July 30, 2024. With a market cap of $3.07 trillion, it's the world's third- ...