Microsoft NASDAQ: MSFT system operacyjny Windows, konsola Xbox, Pakiet Office, platforma chmurowa Azure

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Microsoft cloud deal flows remain steady - Wedbush

https://www.investing.com/news/stock-ma ... SI-3014291

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Intel (NASDAQ:INTC) and Microsoft (NASDAQ:MSFT) are reportedly hinting at the as-yet-unannounced Windows 12, The Verge said on Wednesday.

The publication explains that the Twitter account @leaf_hobby, which has previously exposed full specs of Intel's Xeon chips before launch, has posted details regarding Intel's Meteor Lake desktop platform. Intel reportedly notes internally that its next-gen CPUs will support Windows 12.

The tweet has since been deleted.

However, Intel shares jumped Wednesday, hitting a high of $25.92. They are currently up over 1% at $25.26, with traders believing the Microsoft 12 rumors are the cause of the rise.

Meanwhile, the website VideoCardz.com reportedly noted that Meteor Lake is anticipated to include 20 PCIe Gen 5.0 lanes and support for Windows 12.

Tech giant Microsoft has not announced any plans for Windows 12, but The Verge stated there are signs the company is looking to integrate AI-powered features in future versions of Windows.

Microsoft head of consumer marketing Yusuf Mehdi told the online technology publication earlier this week that as the company starts to develop future versions of Windows, they will "think about other places where AI should play a natural role in terms of the experience."

They also noted that Mehdi's comments followed Windows chief Panos Panay's claim earlier this year at CES that AI will "reinvent how you do everything on Windows.”

https://www.investing.com/news/stock-ma ... SI-3019210

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Łączna waga Apple i Microsoftu w indeksie S&P 500 jest najwyższa od co najmniej 1990 r., jak wynika z nowego raportu Strategas Research.

Dwaj giganci technologiczni stanowią obecnie ponad 13% szerszego indeksu rynkowego, strateg funduszu ETF Strategas, Todd Sohn, napisał we wtorek w wiadomości skierowanej do klientów, jak donosi CNBC. Ceny akcji tych spółek prześcignęły również S&P 500 w tym roku, przy czym Apple wzrósł o 26%, a Microsoft o prawie 14%, podczas gdy S&P 500 wzrósł tylko o 3%.

"Ostatnie wyniki spółek z branży technologicznej spowodowały, że łączna waga S&P 500 z AAPL (7,1%) + MSFT (6,1%) wzrosła do nowych szczytów z okresu ponad 30 lat. Ryzyko koncentracji 5-10 głównych składników było palącym tematem w czasie zwyżki po COVID, ale wydaje się, że obecnie jest ona ograniczona do dwóch głównych spółek" - powiedział Sohn.

Ta przewaga pojawia się, ponieważ inwestorzy zaczynają dystansować się od dominacji FAANG - Facebook/ Meta Platforms (META 0,85%), Amazon (AMZN -0,59%), Apple, Netflix (NFLX 2,50%) i Google/Alphabet (GOOGL -0,15%) - nad całą branżą technologiczną w ostatniej dekadzie. Grupa ta czasami dodaje również do swoich szeregów takie spółki, jak Nvidia (NVDA -1,52%), Microsoft i Tesla (TSLA -0,94%).

"To jest po prostu przełomowe" - dodał Sohn. "Istnieje po prostu większy komfort w sposobie postrzegania Apple i Microsoftu, w przeciwieństwie do wybierania i kupowania akcji jakiejkolwiek firmy technologicznej".

Sam sektor technologiczny znalazł się w ostatnich miesiącach pod presją, a obfitujący w spółki technologiczne fundusz Invesco QQQ ETF (QQQ 0,37%) spadł o ponad 33% w 2022 r. i tylko nieznacznie odzyskał 15% wzrost w ciągu roku - co nadal jest lepszym wynikiem od szerszego S&P 500.

To ożywienie można częściowo przypisać największym udziałom Microsoftu na poziomie 12,32% i Apple na poziomie 12,31%; to dwa razy więcej niż trzeci i czwarty najwyższy składnik - Amazon i Nvidia ważone odpowiednio na poziomie 6,26% i 5,10%.

Fundusz Technology Select Sector SPDR Fund (XLF -0,06%), który śledzi wyniki segmentu technologicznego S&P 500, jak na razie w tym roku osiąga 16% przewagę nad szerszym indeksem rynkowym dzięki dużym udziałom Microsoftu i Apple. Łączna waga gigantów technologicznych stanowi prawie połowę udziałów w indeksie.

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Microsoft (NASDAQ:MSFT) down 2% as China and the U.S. weigh up whether regulatory scrutiny on generative artificial intelligence services like ChatGPT is required.

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Morgan Stanley analysts told investors in a note Monday that the firm sees a buying opportunity in Microsoft (NASDAQ:MSFT).

"Microsoft consistently screens as best positioned to gain market share, we see a buying opportunity," stated the analysts, who reiterated an Overweight rating and $307 price target on MSFT shares.

Microsoft shares are up more than 1% so far in today's session, boosted by reports that Samsung (KS:005930) is mulling replacing Google (NASDAQ:GOOGL) with Microsoft's Bing as the default search engine on its devices.

In their preview of Microsoft's latest quarter, the analysts revealed that for the tech giant, the latest AlphaWise survey showed it is best positioned to gain market share of IT budgets overall. In addition, Microsoft and Google are expected to be the major beneficiaries of AI.

"AI as a % of cloud spend is set to increase meaningfully over the next three years from 3% to 9%, and importantly Microsoft is most frequently cited as the largest share gainer of AI/ML spending this year and in the next 3 years," the analysts wrote.

As one of the leaders in AI, the analysts stated that the opportunity "goes well beyond Search and even well beyond Azure's AI services."

"Microsoft is uniquely positioned, in our view, given its partnership with OpenAI, its vast installed bases and data sets, and existing solutions across most areas of software, to lead in the rollout of monetizable capabilities across its portfolio," they explained. "In turn, these dynamics translate to earlier training and improvement of AI models for Microsoft, expanding its mind share and market share lead."

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(Reuters) - Microsoft Corp (NASDAQ:MSFT) is developing its own artificial intelligence chip code-named "Athena" that will power the technology behind AI chatbots like ChatGPT, the Information reported on Tuesday, citing two people familiar with the matter.

The company, which was an early backer of ChatGPT-owner OpenAI, has been working on the chip since 2019 and it is being tested by a small group of Microsoft and OpenAI employees, the report said.

According to the report, the chips will be used for training large-language models and supporting inference - both needed by generative AI like the one used in ChatGPT to process massive amounts of data, recognize patterns and create new outputs to mimic human conversation.

Microsoft is hoping the chip will perform better than what it currently buys from other vendors, saving it time and money on its costly AI efforts, the report said. Other big tech companies including Amazon (NASDAQ:AMZN) and Google (NASDAQ:GOOGL) also make their own in-house chips for AI.

So far, chip designer Nvidia (NASDAQ:NVDA) dominates the market for such chips.

Microsoft and Nvidia did not immediately respond to a request for comment.

The rollout is being accelerated by Microsoft following the success of ChatGPT, the report said. The Windows maker earlier this year launched its own AI-powered search engine, Bing AI, capitalizing on its partnership with OpenAI and trying to grab market share from Google.

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Latest Release
Apr 25, 2023

EPS / Forecast
2.45 / 2.24

Revenue / Forecast
52.9B / 51.12B

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WARSAW (Reuters) - Microsoft (NASDAQ:MSFT) will build a data centre in Poland, the company's President for Europe, the Middle east and Africa (EMEA) said on Wednesday at the European Economic Congress in the southern city of Katowice.

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Microsoft (NASDAQ:MSFT) stock rose pre 8% after Britain’s top competition regulator moved to block the software giant’s expensive acquisition of video game publisher

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Microsoft wins EU antitrust approval for Activision deal vetoed by UK

BRUSSELS (Reuters) -Microsoft Corp won EU antitrust approval for its $69 billion acquisition of Activision on Monday, in a significant boost that could prompt Chinese and South Korean regulators to follow suit despite a British veto of the deal.

The U.S. software giant still faces a battle to clinch the world's biggest gaming industry takeover, however. It has until May 24 to appeal a decision by Britain's Competition & Markets Authority (CMA) to block it. A final decision may take months.

The U.S. Federal Trade Commission's case against the deal is also pending at the agency, though Japan approved it in March.

The European Commission said the transaction was pro-competitive due to Microsoft (NASDAQ:MSFT)'s agreement to licence popular Activision games such as "Call of Duty" to rival game streaming platforms, confirming a Reuters report in March.

Such licences are "practical and effective", European Union antitrust chief Margrethe Vestager told reporters.

"Actually they significantly improve the condition for cloud game streaming compared to the present situation, which is why we actually consider them pro-competitive," she added, contrasting with the UK position that the deal would hit competition in that part of the market.

In rejecting the deal, the UK watchdog was seen as flexing its muscle on the global regulatory stage since Brexit.

Microsoft has in recent months signed licensing deals with Nvidia (NASDAQ:NVDA), Nintendo, Ukraine's Boosteroid and Japan's Ubitus to bring Activision games to their platforms should the deal go through.

"The European Commission has required Microsoft to license popular Activision Blizzard (NASDAQ:ATVI) games automatically to competing cloud gaming services. This will apply globally and will empower millions of consumers worldwide to play these games on any device they choose," said Microsoft President Brad Smith.

Activision's shares were up 1.3% at 1650 GMT, while Microsoft's were little changed.

CLOUD GAMING MARKET GROWTH

Vestager said the Commission had a different view from UK regulators of how the game streaming market, which accounted for just 1% of the total market last year, would develop.

"They see this market developing faster than we would think," she said. "There is a bit of a paradox here, because we think that the remedies that we have taken ... will allow for licensing to many, many more in the cloud gaming markets."

Britain's CMA said streaming was the most rapidly growing sector in gaming, while consoles were a mature market. It said Microsoft already accounted for 60-70% of global cloud gaming services and had other trump cards: Xbox, the leading PC operating system Windows and cloud provider Azure.

The CMA said on Monday it stood by its veto. Microsoft has said it will appeal that decision to the Competition Appeal Tribunal, with a ruling expected to take months.

The EU move will give CMA critics ammunition against the agency, said Alex Haffner, a partner at London law firm Fladgate.

"Critics of the CMA's stance, of which there have been many, will inevitably seize on today’s decision as proving the point made that the UK's regulatory regime is too rigid and stifles innovation," he said.

"Microsoft and Activision’s lawyers will also use the decision to provide greater ballast to their appeal of the CMA's decision."

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Bill Gates zdradził 5 porad. Powinien je znać każdy młody pracownik

https://www.msn.com/pl-pl/styl-zycia/mo ... 4ca51&ei=9

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Microsoft CEO says exclusive Activision games make 'no strategic sense'

https://www.investing.com/news/stock-ma ... er-3115196

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Microsoft should become the next $3 trillion company by early 2024 - Wedbush

Wedbush analysts reiterated an Outperform rating and a $375 per share price target on Microsoft (NASDAQ:MSFT) as the tech giant continues to gain cloud market share.

The analysts strongly believe that Microsoft shares could receive a $40-50 per share boost on the back of the ChatGPT/AI monetization.

"We believe Nvidia's "jaw dropping guidance" heard around the world is a direct AI barometer for Redmond as our recent June quarter checks further confirm the monetization opportunity for MSFT is happening much sooner than the Street had anticipated in the field," the analysts said in a note.

"We estimate for every $100 of cloud Azure spend with MSFT the last few years there is an incremental $35-$40 of AI spend that now is on the table which changes the game and TAM for Nadella & Co. looking ahead."

As a result, the analysts project that Microsoft should join Apple (NASDAQ:AAPL) in becoming the next $3 trillion company. This could happen as soon as early next year.

“Our thesis remains that the cloud and underlying Office 365/Windows ecosystem is going to comprise a bigger and bigger piece of Redmond going forward and will ultimately spur growth and margins into FY23/FY24 despite this downturn. We also believe Redmond is just starting to hit its next gear of growth with ChatGPT and AI also adding a new layer of growth to the MSFT story over the coming years.”

Microsoft shares are down 0.6% in pre-market Wednesday.

https://www.investing.com/news/stock-ma ... SI-3119815

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Microsoft added more than 1% as the tech giant took another major step forward toward closing its $69 billion acquisition of Call of Duty maker Activision Blizzard Inc (NASDAQ:ATVI) after a Federal judge rejected the Federal Trade Commission’s request to delay the acquisition, citing a lack of evidence that the deal would lessen competition.

“With the injunction denied, Microsoft has a green light to close the deal before July 18,” Wedbush said in a note. Should the deal extend beyond July 18, then under the terms of the deal, Microsoft would have been on the hook to pay Activision $3B and be required to negotiate a new deal, Wedbush added.

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Microsoft raised to Buy at UBS on cloud stabilization and AI catalysts

UBS analysts upgraded Microsoft (NASDAQ:MSFT) shares to Buy from Neutral and raised the price target to $400 per share (up from $345).

The analysts' move is based on “evidence that Azure/AWS cloud infrastructure spend is beginning to stabilize after a significant deceleration over the past year,” they wrote in an upgrade note.

“Our latest round of checks suggest the backdrop remains tough but is no longer deteriorating - the worst may be behind us. Some partners suggested new bookings discussions are slowly recovering, anecdotes that we heard in our ServiceNow checks too (an early stage loosening of IT budgets might be broader-based). Net, we raise our Azure estimates for 4Q/Jun and beyond.”

Analysts also highlight near-term AI catalysts and still-attractive valuation as key factors behind the upgrade call.

“While there is obviously a lot of AI enthusiasm already in the stock, in our view it is increasingly tough to be on the sidelines while facing two near-term AI catalysts, namely: a) the potential for the Azure revs growth rate boost from AI workloads to exceed Microsoft’s 1-point guide and/or increase in 1Q/Sept; and b) the pending M365 Copilot monetization announcement, even if we conclude that the per-seat pricing will land in the $10-15 range.”

Analysts highlight that MSFT stock is up “just” 12% since May 1 and has “materially underperformed the peer group.”

“In our view Microsoft shares deserve a higher premium given the company's direct and material exposure to the emerging AI opportunity and the fact that CY24 might be an unusually elevated period of capex intensity, depressing FCF.”

All-in-all, the MSFT stock set-up is “too attractive to maintain a neutral view of the stock,” they added.

Microsoft shares rose 1.8% on the news.