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Latest news and interesting information about microsoft.
JMP Securities Initiates Microsoft with Outperform on AI Strategy
JMP Securities initiates Microsoft with Market Outperform rating and $550 target on AI strategy. Revenue growth expected to reach 17% in FY2026.
Nvidia Vera Rubin platform enters full production
Nvidia's Vera Rubin platform enters full production for AI systems, with global supply chain partners ramping up manufacturing.
First Windows PC with Nvidia chips to debut next week
Nvidia and Microsoft will debut the first Windows PCs with Nvidia chips next week. Dell and other makers will also offer Nvidia-powered devices.
Nvidia to unveil first Windows PCs with its chips
Nvidia is set to unveil its first Windows PCs with its own processors next week, expanding beyond AI data-center chips into mainstream computing.
Strait of Hormuz: 20% of global data flows
Strait of Hormuz carries 20% of global internet data. Iran threats raise concerns for tech companies like Amazon and Google.
Top software stocks for AI security growth
Barclays picks 5 software stocks for AI-driven security growth: Palo Alto Networks, CrowdStrike, Varonis, Cloudflare, Tyler Technologies. Analysis and insights.
Wall Street Hits Records on Tech, Iran Deal in Focus
Wall Street hit new records as tech stocks surged on Dell's strong earnings, while investors eyed a potential US-Iran deal.
S&P 500, Nasdaq hit record highs on Iran ceasefire
S&P 500, Nasdaq and Dow Jones hit record highs on US-Iran ceasefire news. Inflation data and AI stock rally support the market.
Anthropic to launch Claude Mythos in coming weeks
Anthropic launches Claude Opus 4.8, with Mythos coming in weeks. Advanced cybersecurity AI raises concerns but shows improved honesty.
Europe's Push to Curb Big Tech Faces Internal Debate
European leaders are divided on curbing Big Tech as they consider new rules on satellite spectrum and cloud tenders to boost EU tech sovereignty.
Why is Broadcom stock rallying today?
Broadcom stock rallies 3.6% after launching BCM68850, the first 50G ITU-PON chip with NPU and Wi-Fi 8. Analysts are bullish.
Marvell Technology SWOT: Optical growth boosts stock
Marvell Technology Group SWOT analysis: optical growth and AI infrastructure boost stock. Detailed analysis on Bond.az.
KPMG integrates Claude across workforce of over 276,000
KPMG integrates Claude AI across its workforce of 276,000 via alliance with Anthropic. The move enhances Digital Gateway with AI capabilities for tax and legal work.
Lumentum stock rides AI wave in optics
Lumentum stock rides AI wave in optics. Its leadership in optical components and partnership with NVIDIA support future growth.
Musk's OpenAI compensation claim rejected
US court dismisses Elon Musk's $150 billion damages claim against OpenAI, citing statute of limitations. Case continues on lesser counts.
Distance learning in Baku schools - EXPLANATION
Baku schools implement distance learning from May 18-22 due to WUF13. Online lessons organized in Yasamal, Sabail, and other districts.
NextEra in Talks to Buy Dominion Energy
NextEra Energy is in talks to acquire Dominion Energy in a stock deal targeting AI and data center power demand.
Ackman explains Alphabet exit for Microsoft stake
Bill Ackman says Alphabet sale was portfolio rebalancing, not a bet against the company; proceeds funded Microsoft stake.
Bill Ackman: Alphabet Sale Not a Bet Against Company
Bill Ackman clarifies that selling Alphabet shares was not a bet against the company but to fund a Microsoft investment.
Ackman, Loeb take different routes on tech bets
Bill Ackman and Daniel Loeb take different approaches to tech stocks: Ackman bets on Microsoft, Loeb favors Alphabet.
Investors Flock to Semiconductor Stocks
Institutional investors opened new positions in semiconductor stocks like Intel and Micron in Q1, capitalizing on the AI-driven rally.
Market movers: MSFT up, INTC down
Friday market movers: Microsoft up, Intel down. Latest stock news on Bond.az.
Pershing Square Buys Microsoft Stake, Calls It 'Compelling'
Bill Ackman's Pershing Square takes a stake in Microsoft, citing compelling valuation. The hedge fund sees opportunity in the tech giant.
TD Cowen reiterates Buy on Microsoft, cites Azure growth
TD Cowen reiterates Buy on Microsoft stock, citing Azure growth and Copilot adoption. Bond.az provides analysis on Microsoft's AI strategy and financial outlook.
Rep. Buys Apple, Microsoft, Nvidia Stocks
Rep. John McGuire of Virginia buys Apple, Microsoft, and Nvidia stocks. Tech investments made through retirement account.
Marvell price target raised to $200 by RBC on optical strength
RBC Capital raised Marvell Technology price target to $200, citing optical business strength. AI networking and custom XPU trends support growth.
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