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Microsoft

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Nvidias new favorite, Elon Musks SpaceX, could pose a serious threat to Arkady Volozhs Nebius / Photo: X/Nebius
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SpaceX has begun expanding into the AI computing market. Is this a threat to CoreWeave and Nebius?
Morgan Stanley believes that the outcome of the competition between open and closed models may be less important than the pace of AI adoption / Photo: Tada Images/Shutterstock.com
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Morgan Stanley outlined three scenarios for the future of AI. In all of them, there was only one winner.
Microsoft disclosed its revenue from OpenAI / Photo: Unsplash/Valent Lau
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Most of Microsoft's AI revenue came from a single source—OpenAI
In-house AI chips will allow Anthropic to optimize the performance of its Claude family of models / Photo: PJ McDonnell / Shutterstock.com
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Following in OpenAI's footsteps, Anthropic will develop its own AI chip. Is Claude lacking processing power?
The acceleration in revenue growth in the cloud segment and the increase in the number of AI service users have convinced the market of the effectiveness of the companys capital expenditures / Photo: Salah Darwish / unsplash
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Microsoft stock is on its best rally in 26 years. Is it too late to buy?
Shares of Cloud Giants Soared: Microsoft and Amazon Reassured Investors
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Shares of Cloud Giants Soared: Microsoft and Amazon Reassured Investors
Amazons stock soared and surpassed the $3 trillion mark / Photo: Tupungato / Shutterstock
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Amazon has joined the "club" of companies with a market capitalization of more than $3 trillion. There are only five of them.
Analysts havent ruled out the possibility that the market could see a rally following Julys sell-off. But heres the question: Will semiconductor stocks be part of it? Photo: Aditya Vyas / Unsplash
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After the July sell-off: Has the golden age for chipmakers come to an end?
The Nasdaq Composite lost more than 3% over the past month / Photo: X / NYSE
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The Nasdaq Composite had its worst July in 20 years due to a plunge in chipmaker stocks
Nvidia chips, originally designed for gamers, proved to be ideal for AI applications / Photo: alexgo.photography/Shutterstock.com
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Nvidia Finds Itself in the Unfamiliar Role of an Undervalued Growth Stock — Morningstar
Despite the rebound, July could be the worst month on the stock market for semiconductor manufacturers since 2008 / Photo: Shutterstock.com
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It's the best day for chipmakers since 2025. Burry is shorting them again.
The past quarter was a successful one for Microsofts Azure cloud division / Photo: Paolo Bona / Shutterstock.com
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Microsoft Beat Nvidia's Record for Market Capitalization Growth
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