• MSFT

Microsoft diversifies AI models for its 365 Copilot product, Reuters reports

Microsoft is diversifying its AI strategy for 365 Copilot by reducing reliance on OpenAI, training its models for improved efficiency, and aiming to lower costs for enterprise users.

• MSFT

Exclusive-Microsoft works to add non-OpenAI models into 365 Copilot products, sources say

Microsoft aims to diversify AI models in 365 Copilot, reducing dependency on OpenAI to cut costs and improve efficiency, while boosting enterprise adoption of its software.

• GOOG
• GOOGL
• MSFT
• ZM

‘Multiple reasons for optimism:’ Zoom stock lifted to Buy at Jefferies; shares up

Jefferies upgraded Zoom's stock rating to Buy and raised the price target, citing optimism for revenue growth driven by AI innovations and strategic shifts.

• AAPL
• INTC
• MSFT
• QCOM

Arm, Qualcomm to make closing cases in chip license dispute trial

The article discusses a legal case between Arm Holdings and Qualcomm regarding a license agreement, potentially impacting Qualcomm's PC chip development against competitors like Apple and Intel.

• 9984
• AMZN
• GOOGL
• IXIC
• MSFT
• PLTR
• TSLA

Tech selloff on less dovish Fed a ‘buying opportunity,’ Wedbush says

Wedbush analysts suggest a technology stock sell-off creates a buying opportunity, driven by AI advancements, with optimism for significant gains by 2025, especially benefiting firms like Tesla.

• AAPL
• INTC
• MSFT
• QCOM

Qualcomm saw Nuvia buy as chance to save $1.4 billion a year on Arm fees, CEO tells jury

Qualcomm's CEO testified that acquiring Nuvia could save $1.4 billion annually on Arm payments, amid legal disputes over technology licensing and market strategies.

• AAPL
• INTC
• MSFT
• QCOM

Arm, Qualcomm lawyers grill ex-Apple exec in chip design battle

• MSFT
• NVDA

Nvidia stock continues slide on chip supply comments

Nvidia's stock falls 15% linked to Microsoft's optimistic outlook on chip supply, contrasting with Nvidia's expectation of continued strong demand for their products.

• 9984
• AMZN
• GOOG
• GOOGL
• MSFT
• NDX
• ORCL
• PLTR
• TSLA

Wedbush sees tech stocks up another 25% in 2025

Wedbush predicts a 25% rise in tech stocks by 2025, fueled by AI investments, government initiatives, regulatory changes, and potential benefits for companies like Tesla.

• 1YMH25
• ESH25
• MSFT
• NQH25
• NVDA
• RIOT
• TSLA
• US10YT=X

Futures waver as yields rise ahead of Fed meet; retail sales on deck

U.S. stock index futures fell due to rising bond yields, with mixed premarket trading and anticipation of retail sales data and a Federal Reserve rate cut later this week.