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Microsoft (MSFT) Soars on Anthropic Deal to Power Office 365 AI Features | Reuters | Login to see the signal | |
Microsoft to buy AI from Anthropic in shift from OpenAI, the Information reportsSummaryMicrosoft will pay to use Anthropic's AI technology to power some Office 365 features, the Information reported citing two people involved. |
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Microsoft (MSFT) Advances Copilot and Azure AI After Zacks Highlights Adtech Rally | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights AppLovin, Microsoft and SalesforceSummaryZacks spotlights AppLovin's strong growth and buy rating, citing robust revenue and global expansion; it also notes Microsoft, Google and Salesforce advancing generative AI with Microsoft integrating Copilot into Office and expanding Azure AI. |
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Microsoft (MSFT) Soars After White House AI Education Commitments | ReutersRefinitiv | Login to see the signal | |
Microsoft Says Today At White House’s AI Education Task Force Meeting, Co Announced Set Of New Commitments To Support The Presidential AI ChallengeSummaryMicrosoft pledged new commitments to support the White House's AI education initiative, with CEO Satya Nadella joining the task force, strengthening the company's public-sector AI positioning. |
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Amazon (AMZN) Soars as Qatar's QIA Joins Anthropic in $13B AI Funding Round | GuruFocus | Login to see the signal | |
Qatar Just Crashed the AI Party--with $13 Billion and a Silicon Valley Hit ListSummaryQatar's sovereign wealth fund, QIA, joined Anthropic's $13bn funding round as a significant investor, signaling deeper Gulf capital engagement in AI and long-term bets on infrastructure and generative media. |
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Amazon (AMZN) Rebounds on Anthropic Data Controls Update, Calms AI Privacy Concerns | GuruFocus | Login to see the signal | |
Anthropic Gives Claude Users More Control On Data UseSummaryAnthropic, backed by Amazon and Google, lets users opt out of having conversations used for model training and extends data retention to five years for consenting users; changes exclude business/API contracts and mirror industry practices to balance trust and model improvement. |
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Meta (META) Soars on JV with Reliance to Roll Out Open-Source AI Models in India | ReutersRefinitiv | Login to see the signal | |
Reliance Chairman Says Co Forming Dedicated JV With MetaSummaryMeta and Reliance are forming a dedicated JV to deliver open-source AI models to Indian businesses, announced by Reliance’s chairman and Meta CEO Mark Zuckerberg, aiming to accelerate local AI adoption and services in India. |
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Microsoft (MSFT) Soars on Strong Revenue Momentum and Robust Free Cash Flow | Stock Story | Login to see the signal | |
Microsoft (MSFT): 3 Reasons We Love This StockSummaryMicrosoft's stock rose 27.7% to $506.90 after strong quarterly results, double-digit revenue and EPS growth, and robust free cash flow margins, supporting a long-term bullish thesis despite a 34× forward P/E. |