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- LolollolLolollol
  ·02-05
  $Amazon.com(AMZN)$
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- LolollolLolollol
  ·02-04
  🙄
  Why Microsoft's investment in AI should start to pay off in 2025
  Hardware development and software support makes the tech giant a formidable contender. This article is part of a series where tech-company analyst Ryan Shrout evaluates tech-industry leaders' prospects for 2025. Some of this commentary is based on assumptions of product execution, market adjustment and competitive displacement. It is not a comprehensive analysis of a full-year outlook.The disruptive elements of the U.S. Stargate program and the release of the Chinese artificial-intelligence comp
  Why Microsoft's investment in AI should start to pay off in 2025
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- LolollolLolollol
  ·01-27
  Time to buy
  Why China Startup DeepSeek Could Spell Trouble For Nvidia, AI Stocks
  "Startups OpenAI and Anthropic have been battling Google, Meta and others in developing large, multimodal and small language foundation models.Further, DeepSeek reportedly spent only $5.6 million over two months to develop its latest AI model, noted economist Ed Yardeni in a report.Meanwhile, DeepSeek's success could weigh on U.S. earnings reports, Yardeni said, amid enormous capital spending increases by Google, Meta, Microsoft and others. Microsoft is the biggest investor in OpenAI."This migh
  Why China Startup DeepSeek Could Spell Trouble For Nvidia, AI Stocks
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- LolollolLolollol
  ·01-23
  $Microsoft(MSFT)$ 470
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- LolollolLolollol
  ·2024-12-02
  $Microsoft(MSFT)$ Buy now
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- LolollolLolollol
  ·2024-12-02
  $ocbc bank(O39.SI)$ Down
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- LolollolLolollol
  ·2024-11-28
  $Microsoft(MSFT)$ 500
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- LolollolLolollol
  ·2024-11-02
  $Intel(INTC)$ Take profit now
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- LolollolLolollol
  ·2024-10-31
  $Microsoft(MSFT)$ Time to buy
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- LolollolLolollol
  ·2024-10-11
  $Tesla Motors(TSLA)$ Tesla no more hope
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Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1738428600,"share":"https://ttm.financial/m/news/2508733089?lang=&edition=fundamental","pubTime":"2025-02-02 00:50","market":"sg","language":"en","title":"Why Microsoft's investment in AI should start to pay off in 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2508733089","media":"Dow Jones","summary":"Hardware development and software support makes the tech giant a formidable contender. This article is part of a series where tech-company analyst Ryan Shrout evaluates tech-industry leaders' prospects for 2025. Some of this commentary is based on assumptions of product execution, market adjustment and competitive displacement. It is not a comprehensive analysis of a full-year outlook.The disruptive elements of the U.S. Stargate program and the release of the Chinese artificial-intelligence comp","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Why Microsoft's investment in AI should start to pay off in 2025\n</p>\n<p>\n  By Ryan Shrout \n</p>\n<p>\n     Hardware development and software support makes the tech giant a formidable contender \n</p>\n<p>\n     This article is part of a series where tech-company analyst Ryan Shrout evaluates tech-industry leaders' prospects for 2025. Some of this commentary is based on assumptions of product execution, market adjustment and competitive displacement. It is not a comprehensive analysis of a full-year outlook. \n</p>\n<p>\n     The disruptive elements of the U.S. Stargate program and the release of the Chinese artificial-intelligence company DeepSeek has put more critical eyes than ever on major AI players like Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>. \n</p>\n<p>\n     In its earnings report after the close on Wednesday, Microsoft reported a 12% increase in revenue year on year, and improvements on margin and EPS. Microsoft CEO Satya Nadella told analysts there would be no slowdown in infrastructure investment, tossing off fears that DeepSeek would derail the AI progress that U.S. Big Tech has been making. But even with a 31% increase in revenue for Microsoft's Azure group, Wall Street expectations were a couple points higher and the stock was hit hard in Thursday trading. \n</p>\n<p>\n     Investors shouldn't be short-sighted. Microsoft's Azure cloud platform is poised for substantial growth in 2025, driven by several factors. Azure's support for hybrid and multi-cloud enterprise integration strategies offers businesses flexibility and resilience, potentially making it the preferred choice for organizations seeking adaptable cloud solutions. The Azure AI Foundry provides a new architecture for enterprise AI applications and developers, promising more around services and AI model integrations that just access to bare hardware or cloud instances. This will be a key differentiator for Microsoft against rivals with fewer internal development resources. \n</p>\n<p>\n     Collaborations with Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> and other industry leaders have brought advanced GPUs like the GB200 \"Grace Blackwell\" to Azure, ensuring top-tier performance for AI workloads. Microsoft has been one of, if not the lead partner for Nvidia on these new architectures, and this should continue in 2025. Having access to the latest and greatest silicon and solutions from the AI compute leader is critical to keep Azure a top-of-mind leader in the hyperscaler space. \n</p>\n<p>\n     Microsoft's development of custom-designed computing chips, including the Maia chip for large language models and the Cobalt CPU for general cloud services, underscores its commitment to optimizing performance and efficiency. I expect these offerings to grow in 2025, both in terms of new chips and in implementation breadth, making up a larger portion of the Azure ecosystem. This will aid in controlling margins and Microsoft's ability to differentiate to a wide range of potential customers in the space. \n</p>\n<p>\n     Strategic alliances with companies like Palantir Technologies <a href=\"https://laohu8.com/S/PLTR\">$(PLTR)$</a> have expanded Azure's capabilities, particularly in delivering AI-based data analytics products to U.S. defense and intelligence agencies. Under the Trump administration, this could become a very profitable expansion. \n</p>\n<p>\n     The anticipated widespread adoption of AI in 2025 is expected to drive significant growth in Microsoft's consumer and commercial client product segments. The broader availability of Copilot+ PCs, now with chips available from Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>, AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, and Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, are equipped with enhanced AI features, and are set to stimulate a long-awaited upgrade cycle among consumers. \n</p>\n<p>\n     The integration of AI capabilities into Microsoft 365, including tools like Copilot, will enhance productivity and drive adoption across both consumer and enterprise markets. The only question is how high this can and will scale. Microsoft is clearly building the infrastructure in the cloud to support it, but convincing businesses to integrated and pay for these new services is the next step for marketing and product teams. \n</p>\n<p>\n     Microsoft's gaming division, bolstered by the acquisition of Activision Blizzard, has seen significant revenue increases. The company is expected to continue expanding its gaming ecosystem across Xbox, PC, and third-party platforms, potentially shifting focus away from specific hardware to a more inclusive gaming experience. How this impacts both the gaming division (from a revenue perspective) and the gaming market wholistically has yet to be seen, but there is a chance this could be a net-negative to revenue in the short term. \n</p>\n<p>\n     This year should be pivotal in the AI landscape, with companies vying for thought leadership and innovation. As new developments slam the market with disruption like Stargate and DeepSeek, Microsoft's unique position, encompassing hardware development, software support, and services provision, makes it a formidable contender. The combination of custom hardware, such as the Maia and Cobalt chips, with advanced software platforms and AI models, positions it as a leader in delivering comprehensive AI solutions. \n</p>\n<p>\n     Risks to Microsoft's earnings \n</p>\n<p>\n     Last year, Microsoft reported revenue increase of 16%, reaching $245.1 billion, with net income rising by 22% to $88.1 billion. Massive numbers by any account, but with the heavy investment in AI infrastructure under more scrutiny than ever, the company clearly needs to show growth beyond that in 2025. \n</p>\n<p>\n     While the outlook for the year ahead is optimistic, there are still risks that could impact Microsoft. If AI infrastructure becomes commoditized, competition may shift to pricing, potentially affecting Microsoft's revenue and margins in the Azure segment. The success of AI-driven client products, such as Copilot+, depends on consumer uptake. If consumers perceive limited value or opt for alternative AI solutions, Microsoft's growth in this area could be constrained. A slowdown in market growth or heavy saturation could directly impact companies investing in AI, including Microsoft. New entrants in the hyperscaler space, such as Nvidia (with software and services) or startups like Groq, with focused product offerings, could present competitive challenges to Azure's market position. \n</p>\n<p>\n     Despite being one of the most valuable companies globally, Microsoft's price-to-earnings (P/E) ratio remains more conservative compared to other major AI players such as Nvidia or Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>. Microsoft's diverse revenue sources, spanning cloud services, productivity software, and gaming, provide resilience against sector-specific downturns. However, this diversification may also temper the company's upside potential compared to more specialized AI firms. But I see this as a worthwhile balance of stability and risk. \n</p>\n<p>\n     Put together, Microsoft's strategic initiatives and investments in AI, cloud services, and consumer products position it for a potentially transformative year in 2025. While challenges and risks exist, the company's comprehensive approach and diversified portfolio provide a solid foundation for sustained growth and innovation. \n</p>\n<p>\n     Ryan Shrout is the president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. He holds shares of Intel. \n</p>\n<p>\n     More: Microsoft investors are ignoring this number that suggests better growth ahead \n</p>\n<p>\n     Plus: How Apple pulled off a major feat that offset its big China miss on iPhones \n</p>\n<p>\n     -Ryan Shrout \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 01, 2025 11:50 ET (16:50 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Microsoft's investment in AI should start to pay off in 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Microsoft's investment in AI should start to pay off in 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-02 00:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Why Microsoft's investment in AI should start to pay off in 2025\n</p>\n<p>\n  By Ryan Shrout \n</p>\n<p>\n     Hardware development and software support makes the tech giant a formidable contender \n</p>\n<p>\n     This article is part of a series where tech-company analyst Ryan Shrout evaluates tech-industry leaders' prospects for 2025. Some of this commentary is based on assumptions of product execution, market adjustment and competitive displacement. It is not a comprehensive analysis of a full-year outlook. \n</p>\n<p>\n     The disruptive elements of the U.S. Stargate program and the release of the Chinese artificial-intelligence company DeepSeek has put more critical eyes than ever on major AI players like Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>. \n</p>\n<p>\n     In its earnings report after the close on Wednesday, Microsoft reported a 12% increase in revenue year on year, and improvements on margin and EPS. Microsoft CEO Satya Nadella told analysts there would be no slowdown in infrastructure investment, tossing off fears that DeepSeek would derail the AI progress that U.S. Big Tech has been making. But even with a 31% increase in revenue for Microsoft's Azure group, Wall Street expectations were a couple points higher and the stock was hit hard in Thursday trading. \n</p>\n<p>\n     Investors shouldn't be short-sighted. Microsoft's Azure cloud platform is poised for substantial growth in 2025, driven by several factors. Azure's support for hybrid and multi-cloud enterprise integration strategies offers businesses flexibility and resilience, potentially making it the preferred choice for organizations seeking adaptable cloud solutions. The Azure AI Foundry provides a new architecture for enterprise AI applications and developers, promising more around services and AI model integrations that just access to bare hardware or cloud instances. This will be a key differentiator for Microsoft against rivals with fewer internal development resources. \n</p>\n<p>\n     Collaborations with Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> and other industry leaders have brought advanced GPUs like the GB200 \"Grace Blackwell\" to Azure, ensuring top-tier performance for AI workloads. Microsoft has been one of, if not the lead partner for Nvidia on these new architectures, and this should continue in 2025. Having access to the latest and greatest silicon and solutions from the AI compute leader is critical to keep Azure a top-of-mind leader in the hyperscaler space. \n</p>\n<p>\n     Microsoft's development of custom-designed computing chips, including the Maia chip for large language models and the Cobalt CPU for general cloud services, underscores its commitment to optimizing performance and efficiency. I expect these offerings to grow in 2025, both in terms of new chips and in implementation breadth, making up a larger portion of the Azure ecosystem. This will aid in controlling margins and Microsoft's ability to differentiate to a wide range of potential customers in the space. \n</p>\n<p>\n     Strategic alliances with companies like Palantir Technologies <a href=\"https://laohu8.com/S/PLTR\">$(PLTR)$</a> have expanded Azure's capabilities, particularly in delivering AI-based data analytics products to U.S. defense and intelligence agencies. Under the Trump administration, this could become a very profitable expansion. \n</p>\n<p>\n     The anticipated widespread adoption of AI in 2025 is expected to drive significant growth in Microsoft's consumer and commercial client product segments. The broader availability of Copilot+ PCs, now with chips available from Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>, AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, and Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, are equipped with enhanced AI features, and are set to stimulate a long-awaited upgrade cycle among consumers. \n</p>\n<p>\n     The integration of AI capabilities into Microsoft 365, including tools like Copilot, will enhance productivity and drive adoption across both consumer and enterprise markets. The only question is how high this can and will scale. Microsoft is clearly building the infrastructure in the cloud to support it, but convincing businesses to integrated and pay for these new services is the next step for marketing and product teams. \n</p>\n<p>\n     Microsoft's gaming division, bolstered by the acquisition of Activision Blizzard, has seen significant revenue increases. The company is expected to continue expanding its gaming ecosystem across Xbox, PC, and third-party platforms, potentially shifting focus away from specific hardware to a more inclusive gaming experience. How this impacts both the gaming division (from a revenue perspective) and the gaming market wholistically has yet to be seen, but there is a chance this could be a net-negative to revenue in the short term. \n</p>\n<p>\n     This year should be pivotal in the AI landscape, with companies vying for thought leadership and innovation. As new developments slam the market with disruption like Stargate and DeepSeek, Microsoft's unique position, encompassing hardware development, software support, and services provision, makes it a formidable contender. The combination of custom hardware, such as the Maia and Cobalt chips, with advanced software platforms and AI models, positions it as a leader in delivering comprehensive AI solutions. \n</p>\n<p>\n     Risks to Microsoft's earnings \n</p>\n<p>\n     Last year, Microsoft reported revenue increase of 16%, reaching $245.1 billion, with net income rising by 22% to $88.1 billion. Massive numbers by any account, but with the heavy investment in AI infrastructure under more scrutiny than ever, the company clearly needs to show growth beyond that in 2025. \n</p>\n<p>\n     While the outlook for the year ahead is optimistic, there are still risks that could impact Microsoft. If AI infrastructure becomes commoditized, competition may shift to pricing, potentially affecting Microsoft's revenue and margins in the Azure segment. The success of AI-driven client products, such as Copilot+, depends on consumer uptake. If consumers perceive limited value or opt for alternative AI solutions, Microsoft's growth in this area could be constrained. A slowdown in market growth or heavy saturation could directly impact companies investing in AI, including Microsoft. New entrants in the hyperscaler space, such as Nvidia (with software and services) or startups like Groq, with focused product offerings, could present competitive challenges to Azure's market position. \n</p>\n<p>\n     Despite being one of the most valuable companies globally, Microsoft's price-to-earnings (P/E) ratio remains more conservative compared to other major AI players such as Nvidia or Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>. Microsoft's diverse revenue sources, spanning cloud services, productivity software, and gaming, provide resilience against sector-specific downturns. However, this diversification may also temper the company's upside potential compared to more specialized AI firms. But I see this as a worthwhile balance of stability and risk. \n</p>\n<p>\n     Put together, Microsoft's strategic initiatives and investments in AI, cloud services, and consumer products position it for a potentially transformative year in 2025. While challenges and risks exist, the company's comprehensive approach and diversified portfolio provide a solid foundation for sustained growth and innovation. \n</p>\n<p>\n     Ryan Shrout is the president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. He holds shares of Intel. \n</p>\n<p>\n     More: Microsoft investors are ignoring this number that suggests better growth ahead \n</p>\n<p>\n     Plus: How Apple pulled off a major feat that offset its big China miss on iPhones \n</p>\n<p>\n     -Ryan Shrout \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 01, 2025 11:50 ET (16:50 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","MSFT":"微软","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","BK4504":"桥水持仓","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508733089","content_text":"MW Why Microsoft's investment in AI should start to pay off in 2025\n\n\n  By Ryan Shrout \n\n\n     Hardware development and software support makes the tech giant a formidable contender \n\n\n     This article is part of a series where tech-company analyst Ryan Shrout evaluates tech-industry leaders' prospects for 2025. Some of this commentary is based on assumptions of product execution, market adjustment and competitive displacement. It is not a comprehensive analysis of a full-year outlook. \n\n\n     The disruptive elements of the U.S. Stargate program and the release of the Chinese artificial-intelligence company DeepSeek has put more critical eyes than ever on major AI players like Microsoft $(MSFT)$. \n\n\n     In its earnings report after the close on Wednesday, Microsoft reported a 12% increase in revenue year on year, and improvements on margin and EPS. Microsoft CEO Satya Nadella told analysts there would be no slowdown in infrastructure investment, tossing off fears that DeepSeek would derail the AI progress that U.S. Big Tech has been making. But even with a 31% increase in revenue for Microsoft's Azure group, Wall Street expectations were a couple points higher and the stock was hit hard in Thursday trading. \n\n\n     Investors shouldn't be short-sighted. Microsoft's Azure cloud platform is poised for substantial growth in 2025, driven by several factors. Azure's support for hybrid and multi-cloud enterprise integration strategies offers businesses flexibility and resilience, potentially making it the preferred choice for organizations seeking adaptable cloud solutions. The Azure AI Foundry provides a new architecture for enterprise AI applications and developers, promising more around services and AI model integrations that just access to bare hardware or cloud instances. This will be a key differentiator for Microsoft against rivals with fewer internal development resources. \n\n\n     Collaborations with Nvidia $(NVDA)$ and other industry leaders have brought advanced GPUs like the GB200 \"Grace Blackwell\" to Azure, ensuring top-tier performance for AI workloads. Microsoft has been one of, if not the lead partner for Nvidia on these new architectures, and this should continue in 2025. Having access to the latest and greatest silicon and solutions from the AI compute leader is critical to keep Azure a top-of-mind leader in the hyperscaler space. \n\n\n     Microsoft's development of custom-designed computing chips, including the Maia chip for large language models and the Cobalt CPU for general cloud services, underscores its commitment to optimizing performance and efficiency. I expect these offerings to grow in 2025, both in terms of new chips and in implementation breadth, making up a larger portion of the Azure ecosystem. This will aid in controlling margins and Microsoft's ability to differentiate to a wide range of potential customers in the space. \n\n\n     Strategic alliances with companies like Palantir Technologies $(PLTR)$ have expanded Azure's capabilities, particularly in delivering AI-based data analytics products to U.S. defense and intelligence agencies. Under the Trump administration, this could become a very profitable expansion. \n\n\n     The anticipated widespread adoption of AI in 2025 is expected to drive significant growth in Microsoft's consumer and commercial client product segments. The broader availability of Copilot+ PCs, now with chips available from Qualcomm $(QCOM)$, AMD $(AMD)$, and Intel $(INTC)$, are equipped with enhanced AI features, and are set to stimulate a long-awaited upgrade cycle among consumers. \n\n\n     The integration of AI capabilities into Microsoft 365, including tools like Copilot, will enhance productivity and drive adoption across both consumer and enterprise markets. The only question is how high this can and will scale. Microsoft is clearly building the infrastructure in the cloud to support it, but convincing businesses to integrated and pay for these new services is the next step for marketing and product teams. \n\n\n     Microsoft's gaming division, bolstered by the acquisition of Activision Blizzard, has seen significant revenue increases. The company is expected to continue expanding its gaming ecosystem across Xbox, PC, and third-party platforms, potentially shifting focus away from specific hardware to a more inclusive gaming experience. How this impacts both the gaming division (from a revenue perspective) and the gaming market wholistically has yet to be seen, but there is a chance this could be a net-negative to revenue in the short term. \n\n\n     This year should be pivotal in the AI landscape, with companies vying for thought leadership and innovation. As new developments slam the market with disruption like Stargate and DeepSeek, Microsoft's unique position, encompassing hardware development, software support, and services provision, makes it a formidable contender. The combination of custom hardware, such as the Maia and Cobalt chips, with advanced software platforms and AI models, positions it as a leader in delivering comprehensive AI solutions. \n\n\n     Risks to Microsoft's earnings \n\n\n     Last year, Microsoft reported revenue increase of 16%, reaching $245.1 billion, with net income rising by 22% to $88.1 billion. Massive numbers by any account, but with the heavy investment in AI infrastructure under more scrutiny than ever, the company clearly needs to show growth beyond that in 2025. \n\n\n     While the outlook for the year ahead is optimistic, there are still risks that could impact Microsoft. If AI infrastructure becomes commoditized, competition may shift to pricing, potentially affecting Microsoft's revenue and margins in the Azure segment. The success of AI-driven client products, such as Copilot+, depends on consumer uptake. If consumers perceive limited value or opt for alternative AI solutions, Microsoft's growth in this area could be constrained. A slowdown in market growth or heavy saturation could directly impact companies investing in AI, including Microsoft. New entrants in the hyperscaler space, such as Nvidia (with software and services) or startups like Groq, with focused product offerings, could present competitive challenges to Azure's market position. \n\n\n     Despite being one of the most valuable companies globally, Microsoft's price-to-earnings (P/E) ratio remains more conservative compared to other major AI players such as Nvidia or Broadcom $(AVGO)$. Microsoft's diverse revenue sources, spanning cloud services, productivity software, and gaming, provide resilience against sector-specific downturns. However, this diversification may also temper the company's upside potential compared to more specialized AI firms. But I see this as a worthwhile balance of stability and risk. \n\n\n     Put together, Microsoft's strategic initiatives and investments in AI, cloud services, and consumer products position it for a potentially transformative year in 2025. While challenges and risks exist, the company's comprehensive approach and diversified portfolio provide a solid foundation for sustained growth and innovation. \n\n\n     Ryan Shrout is the president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. He holds shares of Intel. \n\n\n     More: Microsoft investors are ignoring this number that suggests better growth ahead \n\n\n     Plus: How Apple pulled off a major feat that offset its big China miss on iPhones \n\n\n     -Ryan Shrout \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 01, 2025 11:50 ET (16:50 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397121020822144,"gmtCreate":1737978788067,"gmtModify":1737978792225,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397121020822144","repostId":"2506315570","repostType":2,"repost":{"id":"2506315570","kind":"highlight","pubTimestamp":1737949500,"share":"https://ttm.financial/m/news/2506315570?lang=&edition=fundamental","pubTime":"2025-01-27 11:45","market":"us","language":"en","title":"Why China Startup DeepSeek Could Spell Trouble For Nvidia, AI Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2506315570","media":"Investor's Business Daily","summary":"\"Startups OpenAI and Anthropic have been battling Google, Meta and others in developing large, multimodal and small language foundation models.Further, DeepSeek reportedly spent only $5.6 million over two months to develop its latest AI model, noted economist Ed Yardeni in a report.Meanwhile, DeepSeek's success could weigh on U.S. earnings reports, Yardeni said, amid enormous capital spending increases by Google, Meta, Microsoft  and others. Microsoft is the biggest investor in OpenAI.\"This migh","content":"<html><head></head><body><p>China&#39;s DeepSeek startup roiled artificial intelligence-driven stocks on Monday as Wall Street mulled huge investments by technology industry giants in AI infrastructure as well as demand for <strong>Nvidia</strong> (NVDA) chips. DeepSeek&#39;s apparent advances have raised questions over the computing power needed to develop AI systems, a key driver for AI stocks.</p><p>DeepSeek released a large language model (LLM) in late December that had performance comparable to OpenAI and other AI systems despite U.S. government restrictions on exports of advanced chips. On Jan. 20, DeepSeek released another LLM that it said was trained at a fraction of the cost of AI systems from OpenAI,<strong> Alphabet</strong>&#39;s (GOOGL) Google, <strong>Meta Platforms</strong> (META) and other U.S. companies.</p><p>The Wall Street Journal reported on the AI phenomenon on Sunday.</p><p>While OpenAI and Google have developed proprietary AI models, DeepSeek has relied on widely available &#34;open source&#34; technology. Reports have differed over what Nvidia chips DeepSeek has been using to build AI models. While some reports point to less powerful H800 chips, others claim DeepSeek&#39;s parent, High-Flyer, has been able to buy more advanced H100 Nvidia AI chips despite U.S. export restrictions.</p><p>Nevertheless, stock futures fell solidly Sunday night. Nasdaq futures sold off as Nvidia and other AI stocks were indicated lower in overnight trading.</p><p>The news appeared to gain attention on Friday, taking a toll on Nvidia and other AI hardware stocks.</p><h2 id=\"id_3726714524\">AI Stocks: DeepSeek Raises Questions</h2><p>&#34;DeepSeek clearly doesn&#39;t have access to as much compute as U.S. hyperscalers and somehow managed to develop a model that appears highly competitive,&#34; said Raymond James analyst Srini Pajjuri in a Sunday report. &#34;The natural question is, how would DeepSeek&#39;s emergence impact compute intensity growth and the demand for hardware/semiconductors?&#34;</p><p>Startups OpenAI and Anthropic have been battling Google, Meta and others in developing large, multimodal and small language foundation models.</p><p>Further, DeepSeek reportedly spent only $5.6 million over two months to develop its latest AI model, noted economist Ed Yardeni in a report.</p><p>Meanwhile, DeepSeek&#39;s success could weigh on U.S. earnings reports, Yardeni said, amid enormous capital spending increases by Google, Meta, <strong>Microsoft</strong> (MSFT) and others. Microsoft is the biggest investor in OpenAI.</p><p>&#34;This might be bad news for the Magnificent 7 that had plans to dominate the AI market with their expensive AI services,&#34; Yardeni added. &#34;The question is whether they will disappoint because their capital spending on AI is soaring faster than are their revenues. That could squeeze their collective profit margin.&#34; He says chipmaker Nvidia also could be impacted.</p><p>Also, at Raymond James, Pajjuri offered a different scenario.</p><p>&#34;A logical implication is that DeepSeek will drive even more urgency among U.S. hyperscalers to leverage their key advantage (access to Nvidia GPUs) to distance themselves from cheaper alternatives.&#34;</p><h2 id=\"id_478132273\">AI Stocks: Nvidia Earnings Due Feb. 26</h2><p>In addition, Nvidia has been a bellwether for AI stocks. Earnings for Nvidia stock are due Feb. 26. Nvidia is among AI stocks to watch.</p><p>For Nvidia stock, ramping up production of next-generation Blackwell (H200) AI chips in 2025 has been a key issue.</p><p>Also, Nvidia has criticized new chip export restrictions announced by the Biden administration. The global AI chip control system gives priority to 20 U.S.-friendly countries and limits the computer processing power available to China and other countries.</p><p>It remains to be seen whether President Trump follows through on the new export rules.</p><p>The AI trend has relied mainly on large language models, or LLMs, which require massive amounts of data to be trained. Large language models allow users to interact with AI systems without the need to write algorithms.</p><p>The capabilities of open-source models, which are free to developers, have advanced rapidly, with Meta emerging as the leading proponent.</p><p>Meanwhile, Google stock has gained about 6% in 2025. Google stock holds an Accumulation/Distribution Rating of A-minus. That institutional ownership rating analyzes price and volume changes in a stock over the past 13 weeks of trading. A+ signifies heavy institutional buying; E means heavy selling.</p></body></html>","source":"investor_business_daily_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why China Startup DeepSeek Could Spell Trouble For Nvidia, AI Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy China Startup DeepSeek Could Spell Trouble For Nvidia, AI Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-27 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/technology/deepseek-ai-stocks-nvidia-artificial-intelligence-capital-spending/><strong>Investor's Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China's DeepSeek startup roiled artificial intelligence-driven stocks on Monday as Wall Street mulled huge investments by technology industry giants in AI infrastructure as well as demand for Nvidia (...</p>\n\n<a href=\"https://www.investors.com/news/technology/deepseek-ai-stocks-nvidia-artificial-intelligence-capital-spending/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","AI":"C3.ai, Inc.","SMCI":"超微电脑","QCOM":"高通","MCHP":"微芯科技","AMAT":"应用材料","INTC":"英特尔","SOX":"费城半导体指数","UPST":"Upstart Holdings, Inc.","NXPI":"恩智浦","GFS":"GLOBALFOUNDRIES Inc.","AVGO":"博通","STM":"意法半导体","ON":"安森美半导体","MRVL":"迈威尔科技","MU":"美光科技","TXN":"德州仪器","ARM":"ARM Holdings","PLTR":"Palantir Technologies Inc.","ASML":"阿斯麦","BIDU":"百度","ISRG":"直觉外科公司","UCTT":"超科林半导体","TSM":"台积电","UMC":"联电","NVDA":"英伟达"},"source_url":"https://www.investors.com/news/technology/deepseek-ai-stocks-nvidia-artificial-intelligence-capital-spending/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506315570","content_text":"China's DeepSeek startup roiled artificial intelligence-driven stocks on Monday as Wall Street mulled huge investments by technology industry giants in AI infrastructure as well as demand for Nvidia (NVDA) chips. DeepSeek's apparent advances have raised questions over the computing power needed to develop AI systems, a key driver for AI stocks.DeepSeek released a large language model (LLM) in late December that had performance comparable to OpenAI and other AI systems despite U.S. government restrictions on exports of advanced chips. On Jan. 20, DeepSeek released another LLM that it said was trained at a fraction of the cost of AI systems from OpenAI, Alphabet's (GOOGL) Google, Meta Platforms (META) and other U.S. companies.The Wall Street Journal reported on the AI phenomenon on Sunday.While OpenAI and Google have developed proprietary AI models, DeepSeek has relied on widely available \"open source\" technology. Reports have differed over what Nvidia chips DeepSeek has been using to build AI models. While some reports point to less powerful H800 chips, others claim DeepSeek's parent, High-Flyer, has been able to buy more advanced H100 Nvidia AI chips despite U.S. export restrictions.Nevertheless, stock futures fell solidly Sunday night. Nasdaq futures sold off as Nvidia and other AI stocks were indicated lower in overnight trading.The news appeared to gain attention on Friday, taking a toll on Nvidia and other AI hardware stocks.AI Stocks: DeepSeek Raises Questions\"DeepSeek clearly doesn't have access to as much compute as U.S. hyperscalers and somehow managed to develop a model that appears highly competitive,\" said Raymond James analyst Srini Pajjuri in a Sunday report. \"The natural question is, how would DeepSeek's emergence impact compute intensity growth and the demand for hardware/semiconductors?\"Startups OpenAI and Anthropic have been battling Google, Meta and others in developing large, multimodal and small language foundation models.Further, DeepSeek reportedly spent only $5.6 million over two months to develop its latest AI model, noted economist Ed Yardeni in a report.Meanwhile, DeepSeek's success could weigh on U.S. earnings reports, Yardeni said, amid enormous capital spending increases by Google, Meta, Microsoft (MSFT) and others. Microsoft is the biggest investor in OpenAI.\"This might be bad news for the Magnificent 7 that had plans to dominate the AI market with their expensive AI services,\" Yardeni added. \"The question is whether they will disappoint because their capital spending on AI is soaring faster than are their revenues. That could squeeze their collective profit margin.\" He says chipmaker Nvidia also could be impacted.Also, at Raymond James, Pajjuri offered a different scenario.\"A logical implication is that DeepSeek will drive even more urgency among U.S. hyperscalers to leverage their key advantage (access to Nvidia GPUs) to distance themselves from cheaper alternatives.\"AI Stocks: Nvidia Earnings Due Feb. 26In addition, Nvidia has been a bellwether for AI stocks. Earnings for Nvidia stock are due Feb. 26. Nvidia is among AI stocks to watch.For Nvidia stock, ramping up production of next-generation Blackwell (H200) AI chips in 2025 has been a key issue.Also, Nvidia has criticized new chip export restrictions announced by the Biden administration. The global AI chip control system gives priority to 20 U.S.-friendly countries and limits the computer processing power available to China and other countries.It remains to be seen whether President Trump follows through on the new export rules.The AI trend has relied mainly on large language models, or LLMs, which require massive amounts of data to be trained. Large language models allow users to interact with AI systems without the need to write algorithms.The capabilities of open-source models, which are free to developers, have advanced rapidly, with Meta emerging as the leading proponent.Meanwhile, Google stock has gained about 6% in 2025. Google stock holds an Accumulation/Distribution Rating of A-minus. That institutional ownership rating analyzes price and volume changes in a stock over the past 13 weeks of trading. A+ signifies heavy institutional buying; E means heavy selling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395737252831424,"gmtCreate":1737640571556,"gmtModify":1737640574306,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 470","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 470","text":"$Microsoft(MSFT)$ 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