So am I seeing that if you fill the air with "superintelligent AI magic" FOMO, the stock market follows that & your stock price will increase or decrease based on that FOMO. No need to show that it actually improves anything. Just show that you're doing AI magic & you're ok.
MARKET TRENDS
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Microsoft Reports $1.5B Loss from OpenAI Investment
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new: Microsoft is officially becoming less profitable because of expected losses at OpenAI. the company said today that other income and expense in Q4 should be -$1.5 billion, mainly because of its OpenAI holding
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Size Competition Over Real Innovation in AI Development
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Mine is bigger than yours is the "innovation" we're seeing…
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Microsoft Beats Earnings but Signals Slower Growth Ahead
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Microsoft beat earnings and revenue expectations – but a warning that it's expecting slower growth next fiscal quarter sent shares down 4% after-hours. https://
cnb.cx/3YIYUgN @jordannovet has the details. -
Microsoft Prioritizes Inference Over GPU Training Services
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interesting Satya here: 'We are not actually selling raw GPUs for other people to train. That's business we turn away, because we have so much demand on inference.'
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Custom Silicon Development Accelerates with Reduced Costs
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“We’re going to bring down the time-to-market for new custom silicon, and the cost,” @DavidBennett__ in @the_logic Read more here –>
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Microsoft AI Business Reaches $10B Annual Revenue Run Rate
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Satya: 'All up, our AI business is on track to surpass an annual revenue run rate of $10 billion next quarter, which will make it the fastest business in our history to reach this milestone.'
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Microsoft commercial bookings growth reaches fastest pace since 2021
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Microsoft bulls can cheer the company's fastest commercial bookings growth since 2021, at 30%
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Generative AI Enables Scalable Brand Content Customization
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Generative AI really is making content feel tailored, @greetpool
. It’s allowing brands to achieve that next-level customization while staying scalable, which was always a tough balance. -
Microsoft Q1 2025 Earnings Report Highlights
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https://t.co/WZgJoL4C2W pic.twitter.com/3OPgpIjA8H
— Jordan Novet (@jordannovet) 30 octobre 2024https://
cnbc.com/2024/10/30/mic
rosoft-msft-q1-earnings-report-2025.html
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