Microsoft

Nvidia

Sequoia Capital Joins Anthropic's $350 Billion Funding Round, Valuing Company at $350 Billion

Elon Musk Seeks $134 Billion in Court from OpenAI and Microsoft Over AI Startup's Profits

AI Expansion Driven by Microsoft and Meta Deals with Nebius

Elon Musk Sues OpenAI and Microsoft for Alleged Fraud, Seeks $79B-$134B Damages

Goldman Sachs Initiates Coverage on Microsoft with Buy Rating, 37% Upside Potential

Catalyst<ul> <li>Most analysts rate MSFT Buy, showing broad institutional optimism.</li> <li>The company maintains strong cash reserves relative to market value.</li></ul>Risk<ul> <li>Technical indicators show that the market is in a volatile state and the direction is not clear enough.</li> <li>Fund flows indicate negative overall trends with large and extra-large orders showing outflows.</li></ul>

Key Factors

Elon Musk filed a lawsuit against OpenAI and Microsoft, seeking up to $134 billion in damages, alleging fraud over OpenAI's shift from nonprofit to for-profit status and its partnership with Microsoft.Goldman Sachs initiated coverage on Microsoft with a Buy rating and a $655 price target, citing strong AI positioning, cloud leadership, and vertical integration as key growth drivers.Microsoft secured a $9.7 billion multi-year GPU cloud services contract with IREN, validating its AI cloud platform and contributing to IREN's significant stock surge.Microsoft's projected $203 billion capital expenditure over five years underscores its strategic investment in AI infrastructure to maintain leadership in the AI era.Wikipedia announced new AI licensing deals with Microsoft and other tech giants to monetize its content for AI training, expanding its Wikimedia Enterprise program.

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