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558 stories mentioning MicrosoftUpdated 7h ago

Rose with tech stocks in a broad rally; its Xbox studio Compulsion Games is reportedly planning to shut down.

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Major Tech Stocks Fall as AI Leaders Warn of Risks From Rapid Advances
US Markets

Major Tech Stocks Fall as AI Leaders Warn of Risks From Rapid Advances

Shares of major technology companies fell early Monday after leading artificial intelligence executives warned of increasing safety risks and urged the industry to advance AI model capabilities at a more measured pace.Anthropic Chief Executive Dario Amodei called on the industry to slow the pace at which it advances AI model capabilities in an essay published on his personal website Saturday. Addressing the technology's risks requires greater caution, and capabilities should advance at a pace that gives risk-prevention efforts time to keep up, he said."Since roughly this summer, AI has been advancing drastically faster, driven primarily by AI's growing ability to build the next generation of AI," Amodei said. "Left unchecked, it could outrun our ability to understand and control these systems, and so must be pursued very carefully, if at all."Shares of Nvidia (NVDA), Advanced Micro Devices (AMD), Micron Technology (MU), SanDisk (SNDK), Intel (INTC) and Qualcomm (QCOM) were all trending lower in the most recent premarket activity. Shares of major technology companies investing heavily in AI infrastructure, including Microsoft (MSFT), Alphabet (GOOG, GOOGL), Amazon (AMZN) and Meta Platforms (META), also fell.OpenAI CEO Sam Altman supported Amodei's call. "I agree with Dario that we need to pace the frontier," Altman said in a Saturday post on X."We could lose control of the future to AI," Altman wrote separately in a latest post on X, explaining the potential negative consequences of AI progress. "This is unacceptable; we are unapologetically on Team Humanity, and AI must always serve people. To ensure that, we need ways to ensure that alignment and safety techniques stay ahead of progress in model capabilities."Tesla (TSLA) and SpaceX (SPCX) CEO Elon Musk also endorsed Amodei's call, writing on X, "Dario is right."In an interview with Fortune published over the weekend, Altman said OpenAI will not go public this year due to AI safety concerns. Earlier this year, OpenAI and Anthropic confidentially filed for their potential initial public offerings in the US.Amodei proposed a three-step plan to temper AI development without "sacrificing commercial advantage or the United States' lead in AI." The plan calls for placing independent evaluators inside leading AI companies, establishing common safety standards across the industry and coordinating safeguards among governments worldwide.Meanwhile, President Donald Trump on Sunday pushed back on concerns surrounding AI risks. "I think you have a lot of very negative forces that are bringing it up that shouldn't be bringing it up and they're bringing up things that won't happen," Trump told reporters, according to a Reuters report.Trump also reportedly said that the US is "leading China" in the AI industry and that he would like to "keep it that way because whoever wins AI wins."Last month, cybersecurity company CrowdStrike (CRWD) lifted its full-year net new annual recurring revenue, or ARR, outlook amid increasing demand for solutions to address AI risks.Palo Alto Networks (PANW) CEO Nikesh Arora said during an earnings call earlier this month that he expected AI tailwinds driving cybersecurity demand to intensify in the future.Concerns about AI safety intensified last week after Jacob Coxon, an AI researcher at Anthropic, announced that he was leaving the company and warned that leading AI developers were racing to build self-improving systems they might not be able to control.

$AMD$AMZN$CRWD$GOOG$GOOGL$INTC$META$MSFT$MU$NVDA$PANW$QCOM$SNDK$SPCX$TSLA
Sectors

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks climbed late Friday afternoon with the State Street Technology Select Sector SPDR ETF (XLK) rising 1.4% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 3%.The Philadelphia Semiconductor index gained 1.7%.In corporate news, Dell (DELL) shares jumped 12% after RBC Capital Markets initiated its coverage of the stock with an outperform rating and a $640 price target. Dell is well positioned to benefit from the multiyear AI infrastructure spending cycle, RBC said.Microsoft (MSFT) plans to more than triple its global data center capacity to over 38 gigawatts by 2032, Bloomberg reported. Microsoft shares added 0.8%.Oracle's (ORCL) fiscal Q1 results showed surging cloud growth, though margin pressure and a "modest" earnings guidance increase loomed over infrastructure buildout and profitability, Morgan Stanley said. Oracle shares fell 2%.Broadcom's (AVGO) licensing revamp for VMware software after its $61 billion takeover is attracting scrutiny from EU antitrust regulators, Bloomberg reported. Broadcom shares rose 0.3%.

$AVGO$DELL$MSFT$ORCL
Wire

Update: Market Chatter: Microsoft Plans to More Than Triple Data Center Capacity

(Updates with Microsoft's response in the last paragraph.)Microsoft (MSFT) intends to more than triple its global data center capacity to over 38 gigawatts in 2032, potentially helping it overcome a computing shortage that has forced it to turn away some artificial intelligence and cloud business, Bloomberg reported late Thursday, citing people familiar with the plans.The plan could change as server farms take years to develop, while evolving customer preferences and new technology could reset current assumptions, according to the media report.A Microsoft spokesperson toldthat recent reports speculating Microsoft's future datacenter buildout do not correctly reflect the company's financial results and projections. "Microsoft's SEC filings contain the complete and official disclosure of its financial performance and should serve as the sole source of record for reported financial results", the spokesperson added.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $495.22, Change: $+2.78, Percent Change: +0.56%

$MSFT
Sectors

Sector Update: Tech Stocks Rise Friday Afternoon

Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1.6% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 3.8%.The Philadelphia Semiconductor index climbed 2.4%.In corporate news, Microsoft (MSFT) plans to more than triple its global data center capacity to over 38 gigawatts in 2032, Bloomberg reported. Microsoft shares rose 0.6%.Oracle's (ORCL) fiscal Q1 results showed surging cloud growth, but margin pressure and a "modest" earnings guidance raise left Morgan Stanley wanting more visibility on infrastructure buildout and profitability. Oracle reported strong fiscal Q1 results late Thursday, driven by above-consensus cloud sales that were buoyed by infrastructure revenue growth of 121% year over year. Morgan Stanley said Friday the company's non-GAAP gross profit margin fell to 61% in the three months through August from 68.7% a year ago, missing the brokerage's and Wall Street's estimate of about 62%. Oracle shares were fractionally lower.Broadcom's (AVGO) licensing revamp for VMware software after its $61 billion takeover is attracting deep scrutiny from EU antitrust regulators, Bloomberg reported. Broadcom shares were up 1.1%.

$AVGO$MSFT$ORCL
Oracle Margin Pressure, Modest Guidance Raise Leave Morgan Stanley Needing More Visibility
US Markets

Oracle Margin Pressure, Modest Guidance Raise Leave Morgan Stanley Needing More Visibility

Oracle's (ORCL) fiscal first-quarter results showed surging cloud growth, but margin pressure and a "modest" earnings guidance raise left Morgan Stanley wanting more visibility on infrastructure buildout and profitability.Oracle reported strong fiscal first-quarter results late Thursday, driven by above-consensus cloud sales that were buoyed by infrastructure revenue growth of 121% year over year.Morgan Stanley said Friday the company's non-GAAP gross profit margin fell to 61% in the three months through August from 68.7% a year ago, missing the brokerage's and Wall Street's estimate of about 62%."Our gross margin did decline as expected, driven by impacts from ramping up our data centers and the acceleration of infrastructure revenue," Chief Financial Officer Hilary Maxson said during Thursday's earnings call, according to a FactSet transcript. "However, this was offset in the quarter by lower operating costs and strong operating leverage tied to simplification and efficiency actions."Oracle expects gross margins to "flatten" over the next couple of years, Maxson told analysts."We'd like to see more evidence of the progress towards gross margin stabilization, more visibility on where and when infrastructure capacity comes on stream and (ideally but less critically) an improving trend in apps to turn more constructive," Morgan Stanley said.Cloud application revenue missed Wall Street's estimates by 1% in the first quarter, the brokerage wrote.Oracle raised its fiscal 2027 adjusted earnings per share guidance to $8.10 from $8.05. Morgan Stanley described the upward revision as "modest."The brokerage reiterated its equal-weight rating on Oracle's stock, with a $210 price target.The company reported capital expenditure of $28.50 billion in the first quarter, resulting in negative free cash flow of $5.40 billion. "Our capex will not be linear throughout the year," Maxson said. "We continue to anticipate $90 billion to $95 billion in capex for the full year, with not more than $70 billion in net cash capex."Oracle's plan to convert nearly half of its $664 billion remaining performance obligations into revenue over the next 36 months without lifting the capex outlook is encouraging, Morgan Stanley added.Shares were down 0.9% in Friday trading. The stock has lost 22% this year.Amazon's (AMZN) second-quarter results showed in July that operating margin increased to 13.7% from 11.4% in the same quarter last year, while Alphabet (GOOG, GOOGL) expanded 2 percentage points to 34%. Microsoft (MSFT) reported that its fiscal fourth-quarter gross margin jumped to $60.48 billion from $52.43 billion in the prior-year period.Price: $151.89, Change: $-1.05, Percent Change: -0.69%

$AMZN$GOOG$GOOGL$MSFT$ORCL
Sectors

Sector Update: Tech

Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1.5% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 3.4%.The Philadelphia Semiconductor index climbed 2.2%.In corporate news, Microsoft-backed (MSFT) OpenAI is considering slowing development of advanced AI and hopes other AI companies do the same, Bloomberg reported. Separately, Microsoft plans to more than triple its global data center capacity to over 38 gigawatts in 2032, Bloomberg reported. Microsoft shares rose 0.4%.

$MSFT
Wire

Top Midday Stories: Rate-Hike Expectations Rise After August CPI Release; Oracle Shares Up Modestly After Strong Earnings Results

All three major US stock indexes were up in late-morning trading Friday, as oil prices fell and the latest inflation data matched expectations.The US seasonally adjusted consumer price index rose by 0.4% in August, as expected, and following a 0.1% increase in July, the Bureau of Labor Statistics said Friday. Core CPI, which excludes food and energy prices, rose by 0.3%, faster than the consensus estimate of a 0.2% gain and above July's 0.2% rise. The year-over-year rate for overall CPI stayed at 3.4%, while core CPI slowed to 2.4% from 2.5% the previous month. Following the release, traders priced in about a 90% chance the Federal Reserve's rate-setting committee hikes rates at its next meeting, Bloomberg reported.In company news, Oracle (ORCL) reported fiscal Q1 adjusted earnings late Thursday of $1.92 per diluted share, up from $1.47 a year earlier and above the FactSet consensus analyst estimate of $1.74. Fiscal Q1 revenue was $19.35 billion, up from $14.93 billion a year ago and above the FactSet consensus of $19.14 billion. For fiscal Q2, the company expects adjusted EPS of $1.85 to $1.93 and revenue growth of 30% to 34%. Analysts polled by FactSet expect EPS of $1.89. For full-year fiscal 2027, Oracle expects adjusted EPS of $8.10 on revenue of at least $90 billion, up from its previous guidance of adjusted EPS of $8.05. Analysts expect $8.07 EPS on revenue of $89.66 billion. Oracle shares were up 0.3% around midday.Microsoft (MSFT) intends to more than triple its global data center capacity to over 38 gigawatts in 2032, Bloomberg reported late Thursday, citing people familiar with the plans. Those plans could change as server farms take years to develop, while evolving customer preferences and new technology could reset current assumptions, according to the report.Separately, Microsoft-backed OpenAI is considering slowing development of advanced AI and hopes other AI companies do the same, Bloomberg reported Friday, citing people familiar with the matter. Lastly, OpenAI, Nvidia (NVDA), Oracle and Cisco (CSCO) are involved in a data center in the United Arab Emirates that will likely be revised following attacks by Iran, Reuters reported Friday, citing people familiar with the matter. Microsoft shares were up 0.4%, while Nvidia and Cisco shares were up 0.7% and 3.4%, respectively.Adobe (ADBE) reported fiscal Q3 adjusted EPS late Thursday of $6.13, up from $5.31 a year ago and above the FactSet consensus of $6.08. Fiscal Q3 revenue was $6.76 billion, up from $5.99 billion a year ago and above the FactSet consensus of $6.69 billion. For fiscal Q4, the company expects adjusted EPS of $6.30 to $6.35 on revenue of $6.80 billion to $6.85 billion. Analysts expect EPS of $6.31 on revenue of $6.84 billion. Adobe expects full-year adjusted EPS of $24.45 to $24.50 on revenue of $26.576 billion to $26.626 billion, up from its prior guidance of adjusted EPS of $24.35 to $24.45 on revenue of $26.5 billion to $26.6 billion. Analysts expect EPS of $24.42 on revenue of $26.539 billion. Adobe shares were down 0.4%.Kroger (KR) reported fiscal Q2 adjusted EPS Friday of $1.09, up from $1.04 a year earlier and above the FactSet consensus of $1.06. Fiscal Q2 sales were $34.62 billion, up from $33.94 billion a year ago but below the FactSet consensus of $34.64 billion. The company expects full-year identical sales, excluding fuel, to rise 0.2% to 0.8%, lower than its prior guidance of 1% to 2% growth. Kroger shares were up 2.3%.Price: $154.00, Change: $+1.06, Percent Change: +0.69%

$ADBE$CSCO$KR$MSFT$NVDA$ORCL
Adobe Issues Weak Revenue Outlook, Maintains Full-Year ARR Growth Guidance
US Markets

Adobe Issues Weak Revenue Outlook, Maintains Full-Year ARR Growth Guidance

Adobe (ADBE) shares fell early Friday after the software maker provided a fiscal fourth-quarter revenue outlook below Wall Street's estimates at the midpoint and maintained its full-year annualized recurring revenue, or ARR, growth guidance, while the company reported better-than-expected results for the third quarter.Revenue is anticipated to come in between $6.8 billion and $6.85 billion for the ongoing quarter, the company said late Thursday. The guidance's midpoint of about $6.83 billion is just below the current consensus on FactSet of $6.84 billion. The stock was down 3.4% in the most recent premarket activity.Adjusted earnings are pegged at $6.30 to $6.35 per share for the fourth quarter, while the Street is looking for $6.31.For fiscal 2026, Adobe now expects adjusted EPS to be in a range of $24.45 to $24.50 on revenue of $26.58 billion to $26.63 billion, up from its previous forecasts of $24.35 to $24.45 and $26.5 billion to $26.6 billion, respectively. The average analyst estimate is for non-GAAP EPS of $24.43 and sales of $26.55 billion.The company continues to project ARR growth of about 10.2% for the ongoing fiscal year. That represents a slowdown from the previous fiscal year's gain of 11.5%. The metric advanced 11.2% year over year to $27.5 billion in the third quarter, interim Chief Financial Officer Steve Day said during an earnings call, according to a FactSet transcript.Day, who was appointed interim CFO in June, told analysts on the call that the software maker continues to expect ARR to be higher in the fourth quarter versus the previous quarter and anticipates "good contributions" from each of its segments towards the full-year guidance.In a client note emailed Tuesday, Morgan Stanley said it expected Adobe to reiterate its full-year ARR growth target on its third-quarter results. "We continue to believe that a clear line of sight to stabilizing (and ultimately an inflection) in ARR growth will be needed to drive fundamental investor engagement on the shares," the brokerage said at the time.For the quarter ended Aug. 28, Adobe's adjusted EPS climbed to $6.13 from $5.31 the year before, topping the FactSet-polled consensus of $6.09. Revenue rose 13% to $6.76 billion, ahead of the Street's view of nearly $6.7 billion."Adobe delivered record (third-quarter) results, reflecting the strength of our (artificial intelligence) innovation, expanding customer reach and leadership across creativity, productivity and customer experience," outgoing Chief Executive Shantanu Narayen said in the earnings release. Narayen is set to be succeeded by Anil Chakravarthy, currently president of Adobe's customer experience orchestration business and worldwide field operations, on Dec. 1.By customer group, business professionals and consumers subscription revenue increased 16% to $1.91 billion, while creative and marketing professionals subscription revenue rose 13% to $4.65 billion.On Thursday, cloud computing company Oracle (ORCL) reported fiscal first-quarter results above market estimates as cloud infrastructure sales more than doubled year over year.Last month, customer relationship management platform Salesforce (CRM) lifted its full-year revenue outlook after delivering a fiscal second-quarter beat, while Microsoft (MSFT) announced fiscal fourth-quarter results in July that topped expectations.

$ADBE$CRM$MSFT$ORCL
Oracle Tops First-Quarter Expectations as Cloud Infrastructure Revenue More Than Doubles
US Markets

Oracle Tops First-Quarter Expectations as Cloud Infrastructure Revenue More Than Doubles

Oracle's (ORCL) fiscal first-quarter results surpassed Wall Street's estimates as cloud infrastructure sales more than doubled year over year.Revenue increased 30% year-on-year to $19.35 billion during the three months through August, above the FactSet-polled consensus of $19.14 billion. Adjusted earnings per share rose to $1.92 from $1.47 a year earlier, compared with the Street's $1.74 view.Cloud sales advanced 62% to $11.61 billion, driven by a 121% jump in infrastructure to $7.39 billion. Wall Street expected $11.51 billion in overall cloud revenue.Oracle's remaining performance obligations -- future commitments arising from contractual relationships -- soared $209 billion year-on-year to $664 billion. The company booked more than $30 billion of AI cloud contracts in the fiscal first quarter."Customer demand for AI cloud training and inferencing services continues to grow faster than supply," the cloud computing company said late Thursday.Oracle delivered more than 300,000 graphics processing units to AI cloud customers since the end of May, nearly triple the capacity shipped during the fourth quarter.Shares were up 6.8% in after-hours trading. The stock is down 22% this year through Thursday close.Oracle's software segment edged 3% lower annually to $5.55 billion.Earlier in the week, Oppenheimer said strong results across enterprise software companies in the most recent quarter point to healthy demand, which should bode well for Oracle's cloud business."Our regression analysis foretells upside in (Oracle cloud infrastructure, or OCI) growth and RPO conversions in (the fiscal first quarter)," the brokerage said in a Tuesday note. "In combination with additional gigawatt capacity coming online, this could support higher (fiscal 2027) guidance while reinforcing the bull case that OCI demand remains supply -- not demand -- constrained."Major technology companies have reported strong annual growth rates for their cloud businesses in the latest earnings season, with Alphabet's (GOOG, GOOGL) cloud revenue surging 82% to $24.77 billion. Microsoft (MSFT) cloud computing platform Azure rallied 43%, while Amazon's (AMZN) Web Services revenue jumped 37%.Oracle expects revenue to grow by 30% to 34% in the second quarter, with cloud sales seen rising 64% and 70%. Non-GAAP EPS is expected to grow between 21% and 25%, reaching $1.85 to $1.91. Markets expect adjusted EPS of $1.89 on consolidated revenue growth of 32% to $21.18 billion.Oracle raised its fiscal 2027 non-GAAP EPS guidance to $8.10 from $8.05. The company expects at least $90 billion in full-year revenue. Analysts expect $8.07 and $89.66 billion, respectively.

$AMZN$GOOG$GOOGL$MSFT$ORCL
Sectors

Sector Update: Tech Stocks Fall Late Afternoon

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 1.4% and the State Street SPDR S&P Semiconductor ETF (XSD) decreasing 0.7%.The Philadelphia Semiconductor Index dropped 2.5%.In corporate news, Microsoft-backed (MSFT) OpenAI Thursday launched ChatGPT for Financial Services, a ChatGPT Work product to support projects like equity research and financial models. Microsoft shares were fractionally higher.Advanced Micro Devices-backed (AMD) South Korean AI startup Upstage is considering a pre-listing funding round as one of its capital-market options, Bloomberg reported, citing co-founder and Chief Technology Officer Hwalsuk Lee. The company closed a 560 billion won ($416 million) Series C financing this year, bringing its funding to date to 730 billion won, the report said. AMD shares were down 3.4%.Amazon's (AMZN) Amazon Ads, the tech giant's advertising arm, has entered into a partnership with OpenAI through which it will let its advertisers place ads in ChatGPT, according to media reports. Separately, Amazon-backed Anthropic has granted the EU Agency for Cybersecurity, or ENISA, access to its Mythos 5 AI model, months after first promising access, Bloomberg reported. Amazon shares were decreasing 0.5%.Apple (AAPL) is apparently prioritizing volume gains over margins with its lower-than-expected pricing on the new iPhones, including its first-ever foldable smartphone, Morgan Stanley said in a note. The company set a starting price of $1,999 for the foldable iPhone Duo on Wednesday. Apple's new CEO John Ternus led the launch event that included the iPhone 18 and Watch Series 12. Apple shares rose 3.3%.

$AAPL$AMD$AMZN$MSFT
Wire

Yelp Integrates OpenAI's Conversational Voice Model Into Business Tools

Yelp (YELP) said Thursday it has integrated Microsoft (MSFT)-backed OpenAI's conversational voice model, GPT-Live-1, into its business tools Yelp Host and Hatch.The integration of GPT-Live-1 as the front-end voice layer aims to help Yelp Host and Hatch deliver more natural conversations that understand business context and take action, Yelp said.This will also support voice AI in detecting and responding to callers in almost any language, the company added.Shares of the company were up 1.4% in Thursday trading.Price: $20.75, Change: $+0.28, Percent Change: +1.37%

$MSFT$YELP
Wire

Alphabet's Google Rolls Out Gemini App for Windows

Alphabet's (GOOG, GOOGL) Google launched the Gemini app for Microsoft's (MSFT) Windows, designed to work seamlessly alongside desktop tools and applications.The app offers access to Gemini Spark, a 24/7 personal AI agent, Google said Thursday in a blog post. Users can generate custom images with Nano Banana and high-quality videos with Gemini Omni.The app is available globally for Windows 10 and 11.Price: $329.79, Change: $+1.41, Percent Change: +0.43%

$GOOG$GOOGL$MSFT
Wire

OpenAI Launches ChatGPT for Financial Services

Microsoft (MSFT)-backed OpenAI Thursday launched ChatGPT for Financial Services, a ChatGPT Work product supporting bankers in developing equity research, financial models, and tailored client materials.ChatGPT for Financial Services was designed in partnership with Morgan Stanley (MS) and Evercore (EVR), and includes datasets from providers like Daloopa, PitchBook, and LSEG News covering earnings transcripts and financial statements, OpenAI said.The product also offers frontier intelligence, including GPT-6 Astra, and will continue to have newer models available as they are released, the company said.ChatGPT for Financial Services is available to eligible financial institutions, OpenAI added.Price: $491.25, Change: $-0.40, Percent Change: -0.08%

$EVR$MS$MSFT
Wire

Microsoft, Talkdesk Expand Collaboration for Azure-Backed Software Purchases

Microsoft (MSFT) and Talkdesk have expanded their collaboration, allowing enterprise clients to buy Talkdesk's customer experience automation software with existing Azure cloud spending commitments, Talkdesk said Thursday.The expanded distribution arrangement consolidates corporate purchasing and billing operations into a single Microsoft invoice, allowing organizations to bypass delays caused by vendor onboarding, legal reviews and purchasing approvals, the company said.Price: $492.44, Change: $+0.79, Percent Change: +0.16%

$MSFT
Wire

Alphabet's TPU Sales Could Drive Significant Google Cloud Upside, Oppenheimer Says

Alphabet's (GOOG, GOOGL) tensor processing unit opportunity could drive substantial upside to Google Cloud revenue and earnings through 2028, Oppenheimer said in a report emailed Thursday.The firm forecasts about 6.6 gigawatts of external TPU sales through 2028, representing roughly $170 billion in "cumulative incremental" revenue that is not reflected in current Wall Street estimates. The projections imply Google Cloud revenue could be 15% above consensus in 2027 and 30% above in 2028, with "consolidated" earnings per share potentially 4% and 18% above consensus, respectively, according to the report.Oppenheimer raised Google Cloud revenue estimates to $120.4 billion for 2026, $203 billion for 2027 and $322.7 billion for 2028. Google Cloud operating profit was projected at $39.9 billion, $68.5 billion and $117.1 billion, respectively, according to the report.The firm also said an artificial intelligence survey showed Google remains "in lead position" with consumers. Gemini ranked as the second-most-used AI service behind Microsoft-backed (MSFT) OpenAI's ChatGPT, while respondents were about four times more likely to trust Google than Meta Platforms (META) "with passwords," a potentially important advantage for AI-driven commerce.Oppenheimer reiterated an outperform rating on Alphabet with a price target of $400.Price: $330.35, Change: $-0.30, Percent Change: -0.09%

$GOOG$GOOGL$META$MSFT
Wire

Amazon to Reportedly Let Its Advertisers Run Ads on OpenAI's ChatGPT

Amazon (AMZN) Ads, the technology giant's advertising arm, has entered into a partnership with OpenAI through which it will let its advertisers place ads in ChatGPT, according to media reports.Price: $252.22, Change: $-0.18, Percent Change: -0.07%

$AMZN$MSFT
Wire

HP Introduces AI-Focused OmniBook Laptops, OmniDesk Computer

HP (HPQ) said Friday it has unveiled the artificial intelligence-focused OmniBook Ultra 16, OmniBook X 14, and OmniDesk personal computers, powered by Nvidia's (NVDA) RTX Spark and Microsoft (MSFT) Windows.The hardware manufacturer built the new device portfolio for software developers and digital creators by adding localized AI processing capabilities, high-resolution OLED displays, and advanced thermal management architectures, the company said.The technology firm plans to release the two laptops through its direct online channels and commercial retailers this fall while withholding pricing specifics and exact desktop launch schedules until a later date, HP said.Price: $32.49, Change: $+0.56, Percent Change: +1.74%

$HPQ$MSFT$NVDA
Wire

Take-Two Interactive Releases NBA 2K27 Globally

Take-Two Interactive Software (TTWO) said Friday it launched the video game title NBA 2K27 globally on Sony's (SONY) PlayStation 5, Microsoft's (MSFT) Xbox Series X/S, Nintendo's Switch, and PC.The game is available in standard, deluxe, and limited-time editions across multiple price tiers, along with updated gameplay mechanics, expanded career modes, and multiplayer options, the company said.The PC version comes with updated graphics and Nvidia's (NVDA) Deep Learning Super Sampling 5 technology, Take-Two Interactive said.Price: $213.95, Change: $-0.19, Percent Change: -0.09%

$MSFT$NVDA$SONY$TTWO
Wire

Market Chatter: Abu Dhabi AI Firm G42 Held Talks to Sell Majority Stake to US Companies

Abu Dhabi's AI firm G42 has held talks over potentially selling a majority stake to US companies, in a bid to secure access to advanced AI chips beyond 2027, Bloomberg reported Friday, quoting unnamed sources familiar with the matter.G42 will be able to buy AI chips without a US license until around April 2027, but it will need to modify its corporate structure to keep buying those chips, Bloomberg reported, adding proposals being considered include selling a majority stake to a US firm or establishing a new vehicle in the US.The report said G42 already counts US companies like Microsoft (MSFT) as investors, alongside Abu Dhabi wealth fund Mubadala Investment.Microsoft said in a blog post in April 2024 that it was investing $1.5 billion in G42 in return for a minority stake and that Vice Chair and President Brad Smith was joining G42's board.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $504.23, Change: $-5.89, Percent Change: -1.15%

$MSFT
Wire

DocuSign Launching Agreement Layer Product to AI Agents

DocuSign (DOCU) will open its Model Context Protocol server to every artificial intelligence agent on Sept. 30, the company said Friday.With the MCP server available globally, agreement intelligence will be callable natively from Anthropic's Claude, OpenAI's ChatGPT, Alphabet's (GOOGL, GOOG) Google Gemini, Microsoft's (MSFT) Copilot and Salesforce's (CRM) Slack, DocuSign said.AI agents will be able to see the context of past negotiations, terms and clauses, as well as company policy via its AI engine Iris, DocuSign said.Price: $69.00, Change: $+3.03, Percent Change: +4.59%

$DOCU$GOOG$GOOGL$MSFT

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