Microsoft (MSFT 0.06%) and OpenAI aren't as close and intertwined as they were a year ago. While they still work together, both have been distancing themselves from one another and have updated their partnership agreement multiple times. While partnering and working closely with OpenAI may have seemed like a great move for Microsoft when ChatGPT was the leading chatbot, times have changed. Here's ...
Microsoft (MSFT 0.06%) and OpenAI aren't as close and intertwined as they were a year ago. While they still work together, both have been distancing themselves from one another and have updated their partnership agreement multiple times. While partnering and working closely with OpenAI may have seemed like a great move for Microsoft when ChatGPT was the leading chatbot, times have changed. Here's why diversifying and being less dependent on ChatGPT may prove to be a great strategy for the tech giant in the long run. Microsoft's customers frequently use multiple AI models There are a growing number of AI chatbots, and picking a winner at this stage is no easy task. That's why taking a more agnostic approach and not being linked to a specific model may be crucial for Microsoft. Anthropic's Claude model, for instance, is known for being a popular option with enterprise customers for its coding capabilities. By simply offering customers the ability to choose the AI model that best suits their needs, Microsoft doesn't need to worry about picking a winner, which can enable it to better meet its customers' needs. Microsoft's cloud servers allow customers to choose from many different AI models, including ones from OpenAI, Anthropic, and open source. CEO Satya Nadella stated, on the company's recent earnings call, that "over 10,000 customers have used more than one model on Foundry, 5,000 have used open-source models, and the number who have used Anthropic and OpenAI models increased 2x quarter-over-quarter." Offering flexibility is key for Microsoft to be adaptable and ensure it's not limiting itself to a specific AI model. Nadella also says that "we offer the broadest selection of models of any hyperscaler, so customers can choose the right model for the right workload." Expand NASDAQ : MSFT Microsoft Today's Change ( -0.06 %) $ -0.24 Current Price $ 418.85 Key Data Points Market Cap $3.1T Day's Range $ 416.35 - $ 424.40 52wk Range $ 356.28 - $ 555.45 Volume 1.3M Avg Vol ...
nvda Nvidia Stock NVDA Risks Falling Under $200 as Rising Costs, China Risks Weigh on Sentiment Q1 Earnings propelled NVIDIA to yet another impressive quarter, but growing expenses and geopolitical unpredictability masked the positive outcomes and put pressure on the stock. Written by: Skerdian Meta • • 2 min read • Quick overview NVIDIA reported Q1 FY27 revenue of $81.6 billion, driven by strong ...
nvda Nvidia Stock NVDA Risks Falling Under $200 as Rising Costs, China Risks Weigh on Sentiment Q1 Earnings propelled NVIDIA to yet another impressive quarter, but growing expenses and geopolitical unpredictability masked the positive outcomes and put pressure on the stock. Written by: Skerdian Meta • • 2 min read • Quick overview NVIDIA reported Q1 FY27 revenue of $81.6 billion, driven by strong demand in the data center segment, particularly from hyperscale cloud providers. Despite impressive revenue growth, rising operating expenses and tax pressures have raised concerns about the company's profitability and efficiency. Geopolitical tensions and export restrictions have led to a forecast of no Data Center compute revenue from China in Q2, limiting growth potential. NVIDIA's stock has shown volatility, recently slipping below key technical support levels, while the company continues to return capital to shareholders through buybacks and dividends. Live NVDA Chart NVDA 0.0000 MARKETS TREND [[NVDA-graph]] Q1 Earnings propelled NVIDIA to yet another impressive quarter, but growing expenses and geopolitical unpredictability masked the positive outcomes and put pressure on the stock. Strong Revenue Growth Anchored by Data Center Demand NVIDIA reported Q1 FY27 revenue of $81.6 billion, marking a 20% sequential increase and an 85% year-on-year surge, underscoring sustained demand for high-performance computing infrastructure. The results were again driven by hyperscale cloud providers and continued expansion in AI-driven data center buildouts. Earnings also came in strong, with GAAP diluted EPS of $2.39, supported by elevated pricing power and robust margins across its premium GPU and networking products. Gross margin remained exceptionally high at 74.9%, reinforcing NVIDIA’s dominant position in advanced semiconductor and compute systems. The Data Center segment remained the core growth driver, generating $75.2 billion in revenue, with particularly strong performance in...
Good morning from a rainy Sydney. President Donald Trump once again signaled that talks with Iran to reopen the Strait of Hormuz are making progress, with global markets responding positively. Locally, my colleague Ainsley Thomson in Wellington has done a deep dive on what’s behind the deflation of the New Zealand housing bubble and what lessons Australia can learn from it. Meanwhile, all eyes are...
Good morning from a rainy Sydney. President Donald Trump once again signaled that talks with Iran to reopen the Strait of Hormuz are making progress, with global markets responding positively. Locally, my colleague Ainsley Thomson in Wellington has done a deep dive on what’s behind the deflation of the New Zealand housing bubble and what lessons Australia can learn from it. Meanwhile, all eyes are on the NZ rate decision tomorrow, when the central bank is expected to stand pat . And Australians may also see a bit more softening in the housing market, with NAB no longer including tax breaks for properties sold after tax changes were announced in the budget. — Carmeli Argana, Australian stocks reporter What’s happening now New Zealand’s central bank is expected to keep its key interest rate unchanged at 2.25% on Wednesday, opting to look through the inflationary impact of the Middle East energy shock in favor of supporting a fragile economic recovery. National Australia Bank has tightened its home lending rules after the Australian government removed a concession that allowed property investors to claim mortgage interest payments as a tax deduction. The bank will not include the effects of the tax break for properties sold after May 12, a move that could reduce how much buyers are able to borrow, Bloomberg News reported. Meantime, Australian homes are among the most expensive in the developed world. Buyers, desperate to get onto the property ladder, have taken on more debt than ever before, and uninhabitable properties, some covered in mold and asbestos, are snapped up for millions. Read our explainer on how Australia’s housing market became so out of reach. In the travel world, Qantas’s ultra-long-range Airbus SE A350s have been delayed again , yet another setback to the airline’s plan to operate the world’s longest non-stop flights next year. The first of 12 customized A350-1000s will arrive in April 2027, Airbus said Monday. Airbus blamed the delay “on supply chain...
Palantir Technologies (PLTR 0.39%) develops custom artificial intelligence (AI) software for government and commercial customers across various industries and applications. The company's launch of its Artificial Intelligence Platform (AIP) in 2023 has proven to be a game changer, with growth accelerating consistently since then amid insatiable demand for AI technology across the economy. That mome...
Palantir Technologies (PLTR 0.39%) develops custom artificial intelligence (AI) software for government and commercial customers across various industries and applications. The company's launch of its Artificial Intelligence Platform (AIP) in 2023 has proven to be a game changer, with growth accelerating consistently since then amid insatiable demand for AI technology across the economy. That momentum is still building; management is guiding for 120% revenue growth from commercial U.S. customers in 2026. It has made Palantir stock an absolute home run for investors throughout this artificial intelligence (AI) boom, rising over 2,000% since 2023. It's also made Palantir a lightning rod for investors, who have fiercely debated the stock's lofty valuation. That debate rages on among analysts to this day. Of 30 Wall Street analysts surveyed by CNN Business, 60% rate the stock a buy, with some price targets suggesting as much as 86% upside. Here's why agentic AI could be fueling the market's optimism. Agentic AI could drive the growth analysts are looking for Palantir's technology tends to act as an operating system, a software brain that analyzes an organization's data to generate trends and insights for human users. It's arguably the ideal overseer of AI agents, digital workers that, over the coming years, will increasingly perform tasks in place of humans. These agents will likely function within Palantir's software applications, where they can monitor, govern, and coordinate them. Palantir's AIP already speaks to that, as the company is selling enterprise autonomy, not just chatbot capabilities. Some companies have already begun laying off employees, often citing AI as a reason. AI agents will likely continue to surge from here. According to Grand View Research, the Enterprise Agentic AI market could grow by more than 46% annually, hitting $24.5 billion by the end of this decade. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -0.39 %) $ -0.54 Current Pri...
Palantir Technologies (NASDAQ: PLTR) develops custom artificial intelligence (AI) software for government and commercial customers across various industries and applications. The company's launch of its Artificial Intelligence Platform (AIP) in 2023 has proven to be a game changer, with growth accelerating consistently since then amid insatiable demand for AI technology across the economy. That mo...
Palantir Technologies (NASDAQ: PLTR) develops custom artificial intelligence (AI) software for government and commercial customers across various industries and applications. The company's launch of its Artificial Intelligence Platform (AIP) in 2023 has proven to be a game changer, with growth accelerating consistently since then amid insatiable demand for AI technology across the economy. That momentum is still building; management is guiding for 120% revenue growth from commercial U.S. customers in 2026. It has made Palantir stock an absolute home run for investors throughout this artificial intelligence (AI) boom, rising over 2,000% since 2023. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » It's also made Palantir a lightning rod for investors, who have fiercely debated the stock's lofty valuation. That debate rages on among analysts to this day. Of 30 Wall Street analysts surveyed by CNN Business, 60% rate the stock a buy, with some price targets suggesting as much as 86% upside. Here's why agentic AI could be fueling the market's optimism. Image source: The Motley Fool. Agentic AI could drive the growth analysts are looking for Palantir's technology tends to act as an operating system, a software brain that analyzes an organization's data to generate trends and insights for human users. It's arguably the ideal overseer of AI agents, digital workers that, over the coming years, will increasingly perform tasks in place of humans. These agents will likely function within Palantir's software applications, where they can monitor, govern, and coordinate them. Palantir's AIP already speaks to that, as the company is selling enterprise autonomy, not just chatbot capabilities. Some companies have already begun laying off employees, often citing AI as a reason. AI agents will likely continue to surge ...
Key Points Palantir's AI software sits at the heart of organizations, making it ideal to govern AI agents. The company's growth continues to build speed, with management expecting a huge year in 2026. Palantir's stock remains pricey, but it's no longer wildly overvalued, as one might assume. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) develops custom ...
Key Points Palantir's AI software sits at the heart of organizations, making it ideal to govern AI agents. The company's growth continues to build speed, with management expecting a huge year in 2026. Palantir's stock remains pricey, but it's no longer wildly overvalued, as one might assume. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) develops custom artificial intelligence (AI) software for government and commercial customers across various industries and applications. The company's launch of its Artificial Intelligence Platform (AIP) in 2023 has proven to be a game changer, with growth accelerating consistently since then amid insatiable demand for AI technology across the economy. That momentum is still building; management is guiding for 120% revenue growth from commercial U.S. customers in 2026. It has made Palantir stock an absolute home run for investors throughout this artificial intelligence (AI) boom, rising over 2,000% since 2023. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » It's also made Palantir a lightning rod for investors, who have fiercely debated the stock's lofty valuation. That debate rages on among analysts to this day. Of 30 Wall Street analysts surveyed by CNN Business, 60% rate the stock a buy, with some price targets suggesting as much as 86% upside. Here's why agentic AI could be fueling the market's optimism. Agentic AI could drive the growth analysts are looking for Palantir's technology tends to act as an operating system, a software brain that analyzes an organization's data to generate trends and insights for human users. It's arguably the ideal overseer of AI agents, digital workers that, over the coming years, will increasingly perform tasks in place of humans. These agents will likely function within Palantir's so...
After the city’s worst fire disaster in decades took 168 lives last November, it goes without saying that fire safety is paramount in our crowded high-rise environment. But evidence shows it still needs saying. It is to be found in the report by the Fire Services Department on checks on 1,500 residential and mixed-use old buildings carried out over two months beginning in January. A fire services ...
After the city’s worst fire disaster in decades took 168 lives last November, it goes without saying that fire safety is paramount in our crowded high-rise environment. But evidence shows it still needs saying. It is to be found in the report by the Fire Services Department on checks on 1,500 residential and mixed-use old buildings carried out over two months beginning in January. A fire services spokesman said the checks found that 53 buildings had fire alarms with safety violations and another 53 had defects in their hosepipe reel systems. Eighteen had defects in both. Officers also issued over 2,500 fire hazard abatement notices. Those figures speak for themselves about the scale of high-rise fire risk in Hong Kong’s old buildings. The lessons of the blaze that engulfed seven of eight towers at Wang Fuk Court must be learned and compliance with safety standards effectively enforced. So it is good that the inspection exercise is being extended for two years until April 2028 as officers continue to check high-risk old buildings or those undergoing renovation. Advertisement Subdividing flats into tiny living spaces can compound fire risks. A reminder of this is the death of a 69-year-old man on Thursday in a fire in a 13th-floor flat at Jordan that had been subdivided into nine living spaces. In this case the cause remains under investigation. But the tragedy rightly prompted Secretary for Housing Winnie Ho Wing-yin to underscore the need to eradicate substandard housing and the importance of the new Basic Housing Units Ordinance. “Each resident had an average living space of just five square metres, presenting numerous fire safety hazards,” Ho said. Under the new ordinance, which requires subdivided flats to meet minimum standards, owners have until the end of next February to register their flats. Once registered, they get a 36-month grace period to make properties compliant. Ho said the authorities had recently received 11,800 subdivided flat applications. Advert...
Almost as soon as the full-time whistle went in Paisley on Monday, amid the St Mirren celebrations, thoughts turned to what comes next for a club who have experienced the highest of highs and some low lows this season. In December, they won the League Cup with a magnificent victory over Celtic at Hampden - another triumph for manager Stephen Robinson after three straight top-six finishes in the Sc...
Almost as soon as the full-time whistle went in Paisley on Monday, amid the St Mirren celebrations, thoughts turned to what comes next for a club who have experienced the highest of highs and some low lows this season. In December, they won the League Cup with a magnificent victory over Celtic at Hampden - another triumph for manager Stephen Robinson after three straight top-six finishes in the Scottish Premiership. However, the consistent league form that had characterised Robinson's tenure evaporated this term despite their cup heroics. They were dragged into a relegation battle, and when Robinson departed for Aberdeen in March, former youth coach Craig McLeish was thrust into interim charge with one brief - survive. And survive they did, by the barest of margins, as Marcus Fraser's goal earned a 2-1 aggregate victory over Partick Thistle in the Premiership play-off final, a 1-0 home win on Monday sealing the job. McLeish has made no secret of his desire to stay in the role and he reiterated that wish after the full-time whistle. "I imagine [chief operating officer] Keith [Lasley] will start to have conversations about that over the next few days," McLeish said when asked by BBC Scotland about his future. "We spoke about taking care of everything and whatever the outcome is, the club will plan their future from there. "I'm privileged that the club put trust in me to take the team on. If I get the opportunity to lead the group, my biggest thing is to make sure we're never in that type of position again. "I've felt I'm capable of doing the job and handling the full thing. I've felt that from day one. This is what I've always been building towards. "I can't control when I would get the opportunity. I just had to show I was ready to go and I hope I have shown people that."