DIRS.INFO The most relevant business & tech news

☆ Why some CEOs are afraid of publicly criticizing Trump
▼ + stars: | 2024-10-24 | by ( Bryan Metzger | ) www.businessinsider.com time to read: +6 min

It may be driven by fears of retribution from Trump and what a second term would bring. AdvertisementBoth Vice President Kamala Harris and former President Donald Trump have won support from America's business titans and CEOs. On Tuesday, the New York Times reported that both JPMorgan CEO Jamie Dimon and Microsoft founder Bill Gates support Harris, but won't say so publicly. On the flipside, it's also possible that there are pro-Trump CEOs who don't want to alienate liberal customers and employees. In an appearance on CNBC's "Squawk Box" on Wednesday, billionaire hedge fund manager Bill Ackman suggested that there's a well of silent Trump support among CEOs.

Persons: Jamie Dimon, Bill Gates, Kamala Harris —, Trump, —, Kamala Harris, Donald Trump, Harris, Gates, didn't, Dimon, he's, hasn't, John Deere, Jeffrey Sonnenfeld, They're, … Trump, Sonnenfeld, Joe Evangelisti, it's, Bill Ackman, Bill, Ackman, Mark Cuban, there's Organizations: Service, New York Times, Microsoft, Times, Yale School of Management, Leadership, Republican, JPMorgan, Trump Locations: Mexico, That's

☆ The 2024 AI Power List: Matt McIlwain
▼ + stars: | 2024-10-24 | by ( Ben Bergman | ) www.businessinsider.com time to read: 1 min

Operating in Seattle, in the shadow of Amazon and Microsoft headquarters, McIlwain's Madrona Ventures was an early investor in AI companies such as Xnor.ai, which Apple acquired in 2020. The firm likes to say no investment is too early, as it prefers to be there as early as formation. Madrona also hosts the annual Intelligent Applications Summit, with this year's event featuring Mustafa Suleyman, the CEO of Microsoft AI, and Arvind Jain, the CEO and cofounder of Glean. McIlwain says companies should focus more on their business model than on an AI model. See Business Insider's full AI Power List

Persons: Madrona, Mustafa Suleyman, Arvind Jain, McIlwain Organizations: Microsoft, McIlwain's Madrona Ventures, Apple Locations: Seattle

☆ OpenAI disbands another safety team, head advisor for 'AGI Readiness' resigns
▼ + stars: | 2024-10-24 | by ( Hayden Field | ) www.cnbc.com time to read: +9 min

OpenAI is disbanding its "AGI Readiness" team, which advised the company on OpenAI's own capacity to handle increasingly powerful AI and the world's readiness to manage that technology, according to the head of the team. On Wednesday, Miles Brundage, senior advisor for AGI Readiness, announced his departure from the company via a Substack post. Former AGI Readiness team members will be reassigned to other teams, according to the post. Madry will still work on core AI safety work in his new role, OpenAI told CNBC at the time. Leike added that OpenAI must become a "safety-first AGI company."

Persons: OpenAI, Miles Brundage, Brundage, Miles, Mira Murati, Bob McGrew, Barret Zoph —, Aleksander Madry, Madry, reassign Madry, Sam Altman, it's, Altman, Lina Khan, they've, OpenAI's, Ilya Sutskever, Jan Leike, Leike, Greg Brockman, Brockman Organizations: AGI Readiness, CNBC, Security Committee, Google, Microsoft, Meta, Princeton University, Democratic, Federal Trade Commission, Department of Justice, Nvidia Locations: OpenAI

☆ Crosby Leads Lawsuit Against OpenAI and Microsoft for AI Training Data
▼ + stars: | 2024-10-24 | by ( Lucia Moses | ) www.businessinsider.com time to read: 1 min

Crosby, a partner at Susman Godfrey, is the lead attorney for The New York Times in its closely watched suit against OpenAI and Microsoft, claiming the Times' articles were used to train chatbots that compete with the newspaper. Nationally recognized for his work in IP and tech, Crosby has said he hopes the suit establishes that copyright holders must give permission and be paid for using their works to create AI products, especially ones that compete with journalism. "Nobody wins if AI consumes the livelihoods of creators whose original works make AI possible in the first place," he told Business Insider. OpenAI has called the suit without merit. See Business Insider's full AI Power List

Persons: Crosby, Susman Godfrey, OpenAI Organizations: The New York Times, OpenAI, Microsoft

☆ Trishul Chilimbi Builds Special AI Models for Shopping and E-Commerce
▼ + stars: | 2024-10-24 | by ( Eugene Kim | ) www.businessinsider.com time to read: 1 min

Chilimbi is a vice president and distinguished scientist at Amazon, where he leads the Stores Foundational AI organization. His latest focus is on building specialized foundation models for shopping and e-commerce. As part of this effort, Chilimbi led a team of Amazon scientists behind Rufus, Amazon's new generative-AI-powered shopping assistant. Before joining Amazon in 2017, Chilimbi was a researcher at Microsoft. His prior research focused on scaling deep learning training systems and vision-language pertaining.

Persons: Chilimbi, Rufus Organizations: Amazon, Microsoft

☆ Interview: Salesforce CEO Marc Benioff bashes Microsoft as generative AI threatens his company's CRM lead
▼ + stars: | 2024-10-24 | by ( Ashley Stewart | ) www.businessinsider.com time to read: +7 min

In a Business Insider interview this week, he let loose again, blasting Microsoft's Copilot AI assistant, while touting the Salesforce AI agents that are rolling out soon. In the interview with BI, Benioff focused on Salesforce's continued lead in the CRM market, rather than Microsoft's creeping gains. Generative AI may change CRMGenerative artificial intelligence may be a new challenge to Salesforce and especially its lead in CRM software. He cited CRM software, which replaced the physical Rolodex and helped salespeople keep in better touch with their contacts. It helps companies create their own AI agents to assist with tasks such as customer service and sales.

Persons: —, Marc Benioff isn't, Benioff, Copilot, Salesforce's, Rishi Jaluria, salespeople, Salesforce, Jaluria, It's, Morgan Stanley, Einstein, Agentforce Organizations: Microsoft, Salesforce's, Service, IDC, RBC Capital Markets

☆ Apple releases new preview of its AI, including ChatGPT integration
▼ + stars: | 2024-10-23 | by ( Kif Leswing | ) www.nbcnews.com time to read: +3 min

Apple on Wednesday released a beta version of a slew of Apple Intelligence features, including its long-awaited ChatGPT integration. The preview included with iOS 18.2 contains:New abilities to describe how the user wants Apple Intelligence to rewrite a chunk of text. At the company’s developer conference, Apple showed how the ChatGPT integration will work. Apple execs have also suggested that other AI models, such as those from Google, may also integrate with Apple Intelligence in the future. Some Apple Intelligence features are already in testing by the public, and will be released next week as part of iOS 18.1.

Persons: Apple, Siri, OpenAI’s chatbot, ChatGPT, Sam Altman, OpenAI, Apple execs Organizations: Apple, Apple Intelligence, ChatGPT, Visual Intelligence, Microsoft, Google, iOS

☆ AI on the trading floor: Morgan Stanley expands OpenAI-powered chatbot tools to Wall Street division
▼ + stars: | 2024-10-23 | by ( Hugh Son | ) www.nbcnews.com time to read: +4 min

Morgan Stanley is expanding the use of OpenAI-powered, generative artificial intelligence tools to its vaunted investment banking and trading division, CNBC has learned. It’s most in-demand among salespeople and other client-facing staff who often field questions from hedge funds or other institutional investors, said Huberty. Productivity boostIn a recent demonstration, the GPT-4 based chatbot was able to summarize Morgan Stanley’s position on matters from copper to Nvidia to the finer points of standing up a data center, understanding industry-specific jargon and providing charts and links to source material. The tool is embedded within workers’ browsers as well as Microsoft Teams and Outlook programs to make it readily available. Understandably, Huberty says she is often asked if AI could ultimately replace the analysts who are creating the reams of research published under Morgan Stanley’s banner.

Persons: Morgan Stanley, Katy Huberty, Morgan, ” Huberty, Wall, Pierre Buhler, ” Buhler, ” It’s, Goldman Sachs, Huberty, that’s, “, chatbot, Morgan Stanley’s, ” Organizations: CNBC, JPMorgan Chase, SSA, Co, JPMorgan, Employees, Productivity, Nvidia, Microsoft Locations: San Francisco

☆ Fund manager picks a lesser-known global tech stock trading at a 'fraction' of the Mag 7
▼ + stars: | 2024-10-23 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +2 min

Investors should look beyond the so-called "Magnificent Seven" and identify "country winners" in tech outside the U.S., according to one hedge fund manager. Beeneet Kothari, CEO and principal portfolio manager at the U.S.-headquartered hedge fund Tekne Capital Management, said there are global tech stocks that also make good investments right now. "Our view is that there is a Magnificent Seven set of companies in each of the major economies in the world [which] you can buy for a fraction of the value," he told CNBC Pro earlier this month. The Magnificent Seven stocks — Alphabet , Amazon , Apple , Meta Platforms , Microsoft , Nvidia and Tesla — have dominated investor interest in tech over recent years. Kaspi Among the stocks Kothari is betting on is the Kazakhstan-headquartered fintech Kaspi .

Persons: Beeneet Kothari, Kothari Organizations: Capital Management, CNBC Pro, Apple, Microsoft, Nvidia, Tesla, Kazakhstan Stock Exchange, American Locations: U.S, Kazakhstan, Silicon Valley

☆ The CEO of Perplexity said the AI-powered search engine isn't trying to replace the news
▼ + stars: | 2024-10-23 | by ( Melia Russell | ) www.businessinsider.com time to read: +5 min

Perplexity CEO Aravind Srinivas addressed the lawsuits the company is facing from news publishers. At a WSJ conference appearance, Srinivas said Perplexity was previously in conversations with Dow Jones. "Let's talk about the elephant in the room," Aravind Srinivas, cofounder and CEO of Perplexity, opened his interview at Wall Street Journal's Tech Live conference. People are directly going to [The] New York Times, The Wall Street Journal," Srinivas said. So, for example, a user can ask Perplexity about a shoe company that has just gone public on Wall Street.

Persons: Aravind Srinivas, Srinivas, Perplexity, Dow Jones, —, Rupert Murdoch's Dow Jones, Mark Penn, Deepa Seetharaman, Anthropic, Claude, It's, OpenAI Organizations: Service, Tech, New York Post, Journalism, New York Times, Street, Microsoft Locations: New York

☆ Exclusive: Legal tech startup Genie AI just raised $17.8 million in a Google Ventures-led round with this 13-slide deck
▼ + stars: | 2024-10-23 | by ( Riddhi Kanetkar | ) www.businessinsider.com time to read: +3 min

Legal tech startup Genie AI has secured $17.8 million from Google Ventures and Khosla Ventures. AdvertisementLegal tech startup Genie AI has just secured a $17.8 million Series A from Google Ventures and Khosla Ventures. "The main issue that lawyers have is that they are always overworked and understaffed," said Rafie Faruq, the cofounder and CEO of Genie AI. The Series A round, led by early OpenAI-backer Khosla Ventures and Google Ventures, the VC arm of Google parent company Alphabet, takes the startup's total funding to around $20 million. Genie AI said the cash injection will allow it to expand in the US.

Persons: Rafie Faruq, —, Michael Lacorazza, Faruq, Genie, We're, AI, Harvey, It's, we'll Organizations: Google Ventures, Khosla Ventures, Service, Genie, Bank, Microsoft, Google Locations: London

☆ BlackRock unveils active fund that aims to track changing AI trade over time
▼ + stars: | 2024-10-22 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

Tony Kim, head of the fundamental equities technology group at BlackRock , is helming a new AI-focused fund launching on Tuesday. The top holdings in the ETF at launch are some of biggest names in the AI trade, including Nvidia and Microsoft . The AI Trade The excitement around the AI trade may have recently lost some of its luster for short-term traders. The valuations of some of the trendy AI stocks have also been a worry for some investors since AI took off with the introduction of ChatGPT in late 2022 . BlackRock is launching a similar fund in an ETF wrapper on Tuesday, the iShares Technology Opportunities Active ETF (TEK), with Kim as one of the managers.

Persons: Tony Kim, Kim, What's, —, TEK Organizations: BlackRock, Innovation, Tech, ETF, Nvidia, Microsoft, Astera Labs, Hitachi, Nasdaq, Apple, BlackRock Technology, Fund, BAI Locations: BlackRock

☆ 'Magnificent Seven' stocks are a bright spot Tuesday as the market bounces off its lows
▼ + stars: | 2024-10-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Mag 7: A bright spot in Tuesday's uneven tape is the "Magnificent Seven" stocks. Apple may be down off Verizon' s earnings and Nvidia also is a little lower, but both Club stocks closed at new highs Monday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Nucor, Danaher, outlooked, We're, Larry Culp, Baker Hughes, Jim Cramer's, Jim Organizations: CNBC, ., GE Aerospace, Club, Apple, Verizon, Nvidia, Microsoft, Meta, Seagate Technology, chipmaker Texas, Enphase Energy, GE, Boston Scientific, Jim Cramer's Charitable Locations: Danaher

☆ CNBC Daily Open: Concerns over high interest rates return, pressuring stocks
▼ + stars: | 2024-10-22 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. The team pointed to high valuations and concentration in today's stock market as reasons for their forecast. [PRO] Ranking the Magnificent SevenThe Magnificent Seven bag of stocks — Alphabet , Amazon , Apple , Meta , Microsoft , Nvidia and Tesla — is responsible for most of the S&P 500's rally this year. Not so, according to a tech investor who owns all seven stocks.

Persons: Europe's, Goldman, Goldman Sachs, David Kostin, Bob Iger, Iger, Bob Chapek Organizations: New York Stock Exchange, CNBC, Nasdaq, Dow Jones, Treasury, Autonomous, Microsoft, Disney, Apple, Meta, Nvidia, Tesla

☆ Here are Tuesday's biggest analyst calls: Apple, Meta, Tesla, Costco, Walmart, Disney, First Solar and more
▼ + stars: | 2024-10-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Loop initiates AppLovin as buy Loop said the software publisher is an "indispensable infrastructure for the mobile gaming industry." Citi upgrades First Solar to buy from neutral Citi said the solar company is a winner no matter who wins the election. KeyBanc initiates Zeta Global as overweight KeyBanc said the marketing software company has an attractive platform. Stifel initiates Braze as buy Stifel said the software company is best positioned. Stifel initiates Klaviyo as buy Stifel said it is bullish on the software company.

Persons: Bernstein, Mizuho, Jefferies, Tesla, Morgan Stanley, Apple, Meta, Redburn, KeyBanc, Stifel, Disney, JPMorgan downgrades Hertz, Itron Organizations: Costco, Walmart, omni, Citi, Democratic, Republican, Cadence, Apple, LT, Microsoft, " Bank of America, Meta, Bank of America, Zeta Global, ZETA, Disney, JPMorgan, Hertz Global Holdings, Jefferies, Guggenheim

In the weeks following their move, Chris found out that his father was planning to sell the family business, the Wheels Motel in Greybull, Wyoming. Still, knowing that his dad couldn't run the motel forever, Chris had previously run the possibility of buying it by Roxanna. The Wheels Motel is located in Greybull, Wyoming, about 100 miles from the east gate of Yellowstone National Park. Chris and Roxanna Harwood purchased the Wheels Motel from Chris' father in 2017. "This will be one of maybe two or three years that we've shown profitability with the motel," Chris says.

Persons: Chris, Roxanna, They'd, he'd, couldn't, Levi Stallings, she'd, Roxanna —, —, they've, Ronan, Roxanna Harwood, Harris, it's, they're Organizations: Roxanna, CNBC, Navy, University of Wyoming, Colorado State, Microsoft, Gas, BMW Locations: Loveland , Colorado, Greybull , Wyoming, Yellowstone, Bighorn, it's, Billings , Montana, Greybull, Wyoming, Laramie, Hulu, Billings

☆ Amazon-backed Anthropic debuts AI agents that can do complex tasks, racing against OpenAI, Microsoft and Google
▼ + stars: | 2024-10-22 | by ( Hayden Field | ) www.cnbc.com time to read: +2 min

Anthropic, the Amazon-backed AI startup founded by former OpenAI research executives, announced Tuesday that it's reached an artificial intelligence milestone for the company: AI agents that can use a computer to complete complex tasks like a human would. Anthropic is the company behind Claude — one of the chatbots that, like OpenAI's ChatGPT and Google's Gemini, has exploded in popularity. Amazon had early access to the tool, Anthropic told CNBC, and early customers and beta testers included Asana, Canva and Notion. The company has been working on the tool since early this year, according to Kaplan. Anthropic said that future consumer applications include booking flights, scheduling appointments, filling out forms, conducting online research and filing expense reports.

Persons: it's, Claude —, Jared Kaplan, Anthropic, Kaplan, Claude Organizations: Microsoft, Meta, CNBC

☆ Starboard Value's Jeff Smith says Salesforce has 'a lot more to go' and can get more profitable
▼ + stars: | 2024-10-22 | by ( Jordan Novet | ) www.cnbc.com time to read: +3 min

Starboard revealed a holding in the stock and Salesforce responded by cutting thousands of employees and moving up its timeline for widening its adjusted operating margin. On Tuesday, Starboard said in a presentation that Salesforce "can continue to become more efficient and more profitable." And Starboard said Salesforce should commit to adhering to the rule of 50 by the 2028 fiscal year. The activist firm laid out two scenarios, both of which involved Salesforce's revenue growth accelerating and its adjusted operating margin widening. The Agentforce technology for automating customer interactions, which Salesforce discussed at its Dreamforce conference in September, has the potential to boost revenue growth, Starboard said.

Persons: They've, Jeff Smith, CNBC's David Faber, Salesforce, Marc Benioff, Salesforce's, Mason Morfit, Amy Weaver Organizations: 13D, ValueAct, UBS, Adobe, Intuit, Microsoft, Oracle, SAP, CNBC Locations: New York

☆ Reddit CEO says the platform is in an 'arms race' for AI training
▼ + stars: | 2024-10-22 | by ( Erin Snodgrass | ) www.businessinsider.com time to read: +3 min

Reddit CEO Steve Huffman said the company is working to find its place in the AI "arms race." The platform has become a power player in the race to train AI models. Huffman hinted at large companies that are taking advantage of Reddit's content. AdvertisementReddit CEO Steve Huffman said the platform's content is among the world's best training data for artificial intelligence — and an increasingly valuable commodity as the company aims to find its place in the AI "arms race." "We've invested a lot in the last couple of years in locking that down, but it is an arms race."

Persons: Steve Huffman, Huffman, —, he's, Reddit, We've Organizations: Service, Tech, Google, Microsoft

☆ Microsoft takes aim at Salesforce with new autonomous AI agents
▼ + stars: | 2024-10-21 | by ( Deirdre Bosa | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft takes aim at Salesforce with new autonomous AI agentsCNBC's Deirdre Bosa joins 'Money Movers' to report on Microsoft's new enterprise AI tools.

Persons: CNBC's Deirdre Bosa Organizations: Microsoft

☆ Wall Street keeps raising price targets for sky-high Nvidia stock. Here's why analysts are still so bullish.
▼ + stars: | 2024-10-21 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +6 min

Bank of America and Goldman Sachs are among the banks that have raised price targets in recent weeks. AdvertisementNvidia stock is trading at record highs, but that's not deterring top Wall Street analysts from being bullish. Goldman Sachs, $150 price targetGoldman analysts raised their price target to $150 from $135 a share, implying 6% upside from the stock's current levels. AdvertisementStrategists said they changed their price target after a meeting with Huang. Bernstein, $155 price targetBernstein raised its price target to $155 a share shortly after the chipmaker reported its second-quarter earnings in August.

Persons: Blackwell, Goldman Sachs, —, Jensen Huang, Goldman, Huang, CFRA, Angelo Zino, NVDA, Zino, Bernstein, Rasgon Organizations: Nvidia, Bank of America, Service, Wall, Bank, Blackwell, Accenture, Microsoft, ServiceNow, Foundry, CNBC Locations: bullish, CY23, Blackwell

☆ Honeywell signs deal with Google to bring Gemini generative AI to industrial sector
▼ + stars: | 2024-10-21 | by ( Eric Rosenbaum | ) www.cnbc.com time to read: +5 min

"Everyone has that problem in industrials," he said at the recent CNBC Evolve AI Opportunity event. The Google AI will offer images, videos, text and sensor readings to engineers. According to Honeywell data, 82% of companies in the industrial sector that consider themselves AI leaders are behind on adoption, with only 17% having fully launched initial AI plans. Siemens and Microsoft announced a gen AI deal for the industrial sector late last year, which included an AI copilot for use across industries. "Awareness is high, adoption is low, but there will be an inflection point," he said at the recent CNBC AI event.

Persons: Rick Osterloh, Vimal Kapur, Kapur, Suresh Venkatarayalu, Carrie Tharp, Delangue Organizations: Devices, Google, Honeywell, CNBC, Honeywell Forge, Workers, Companies, Gemini, Amazon, Nvidia, Siemens, Microsoft Locations: Mountain View , California, industrials

☆ X changed its terms of service to let its AI train on everyone’s posts. Now users are up in arms
▼ + stars: | 2024-10-21 | by ( Ramishah Maruf | ) edition.cnn.com time to read: +3 min

New York CNN —When X unveiled its newest terms of service, which go into effect on November 15, users quickly picked up on one change. Using content to train AI has become a major issue as the technology booms. On X, artists and others in creative roles are fretting about their work being used – not just on X – to train computers that could someday replace human creators entirely. Other X users say they are concerned about personal information in their tweets being used that way. X’s terms said any users who continue to use their products or services on or after November 15 would be agreeing to the updated terms.

Persons: X, ”, Alex Fink, Fink, CNN’s Clare Duffy Organizations: New, New York CNN, Services, Musk, Court, Northern, Northern District of, Companies, Google, Microsoft, CNN Locations: New York, Northern District, Northern District of Texas, Tarrant County , Texas, Tarrant, Austin , Texas

☆ Microsoft to roll out new autonomous AI agents next month, fending off challenge from Salesforce
▼ + stars: | 2024-10-21 | by ( Ryan Browne | ) www.cnbc.com time to read: +5 min

Starting next month, they'll move into public preview, meaning more organizations can start building AI agents of their own. AI agents can act as virtual workers that can carry out a series of tasks without supervision. Microsoft demonstrated how its autonomous AI agents work. Competition is fierceMicrosoft is doubling down on AI agents at a time when competition is intensifying up in the red-hot artificial intelligence space. Microsoft 365 Copilot is a service offered by the tech giant that embeds generative AI into its suite of productivity apps.

Persons: Satya Nadella, Dimas Ardian, they'll, Jared Spataro, Salesforce, Zahra Bahrololoumi, —, Bahrololoumi, I'm, Marc Benioff Organizations: Bloomberg, Getty, Microsoft, Copilot, Dynamics, McKinsey, CNBC, Crown Commercial Service Locations: Jakarta, Indonesia, Salesforce, London, U.S, San Francisco, Ireland, Copilot

☆ The Magnificent 7 stocks ranked from a tech investor that owns all of them
▼ + stars: | 2024-10-21 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Tech investor Ray Wang — who owns all Magnificent Seven stocks — laid out his rankings of favored tech plays on Monday. Wang equated the AI expansion to the Amazon 's early e-commerce buildout. Amazon is Wang's second favorite Magnificent Seven pick, followed by pure-play AI beneficiaries Microsoft and Alphabet . Wang also expects the company — along with Alphabet — to benefit from the political advertising season underway. Here's how each Magnificent Seven member is doing year to date: Nvidia: up 182% Amazon: up 22.8% Microsoft: up 10% Alphabet: up 17% Apple: up 22% Tesla: Down 12.4% Meta Platforms: up 61%

Persons: Ray Wang —, CNBC's, Wang, Tesla, Elon Organizations: Constellation Research, Nvidia, Microsoft, Apple

Search resuls for: "Microsoft

25 mentions found