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Microsoft is the worst performing Mag 7 stock this year. Goldman believes that's about to change
Microsoft is likely to see some upside from its push to integrate AI into its 365 offering, according to Goldman Sachs.
Hope for a U.S.-Iran deal, Apple's anniversary, OpenAI's podcast deal and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
AI data center boom ‘stress tests’ insurers as private capital floods in
Rapid technological advancements and the huge sums of money flowing into the data center are posing both risks and rewards for insurers.
Trump warns Iran '48 hours before all Hell will reign down,' while search for missing crew member intensifies
The U.S. military continued to search for a missing American airman on Saturday after an F-15E fighter jet was shot down over southwestern Iran.
Apple at 50: The iPhone maker 'blew a 5-year lead' on AI, but former insiders say it can still win
In dominating consumer devices, Apple sold users on the promise of privacy. To compete in AI, it may have to pivot.
OpenAI's Fidji Simo takes medical leave, announces leadership changes
OpenAI President Greg Brockman will oversee product in Simo's absence.
OpenAI's Fidji Simo takes medical leave, announces leadership changes
OpenAI President Greg Brockman will oversee product in Simo's absence.
Meta, Google under attack as court cases bypass 30-year-old legal shield
Internet platforms have long been able to rely on special protections to avoid liability for what takes place on their sites. But that may be changing.
'Chasing vibes' — OpenAI's M&A strategy gets more confusing with TBPN purchase
Over 10 months after shelling out an eye-popping $6.4 billion for Jony Ive's nascent devices startup, OpenAI announced it's buying media company TBPN.
The Tech Download: Defense startups eye Iran war windfall as U.S. and Gulf states turn to tech
Funding for defense startups has ballooned in recent years as militaries scramble to modernize.
Japan's Sakura Internet jumps 20% as Microsoft plans $10 billion AI push with SoftBank
Microsoft said it plans to invest $10 billion in Japan between 2026 and 2029 to build AI infrastructure.
Chinese chip firms hit record high revenue driven by the AI boom and U.S. curbs
Chinese chip companies have benefited from strong domestic demand for AI as U.S. tech curbs have bolstered local firms.
Microsoft executive touts Copilot sales traction as AI anxiety weighs on stock
Analysts have said adoption of the $30-per-month Microsoft 365 Copilot is in the early stage.
Coinbase clears key regulatory hurdle in bid to bolster its stablecoin business
Coinbase has received conditional approval from the U.S. Office of the Comptroller of the Currency to operate as a trust bank, the company said Thursday.
OpenAI acquires popular tech podcast TBPN
OpenAI did not disclose the terms of the deal but said TBPN will be housed within its strategy organization.
Amazon to add 3.5% fuel and logistics surcharge for sellers as Iran war drives up energy prices
With the war in Iran now in its fifth week, Amazon said it's adding a 3.5% fuel and logistics surcharge for third-party sellers in the U.S. and Canada.
Tesla's stock drops more than 4% on disappointing deliveries report
Tesla is coming off a year of declining deliveries due in part to increased competition from rivals in China offering lower-cost models.
Tesla's stock drops more than 4% on disappointing deliveries report
Tesla is coming off a year of declining deliveries due in part to increased competition from rivals in China offering lower-cost models.
Family offices stall deal-making during Iran conflict
While global uncertainty has weighed on deal count, family offices and corporate investors are still piling into megadeals.
Family offices stall deal-making during Iran conflict
While global uncertainty has weighed on deal count, family offices and corporate investors are still piling into megadeals.
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