The Bill & Melinda Gates Foundation Trust revealed Friday that it sold its last 7.7 million shares of Microsoft (NASDAQ:MSFT) during the first quarter, an outflow of approximately $3.2 billion that ends a decades-long position in the company Gates co-founded (1). That morning a very different story had already been revealed. Hours before Gates’ filing…
Anthropic (ANTH.PVT) is expanding its presence in the legal software market as it continues to grow its enterprise presence. The latest offerings include integration with platforms already used by law firms, such as Box (BOX) and Thomson Reuters (TRI), add-ons designed for specific tasks and roles, such as corporate counsel, regulatory counsel and law students,…
Microsoft (MSFT) is a software giant, known for its Windows operating system and its Office software suite. It is also a hyperscaler. The biggest driver of the stock is artificial intelligence. The company’s revenue comes from three different business segments. These include productivity and business processes, intelligent cloud, and more personal computing. Microsoft’s cloud computing…
Microsoft (MSFT) is entering a new chapter in its artificial intelligence (AI) strategy, defined less by partnership and more by independence. After investing nearly $14 billion in OpenAI and tightly integrating its models into Azure, Microsoft 365 Copilot, GitHub, and other flagship products, the company is now openly pursuing what it calls “true self-sufficiency” in…
Leading artificial intelligence (AI) companies continue to report solid growth as they enter the new year. That’s a sign that this investment cycle may take longer than some investors expect. Morgan Stanley estimates that productivity gains from AI will account for 20% of economic growth next year. Investing in proven winners that are generating profitable…
AI-based cyberattacks increased by 72% in 2025. Palo Alto has a very profitable security business and is expanding its presence with the purchase of Cyberark. Microsoft is the largest cybersecurity company by revenue. 10 stocks we like better than Palo Alto Networks › Security threats are constantly increasing and becoming more sophisticated, thanks to bad…
Microsoft (MSFT) stock is up more than 45% in six months. The impetus behind this increase comes from its strong financial performance, driven by strong demand for its cloud and artificial intelligence (AI) solutions. Both areas have become key growth drivers for Microsoft’s business and are likely to drive MSFT’s long-term growth. Microsoft Cloud generated…
