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Piper Sandler on Tech: 'Insurgents Jockey for Pole Position in Consumer AI Derby'
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Barclays looks at how much more runway there is for consumer AI application adoption
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CoreWeave IPO falls 8% on second day, despite NVIDIA lifeline
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Arm Holdings expects AI boom to increase market share to 50% - Reuters
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CoreWeave stock whimpers in IPO debut
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Nvidia seen stepping in to prop up CoreWeave's struggling IPO
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Openai Close To Finalizing $40 Billion Softbank-led Funding - Bloomberg
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AI stocks weak on word Microsoft drops data center leases in U.S. and Europe
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OpenAI Expects Revenue Will Triple to $12.7 Billion This Year - Bloomberg
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Italy Handed Tax Demands to Meta, X and LinkedIn over VAT Claim That Could Set EU Precedent - Reuters
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TD Cowen on Data Centers: 'MSFT Pullback Created Opportunity for GOOG & META'
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Microsoft (MSFT) call put ratio 1.8 calls to 1 put
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Piper Sandler Recommends 'Buying the Weakness' in Microsoft (MSFT) Stock
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DA Davidson Starts CoreWeave (CRVW) at Neutral
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OpenAI Expands COO's Role as Altman Focuses on Research and Products
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These 3 drivers will help Microsoft shares to reboot: analyst
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Microsoft (MSFT) call put ratio 1 call to 1 put
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Microsoft (MSFT) PT Raised to $595 at Tigress Financial Partners, 'at the forefront of the AI revolution'
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Lam Research initiated at ‘outperform’ by Oppenheimer on AI, NAND upgrades
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Scotiabank Starts Microsoft (MSFT) at Sector Outperform
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Bernstein: 'How Did the Hyperscale Clouds Do in Q4 2024?'
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BlackRock (BLK), Global Infrastructure Partners, Microsoft, and MGX Welcome NVIDIA and xAI to the AI Infrastructure Partnership to Drive Investment in Data Centers and Enabling Infrastructure
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NVIDIA's 'Super Bowl of AI' - Huang's GTC keynote
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Google to acquire cloud security firm Wiz for $32 billion
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Cantor Fitzgerald on X hacking and New CISA leadership
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Cantor Fitzgerald says idiosyncratic-driven infrastructure leading in software
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Cantor Fitzgerald says idiosyncratic-driven infrastructure leading in software
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NVIDIA (NVDA) and Microsoft (MSFT) Announce Neural Shading Technology
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DA Davidson Upgrades Microsoft (MSFT) to Buy
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Trump's FTC Moves Ahead With Broad Microsoft (MSFT) Antitrust Probe - Bloomberg
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Should you buy a dip in U.S. software stocks? Wall Street analyst answers
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Microsoft (MSFT) call put ratio 2.9 calls to 1 put with a focus on March 28 weekly 380 calls
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TD Cowen on Microsoft (MSFT): 'AI Demand Trends Remain Robust'
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Coreweave To Issue Shares Worth $350 Million To OpenAI In Initial Public Offering, Sources Say - Reuters
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Piper Sandler: 'We See Two Critical Industry Developments That Could Spark the Next Major Wave in AI'
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UBS Reiterates Buy Rating on Microsoft (MSFT)
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Analyst explains how to play AI in the defense sector
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Microsoft's (MSFT) AI Guru Wants Independence From OpenAI - The Information
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Microsoft (MSFT) PT Lowered to $475 at Stifel
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UK CMA Says Microsoft's (MSFT) OpenAI Pact Doesn't Qualify For Probe
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Amazon (AMZN) is working on a new 'reasoning' AI model that competes with OpenAI and Anthropic- Business Insider
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Tevogen Bio (TVGN) to Receive $8 Million of Non-Dilutive Grant Funding, Reiterates Efficient Operations
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Microsoft (MSFT) unveils Microsoft Dragon Copilot, AI assistant for clinical workflow
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Rotation out of US Big Tech and the Magnificent 7 is likely to continue: JPM
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Microsoft (MSFT) to shut down Skype
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Sam Altman: GPT-4.5 is ready!
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Snowflake stock leaps over 10% on earnings beat, bullish annual forecast
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Cloverleaf Infrastructure sees strong data center growth as Microsoft adapts strategy, expert says
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Bernstein: 'Microsoft (MSFT) and Then Everyone Else'
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Okta, Inc. (OKTA) Mentioned Cautiously at Midwest Boutique
