#microsoft

@TheBadPlace@mastodon.ozioso.online · 1d ago

qwant news | Bill Ackman's Pershing Square discloses Microsoft stake, touts 'deeply embedded' software AI generated summary, Read the full article for complete information. Billionaire investor Bill Ackman announced that his firm Pershing Square Capital has taken a stake in Microsoft, calling the tech giant a “core holding” because it runs two of the most valuable enterprise franchises—its Microsoft 365 productivity suite (including Word and Excel) and its Azure cloud‑computing business. Ackman argued that investors underestimate the resilience and deeply embedded role of M365 across enterprises and see Microsoft’s recent restructuring of its OpenAI revenue‑sharing deal as a strategic shift toward a more open, multi‑model AI architecture that should drive future revenue, despite the company’s recent 12% stock decline and concerns about Azure growth and high AI‑related spending. His post helped lift Microsoft shares nearly 2% in early trading. Read more: https://nypost.com/2026/05/15/business/bill-ackmans-pershing-square-discloses-microsoft-stake-touts-deeply-embedded-software/ #BillAckman #PershingSquare #Microsoft #Microsoft365 #Azure

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 1d ago

US Top News and Analysis | What you need to know about Nvidia competitor Cerebras after wild IPO AI generated summary, Read the full article for complete information. Cerebras Systems’ blockbuster IPO, which closed with a market cap just under $100 billion, underscores the exploding demand for AI chips that can serve as alternatives to Nvidia’s GPUs. The Silicon Valley firm builds massive custom ASICs—its WSE‑3 chip is the size of a dinner plate, about 57 times larger than the biggest GPU and contains roughly 50 times more transistors—designed for faster inference rather than the training tasks that Nvidia’s general‑purpose GPUs excel at. After the IPO, Cerebras began operating its chips inside its own data‑center cloud, positioning itself against hyperscalers and other ASIC specialists such as Groq, SambaNova, D‑Matrix and Rebellions. The offering made two of its co‑founders billionaires and paves the way for further ASIC‑focused startups to go public as the AI hardware market rapidly expands. Read more: https://www.cnbc.com/2026/05/15/nvidia-cerebras-stock-price-ipo.html #Nvidia #Cerebras #Meta #Alibaba #Google #Microsoft #OpenAI #AndrewFeldman #SeanLie #TSMC #

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Markus

@markus@social.row-social.de · 1d ago

Täusche ich mich oder macht Microsoft ein Fass auf um den Leuten die Cloud oder besser gesagt Mist wieder schmackhaft zu machen? 😂 https://www.heise.de/news/Stabileres-Windows-Cloud-gestuetzte-Treiber-Wiederherstellung-fuer-Windows-Update-11295257.html Linux kann so schön sein... #linux #microsoft #treiber #pc #bullshit #windows

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 2d ago

qwant news | Bill Ackman reveals he's betting on Microsoft to be an AI winner AI generated summary, Read the full article for complete information. Business Insider delivers innovative, cutting‑edge stories that keep readers informed about the latest developments and trends they care about. Read more: https://www.businessinsider.com/bill-ackman-microsoft-stock-investing-portfolio-billionaires-tech-ai-azure-2026-5 #BillAckman #Microsoft #BusinessInsider

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 1d ago

qwant news | Bill Ackman moves into Microsoft, with the size to be disclosed today AI generated summary, Read the full article for complete information. Pershing Square has opened a new, undisclosed‑size position in Microsoft after the stock fell about 16% year‑to‑date, a move announced by Bill Ackman on X and to be detailed in a 13F filing later Friday. Ackman argues the market is undervaluing Microsoft’s entrenched enterprise software franchise—Office, Windows and Azure—rather than its AI initiatives, noting the company’s strong FY‑Q3 results (Azure up 40%, AI run‑rate $37 bn, total revenue $82.9 bn) and the recent $190 bn capex guidance boost that paradoxically pressured the share price. He likens the trade to a previous Pershing Square stake in Meta taken after a capex‑driven sell‑off, framing Microsoft as a high‑quality, temporarily discounted megacap. The filing will reveal whether the fund reallocated existing holdings or used cash for the purchase, as hedge funds must report 13F positions within 45 days of quarter‑end. Read more: https://thenextweb.com/news/ackman-pershing-square-microsoft-stake-capex #BillAckman #PershingSquare #Microsoft #AmyHood #Azure

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 1d ago

qwant news | Bill Ackman built Microsoft stake in first quarter during sell-off, betting on AI and cloud growth AI generated summary, Read the full article for complete information. Bill Ackman, founder and CEO of Pershing Square, disclosed that his hedge fund began accumulating Microsoft shares in February after the stock fell more than 26% from its July 2025 peak, citing the pullback as a rare chance to buy a dominant tech franchise at a compelling valuation of about 21 times forward earnings. Ackman said investors have over‑reacted to concerns about Microsoft’s AI competitiveness and Azure growth, emphasizing that the company’s M365 suite remains deeply embedded in enterprises thanks to its security, compliance and identity infrastructure, and that its R&D focus on the Copilot AI agent should boost product velocity and customer adoption. He called Microsoft a “core holding” and likened the investment to previous Pershing Square purchases of Alphabet, Amazon and Meta made during periods of AI‑related market skepticism. Read more: https://www.cnbc.com/2026/05/15/bill-ackman-says-he-built-microsoft-position-in-first-quarter.html #BillAckman #PershingSquare #Microsoft #Azure #AI

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13

@13@2137.social · 2d ago

Uwaga na krytyczną podatność 0-day w Microsoft Exchange (CVE-2026-42897). https://sekurak.pl/uwaga-na-krytyczna-podatnosc-0-day-w-microsoft-exchange-cve-2026-42897/ #Wbiegu #0day #Exchange #Microsoft #Owa #Websec #XSS

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Florian

@zersiax@cupoftea.social · 2d ago

Ok I am truly sorry to be that guy. BUT: Can we PLEASE, leave the "#AI improves #accessibility" talks to people who actually benefit from #accessibility? I see SO MANY articles, On LinkedIn, on Slack, on Medium, about how AI improves #accessibility metrics, compliance, automates all the things. Newsflash: your metrics are likely incomplete or inconclusive, compliance is at best an illusory snapshot, and automation for #accessibility is still a pipe dream, and that's coming from someone who actually uses these tools OUTSIDE a presentation room. I don't care if you're #microsoft, #salesforce or whichever other big name that makes you feel authoritative. You're wrong, sorry to say. Want ACTUAL stories from ACTUAL people using #AI to improve #accessibility? Hire me and I'll talk your ear off. That's been me for months now. Don't want to, right before #GAAD? Welp ... that tells its own story then, doesn't it?

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 3d ago

BBC News | Why big tech is betting on cute mascots AI generated summary, Read the full article for complete information. Big tech companies are reviving cartoon mascots to humanize their brands and deepen customer connections. Microsoft introduced “Mico,” a friendly blob avatar for its Copilot AI, while Apple’s blue‑and‑white “Little Finder Guy” appears in promotional videos for its laptops. Experts note that mascots can boost market share and create lasting, warm brand associations, especially when they tap into innate responses to baby‑like features such as large heads and big eyes. Tech giants like Google, Reddit, Mozilla, and Duolingo have also refreshed existing characters or launched new ones, using them to personalize AI interactions and drive social‑media engagement. Critics, however, warn that the trend coincides with rising mistrust of tech firms and raises concerns about persuasive, one‑to‑one AI communication that could feel “creepy.” Despite this, companies report encouraging feedback, and the resurgence of mascots—now extending beyond tech to publishers like Penguin—suggests brands see them as effective tools for building familiarity and loyalty, even as some consumers remain skeptical of their appeal. Read more: https://www.bbc.com/news/articles/c99l1zzp8xzo?at_medium=RSS&at_campaign=rss #Microsoft #Apple #Google #Reddit #AnthonyPatterson #NathalieNahai

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Italian News by RSS

@ItalianNews@mastodon.ozioso.online · 3d ago

Punto Informatico: Microsoft Edge: nuove funzionalità AI su desktop e mobile Microsoft ha annunciato nuove funzionalità AI per Edge su desktop e mobile che sfruttano l'integrazione di Copilot nel browser (alcune solo negli USA). The post Microsoft Edge: nuove funzionalità AI su desktop e mobile appeared first on Punto Informatico. Microsoft Edge: new AI features on desktop and mobile Microsoft has announced new AI features for Edge on desktop and mobile that leverage the integration of Copilot in the browser (some only in the USA). #Microsoft https://www.punto-informatico.it/microsoft-edge-nuove-funzionalita-ai-desktop-mobile/

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 3d ago

BBC News | Why big tech is betting on cute mascots AI generated summary, Read the full article for complete information. Big tech firms are reviving cute cartoon mascots to humanise their brands, with Microsoft unveiling “Mico” for its Copilot AI and Apple introducing the unofficial “Little Finder Guy” for its new laptop. Marketing experts say such characters can boost market‑share growth and create lasting emotional bonds by giving cold, impersonal services a friendly, baby‑like face, a tactic now also being used by Google, Mozilla, Duolingo, Penguin and others. While companies tout the mascots’ expressive, customizable qualities and allow users to turn them off, scholars caution that marrying AI with cuddly avatars may manipulate consumers and heighten mistrust, even as the strategy reflects a broader push for warmth and familiarity amid growing consumer cynicism. Read more: https://www.bbc.com/news/articles/c99l1zzp8xzo?at_medium=RSS&at_campaign=rss #Apple #Microsoft #Google #Reddit #Duolingo

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 3d ago

US Top News and Analysis | Cerebras prices IPO above expected range, as Wall Street braces for AI tsunami AI generated summary, Read the full article for complete information. Cerebras Systems, the AI‑chip maker founded in 2016, priced its Nasdaq IPO at $185 a share—above the expected range—raising at least $5.55 billion and valuing the company at roughly $56.4 billion on a fully diluted basis. The offering makes it one of the largest U.S. tech IPOs since Snowflake in 2020, and CEO Andrew Feldman’s personal stake is now worth about $1.9 billion. After a rocky path to the market, including a 2024 filing withdrawal and a shift from selling hardware to offering a cloud service, Cerebras has diversified its revenue away from a single UAE customer and secured a $20 billion deal with OpenAI for computing capacity. The company’s Wafer‑Scale Engine 3 chips promise speed and cost advantages over traditional GPUs, positioning Cerebras against cloud giants such as Google, Microsoft, Oracle and CoreWeave, while investors like Fidelity, Benchmark and Foundation Capital hold multi‑billion‑dollar stakes. Read more: https://www.cnbc.com/2026/05/13/cerebras-prices-ipo-above-expected-range-wall-street-expects-ai-flood.html #Cerebras #AndrewFeldman #G42 #Microsoft #OpenAI

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 3d ago

Chicago Sun-Times - All | ComEd electric customers brace for double-digit spike in bills by Brett Chase AI generated summary, Read the full article for complete information. ComEd electric customers in Chicago will face at least a 12 % increase in their monthly residential bills—rising from an average of $107 to $120—starting in June, as a temporary consumer‑credit tied to nuclear and renewable energy expires and AI‑driven data centers, which now number over 80 in northern Illinois with another 75 projects proposed, drive up power demand. The surge reflects both the credit’s loss and the high‑energy consumption of these facilities, which are outpacing the state’s ability to replace retiring coal plants with new wind and solar capacity. Utility officials say the rates are set by the PJM grid operator, not by ComEd, and advocates are urging that data‑center operators fund clean‑energy upgrades and greater regulatory oversight to curb further price hikes. Read more: https://chicago.suntimes.com/consumer-affairs/2026/05/13/comed-electric-customer-bills-rising-ai-data-centers-pjm-energy-costs #ComEd #PJMInterconnection #Google #Meta #Microsoft #Amazon #LIHEAP #Illinois #

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 3d ago

US Top News and Analysis | Microsoft feared being too dependent on OpenAI, Musk-Altman trial testimony reveals AI generated summary, Read the full article for complete information. Microsoft CEO Satya Nadella testified in the Musk‑Altman trial that, as early as April 2022, he feared OpenAI could eclipse Microsoft much as IBM once did to Microsoft, prompting an internal email warning “I don’t want to be IBM and OpenAI to be Microsoft.” To avoid that fate, Microsoft secured deeper “agency at every layer of the stack,” negotiating IP rights and revenue‑share terms while committing more than $100 billion in investment, infrastructure and hosting for OpenAI, which now accounts for roughly 45 % of Microsoft’s commercial cloud obligations. Nadella explained that the partnership taught Microsoft how to build AI‑optimized supercomputers and that the company has been diversifying its AI strategy—hiring DeepMind co‑founder Mustafa Suleyman to lead a new AI unit, developing home‑grown models for Copilot, and partnering with rivals such as Anthropic and Musk’s xAI—yet Microsoft’s own AI‑infused products have yet to become breakout hits, leaving its stock down 16 % this year even as Azure growth continues. Read more: https://www.cnbc.com/2026/05/13/microsoft-feared-openai-reliance-musk-altman-trial-testimony-reveals.html #Microsoft #OpenAI #SatyaNadella #Azure #MustafaSuleyman

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 3d ago

Irish Independent : Independent | LinkedIn planning to cut 5pc of staff as tech industry layoffs continue AI generated summary, Read the full article for complete information. LinkedIn, the Microsoft‑owned professional networking site that employs over 2,000 people in Ireland, is preparing to cut roughly 5 % of its Irish staff as part of a re‑organisation aimed at focusing resources on faster‑growing business areas, according to Reuters. The layoffs are not linked to AI‑driven job displacement, and come despite a 12 % revenue increase in the latest quarter. The move follows a wave of tech‑sector cutbacks across companies such as Coinbase, Meta, Amazon and PayPal, and follows LinkedIn’s recent opening of a new EMEA headquarters in Dublin and Microsoft’s broader voluntary redundancy programmes in its Irish operations. Read more: https://www.independent.ie/business/technology/linkedin-planning-to-cut-5pc-of-staff-as-tech-industry-layoffs-continue/a1847374163.html #LinkedIn #Microsoft #Coinbase #Meta #Amazon #Oracle #Covalent #PayPal #ActivisionBlizzard #

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 4d ago

Al Jazeera – Breaking News, World News and Video from Al Jazeera | Sam Altman says Elon Musk wanted 90 percent of OpenAI in high-stakes trial AI generated summary, Read the full article for complete information. In a U.S. federal court in Oakland, OpenAI CEO Sam Altman testified against Elon Musk’s lawsuit accusing the company of “stealing a charity” after Musk invested $38 billion under the premise of a nonprofit mission, only to see OpenAI become a for‑profit entity in 2019. Altman countered that Musk was aware of, and even sought a majority stake in, the for‑profit plan, describing him as a competitor intent on controlling the firm, while Musk, who runs the AI chatbot Grok, claimed Altman was untrustworthy and sought $150 billion in damages from OpenAI and its backer Microsoft. The trial, which could decide OpenAI’s leadership, future of products like ChatGPT, and its pending potential $1 trillion IPO, also highlighted broader public skepticism toward AI’s impact and growing political efforts to regulate the technology as it becomes a major economic and electoral issue. Read more: https://www.aljazeera.com/news/2026/5/12/sam-altman-says-elon-musk-wanted-90-percent-of-openai-in-high-stakes-trial?traffic_source=rss #SamAltman #ElonMusk #OpenAI #Microsoft #ChatGPT #GregBrockman

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 4d ago

NPR Topics: News | OpenAI's Sam Altman takes the stand to fend off Elon Musk's accusations he 'stole a charity' by John Ruwitch AI generated summary, Read the full article for complete information. OpenAI CEO Sam Altman testified in federal court to refute Elon Musk’s claim that he “stole a charity” by converting the nonprofit creator of ChatGPT into a for‑profit juggernaut; Musk’s lawsuit alleges that Altman, President Greg Brockman and Microsoft enriched themselves through a for‑profit subsidiary that now controls the nonprofit and seeks up to $150 billion in damages, the unwinding of the for‑profit entity, and the removal of Altman and Brockman. Altman countered that Musk tried to undermine OpenAI, launched a rival xAI, poached talent, and was not a good fit for the company, noting that the founders intended no single person to control artificial general intelligence. The three‑week trial, which pits two of tech’s biggest personalities against each other, could radically reshape OpenAI’s structure and the broader AI landscape, with closing arguments scheduled for Thursday and a decision expected soon. Read more: https://www.npr.org/2026/05/12/nx-s1-5811730/openai-sam-altman-testimony-elon-musk-trial #SamAltman #ElonMusk #OpenAI #GregBrockman #Microsoft

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 4d ago

US Top News and Analysis | OpenAI trial updates: Board chair Taylor continues testimony, Altman set to take stand AI generated summary, Read the full article for complete information. OpenAI’s ongoing federal lawsuit in Oakland sees board chair Bret Taylor concluding his testimony on Monday, describing a “dire” period when the company nearly collapsed and explaining the recapitalization that left the nonprofit still in control while simplifying the structure for employees and investors such as SoftBank and Thrive Capital; his testimony paves the way for CEO Sam Altman to take the stand Tuesday morning after Taylor’s 8:30 a.m. PT appearance, as Elon Musk’s 2024 suit accuses Altman and president Greg Brockman of violating the nonprofit pledge and misusing his roughly $38 million donation for commercial purposes. In a related session, Microsoft CEO Satya Nadella, whose firm has invested more than $13 billion in OpenAI since 2019, testified that he never received any concerns from Musk about the investment, expressed pride in backing the startup when few would, and characterized the 2023 leadership turmoil around Altman’s brief ouster as “amateur” while emphasizing Microsoft’s focus on continuity. Read more: https://www.cnbc.com/2026/05/12/openai-trial-updates-sam-altman-set-to-testify-in-musk-suit.html #OpenAI #SamAltman #BretTaylor #ElonMusk #GregBrockman #Microsoft #SatyaNadella #SoftBank #ThriveCapital # #SatyaNadela

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 5d ago

US Top News and Analysis | AI super rally has retail investors acting the most aggressive since trading frenzy during Covid AI generated summary, Read the full article for complete information. Retail traders are showing their most aggressive bullish behavior since the Covid‑driven surge, snapping up call options on Cboe’s “Mag 10” stocks (the seven mega‑caps plus AMD, Palantir and Broadcom) at the strongest 10‑day pace since 2021, with 52% of new positions being call‑buys and only 17% call‑sells, indicating a shift away from hedging. Call premiums on out‑of‑the‑money Nasdaq‑100 contracts have risen to a 52‑week high, and the index has set a new record, up more than 16% year‑to‑date, propelled by a semiconductor rally that now comprises nearly 20% of the S&P 500. This concentration has driven options traders toward single‑stock bets, widening the Cboe S&P 500 Constituent Volatility Index relative to the VIX, while Robinhood data shows retail investors heavily buying tech giants such as Nvidia, Tesla, Micron, AMD and Microsoft and shorting laggards like Costco, UnitedHealth and Alibaba. Read more: https://www.cnbc.com/2026/05/12/ai-super-rally-has-retail-investors-acting-the-most-aggressive-since-trading-frenzy-during-covid.html #MandyXu #SteveQuirk #Cboe #Robinhood #Nvidia #Tesla #AMD #Microsoft #Alibaba #Nasdaq_100 #

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Italian News by RSS

@ItalianNews@mastodon.ozioso.online · 5d ago

Punto Informatico: Copilot meno invadente su Office: arriva il pulsante unico Microsoft riorganizza l'accesso a Copilot su Word, Excel, PowerPoint e Outlook con un punto di ingresso unico, suggerimenti contestuali. The post Copilot meno invadente su Office: arriva il pulsante unico appeared first on Punto Informatico. Copilot less intrusive on Office: single button arrives Microsoft is reorganizing access to Copilot on Word, Excel, PowerPoint, and Outlook with a single entry point, contextual suggestions. The post Copilot less intrusive on Office: arrives the single button appeared first on Punto Informatico. #Microsoft #Excel #PowerPoint #first #PuntoInformatico https://www.punto-informatico.it/copilot-meno-invadente-office-pulsante-unico/

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