MICROSOFT WKN: 870747 ISIN: US5949181045 Forum: Aktien Thema: Hauptdiskussion

Microsoft, EY Plan $1B AI Push Five-year investment aims to help companies use AI across daily operations. Moz Farooque 05/21/2026 19:49 Microsoft (MSFT, Financials) and EY are putting more than $1 billion behind a new effort to help companies bring artificial intelligence into everyday business work. The investment will be spread over five years. The two companies plan to use teams made up of engineers and business consultants, giving customers both the technical help and the practical guidance needed to use AI inside their operations. That matters because many companies are interested in AI but still struggle with where to start. Some need help choosing the right tools. Others need support changing workflows, training employees or connecting AI systems to existing software. For Microsoft, the partnership could help drive more use of its cloud and AI products. For EY, it gives the consulting firm a larger role in helping clients turn AI plans into real projects. Investors will likely watch whether the initiative leads to stronger enterprise demand for Microsoft's AI and cloud services.

Microsoft Stock Gains as Anthropic Eyes Surprise AI Chip Deal Microsoft's AI Chip Bet Gets Fresh Buzz as Anthropic Talks Emerge Nauman Khan 05/21/2026 19:15 Microsoft MSFT rose about 2% on Thursday after a report said Anthropic is in talks to use the company's custom Maia artificial intelligence chips. Microsoft could rent servers powered by Maia to give Anthropic extra computing capacity for its Claude models. The arrangement would mark a possible win for Microsoft as it tries to broaden its AI hardware lineup and reduce reliance on Nvidia chips. Microsoft has faced delays in its in-house chip work, and a deal with Anthropic may help it show customers that its Maia platform is gaining traction. It could also give Microsoft a way to compete more directly with cloud rivals that are building their own AI chip strategies. For Anthropic, Microsoft's Maia servers may offer another option for running its models and a chance to shape future chips around its needs. The report said Maia is designed to speed up existing model use, but not to train new ones.

Microsoft (MSFT) Sees OpenAI Revenue Surge with Strong Q1 Performance GuruFocus News 05/21/2026 20:50 On May 21, 2026, OpenAI, supported by Microsoft, reported approximately $5.7 billion in revenue for the first quarter, surpassing Anthropic by nearly $1 billion during the same timeframe. This growth has been significantly bolstered by OpenAI's coding assistant Codex, which played a pivotal role in driving earnings. However, recent trends indicate that Anthropic may be accelerating ahead, potentially increasing the revenue gap between the two AI companies through the end of 2026. The news surrounding OpenAI's revenue highlights the competitive landscape in the artificial intelligence sector, where both OpenAI and Anthropic are vying for market dominance. With OpenAI's substantial revenue growth attributed to its innovative products like Codex, the market is closely watching how these developments will impact the broader technology sector, particularly for companies like Microsoft that are heavily invested in AI technologies.

News zu chip verkaufsverhandlungen an anthropic. Das macht schon sinn, warum es aber dann gegen den markt fallt ist eher das problem

Du velwechserst das mit'm Tanken, oder? Nich schlümm.

Na wenn man mit nem Euro beginnt dauert es halt 😆

Hier ist wirklich viel Wissen vertreten. Verstehe nicht, warum bei so viel Wissen hier nicht alle schon Milliardäre sind.

Tja Charttechnik macht die News. Wieder schön am Widerstand Kopf eingerannt. Das halt nun ein gedümpel 400-430$.

Und warum kauft man an einem Do., wenn das WE kurz vor der Tür steht? Angesichts von „Orange Bob“ ist dies heutzutage ein sehr gewagter move. Dass es weiter steigen wird, ist absehbar bei diesem Potenzial. Doch die Risiken, wie in dem Fall, würde Ich tunlichst minimieren.

Das mag schon sein, aber der ewig mehr oder weniger gleichbleibende Kurs, spricht eine andere Sprache ..leider!

Frage mich,was fuer ein fake Anstieg das war....

Noch nie was von deinen Shorts auf X und co gelesen 😜

Das Ding ist es wäre besser gewesen wenn es nicht so stark gestiegen wäre heute sondern im minus dann wäre es weniger trauriger 😂

Hab auch noch ein paar gekauft....und faellt die gleiche Minute :)))))

Gottlos hier bei msft absolut gottlos. 💀

Solange ich hier Short aktiv bin, wird es nicht nachhaltig steigen!