microsoft - Asia Tech Wire

microsoft

        2025.02.02
    
08:25

                            Nvidia's market value shrunk by more than $500 billion in a week
                        
                            In January this year, DeepinQuest, a Chinese artificial intelligence startup, released its latest open source model R1, breaking the myth that "bigger is better" in artificial intelligence development. According to a US market watch website, Nvidia's market value has shrunk by $552 billion in the past week. In addition, Microsoft's cloud service platform, Amazon's cloud computing division, and Nvidia recently announced that China's DeepinQuest's R1 model has been connected to their platforms.
                        
        2025.01.31
    
14:17

                            HSBC: Raises Microsoft's price target from $566 to $598
                        
                            HSBC: Raised Microsoft's target price from $566 to $598.
                        
14:17

                            HSBC: Raised Microsoft (MSFT.O) price target from $566 to $598.
                        
        2025.01.30
    
22:34

                            The Dow opened down 0.03%, the S&P 500 rose 0.4%, and the Nasdaq rose 0.3%.
                        
                            IBM rose 8.4% as Q4 profit exceeded expectations. Microsoft fell 5.1% as Azure cloud service growth was lower than expected. UPS fell 14.0% as Q4 revenue and 2025 revenue guidance fell short of expectations. American Airlines fell 2.3% after its plane collided with a U.S. military helicopter and crashed.
                        
22:33

                            Microsoft (MSFT.O) shares fell 6%, the biggest drop since October 31 last year.
                        
22:31

                            At the opening of the US stock market, the Dow Jones Industrial Average rose 0.07%, the S&P 500 rose 0.38%, and the Nasdaq rose 0.30%. IBM (IBM.N) rose about 9%, with Q4 results and guidance exceeding expectations. Microsoft (MSFT.O) fell about 5%, with Azure cloud service growth falling short of expectations last quarter.
                        
08:13

                            Microsoft CEO Nadella: DeepSeek has "real innovation" and AI cost reduction is the trend
                        
                            Microsoft CEO Nadella emphasized in a conference call that the DeepSeek-R1 model is currently available through Microsoft's AI platform Azure AI Foundry and GitHub, and will soon be able to run on Copilot+ computers. Nadella said DeepSeek "has some real innovation" and that the trend is that AI costs are falling: "The scaling law is accumulating in pre-training and inference time calculations. Over the years, we have seen AI training and inference. Significant efficiency improvements. On the inference side, we typically see more than 2x price/performance improvements with each generation of hardware and more than 10x price/performance improvements with each generation of models.”
                        
05:20

                            Microsoft (MSFT.O): Capital spending is expected to expand in the coming years.
                        
05:06

                            Microsoft (MSFT.O): Cloud revenue in Q2 of fiscal year 2025 was US$40.9 billion, while market expectation was US$41.1 billion.
                        
05:06

                            Microsoft (MSFT.O): Productivity and business process revenue in Q2 of fiscal year 2025 was US$29.437 billion, compared with US$19.25 billion in the same period last year.
                        
05:06

                            Microsoft (MSFT.O) had a net profit of US$24.108 billion in the second quarter of fiscal year 2025, compared with US$21.87 billion in the same period last year and the market expected US$23.38 billion.
                        
05:04

                            Microsoft's revenue in Q2 of fiscal year 2025 was $69.6 billion, the market expected $68.84 billion, and $62.02 billion in the same period last year
                        
                            Microsoft's revenue for the second quarter of fiscal year 2025 was $69.6 billion, compared with market expectations of $68.84 billion and $62.02 billion in the same period last year. After the results were announced, Microsoft's stock fell more than 4% after the market closed.
                        
05:03

                            Microsoft (MSFT.O) fell more than 5% after the market closed following the release of its earnings report.
                        
05:03

                            Microsoft (MSFT.O): Personal computing revenue in Q2 of fiscal year 2025 was US$14.7 billion, while market expectation was US$14.35 billion.
                        
05:03

                            Microsoft (MSFT.O): Intelligent cloud business revenue in Q2 of fiscal year 2025 was US$25.5 billion, compared with US$25.88 billion in the same period last year, and the market expected US$25.98 billion.

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