Wired
중도 성향
IT/기술
Has Microsoft Lost Its Mojo (Again)?
Microsoft’s AI products aren’t selling and Github’s been plagued with troubles. WIRED spoke with VP Scott Hanselman about whether the company is in catch-up mode.
IT/기술 · "SELLING" · 총 20건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 87,510건을 분석한 결과, 뉴스 심리지수는 50.2(균형)입니다. 긍정 4,360건(5.0%)·중립 81,005건(92.6%)·부정 2,145건(2.5%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 14.7(중도 균형)입니다.
Microsoft’s AI products aren’t selling and Github’s been plagued with troubles. WIRED spoke with VP Scott Hanselman about whether the company is in catch-up mode.
Heavy foreign selling rattled South Korean markets on Friday, dragging the benchmark Kospi down more than 5 percent and driving the won to a 17-year low against the greenback. The Kospi closed down 5.54 percent at 8,160.59 on the day. The benchmark index opened sharply lower, tracking an overnight decline in US semiconductor stocks after Broadcom projected third-quarter AI-related revenue of $16 billion, falling short of market expectations. It fell as much as 6 percent in early trading to 8,038
The new paid tier adds features like longer stories and deeper metrics as Meta looks to diversify revenue beyond advertising.
Mumbai: With a market capitalisation of over $5 trillion, South Korea has become the sixth largest equity market in the world, replacing India which has a market cap of $4.8 trillion, according to the data from Bloomberg.Earlier, in the last week of May, Taiwan had jumped ahead of India after crossing $5 trillion in market cap.131473576The two Asian markets are in a bull phase, helped by record financial performance from semiconductor manufacturers amid booming demand from the artificial intelligence (AI) ecosystem. South Korean equities have gained 88% in 2026 so far while Taiwan has expanded market cap by 58%. India's market cap, on the other hand, has fallen by over 8% since the beginning of the current calendar year, impacted by heavy selling from foreign portfolio investors (FPIs) amid geopolitical uncertainties in West Asia. They have sold equities worth $24 billion (₹2.2 lakh crore) in the first five months of 2026 compared with $18.9 billion (₹1.7 lakh crore) in the whole of 2025.Samsung Electronics and SK Hynix, South Korea's two largest companies by market cap, have led the current rally in local equity markets with a year-to-date gain of 182% and 231% on bourses. The Asian semiconductor companies are benefitting from the rising AI capital expenditure since memory chips are a part of the building blocks of the technology.
Wynton Hall, whose New York Times bestselling book Code Red: The Left, the Right, China, and the Race to Control AI has established him as a leading expert on AI in the conservative movement, closed Breitbart's latest Founders' Roundtable with a charge to the audience: Stop assuming AI is over your head, and start fighting for it. Hall laid out five steps he believes every conservative needs take right now. The post Hall at the Founders’ Roundtable: Five Action Items on AI to Start Right Now appeared first on Breitbart.
The Google parent company plans to raise the funds by selling stock.
Wall Street stocks posted modest gains on Monday as investors watched developments in U.S.-Iran peace negotiations and cheered the unveiling of a new computer chip that promises to bring artificial intelligence to personal computing.Tech shares boosted the Nasdaq and the S&P 500 to their latest in a series of record closing highs.U.S. President Donald Trump said talks with Iran continue. Earlier, Iran's news agency announced Tehran is halting indirect negotiations with Washington after a new round of strikes threatened to derail diplomatic efforts to end the war, now in its fourth month.The intensification of hostilities sent crude prices jumping, along with worries over the extent to which a protracted war could result in heightened, intransitory inflation."We don't really know where things stand," said Thomas Martin, senior portfolio manager at GLOBALT in Atlanta. "The market seems to think that something's going to get done at some point, but we don't have very good information to go on, like what the Iranians really want and what Trump is willing to settle for."Stocks added to their gains after Trump said no Israeli troops would go into Beirut, citing a call with Israeli Prime Minister Benjamin Netanyahu.Nvidia jumped after the company unveiled a new chip that puts AI capabilities directly into personal computers.The chip is the result of a three-year partnership with Microsoft to "reinvent the PC" for the AI era, Nvidia CEO Jensen Huang said. Microsoft shares rose.The reaction among semiconductor stocks was mixed. Qualcomm tumbled and while Intel also fell. Micron shares rose sharply, breaching the $1,000 mark for the first time.The Philadelphia SE Semiconductor Index advanced.In economic news, U.S. factory activity expanded in May for the fifth consecutive month as goods-makers navigate tariff and geopolitical crosswinds.Investors will turn to Friday's jobs report ahead of Kevin Warsh's debut policy meeting as chairman of the U.S. Federal Reserve this month, amid fears of rising inflation linked to the Iran war that could upend the stock market rally.According to preliminary data, the S&P 500 gained 20.19 points, or 0.27%, to end at 7,600.03 points, while the Nasdaq Composite gained 114.75 points, or 0.43%, to 27,087.37. The Dow Jones Industrial Average rose 44.70 points, or 0.09%, to 51,076.85.Software stocks rebounded from heavy selling earlier this year on AI disruption fears. ServiceNow and IBM rose sharply. The software services index advanced."On the software side, companies that hadn't been doing very well, but now are doing well today," Martin added. "Some of that has been attributed to Nvidia comments that software is part of the solution, so the market's coming back to" software stocks.Cadence Design Systems jumped after launching an Nvidia-powered AI agent for chip design.Broadcom's earnings, due on Wednesday, will be closely parsed in the wake of solid results from Dell last week, which signaled strong AI server demand.
Michael Saylor's Strategy sold bitcoin for the second time ever as geopolitical uncertainty continues to weigh on the cryptocurrency's price.
Ravi Naik says legal ruling that forced Sarah Wynn-Williams to make silent appearance at Hay festival also applies to him The lawyer representing the Meta whistleblower Sarah Wynn-Williams has said he too has been prevented from promoting her memoir under a legal ruling, after her silent appearance at the Hay festival. Ravi Naik said the terms of an arbitration proceeding meant neither Wynn-Williams nor her “agents” could promote her bestselling book Careless People or say anything disparaging about the company. Continue reading...
Shares of Indian IT companies, including heavyweights Infosys, Tech Mahindra, TCS and Persistent Systems jumped up to 5% on Monday as multiple tailwinds boosted investor sentiment, pushing the Nifty IT index up around 3% to emerge as the top sectoral gainer.The index rose to 29,905 in the morning trading hours of Monday, extending sharp gains for the second consecutive session. The index has now jumped nearly 4% over two days.The sharp surge in IT stocks comes after a significant decline earlier this year, following the launch of plug-ins for AI startup Anthropic's Claude Cowork agent, which could automate tasks across legal, sales, marketing, and data analysis. "We call it the ‘SaaSpocalypse,’ an apocalypse for software-as-a-service stocks," Bloomberg quoted Jeffrey Favuzza from the equity trading desk at Jefferies as saying.While doomsday prophets continue to debate the future of IT companies following fresh AI advancements, investors were quick to analyse the cheap valuations, leading to some pockets of buying. Nuvama, in its note, had highlighted that the IT sector is setting up for a powerful comeback, not a collapse after the brutal AI-driven selloff.“We see no existential threat from Gen-AI,” the brokerage writes, arguing that enterprises will still need a “system integrator” to customise plug-and-play AI and software tools for their highly complex, brownfield technology stacks and to take ownership when “the system fails at 2 am.”Also read: Reports of my death are greatly exaggerated! Why Nuvama is screaming buy on all top 10 IT stocksThe latest round of buying also comes ahead of the Federal Reserve’s policy meeting next month, which would be the first under Chair Kevin Warsh. US President Donald Trump had selected Warsh partly on expectations that he would support lower borrowing costs to stimulate economic growth. However, rising inflation raised questions over the possibility of lowering rates.Technical view on Nifty ITThe Nifty IT index has witnessed a strong rebound after taking support near its crucial support zone, indicating the possibility of a short-term recovery in the sector, Kunal Kamble, Senior Technical Research Analyst at Bonanza had said. “On the hourly time frame, the index is currently forming an inverse Head and Shoulders pattern. A decisive breakout is seen above the neckline of this pattern and has triggered further upside momentum in the index. Such a move is likely to positively impact heavyweight IT stocks that share a high correlation with the index, including Infosys, Tata Consultancy Services, and HCL Technologies,” he added.Technically, the analyst had suggested that if the index manages to sustain above the 29,650 mark, it may open the door for a further recovery towards the 31,280 zone in the near term. However, he added that the current price action appears to be a retracement within the broader trend rather than a complete trend reversal. Therefore, traders should approach the sector with a cautious outlook.“Aggressive or high-risk traders may consider short-term trading opportunities in select IT counters, provided the index maintains strength above key support levels. On the downside, a breach below 28,800 could once again invite selling pressure across the Nifty IT index and associated IT stocks, potentially weakening the ongoing recovery structure,” he said.IT stocksPersistent Systems shares were the top gainers on the Nifty IT index, jumping nearly 5%. Infosys shares followed, surging nearly 4%. Mphasis, Tech Mahindra, LTI Mindtree and Coforge shares gained over 3% each.Also read: Wockhardt shares rocket 19% after FDA approval for antibiotic targeting drug-resistant infectionsTata Consultancy Services (TCS) and OFSS shares jumped around 2% each, while HCL Technologies and Wipro shares gained around 1% each.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
Meta is making a major push to expand its business beyond online advertising, but past efforts show that success is far from guaranteed.
Shark Tank investor Mark Cuban warns OpenAI's massive fundraising may lead to 'deep trouble' if economics don't deliver, questioning AI infrastructure spending returns. He also expressed uncertainty about the LLM market's future and criticized AI firms for hyping risks. Separately, Cuban revealed selling most Bitcoin, finding it an unreliable hedge against global turmoil.
Dell's shares surged 33% on Friday as the PC maker's blockbuster results showed that its growing focus on AI servers was helping it capitalize on the data center boom, making the company one of the biggest beneficiaries of the new technology.The company, whose AI servers are crucial components in the global AI infrastructure build-out, is set to add $68 billion to its market value of about $206 billion, if gains hold.A household name in the PC market, Dell has in recent years scaled up its AI hardware business. Dell's AI server revenue of $16.1 billion surpassed its PC unit's $14.6 billion in sales in the quarter.The company's infrastructure solutions segment, home to both traditional and AI-optimized servers as well as other storage, software and networking solutions, has consistently eclipsed PC business revenue in the past four quarters."We've been following Dell a long time and never seen anything like this. Not only do they get an "A" for execution, but you can make an argument that Dell is even the best way to play AI out there," Melius Research analysts said.Dell's outlook for "AI and traditional servers are still very conservative," as the firm has stronger prospects for selling CPU racks to AI cloud providers like CoreWeave and Nscale, the brokerage said.The blowout quarter lifted shares of server makers Super Micro Computer and Hewlett Packard Enterprise 16% and 12%, respectively, while Dell's PC rival HP also rose 8%.Hewlett Packard Enterprise, which reports results on Monday, has also been prioritizing higher-margin product orders. But it has a smaller server business compared with Dell.Dell Chief Operating Officer Jeff Clarke acknowledged the ongoing "supply constrained" environment, particularly concerning memory chips, but said that its customers were actively securing supply for extended periods.The company has banked on balanced price hikes as well as its scale and strong supplier relationships to wade through the memory crisis. Strong returns from its AI server business are also helping cushion the blow to margins from the soaring memory prices.HP, which focuses mostly on PCs and printers, reported 13.2% growth in its personal systemsdivision, while sales in Dell's PC business unit grew 17%, driven by a Windows 11 refresh cycle and growing focus on AI PCs.At least 13 brokerages raised their price targets on Dell stock following the results, giving it a median price target of $255, according to data compiled by LSEG. That is up from $170 before the report.Dell is on track to record its biggest one-day percentage gain if gains hold. It has a 12-month forward price-to-earnings ratio of 20.21, compared with HP's 8.39 and HPE's 14.70.
The enterprise AI search startup tripled its annual revenue even as tech giants entered the category.
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CEO eyes margin gains by keeping headcount flat – bold for a company selling HR software to employers
Three firms will pay nearly $1 million for selling “Active Listening” technology that they claimed tapped people’s phones for advertising. The FTC alleges the “tech” was just pricey email lists.