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What is the latest Microsoft news

Asked 4 hours ago

Answer

Microsoft is making headlines with a planned investment of up to $15 billion in Anthropic to diversify its AI strategy beyond OpenAI. The company faces analyst downgrades due to concerns over the profitability of heavy AI investments and a shift from cash flow to debt funding. Microsoft is also involved in a nuclear energy deal to power its data centers. Market sentiment is cautious, with skepticism about AI-driven growth and stock valuations.

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CNBC

Trump admin backs Three Mile Island nuclear restart

CNBC · Just In
CNBC
CNBC
Just In
  • The Trump administration will provide Constellation Energy with a $1 billion loan to restart the Crane Clean Energy Center nuclear plant.
  • The plant, formerly known as Three Mile Island Unit One in Pennsylvania, stopped operating in 2019. 8s
  • Constellation plans to restart and rename the reactor through a power purchase agreement with Microsoft to support data center demand. 14s
  • The reactor is expected to begin generating power in 2027. 22s
  • The site also includes Three Mile Island Unit Two, which partially melted down in 1979. 25s
PoliticsEnergy

References

Trump admin backs Three Mile Island nuclear restart
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CNBC
5 hours ago
Trump admin backs Three Mile Island nuclear restart

Constellation plans to restart and rename the reactor through a power purchase agreement with Microsoft to meet data center energy demand.

Microsoft, Nvidia to invest up to $15 billion in Anthropic
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Bloomberg
17 hours ago
Microsoft, Nvidia to invest up to $15 billion in Anthropic

Microsoft's investment in Anthropic ensures options beyond OpenAI, especially as their contract with OpenAI expires in 2032, indicating a long-term strategy.

AI downgrades dragging on Amazon, Microsoft
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CNBC
20 hours ago
AI downgrades dragging on Amazon, Microsoft

Analysts warn management teams are receiving too much benefit of the doubt; any missteps in AI deployment could quickly turn investments in the massive build-out value negative.

Why Rothschild's Haissl downgraded Amazon, Microsoft
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CNBC
22 hours ago
Why Rothschild's Haissl downgraded Amazon, Microsoft

Rothschild downgraded Amazon and Microsoft, urging a more cautious stance on hyperscalers due to concerns about the financial returns from generative AI investments.

Is a bigger AI correction coming?
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CNBC
1 day ago
Is a bigger AI correction coming?

Rothschild Redburn downgraded Microsoft and Amazon to neutral from buy, urging a more cautious stance on hyperscalers.

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