Microsoft's recent earnings report has garnered high praise, with analysts and experts describing it as a masterpiece quarter and a sign that the AI revolution is underway. Satya Nadella, Microsoft's CEO, highlighted the success of the company's 'small language models' and the surging sales of GitHub Copilot, indicating positive signs for MSFT's cloud strategy. The company's stock price target has been raised to $475, reflecting confidence in its performance and the growing impact of AI across its ecosystem.
On earnings, Satya Nadella touted the success of Microsoft’s “small language models" (MSFT just formed a new org to build SLMs, as we reported last week) and said GitHub Copilot sales are spiking. Here's why both are good signs for MSFT's cloud play: https://t.co/d1HfEjyIFf
Dan Ives on $MSFT @DivesTech “… delivered a masterpiece quarter/guidance & conf call that should be printed out & hung in the Louvre. Raising PT to $475. Most importantly, Copilot conversions appear to be exploding across the ecosystem as the #AI Revolution has begun🔥🏆” https://t.co/09ARQLDxzA
$MSFT Nadella delivered a masterpiece quarter/guidance and conf call that should be printed out and hung in the Louvre. Raising price target to $475. Most importantly, Copilot conversions appear to be exploding across the MSFT ecosystem as the AI Revolution has begun Dan Ives https://t.co/YjjutGBaiy
Redmond and Nadella delivered a masterpiece quarter/guidance and conf call that should be printed out and hung in the Louvre. Raising price target to $475. Most importantly, Copilot conversions appear to be exploding across the MSFT ecosystem as the AI Revolution has begun🔥🏆🐂
"That's a quarter and a press release that you should print off and put in the Louvre," says @divestech on Microsoft's earnings. "This shows that the AI revolution is here; monetization is actually starting." $MSFT https://t.co/h3XlwZhjtw