文章核心观点 微软总裁表示公司致力于尊重欧洲法律，尽管可能并非完全认同，这是微软本周在欧美贸易紧张背景下在欧洲开展魅力攻势的一部分 [1][2] 公司动态 - 微软总裁布拉德·史密斯称公司虽不总是认同各国政府政策，但长期尊重并遵守欧洲法律 [2] - 本周微软在欧洲开展魅力攻势 [2] 行业背景 - 特朗普与包括欧盟、中国等贸易伙伴的贸易战，引发欧盟可能利用监管打击美国科技巨头以应对贸易限制的担忧 [3]

文章核心观点 科技公司正逐渐采用人工智能进行代码编写，人工智能在软件开发中的应用比例不断上升，有望提高软件产出的数量和质量 [1][2][3] 各公司情况 微软 - 约20%-30%的代码由人工智能编写，且该比例在稳步上升 [1][2] Meta - 正在构建能开发未来版本Llama系列人工智能模型的人工智能模型 - 预计明年约一半的开发工作将由人工智能完成，后续比例还会增加 [3] 谷歌 - 超25%的新代码由人工智能编写 [5] Shopify - 员工需证明某项工作不能由人工智能完成，才能申请增加人力 [5] Duolingo - 将逐步用人工智能取代人力承包商 [5] OpenAI - 正洽谈收购拥有“vibe coding”软件的初创公司Windsurf [6]

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributor Elijah Buell.Analyst’s Disclosure: I/we have no stock, optio ...

Microsoft Corp. MSFT is gearing up to report third-quarter earnings on Wednesday. While MSFT stock is flashing green, the mood around enterprise spending might be a bit more gray. After shedding nearly 7% year to date and slipping 2.76% over the past year, Microsoft has shown some recent life – rising 4.2% this past month. Still, Microsoft's technical setup is looking solid. The stock is trading above its eight-day, 20-day and 50-day simple moving averages, all of which suggest bullish momentum. MSFT stock, ...

Health Catalyst's Improvement Expertise Built on Microsoft Azure and Azure AI Foundry to Drive Reliable Insight and Sustained Outcomes for Care Providers SALT LAKE CITY, April 29, 2025 /PRNewswire/ -- Health Catalyst, Inc. ("Health Catalyst,"Nasdaq: HCAT), a leading provider of data and analytics technology and services to healthcare organizations, today announced a strategic partnership with Microsoft to help healthcare organizations accelerate operational, clinical, and financial performance through AI-dr ...

Meta Platforms (META)  and Microsoft (MSFT)  will kick off a much-anticipated week of quarterly results from big tech firms with their reports rolling out after-market hours on Wednesday, April 30.Crucial to a potential turnaround among the broader indexes, Meta and Microsoft stock are down over 6% in 2025, respectively. That said, both have outperformed the market’s returns over the last three years, with META soaring +174% and MSFT up a very respectable +41%.Image Source: Zacks Investment Research Meta Pl ...

Key Takeaways Several Mag 7 members headline the reporting docket this week. META and MSFT have reflected the top-two performing Mag 7 members in 2025. Advertising results will be key for META, whereas Cloud results dictate MSFT's move. Earnings season is in full swing, with this week’s reporting docket notably stacked. Among the bunch are a few Mag 7 members, including Microsoft (MSFT) and Meta Platforms (META) .The broader Mag 7 trade has cooled off significantly recently, with investors reducing their ...

Microsoft President Brad Smith speaks during signing ceremony of cooperation agreement between the Polish Ministry of Defence and Microsoft, in Warsaw, Poland, February 17, 2025.The U.S. cannot afford to fall behind China in the race to a working quantum computer, Microsoft President Brad Smith wrote Monday.President Donald Trump and the U.S. government need to prioritize funding for quantum research, or China could surpass the U.S., endangering economic competitiveness and security, Smith wrote."While most ...

Microsoft’s (MSFT) third-quarter fiscal 2025 results, scheduled to be reported on April 30, are likely to be driven by steady growth in its cloud platform, Azure. (Read Now: Should You Buy, Sell or Hold Microsoft Stock Before Q3 Earnings?)Microsoft made significant strides in artificial intelligence during its third quarter of fiscal 2025, positioning Azure as a centerpiece of its AI strategy. The company expanded the Azure AI Foundry platform with several new models and capabilities, including OpenAI o3-mi ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...