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  • Wed, Nov. 16, 1:02 PM
    • Regarding the Linux Foundation, Microsoft (MSFT +0.8%) joins as a Platinum member, representing a stark departure from the company's previously held viewpoint on the open-source operating system model. The company, however, has increased participation and focus within and on the open-source community of late.
    • Google (GOOG, GOOGL), meanwhile, becomes a member of the .NET Foundation's Technical Steering Group, joining other participants in the Microsoft-initiated organization and further highlighting a growing focus on open development.
    • Samsung Electronics (OTC:SSNLF), already inclusive of .NET, is thirdly highlighted in today's announcement to be making available a preview of Visual Studio Tools for Tizen, which target developers and enable the construction of .NET apps across Samsung Electronics TVs, wearables, mobile devices and other various IoT devices.
    | Wed, Nov. 16, 1:02 PM | 14 Comments
  • Wed, Nov. 16, 4:47 AM
    • Seeking to allay concerns over its largest ever deal, Microsoft (NASDAQ:MSFT) has offered concessions to EU antitrust regulators over its $26B bid for LinkedIn (NYSE:LNKD).
    • The European Commission, which will rule on the deal by Dec. 6, did not provide details.
    • It's expected to seek feedback from rivals and customers before deciding whether to accept the concessions, demand more or open a full investigation.
    | Wed, Nov. 16, 4:47 AM | 10 Comments
  • Tue, Nov. 15, 4:07 PM
    • Something Microsoft's (NASDAQ:MSFT) similarly focused on, announcing developments of its own in the area today as well.
    • Google (GOOG, GOOGL) has revealed formation of a new group for Google Cloud, and hired Stanford's' Artificial Intelligence director and Snap's research head, while citing strong focus on machine learning and artificial intelligence. Organization of the group is unclear at present, though an internal group at Microsoft, with similar intentions of "democratizing artificial intelligence", was formed in late September.
    • As major cloud players vie for consideration as top candidates in the space, artificial intelligence and associated fields are emerging as necessary components of their respective strategies.
    | Tue, Nov. 15, 4:07 PM | 4 Comments
  • Tue, Nov. 15, 12:48 PM
    | Tue, Nov. 15, 12:48 PM | 1 Comment
  • Tue, Nov. 15, 10:25 AM
    • Through a framework designed to run on Nvidia Tesla GPUs (NVDA +4%) in Microsoft Azure (MSFT +2.1%) or on-premises.
    • Nvidia founder and CEO Jen-Hsun Huang: "Every industry has awoken to the potential of AI. We've worked with Microsoft to create a lightning-fast AI platform that is available from on-premises with our DGX-1™ supercomputer to the Microsoft Azure cloud. With Microsoft's global reach, every company around the world can now tap the power of AI to transform their business."
    • Executive vice president of Microsoft's Artificial Intelligence and Research Group Harry Shum: "We're working hard to empower every organization with AI, so that they can make smarter products and solve some of the world's most pressing problems. By working closely with NVIDIA and harnessing the power of GPU-accelerated systems, we've made Cognitive Toolkit and Microsoft Azure the fastest, most versatile AI platform. AI is now within reach of any business."
    • Also today: NVIDIA Teams with National Cancer Institute, U.S. Department of Energy to Create AI Platform for Accelerating Cancer Research
    • The Intelligent Industrial Revolution [Jen-Hsun Huang, October 24, 2016]
    | Tue, Nov. 15, 10:25 AM | 31 Comments
  • Mon, Nov. 14, 1:20 PM
    • The company's largest buy to date in wind energy targets a 237 megawatt output. The addition will bring the company's total investment in related projects within the U.S. to over 500 megawatts.
    • Through two separate agreements, 178 megawatts to be purchased in connection with the Bloom Wind project in Kansas (working with Allianz Risk Transfer) and 59 megawatts to come from the Happy Jack and Silver Sage projects in Wyoming (working with Black Hills Corp.), adjacent to Microsoft's Cheyenne datacenter. The combined generated output is expected to cover energy used at the Cheyenne center on an annual basis.
    • Microsoft (MSFT -2.1%) president and chief legal officer Brad Smith: "Microsoft is committed to building a responsible cloud, and these agreements represent progress toward our goal of improving the energy mix at our datacenters. Our commitment extends beyond greening our own operations because these projects help create a greener, more reliable grid in the communities in which we operate."
    • The arrangements will results in Microsoft's third and fourth wind energy projects, with operations in Illinois and Texas already underway.
    • Supplemental blog post (Brad Smith)
    • Related (October 31): Amazon Web Services details Amazon Wind Farm US Central 2
    | Mon, Nov. 14, 1:20 PM | 21 Comments
  • Thu, Nov. 10, 12:57 PM
    • As major U.S.-based companies Apple (AAPL -2.6%), Amazon (AMZN -4.8%), Facebook (FB -2.4%), Alphabet (GOOG, GOOGL), Microsoft (MSFT -2.6%) and Netflix (NFLX -5.9%) trade substantially and uniformly off on the day in stark comparison to rallies ongoing in other sectors, observations on root causes vary.
    • Theories involve uncertain anticipated adjustments to foreign trade policies, possible domestic regulation modifications, run-ups in the sector prior to Election Day sparking a resulting sell-off, natural portfolio restructuring and campaign rhetoric that is unclear at this point how material it may eventually prove to become.
    • The sector remains on close watch until volatility and heavy movement into the red on a near-term basis subsides and implications of a transitioning U.S. government become more clear.
    | Thu, Nov. 10, 12:57 PM | 130 Comments
  • Thu, Nov. 10, 11:55 AM
    • Dispute stems from Russian law requiring foreign and domestic companies to store Russian user data within the country, a regulation LinkedIn has according to the case not complied with.
    • LinkedIn: "The Russian court’s decision has the potential to deny access to LinkedIn for the millions of members we have in Russia and the companies that use LinkedIn to grow their businesses. We remain interested in a meeting with Roskomnadzor to discuss their data localization request."
    • Regarding additional companies to possibly become impacted by the requirements, the Roskomnadzor agency notes it won't name any entities in particular but offers that other "major internet giants are in the process of complying with the law."
    • LinkedIn (LNKD -0.3%) is considered to have over 6M registered users within the country. Access to the platform there is set to be blocked in coming days.
    | Thu, Nov. 10, 11:55 AM | 5 Comments
  • Wed, Nov. 9, 4:58 AM
    • Donald Trump's call for a repatriation holiday of 10% for the more than two trillion dollars in corporate cash parked overseas is now closer to reality.
    • He has also promised the biggest tax revolution since Ronald Reagan, pledging that no American business would pay more than 15% of their profits in tax, compared with a current maximum of 35%.
    • Top 10 U.S. companies with cash overseas: MSFT, GE, AAPL, PFE, IBM, MRK, GOOG, GOOGL, JNJ, CSCO, XOM
    • #Election2016
    | Wed, Nov. 9, 4:58 AM | 401 Comments
  • Fri, Nov. 4, 10:26 AM
    | Fri, Nov. 4, 10:26 AM | 16 Comments
  • Thu, Nov. 3, 8:30 AM
    • October monthly performance was: -1.8%
    • AUM of $7.52M
    • 52-week performance vs. the S&P 500 is: -1%
    • No dividends were paid in October
    • Top 10 Holdings as of 9/30/2016: Apple Inc (AAPL): 4.64831%, Microsoft Corp (MSFT): 3.40563%, General Electric Co (GE): 2.05346%, Procter & Gamble Co (PG): 1.51815%, Intel Corp (INTC): 1.33113%, Pfizer Inc (PFE): 1.29305%, Wells Fargo & Co (WFC): 1.27332%, Bank of America Corporation (BAC): 1.19819%, Alphabet Inc C (GOOG): 1.19344%, Exxon Mobil Corp (XOM): 1.15839%
    | Thu, Nov. 3, 8:30 AM
  • Thu, Nov. 3, 7:52 AM
    • October monthly performance was: -0.83%
    • AUM of $4.96M
    • 52-week performance vs. the S&P 500 is: 0%
    • No dividends were paid in October
    • Top 10 Holdings as of 9/30/2016: Apple Inc (AAPL): 6.67009%, Microsoft Corp (MSFT): 4.87637%, Exxon Mobil Corp (XOM): 3.94908%, General Electric Co (GE): 2.95355%, AT&T Inc (T): 2.72255%, Procter & Gamble Co (PG): 2.62116%, Inc (AMZN): 2.34306%, Verizon Communications Inc (VZ): 2.29657%, Wells Fargo & Co (WFC): 2.18848%, Facebook Inc A (FB): 2.12836%
    | Thu, Nov. 3, 7:52 AM
  • Wed, Nov. 2, 12:04 PM
    | Wed, Nov. 2, 12:04 PM | 14 Comments
  • Wed, Nov. 2, 10:06 AM
    • Microsoft (MSFT) CEO Satya Nadella and Office CVP Kirk Koenigsbauer are holding an event this morning at 11AM ET.
    • Expected are developments involving Office and workplace collaboration initiatives, with news on Microsoft Teams most anticipated. The service is suggested to be positioned squarely as competition to Slack (Private:SLACK), and that company knows it, already addressing the potential disclosure ahead of the event.
    • Live webcast
    | Wed, Nov. 2, 10:06 AM | 1 Comment
  • Wed, Nov. 2, 2:46 AM
    • Hackers linked to the Russian military have exploited a previously undisclosed Windows security flaw, according to Microsoft (NASDAQ:MSFT), as President Putin looks to strip the software out of government offices and firms.
    • U.S. senior intelligence officials told NBC News the Russian leader is planning to replace all foreign software with domestic alternatives, and has already blocked LinkedIn (NYSE:LNKD), which is being bought by Microsoft.
    | Wed, Nov. 2, 2:46 AM | 15 Comments
  • Mon, Oct. 31, 3:46 PM
    • The three registered an approximate $30B total in expenditures and leases for the September-ended period.
    • Although an exact breakdown of cloud segment expenses (and revenue for some) isn't issued, it appears reasonable that as demand for cloud computing increases, so do related capital investments among the major hyperscale providers.
    • In most recent respective quarterly reports, Amazon (NASDAQ:AMZN) derived 55% higher revenue on a 12-month basis from its Amazon Web Services segment, Microsoft's (NASDAQ:MSFT) Azure revenue came in 116% greater and despite Alphabet (GOOG, GOOGL) not supplying figures on the segment, CFO Ruth Porat on the company's conference call noted Google Cloud platform growth bested all revenue lines across all segments in terms of Y/Y growth.
    • Cloud computing continues to represent a major focus and opportunity for these names and others. As disparity between offerings in the space increasingly diminishes, infrastructure and other capital spending measures will increase accordingly as each looks to secure and maintain top positioning.
    | Mon, Oct. 31, 3:46 PM | 8 Comments