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The US Justice Department has launched a trial to limit Google's AI influence in online search, proposing that the company divest its Chrome browser and end exclusive agreements with device manufacturers. This case draws parallels to historic antitrust actions against AT&T and Standard Oil, highlighting Google's dominant market share of nearly 90% and the need for regulatory intervention to foster competition. As AI technologies evolve, Google's strategies to maintain its search monopoly raise concerns about the future landscape of the internet industry.
Proposed tariffs by the U.S. could impose duties of up to 145% on imported video game consoles, jeopardizing Korean developers' plans to enter the console market. This comes as they pivot from mobile and PC gaming, with the Korean government investing $12.6 million to boost console development amid a growing global market projected to reach $63.7 billion by 2033. The high tariffs may lead to increased retail prices and delayed game releases, complicating expansion efforts for these developers.
Amazon has paused discussions to lease data center capacity for its Web Division, indicating a slowdown in demand among major AI spenders, according to Wells Fargo. This follows Microsoft’s similar move, raising concerns about a potential supply glut in the AI sector. Despite AWS and Microsoft slowing their investments, other hyperscalers like Meta, Google, and Oracle continue to be active in the market.
Amazon has paused some data center lease negotiations for its cloud division, particularly overseas, indicating a potential short-term slowdown in large-scale facility leasing. This decision aligns with similar moves by Microsoft, as rising economic uncertainty prompts companies to reassess their AI infrastructure spending. Despite the pause, Amazon maintains that there are no fundamental changes to its expansion plans, framing the move as routine capacity management.
Wells Fargo analysts report that Amazon Web Services (AWS) has paused some international colocation leasing discussions, mirroring Microsoft’s recent pullback from data center commitments. Microsoft has scaled back its data center developments significantly, citing the need for agility in response to customer demand, while still planning to invest around $80 billion in capital expenditures this year. Both companies face challenges from tariffs and a shaky global economy, impacting the AI data center expansion.
U.S. restrictions on semiconductor sales to China are impacting American companies like NVIDIA, which may face losses of up to $5.5 billion from its H20 chip. In response, Huawei is set to launch its Ascend 920 chip, boasting 900 TFLOPs and 4 TB/s memory bandwidth, as a powerful alternative for Chinese firms by late 2025. The ongoing tech tensions highlight the geopolitical stakes in AI and chipmaking.
Accenture PLC and Apple Inc. both demonstrate strong financial fundamentals, passing key criteria such as earnings predictability, debt service, and return on equity. Infosys Ltd, while also rated highly, fell short on expected return despite passing other metrics. Each company operates in the technology and consulting sectors, providing a range of digital services and solutions.
Amidst market chaos driven by new tariff policies, consumer staples like Coca-Cola stand out for their resilience. Warren Buffett's long-term holding, Coca-Cola, has consistently paid and raised dividends for over 50 years, making it a reliable investment during economic volatility. Despite recent market fluctuations, the company's diversified beverage portfolio positions it well for continued stability and growth.
Barclays analyst Raimo Lenschow has reaffirmed a Buy rating on Microsoft (MSFT) with a price target of $430.00, following a share close at $367.78. The analyst consensus remains a Strong Buy, with an average price target of $499.10, indicating a potential upside of 35.71%. Microsoft reported a quarterly revenue of $69.63 billion and a net profit of $24.11 billion for the quarter ending December 31, up from $62.02 billion and $21.87 billion, respectively, in the previous year.
Barclays analyst Raimo Lenschow has maintained a Hold rating on Lightspeed POS Inc (LSPD) with a price target of $12.00, while the stock closed at C$12.87. The company has a market cap of C$1.97B and a P/E ratio of -11.73, with negative insider sentiment noted as 39 insiders have sold shares recently. Additionally, J.P. Morgan downgraded LSPD to a Sell on April 14, following a Hold rating from Redburn Atlantic.
Microsoft Corporation
Companies
| Symbol | MSFT |
| Name | Microsoft Corporation |
| Currency | USD |
| Sector | Information Technology |
| IndustryGroup | Software & Services |
| Industry | Software |
| Market | NASDAQ Global Select |
| Country | United States |
| State | WA |
| City | Redmond |
| Zipcode | 98052-6399 |
| Website | http://www.microsoft.com |
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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