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Wall Street: Global tech stocks surge as US rally triggers a rush for winners

The MSCI Japan IT index has surged 36% so far this year, while the MSCI Taiwan and Europe IT indices have rallied 30% and 25%, respectively. The MSCI Korea IT index has risen 31% since January 1. China remains an outlier, weighed down by economic troubles in the world s second-largest economy.

South koreaUnited statesSatya nadellaShawn kimMark moerdlerMorgan stanleyWall street

Bernstein Reiterates Outperform Rating on Microsoft (MSFT) as cloud growth set to bottom in Q2/Q3

Bernstein Reiterates Outperform Rating on Microsoft (MSFT) as cloud growth set to bottom in Q2/Q3
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Mark moerdler

Microsoft Shows Investors the Money From AI Why Its Meta Deal Threatens Google

Why the U.K.’s falling inflation is good news for the Fed, the ‘Taco Tuesday’ trademark fight, and other news to start your day.

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Microsoft Stock Is Spiking on Aggressive Pricing for AI Software

The company plans to charge $30 a month per user for the new artificial-intelligence software, a potentially huge price hike for customers who adopt it.

Mark moerdlerTyler radkeJason redmondEricj savitzMicrosoft bingGetty imagesMicrosoft wordMicrosoft teamsBing chat enterpriseDan ivesArticle normalComputers consumer electronicsApplications softwareArtificial intelligence technologiesFinancial performanceShare price movement disruptions

Oracle s cloud business, which runs TikTok, could be hurt the most from Biden s new proposed restrictions for China

President Joe Biden wants to block the cloud computing loophole that lets China get access to restricted AI technology. Oracle has the most to lose.

United statesMark moerdlerLarry ellisonJoe bidenAmazon web servicesWall streetPresident joe bidenCloud servicesChinese companiesOracle chairmanAmerican companies