Microsoft Stock Hit My Target. Now I’m Stepping Back (NASDAQ:MSFT)

Salesforce (CRM) announced a $63B revenue target by 2030, exceeding Wall Street estimates. The company unveiled AIforce, integrating CRM data with AI tools like Anthropic's Claude and Slack. Analysts raised price targets, with Stifel setting a $300 target. CRM stock has rebounded 34% in a month, but risks include service disruptions and competition. The company also expanded its partnership with Google Cloud.

The New York Times' lawsuit against OpenAI and Microsoft reveals claims of large-scale content collection for AI training. Microsoft data suggests AI search could reduce Times website traffic by 93%. The filing argues AI poses an existential threat to publishers, with paywalled content allegedly scraped. OpenAI's datasets reportedly contained millions of Times documents, with projects like Mango exchanging training material. The case may set precedents for AI's use of copyrighted content.

Microsoft (MSFT) and NVIDIA (NVDA) are highlighted for attractive valuations despite strong growth. NVIDIA reported $96.2B revenue, up 106% YoY, with Data Center revenue at $89.0B. Microsoft's cloud revenue grew 32% YoY. Both trade at discounts to their 5-year medians, with strong earnings growth expected. Apple (AAPL) is noted as a stable alternative.

Microsoft CEO Satya Nadella emphasized India's AI potential and Microsoft's commitment to the country's AI-first future. He predicted India will have the world's largest developer community by 2030. The remarks were made at the IDEAS4INDIA forum in Seattle, which brought together Indian-origin tech leaders. Microsoft plans to invest $17.5 billion in India from 2026 to 2029, focusing on cloud and AI infrastructure.

Microsoft CEO Satya Nadella praised Seattle's tech community and its ties with India at an event with Indian-origin tech leaders. The forum, organized by the Consulate General of India, aimed to strengthen India-US tech partnerships, including AI, quantum computing, and semiconductors. Microsoft plans to invest $17.5 billion in India from 2026 to 2029, according to the consulate.

Microsoft executives, in an unsealed legal filing, described AI news as creating a 'doom loop' for journalism. They noted it threatens the economic foundations of content suppliers, like the New York Times. Data shows Bing click-through rates on Times articles dropped 83-93% since AI news summaries were introduced.