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Microsoft's simplified Surface lineup puts another device on the chopping block

Microsoft's simplified Surface lineup puts another device on the chopping block

The Verge15-05-2025
Microsoft has been quietly killing off a number of Surface devices over the past few years. At first it was the Surface Headphones and Surface Earbuds that started to disappear, then came news of a changed 'hardware portfolio' amid 10,000 job cuts at Microsoft in early 2023. A year later, Microsoft then killed off the Surface Duo and ended production of its innovative Surface Studio 2 all-in-one PC. Now, I'm hearing that another Surface device is on the way out.
Sources familiar with Microsoft's Surface plans tell me that the company stopped production of its Surface Laptop Studio 2 earlier this month. No more units are being produced, and Microsoft is planning to mark the device as end of life in June. I asked Microsoft to comment on the end of life for the Surface Laptop Studio 2, but the company declined to provide a statement.
Microsoft's official Surface resellers, however, were happy to discuss the future of Microsoft's folding laptop. 'Surface Laptop Studio 2 has reached end of manufacturing and availability of supply will be limited and may vary by market going forward,' confirmed one reseller when I queried about a lack of stock. 'Microsoft will continue to support Surface Laptop Studio 2 through driver and firmware updates in accordance with the Surface Driver and Firmware Lifecycle.'
Much like how the Surface Studio reached end of life, there doesn't appear to be a Surface Laptop Studio 3 on the horizon. That's a shame because ever since Microsoft hit the Surface 10-year mark in 2022, I've been wondering whether the company will continue to innovate in the decade ahead and push PC makers to invest in laptop and tablet designs.
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Legendary fund manager Stanley Druckenmiller buys $133 million of under-radar AI stock originally appeared on TheStreet. Renowned investor Stanley Druckenmiller's latest 13F filing, showing his current investments, has Wall Street buzzing. The billionaire investing giant, best known for his macro calls, made multiple bold AI and chip stock bets that go beyond the usual darlings. Yes, Microsoft made the cut, but what's catching more attention is its multi-million-dollar bet on a lesser-known AI chip stock. 💵💰💰💵 Together, his AI-powered strategy shows how the next leg of the boom could be monetized. Druckenmiller isn't chasing hype, but he's focused on the bottlenecks and toll booths that monetize every chip cycle. Inside Stanley Druckenmiller's investing playbook Stanley Druckenmiller made his name in macro, spotting moves most investors never saw coming. He's most famous for helping fellow billionaire George Soros short the British pound in 1992's 'Black Wednesday,' a trade which netted over $1 billion. But that was just the Druckenmiller's edge lies in his clear strategy. He aims to efficiently sift through potent long-term trends, express them cleanly, and size up fast. Hence, his plays are mostly concentrated and thematic, which many in the investing punditry would consider way ahead of the curve. The strategy has clearly worked, given his $11 billion net worth—good enough to rank him 295th on Bloomberg's Billionaires Index. Much of his wealth was built post-Soros through investments he's made via his Duquesne family office. Right now, his top theme is for him, it's not about betting on the next killer app; the focus is on the entire AI value chain. That includes key chipmakers, materials suppliers, infrastructure, and cloud platforms powering AI at scale. Stanley Druckenmiller drops $132.7 million on Entegris in AI chip stock bet Stanley Druckenmiller's second-quarter buys show he's effectively targeting the backbone of the AI boom. Here's how the portfolio shifted in Q2: Major bets: Entegris: $132.7 million stake, his largest new position. Microsoft: $99.9 million added. iShares Russell 2000 ETF: $72.3 million, which shows a bullish call on small caps. Citigroup: $56.7 million, part of a rotation into big banks. Stocks sold: Capital One: Sold out of a roughly $35.4 million stake. Amazon: Exited a $26 million holding. SpringWorks Therapeutics: Exited a $27.2 million biotech position. Increased Exposure: Insmed: Boosted to $226.8 million, now one of its largest holdings. Taiwan Semiconductor: Added over 166,000 shares, raising the stake to $173.3 million. Trimmed Stakes: Coupang: Cut by 56%, leaving $123 million. Barclays: Reduced by nearly 60%, down to $28.8 Q2, the billionaire investor made a massive $132.7 million new bet on Entegris () , an AI chip stock most people haven't heard of, but one that's mission-critical in advancing AI chips. Entegris delivers the filtration systems, chemical containers, and wafer-handling tools that keep things humming at chip fabrication plants. The stuff it provides is recurring and tough to replace, while critical for getting high chip yields. Druckenmiller's team is betting that as AI chip demand soars, key manufacturers will need more of what Entegris sells. The company is also expanding its U.S. manufacturing capacity, backed by the CHIPS Act, a sign it's targeting serious long-term expansion ahead. More News: Tesla just got its biggest break yet in the robotaxi wars with a key permit Bank of America drops shocking price target on hot weight-loss stock post-earnings JPMorgan drops 3-word verdict on Amazon stock post-earnings However, that's just one piece of the puzzle. Druckenmiller also added a massive $99.9 million stake in Microsoft, a company that dominates cloud-based AI software, while opening a new position in Broadcom, which powers AI data centers along with networking chips and custom accelerators. He didn't stop there. Druckenmiller also loaded up on 166,000 shares of Taiwan Semiconductor, taking his stake to $173 million. TSMC is the most important chip foundry in the world, so in many ways that bet speaks for itself. Druckenmiller rotates into big banks AI infrastructure wasn't the only area into which Druckenmiller poured his millions in Q2, as he shifted toward traditional finance and a broader U.S. market recovery. The Duquesne Family Office opened new positions in Citigroup and Goldman Sachs, while also scooping up the Financial Select Sector SPDR Fund, a sector-wide bet on the back of healthier deal flow, trading activity, and resilient consumer credit. Many would say this is signature Druckenmiller, where, when he spots the cycle settling, he goes with the institutions that profit from it at scale. Additionally, it's also a silent nod to the improving financial plumbing, where IPO chatter is rising, M&A is slowly reviving, and rate volatility appears to be cooling off. However, the louder message came through via macro index calls. Druckenmiller initiated bullish positions on both the S&P 500 and Russell 2000 ETFs, showing confidence in the U.S. stock market's momentum and depth beyond tech megacaps. Hence, if AI drove the first leg of the rally, this setup suggests a broader 'phase two' in which Main Street stocks lead the charge. It's important to note that Stanley Druckenmiller's Duquesne Family Office wrapped up Q2 with 69 holdings valued at an eye-catching $4.07 fund manager Stanley Druckenmiller buys $133 million of under-radar AI stock first appeared on TheStreet on Aug 18, 2025 This story was originally reported by TheStreet on Aug 18, 2025, where it first appeared. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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