Latest news with #BigTechnology
CNBC
22-05-2025
- Business
- CNBC
Alex Kantrowitz: Silicon Valley is moving on the way of AI hardware
CNBC's Steve Kovach and Big Technology's Alex Kantrowitz join 'Closing Bell' to discuss the news of Jony Ive's addition to OpenAI, how Apple's thinking about the inroads OpenAI is making and much more.
CNBC
20-05-2025
- Business
- CNBC
Big Tech's Alex Kantrowitz on Google: They're in reinvention mode
Alex Kantrowitz, Big Technology founder, and CNBC's Deirdre Bosa join 'Closing Bell' to discuss what Google needs to achieve to persuade investors it can thrive in this AI world, how to make business not look net-negative, and much more.
Yahoo
09-05-2025
- Business
- Yahoo
Analyst Says Microsoft (MSFT) in ‘Better Shape' Than Amazon Amid AI Advantage
We recently published a list of . In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against other stocks that Jim Cramer discussed. The optimism over US-China trade talks is increasing as the US Treasury Secretary is set to meet China's trade negotiator in Switzerland later this week. In a latest program on CNBC, Jim Cramer expressed his renewed optimism for major tech stocks and said the negative market sentiment about these companies was weakened after the latest quarterly reports. 'Sometimes you forget why you ever liked something in the first place. Take the super stocks, the hyperscalers, the tech titans—I don't care whatever you want to call them. These stocks all got lumped together because of their size, their gigantic market caps that dwarf the rest of the market, and then they lost their juice,' Cramer said. 'It's their scale, their smarts, their moats, their balance sheets, and their sensational products.' Jim Cramer also talked about the latest data in company reports that shows the demand for data centers remains strong. READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks Jim Cramer recently talked about during his programs on CNBC. With each stock, we mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Investors: 279 Alex Kantrowitz, Big Technology podcast founder, said in a latest program on CNBC that Microsoft Corporation (NASDAQ:MSFT) results showed that the economy was in a better shape in the first quarter than expected. He believes the company is in a better position when compared with Amazon: 'I think what the Microsoft earnings results underscore, and the expectations for Amazon underscore, is that the economy was actually in quite good shape in Q1. So, I do expect to see Amazon benefit from that. Now, the only overhang for Amazon is they didn't have the OpenAI models in the way that Microsoft has. I know AI isn't driving all the cloud spending, but that is important when companies think about the way they're going to expand their thinking on that. So, Microsoft could be in better shape than Amazon.' Mar Vista U.S. Quality Select Strategy stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2025 investor letter: 'Microsoft Corporation (NASDAQ:MSFT) reported strong bookings, highlighted by an accelerating remaining performance obligation of nearly $300 billion, representing 36% year-over-year growth, as well as healthy cloud revenue growth of 21% year-over-year. Despite this solid performance, MSFT stock came under pressure as Azure revenue growth, at 31% year-over-year, came in at the low end of expectations. Additionally, guidance for the March quarter forecasted Azure revenue growth of 31% to 32%, reflecting a slowdown in non-AI related Azure growth. Overall, MSFT ranks 2nd on our list of stocks that Jim Cramer discussed. While we acknowledge the potential of MSFT, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MSFT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. 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
Yahoo
12-04-2025
- Business
- Yahoo
The CEO of Microsoft AI has some 'sort of obvious' advice for young people looking to succeed
Mustafa Suleyman, CEO of Microsoft AI, said he expects the future of work to include "symbiotic relationships" with AI. In a podcast interview, he said younger generations will inherit a changed world. In order to prepare, he suggests people "play" with the models that are currently available. Microsoft AI CEO Mustafa Suleyman expects the workers of the future to develop close relationships with artificial intelligence agents, to the point of symbiosis. "I do think your day-to-day workflow just isn't going to look like this in 10 or 15 years time," Suleyman said on a recent episode of the "Big Technology" Podcast. "It's going to be much more about you managing your AI agent, you asking it to go do things, checking in on its quality, getting feedback, and getting into this symbiotic relationship where you iterate with it," he said. Suleyman, the cofounder of Google DeepMind, believes that people are too tied up in the "day-to-day" of AI and failing to reckon with its possible long-term impacts. "After all, it is intelligence that has produced everything that is of value in our human civilization," Suleyman said. "Everything around us is a product of smart human beings getting together, organizing, creating, inventing, and producing everything that you see in your line of sight at this very moment." Artificial intelligence, shrouded in its fair share of hype, hasn't yet delivered on the vision often painted by tech leaders — such as breakthroughs in medicine, like treatments for deadly diseases, or solutions to the climate crisis. But the technology has certainly begun to alter the world we live in. In some cases, applications of the technology have drawn concerns — such as AI's use in warfare or companies leaning on AI agents over human workers. Demis Hassabis, who co-founded Google DeepMind with Suleyman, has gone so far as to say he worries about ending up like Robert Oppenheimer. And there's no going back now — Suleyman, who's particularly optimistic about AI's future effects, only expects the pace of innovation to increase. "And we're now about to make that very same technique, those set of capabilities, really cheap — if not, like, zero marginal cost," he said. In order for younger generations to best prepare themselves to inherit a changed world, Suleyman suggests they familiarize themselves with the technology. "It's a little bit like saying, 'What should young people do when they get access to the internet for the first time?'" he said. "Like, part of it is sort of obvious, where it's like — use it, experiment, try stuff out, do crazy things, make mistakes, get it wrong." It's technology's users, Suleyman added, rather than its creators, that ultimately help determine the direction of its future development by identifying how it's best used. "As we've seen over and over in the history of technology, the things that people choose to do with their phones, with internet, with their laptops, with the tools that they have are always like mind-blowing," Suleyman said. "They're always way more inventive and surprising than anything you could possibly think of ahead of time." "I think the same applies to a 15-year-old who's in high school, thinking about what they do next in college or whatever, or whether or not they go to college," he added. In order to sort through the noise, Suleyman said, anyone curious should experiment with the models themselves. "I think the answer is, play with these things," he said. "Try them out, keep an open mind. Try everything that you possibly can with these models, and then you'll start to see their weaknesses as well, by the way, and you'll start to chip away at the hype." Read the original article on Business Insider
Forbes
03-04-2025
- Business
- Forbes
Why This CEO Believes AI Failures Will Dominate The Headlines In 2025
While AI offers value to businesses and individuals globally, many industry experts continue to ... More question its true capabilities. (Photo by Manaure Quintero / AFP) (Photo by MANAURE QUINTERO/AFP via Getty Images) 'Majority of AI researchers say the tech industry is pouring billions into a dead end.' That was the big, bold title of a report by Futurism. The report, which quoted the AAAI's survey of 475 AI researchers, aligns with growing concerns that much of what's been described as the 'AI boom' is overdriven hype. OpenAI CEO Sam Altman has long argued that simply scaling large language models will lead us to so-called artificial general intelligence — human-level intelligence where AI has cognitive capabilities. But other industry leaders, like Meta chief AI scientist Yann LeCun, remain skeptical. 'We're just not going to get to human-level AI by just scaling LLMs,' LeCun told Alex Krantrowitz on the Big Technology podcast. Lecun has also previously argued that current AI isn't smarter than a cat. Gary Marcus, American psychologist, cognitive scientist and a leading voice in the AI industry, has written copiously about how there's no real moat for most of the AI models — including ChatGPT, Grok, Claude and others — that have been bandied around the industry. In a now-widely shared thread of his predictions for where AI will be by the end of 2025 on X, Marcus said that 'we will not see artificial general intelligence this year, despite claims by Elon Musk to the contrary ' and that 'profits from AI models will continue to be modest or nonexistent,' although he noted that 'chip-making companies will continue to do well.' Despite these debates, few would argue that AI offers no value. Even LeCun and Marcus have repeatedly acknowledged the real-world benefits of some of today's AI systems. But even at that, Jerry Haywood, CEO of believes that this year's AI story will be defined not by breakthroughs, but by breakdowns. In an interview, Haywood warned that AI failures will dominate the headlines in 2025. He said that's because too many companies have rushed headlong into an AI future with vendors who overpromise and underdeliver — and the cracks are starting to show. When most people think about AI going wrong, they think of chatbots hallucinating — confidently spewing wrong or misleading answers. But Haywood sees something broader at play. 'There's a difference between failed implementations and use cases that never even go live,' he said. 'We hear about it when a live AI agent makes a critical mistake, but what about the thousands of enterprises that are left with nothing after vendors fail to deliver even a working solution?' Take the 2024 case involving Air Canada's virtual assistant — dubbed 'the lying AI chatbot' by multiple industry commentators. The AI tool wrongly promised a bereavement discount to a customer. When the case ended up in court, a judge ruled that the airline was liable for what the chatbot had said, exposing just how risky poor guardrails can be. As Haywood told me, reputational damage is only part of the equation. In regulated industries, hallucinations can open companies up to fines and investigations. 'AI failures in customer interactions don't just cause frustration,' he said. 'They can instantly erode years of built-up trust and loyalty.' For Haywood, today's AI boom is very similar to the early days of smartphones, when the word 'smart' was slapped onto any device with a screen, regardless of its actual capabilities. The term 'enterprise-ready AI' seems to be heading down the same path. 'In 2025, we're likely to see many organizations burst,' Haywood noted. 'Those who were sold dream use cases now face a harsh reality: their chosen vendors are struggling to turn promise into performance,' he added. One major factor that would fuel AI failures this year, Haywood explained, is failed implementations, or the costly gap between expectations and execution. Many companies that invested in AI are discovering that their tools require extensive customization, long implementation timelines, and still fall short on delivering meaningful ROI. The result of such endeavors is a wasted budget, frustrated teams and mounting pressure from boards to show results. That's why, according to Haywood, selecting the right vendor is crucial, as a poor choice can lead to severe consequences. So, how do you cut through the hype to get real value from AI? Haywood's answer is that businesses should focus on areas where AI can drive the most impact, such as scaling support, personalizing interactions, or streamlining operations. 'Don't start with the technology,' he said. 'Start with the problem.' AI has endless applications, but without a clear business case, it can quickly become a costly distraction for even the most robust organizations. Instead, enterprises should clearly map out opportunities where AI can make the most meaningful difference. Early vendor conversations are critical and businesses need to inquire about proven results in similar use cases, the time required to deliver value and the experiences of others in their industry. 'AI should feel like a natural enhancement to your existing operations,' he said. 'When AI aligns with your needs from the start, it doesn't feel forced; it just works.' For all the excitement surrounding AI's possibilities, business leaders need to stay grounded. Innovation for its own sake — or under pressure from the boardroom to 'do something with AI' — is always a risky path. Beyond the allure of AI, business leaders should be more concerned about how exactly it can transform their businesses rather than a futile pursuit of the next shiny toy in town. What executives need to know before using AI is if the tools they want to deploy really align with their organizational goals. They also need to conduct thorough due diligence in vendor selection and maintain a clear focus on practical applications of the tools they spend money on. As we move through 2025, the headlines may indeed be dominated by tales of AI failures. But these narratives can serve as valuable lessons, guiding businesses toward more thoughtful and effective AI strategies that prioritize substance over hype.
