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896 Microsoft’s Stock Slide Raises Specter of Activist Investors

The Information
Martin Peers @ The Information · 05/12/2026 20:00 EDT

Microsoft’s Stock Slide Raises Specter of Activist Investors

Is it time for another activist investor to take a run at Microsoft? Shares of the iconic software giant are down nearly 16% so far this year, making it the worst performer of the big tech names. The Financial Times reported on Friday that British hedge fund TCI had sold “almost all” of its stake in Microsoft, citing uncertainty about how AI could undermine the company’s big Office productivity software business. TCI isn’t the only investor lately to mutter that Microsoft’s business is laboring under some d

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Đ’Â ŃŃ‚Đ°Ń‚ŃŒĐ” ĐŸĐżĐžŃĐ°Đœ праĐșтОчДсĐșĐžĐč ĐŸĐżŃ‹Ń‚ ĐžĐœŃ‚Đ”ĐłŃ€Đ°Ń†ĐžĐž ERPâ€‘ŃĐžŃŃ‚Đ”ĐŒŃ‹ с 1ĐĄ. Đ’Â ĐŒĐ°Ń‚Đ”Ń€ĐžĐ°Đ»Đ” я рассĐșазыĐČаю:‱ ĐżĐŸŃ‡Đ”ĐŒŃƒ ĐŒŃ‹ ĐČыбралО ĐŒĐžĐșŃ€ĐŸŃĐ”Ń€ĐČĐžŃĐœŃƒŃŽ архОтДĐșтуру‱ Đ·Đ°Ń‡Đ”ĐŒ ĐČÂ ĐŸĐŽĐœĐŸĐč ĐžĐœŃ‚Đ”ĐłŃ€Đ°Ń†ĐžĐž ĐžŃĐżĐŸĐ»ŃŒĐ·ĐŸĐČалО Đž GraphQL, Đž REST API‱ ĐșаĐșÂ ŃŃ‚Ń€ĐŸĐžĐ»Đž ĐŒĐ°ĐżĐżĐžĐœĐł ĐŽĐ°ĐœĐœŃ‹Ń… ĐŽĐ»ŃÂ Ń€Đ°Đ·ĐœŃ‹Ń… ĐșĐŸĐœŃ„ĐžĐłŃƒŃ€Đ°Ń†ĐžĐč 1С‱ ĐșаĐșÂ Ń€Đ°Đ±ĐŸŃ‚Đ°Đ”Ń‚ Ń„ĐŸŃ€ĐŒĐ°Ń‚ EnterpriseData Đž ĐżĐŸŃ‡Đ”ĐŒŃƒ ĐŸĐœ ŃĐ»ĐŸĐ¶ĐœŃ‹Đč, ĐœĐŸÂ ŃƒĐœĐžĐČĐ”Ń€ŃĐ°Đ»ŃŒĐœŃ‹Đč‱ Đž ĐœĐ°Â ĐșаĐșОД граблО ĐŒŃ‹ ĐœĐ°ŃŃ‚ŃƒĐżĐ°Đ»ĐžÂ â€” Ń‡Ń‚ĐŸĐ±Ń‹ ĐČы ĐœĐ°Â ĐœĐžŃ… ĐœĐ”Â ĐœĐ°ŃŃ‚ŃƒĐżĐ°Đ»Đž.Статья ĐŽĐ»ŃÂ Ń‚Đ”Ń…, ĐșŃ‚ĐŸ ĐżŃ€ĐŸĐ”ĐșŃ‚ĐžŃ€ŃƒĐ”Ń‚ ĐžĐ»ĐžÂ ŃĐŸĐżŃ€ĐŸĐČĐŸĐ¶ĐŽĐ°Đ”Ń‚ ĐžĐœŃ‚Đ”ĐłŃ€Đ°Ń†ĐžĐž с 1ĐĄ, ОщДт праĐșтОчДсĐșОД... Read more â€ș

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EU-Startups
David Cendon Garcia @ EU-Startups 1 place · today 03:15 EDT

From field notes to field intelligence: Greenda’s AI bet on everyday farming (Sponsored)

Munich-based AgriTech startup Greenda, founded in 2024, is building an AI-powered crop advisory platform aimed at helping small and medium-sized farms detect and manage pests faster, while giving cooperative technicians a clearer overview of what is happening across hundreds of plots. For many farmers, the problem is not a lack of knowledge. It is timing, ... Read more â€ș

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Habr
Vitaliy_Chesnokov (TEAMLY) @ Habr · today 03:15 EDT

Đ”ĐžŃŃ‚Đ°ĐœŃ†ĐžĐŸĐœĐœĐŸĐ” ĐŸĐ±ŃƒŃ‡Đ”ĐœĐžĐ” ĐČ ĐșŃ€ŃƒĐżĐœĐŸĐŒ Đ±ĐžĐ·ĐœĐ”ŃĐ”: ĐșаĐș ĐŒĐ°ŃŃˆŃ‚Đ°Đ±ĐžŃ€ĐŸĐČать Đ·ĐœĐ°ĐœĐžŃ бДз ĐżĐŸŃ‚Đ”Ń€Đž ĐșачДстĐČа

ĐšĐŸĐŒĐżĐ°ĐœĐžŃ Ń€Đ°ŃŃˆĐžŃ€ŃĐ”Ń‚ŃŃ: ĐœĐ°ĐœŃĐ»Đž ĐżĐŸŃ‡Ń‚Đž пять ŃĐŸŃ‚Đ”Đœ ŃĐŸŃ‚Ń€ŃƒĐŽĐœĐžĐșĐŸĐČ ĐČ ĐœĐ”ŃĐșĐŸĐ»ŃŒĐșох ĐłĐŸŃ€ĐŸĐŽĐ°Ń…, Ўа ДщД Đž ĐżĐ»Đ°ĐœĐžŃ€ŃƒŃŽŃ‚ запусĐș ĐœĐŸĐČых ĐżŃ€ĐŸĐŽŃƒĐșŃ‚ĐŸĐČ. ĐŸŃ€ĐžĐŽĐ”Ń‚ŃŃ ĐŒĐ”ĐœŃŃ‚ŃŒ Ń€Đ”ĐłĐ»Đ°ĐŒĐ”ĐœŃ‚Ń‹, ŃĐŸĐ·ĐŽĐ°ĐČать ĐœĐŸĐČыД ĐžĐœŃŃ‚Ń€ŃƒĐșцоо, ĐżŃ€ĐŸĐČĐŸĐŽĐžŃ‚ŃŒ ĐŸĐœĐ±ĐŸŃ€ĐŽĐžĐœĐł Đž ĐŸĐ±ŃƒŃ‡Đ”ĐœĐžĐ”. КаĐș ŃĐžĐœŃ…Ń€ĐŸĐœĐžĐ·ĐžŃ€ĐŸĐČать ĐżŃ€ĐŸŃ†Đ”ŃŃŃ‹ Đž ĐœĐžŃ‡Đ”ĐłĐŸ ĐœĐ” упустоть? Đ’ĐŸĐżŃ€ĐŸŃ ĐœĐ” ĐżŃ€Đ°Đ·ĐŽĐœŃ‹Đč. Đ”Đ»Ń Đ±ĐžĐ·ĐœĐ”ŃĐ° ĐŸŃ‚ сĐșĐŸŃ€ĐŸŃŃ‚Đž ĐŸĐ±ŃƒŃ‡Đ”ĐœĐžŃ заĐČосот ĐżŃ€ĐžĐ±Ń‹Đ»ŃŒ, а ĐŸŃ‚ ĐșачДстĐČа – Đ»ĐŸŃĐ»ŃŒĐœĐŸŃŃ‚ŃŒ ĐșĐ»ĐžĐ”ĐœŃ‚ĐŸĐČ. Đ Đ°Đ·Đ±Đ”Ń€Đ”ĐŒ, ĐșаĐș ĐČсД ĐŸŃ€ĐłĐ°ĐœĐžĐ·ĐŸĐČать Đ±Ń‹ŃŃ‚Ń€ĐŸ Đž бДз ĐŸŃˆĐžĐ±ĐŸĐș. Чотать ЎалДД Read more â€ș

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Habr
Dmitry21 @ Habr · today 03:10 EDT

ĐĄĐžŃŃ‚Đ”ĐŒĐ° аĐČŃ‚ĐŸ-ĐŸŃ†Đ”ĐœĐșĐž ĐșачДстĐČа ĐČĐ”Đ±ĐžĐœĐ°Ń€ĐŸĐČ ĐœĐ° Claude Code за ĐœĐ”ĐŽĐ”Đ»ŃŽ

ĐĄĐŸĐ±Ń€Đ°Đ» ĐœĐ° Claude Code ĐșĐŸĐœĐČĐ”ĐčДр аĐČŃ‚ĐŸ-ĐŸŃ†Đ”ĐœĐșĐž ĐșачДстĐČа ĐČĐ”Đ±ĐžĐœĐ°Ń€ĐŸĐČ: Đ»ĐŸĐșĐ°Đ»ŃŒĐœĐ°Ń Ń€Đ°ŃŃˆĐžŃ„Ń€ĐŸĐČĐșа whisper.cpp ĐœĐ° Apple M4, LLM-суЮья ĐżĐŸ Ń€ŃƒĐ±Ń€ĐžĐșĐ” с Ń†ĐžŃ‚Đ°Ń‚Đ°ĐŒĐž Đž таĐčĐŒ-ĐșĐŸĐŽĐ°ĐŒĐž, SQLite, ĐżĐžŃŃŒĐŒĐŸ Đž ĐŽĐ°ŃˆĐ±ĐŸŃ€ĐŽ. ГлаĐČĐœĐŸĐ” ĐŸĐșĐ°Đ·Đ°Đ»ĐŸŃŃŒ ĐœĐ” ĐČ ĐżŃ€ĐŸĐŒĐżŃ‚Đ”, а ĐČ ĐŒĐ”Ń‚ĐŸĐŽĐžĐșĐ”: Ń€ŃƒĐ±Ń€ĐžĐșа ĐșаĐș ĐŽĐ°ĐœĐœŃ‹Đ”, ĐșĐ°Đ»ĐžĐ±Ń€ĐŸĐČĐșа ĐżĐŸĐŽ ĐŒĐ”Ń‚ĐŸĐŽĐžŃŃ‚ĐŸĐČ Đž Ń‚ĐŸ, Ń‡Đ”ĐłĐŸ тДĐșст Ń€Đ°ŃŃˆĐžŃ„Ń€ĐŸĐČĐșĐž ĐœĐ” Ń‚ŃĐœĐ”Ń‚. Чотать ЎалДД Read more â€ș

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Jing Yang @ The Information · 06/15/2026 05:35 EDT

Tencent Holdings has backed a new AI lab founded by Junyang Lin, former lead researcher of Alibaba Group’s Qwen models, according to two people with knowledge of the investment. Tencent invested $20 million in Lin’s first funding round that raised several hundred million dollars at a post-money ... Read more â€ș

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Phoebe Liu @ The Information · 06/15/2026 06:55 EDT

Data center software startup and AI-server broker Hydra Host has raised $100 million at a valuation of close to $800 million, led by Kindred Ventures. Nvidia, Cathie Wood’s ARK Invest, early CoreWeave backer Magnetar, and existing investors Founders Fund and Flume Ventures also participated. ... Read more â€ș

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Martin Peers @ The Information · 06/15/2026 07:51 EDT

The Murdoch family’s Fox is buying Roku for $22 billion in cash and stock, or $160 a share, giving Roku shareholders an exit at the highest price at which the stock has traded since the 2020-2022 Covid-fueled surge. In recent years Roku has traded mostly below $100 a share. Roku, which sells ... Read more â€ș

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Dakin Campbell @ The Information · 06/15/2026 09:00 EDT

When Broadcom last week announced a funding venture with Apollo and Blackstone to pay for a gigawatt of computing capacity to be used by Anthropic, it looked like the latest in a series of AI computing deals funded by private equity. Behind the scenes, however, the deal represents a risky move by Broadcom to boost demand for its chips. While the announcement didn’t spell out Broadcom’s role, the company—which works... Read more â€ș

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Valida Pau @ The Information · 06/15/2026 09:35 EDT

Salesforce has agreed to buy Fin, a startup that develops customer agents formerly known as Intercom, for $3.6 billion, as the software giant hopes to win new businesses from enterprises to adopt its own AI offering. The sale price is a big premium to Fin’s last valuation of $2 billion set at a ... Read more â€ș

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Qianer Liu @ The Information · 06/15/2026 10:01 EDT

Anthropic can’t catch a break! Leaders of the AI firm are meeting with Trump administration officials in D.C. this week to try to resolve a dispute that blew up on Friday night. The administration said that it would need to cut off access to its most advanced Claude Fable 5 and Claude Mythos 5 models to foreign nationals, which led to the company taking down the models altogether. Then, on... Read more â€ș

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Phoebe Liu @ The Information · 06/15/2026 11:31 EDT

As AI developers and cloud providers have launched server chips to lessen their dependence on Nvidia’s, some analysts and executives at these firms expected the chips to eat into Nvidia’s market share.That doesn’t seem to be happening.Nvidia has actually increased its share of the market for chips that power existing AI models, known as inference, to 74% from 66% over the past year, according to The Information’s estimates based on... Read more â€ș

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Stephanie Palazzolo @ The Information · 06/15/2026 12:04 EDT

A Washington, D.C.-based Anthropic customer filed a class action lawsuit against Anthropic Sunday night alleging that the company had misled customers about the value of its premium “Max 5x” and “Max 20x” subscription plans. The lawsuit alleges that Anthropic markets its Max 20x plan, which ... Read more â€ș

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Phoebe Liu @ The Information · 06/15/2026 13:15 EDT

Nvidia said Monday it plans to raise new debt even as the AI chip leader keeps generating tens of billions of dollars in cash every quarter. It will be the company’s first corporate bond sale since 2021, when it raised $5 billion. Bloomberg earlier reported that Nvidia would sell more than $20 ... Read more â€ș

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Stephanie Palazzolo @ The Information · 06/15/2026 16:39 EDT

Qualcomm has been in talks to buy Tenstorrent, a startup that designs chips for AI, according to a person with direct knowledge of the deal. The two companies have discussed a price between at least $8 billion and $10 billion, the person said, which would be a significant premium to Tenstorrent’s last valuation. It’s not clear if the price would include payments tied to performance milestones, as has been the... Read more â€ș

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22.06.2026 03:53
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