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A pivotal turn of events: Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla collectively dubbed the “Seven Samurai” by financial expert Aswath Damodaran, orchestrated a remarkable market rebound in 2023. The “Magnificent Seven” played a crucial role in rescuing investors from the challenges of 2022, contributing to an impressive $5.1 trillion surge in their collective market capitalization.

These stocks, led by notable performers Nvidia and Meta, emerged as the driving force behind a 23.25% overall price appreciation in the US equity market. Microsoft and Apple, each adding a trillion dollars to their market caps, solidified their positions as major players in the market resurgence. Damodaran’s analysis reveals that these companies accounted for over 50% of the total increase in the US equity market capitalization.

The cumulative market cap of the Seven Samurai has witnessed a remarkable ascent over the last decade, soaring from $1.1 trillion in 2012 to an astounding $12 trillion in 2023. This represents 24.51% of the overall US market cap, signaling a substantial impact on the market landscape.

Damodaran delved into the factors propelling the success of these stocks. Despite a rebound from losses incurred in 2022, the stellar 2023 performance goes beyond mere correction, indicating robust profitability and operating performance. The Seven Samurai demonstrated pricing power, economic resilience, and acted as lucrative money machines, showcasing strong earnings.

The valuation guru emphasized the “winner-take-all economics” as a crucial factor, reflecting a shift from manufacturing to a technology-driven global economy. While acknowledging their past glory, Damodaran cautioned investors about the current premium pricing scenario, urging prudent investment strategies as the future remains uncertain. Even though the Mag Seven have reshaped the market landscape, their present valuation demands careful consideration.

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To Enhance user experience and streamline accessibility, Microsoft is currently testing a feature in Windows 11 that would automatically launch its AI-powered Copilot when the operating system starts, particularly on widescreen devices. This development was shared as part of the latest Dev Channel preview of Windows 11, allowing testers to provide valuable feedback before the feature’s widespread release.

While Microsoft hasn’t precisely defined what qualifies as a “widescreen” device, it alludes to the launch of Copilot “when you’re using a wider screen.” This terminology could encompass ultrawide displays, indicating a move towards optimizing the Copilot experience for users with expansive screens.

Microsoft clarified that the initial testing phase targets devices with a minimum diagonal screen size of 27 inches, a pixel width of 1920 pixels, and is limited to primary display screens in multi-monitor setups. This careful selection aims to ensure a smooth and effective rollout.

Notably, Microsoft has introduced a dedicated Copilot key on Windows PC keyboards, intended to simplify the engagement with the Copilot in Windows experience. This key, alongside the traditional Windows key, becomes an integral part of PC keyboards. When activated, the Copilot key seamlessly invokes the Copilot in Windows experience, providing users with a convenient and efficient means of incorporating Copilot into their daily routines.

Yusuf Mehdi, Executive Vice President and Consumer Chief Marketing Officer at Microsoft, highlighted the significance of this development, stating in a blog post, “The Copilot key joins the Windows key as a core part of the PC keyboard, and when pressed, the new key will invoke the Copilot in Windows experience to make it seamless to engage Copilot in your day-to-day.”

As Microsoft continues to innovate and refine its offerings, this move underscores the company’s commitment to providing users with intuitive and integrated tools that seamlessly adapt to their computing needs. The introduction of a dedicated Copilot key and the automatic launch feature aligns with Microsoft’s broader strategy to enhance accessibility and user-friendly interactions within the Windows ecosystem.

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Microsoft’s substantial $13 billion investment in OpenAI is now under scrutiny by the European Union (EU) for a possible merger investigation. The European Commission is examining whether Microsoft’s investment in OpenAI falls within the scope of the EU’s merger rules. If conditions warrant, regulators may launch a formal probe to determine the permissibility of the arrangement. This move by the EU follows a similar action by the UK’s Competition and Markets Authority.

Microsoft’s investment in OpenAI, which has amounted to $13 billion, has significantly benefited the software giant. Integration of OpenAI’s products into Microsoft’s core businesses has positioned the company as the leading player in AI among major tech firms, surpassing rivals such as Alphabet Inc.’s Google.

The recent events at OpenAI, including the temporary removal and subsequent reinstatement of Sam Altman as chief, revealed the deep interconnection between Microsoft and OpenAI. Microsoft’s CEO, Satya Nadella, played a direct role in negotiating and advocating for Altman’s return to OpenAI, demonstrating the close ties between the two entities.

In addition to investigating the Microsoft-OpenAI investment, the EU’s antitrust enforcers have called for feedback on competitive issues related to generative artificial intelligence and virtual worlds. The commission is keen on understanding potential competition concerns and monitoring AI partnerships to ensure they do not distort market dynamics.

The EU highlighted the significant growth in venture capital investment in AI within the region, estimated at over €7.2 billion in 2023. Moreover, the virtual worlds market in Europe is estimated to have surpassed €11 billion in 2023. The exponential growth in these industries is expected to have a profound impact on how businesses compete.

As regulatory bodies closely examine the tech landscape, Microsoft’s investment in OpenAI becomes a focal point in assessing potential antitrust implications within the rapidly evolving AI and virtual worlds sectors.

Feedback Call on AI and Virtual Worlds Competition Issues

The EU’s competition commissioner, Margrethe Vestager, emphasized the invitation for businesses and experts to provide insights into competition issues in generative artificial intelligence and virtual worlds. The commission is committed to preventing any undue distortion of market dynamics while fostering an environment that encourages innovation and fair competition.

This investigation reflects the EU’s proactive approach to addressing emerging challenges in the tech industry and ensuring a competitive landscape that benefits consumers and promotes innovation.

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