UBS tells investors in a research note that the “modest” 2% impact on Microsoft (MSFT) shares on Monday “felt about right,” as the DeepSeek news validates much of what Microsoft has been saying and doing as of late. DeepSeek strikes the firm as neutral Microsoft and modestly negative Oracle (ORCL). The firm has a Buy rating and $525 price target on Microsoft shares.
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- Astera Labs upgraded to Outperform at Northland after 28% tumble
- Wells Fargo sees DeepSeek as positive for App Software
- Oracle (NYSE:ORCL) Stock Hit from DeepSeek “Overdone”
- Trump says Microsoft in talks to buy TikTok, Reuters reports
- Jefferies says DeepSeek part of ‘ongoing evolution, not revolution’
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