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Salesforce beat Q2 estimates with EPS up 102.7% and raised fiscal 2027 revenue and earnings guidance.
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Microsoft Unveils Revamped Copilot, Nadella Says Trust Is Biggest Issue
Microsoft on Friday unveiled a revamped version of its Copilot software, combining its chat, coding, and agentic capabilities into a single package it calls Autopilot. The platform is designed as a one-stop shop for work needs such as preparing a pitch document or building a spreadsheet and then having AI reason over the data to surface insights users might miss. CEO Satya Nadella told Deirdre Bosa that trust will be the biggest issue for the company, asking whether users can really trust AI with all of their credentials when it performs autonomous activity and how they can feel in control, adding that in the enterprise this is everything. The new Copilot offers two billing options: standard per-user plans for general AI work and a pay-as-you-go offering for long-tail, multi-step agentic work, a combination Nadella said will prove especially beneficial as model makers and providers slowly reduce customer subsidies. Microsoft says Copilot will automatically route user prompts to the best available model from OpenAI and Anthropic, with manual model selection also available and additional options from other model makers to come; the per-seat option will carry token limits that most people will never hit, while those needing more can opt for usage-based billing.
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Microsoft Unveils Unified Copilot With Autopilot Mode as Nadella Warns on AI Subsidies
Microsoft has launched a new version of its Copilot AI assistant that merges the consumer and workplace products into a single offering aimed at corporate customers, with three modes — chat, code, and autopilot — and roughly 30 million customers so far, CEO Satya Nadella told Yahoo Finance's Deirdre Bosa in an interview. Nadella said the autopilot mode, which connects to a user's apps, email and workflows and acts as a personal assistant, represents the next generation of enterprise automation and will roll out in the coming weeks, though he cautioned that token costs mean "once the subsidies stop for everybody" the business model must be justified by customer return on investment. On China, Nadella said it is in both countries' interests to agree on norms, including a direct notification channel between presidents in the event of a cybersecurity attack, following this week's Trump-Xi summit. Separately, Costco reported quarterly profit above Wall Street estimates with earnings per share of 695 cents, including 15 cents from $184 million in tariff refunds, while comparable sales rose 6.7%. Akamai announced a $12 billion computing deal with Anthropic, building on a $1.8 billion agreement earlier in the year, with warrants giving Anthropic the right to buy Series B shares at $113.33 each that convert into 7.7 million common shares. Tesla confirmed high-volume production of its Semi had begun at its Sparks, Nevada factory and announced a 2,500-truck order from a coalition of shipping companies including PepsiCo, which Fast Company called the largest US order for electric heavy-duty trucks.
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Workday Launches AI-Powered Total Benefits Platform
Workday, Inc. has launched Total Benefits, a new artificial intelligence-powered solution that brings employees' health, financial and wellbeing programs together in one place. The platform combines four key capabilities: Workday Wellness, Benefits Guidance through Self-Service Agent, Life and Money Solutions, and Benefits Administration Services. Workday Wellness provides HR and benefits leaders real-time insights into program usage, performance and costs, and early adopters reported a 75% reduction in the time needed to onboard new providers. The services include AI-powered Benefits Guidance through Self-Service Agent, which helps employees compare plans, enroll in coverage, add dependents and update beneficiaries, while the platform also offers financial services such as earned wage access, direct deposit and employment and income verification. Through Benefits Administration Services, partners including Strada and Benefit Harbor help HR teams with plan setup, system migration and ongoing administration. Workday faces competition from Oracle Corporation and Automatic Data Processing, Inc., both of which are expanding their own enterprise AI capabilities.