周三美股成交额第1名特斯拉收高4.08%，成交384.24亿美元。消息面上，在发布加速人工智能发展计划 五个月后，特朗普政府开始将目光转向机器人。知情人士透露，商务部长卢特尼克一直在与机器人行业 的首席执行官们会面，并"全力以赴"地加速该行业的发展。特朗普政府正在考虑明年发布一项关于机器 人技术的行政令，交通部也正准备宣布成立一个机器人工作组，可能在年底前公布。 第2名英伟达收跌1.03%，成交291.82亿美元。英伟达CEO黄仁勋周三与特朗普会晤。二人谈及出口管 制，黄表示支持出口管制。黄仁勋说："我们应该确保美国公司拥有最好的、最前沿的和最多的芯片。" 特朗普夸奖黄仁勋，称他"做得非常出色。" 第3名微软收跌2.5%，成交160.64亿美元。据报道，微软已下调对企业客户在其云部门人工智能模型和 智能体市场平台上的支出预期。 据The Information援引Azure云部门两名销售人员的消息称，由于许多销售人员未能完成截至6月财年的 销售目标，微软多个部门已下调特定AI产品的销售增长指标。报道指出，此番不同寻常的调整反映出 微软正设法应对企业对支付更高AI成本的抵触情绪。 微软发言人在电邮声明中表示，" ...

每经AI快讯，美股三大指数集体收涨，道指涨0.86%，纳指涨0.17%，标普500指数涨0.3%，特斯拉涨超 4%，微软跌超2%。有色金属、加密储备概念股涨幅居前。 ...

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ToplineMicrosoft shares fell by more than 1.7% on Wednesday following a report the tech giant had lowered growth targets for AI product sales, though the firm has denied the report, claiming it shows a “lack of understanding.” The megacap denied the report, claiming the story shows a “lack of understanding of the way a sales organization works and is compensated.”Getty ImagesKey FactsShares of Microsoft declined by more than 1.7% to around $481.64 as of just before 2:15 p.m. EST on Wednesday afternoon, pari ...

US stocks split the room midday Wednesday as the Dow Jones Industrial Average sprinted higher while AI names wobbled following a Microsoft quota scare. Traders are now weighing whether a surprisingly ... ...

Is it time to panic on the "safest" tech giant?Shares of tech giant Microsoft (MSFT 1.57%) fell on Wednesday, retreating as much as 3% early in the day before recovering to just a 1.6% decline as of 12:34 PM EDT.This morning, tech news outlet The Information published a story that may have sent fears down the spines of Microsoft investors, and really all investors bullish on the prospects of generative AI.However, Microsoft later denied the story, which led to the modest recovery. Still, a larger issue rema ...

Microsoft Shares Drop After Reportedly Lowering Expectations For AI Product Demandhttps://t.co/q6htSGMRoL https://t.co/CXIuWiNN2V ...

Wall Street has been in a wavering mode lately, thanks to concerns related to rich artificial intelligence (AI) valuations. Investors have grown increasingly cautious amid mounting economic uncertainty and stretched market valuations. Concerns over inflated stock prices, mainly in AI-related momentum names, have kept Wall Street under pressure.The European Central Bank (ECB) warned in its Financial Stability Review that global equities remain elevated, with rising concentration among major U.S. hyperscalers ...

The "Magnificent Seven" (Mag 7) stocks have been the undisputed engines of the equity market's recent ascent, drastically outperforming the S&P 500 for much of the past year. This trend continued into the third quarter of 2025, as the cohort solidified its dominance by reporting earnings growth that outperformed the broader index. Notably, the Mag 7 group’s third-quarter earnings increased 28.3% year over year on 18.1% higher revenues, whereas 94.8% of the S&P 500 Index’s total membership reported earnings ...

Adjusting sales quotas early in the fiscal year is not surprising, says one analyst who sees weakness in the stock as a buying opportunity. ...