Palantir (NASDAQ: PLTR) and Microsoft (NASDAQ: MSFT) have both had rocky starts to 2026. Microsoft is down nearly 20% while Palantir is down more than 25% so far, which is disappointing considering how good they have been as investments over the past few years. However, if you take a look at what Wall Street analysts have to say about each stock, it's less clear which is a better buy. So, which one am I picking? Let's take a look. Will AI create the world's first trillionaire? Our team just released a repo ...

When you don't know what to pay for a stock you tend to sell it. Right now, we have people selling technology shares left and right because they are unsure of what they own and what it might be worth. They are looking at the incredible shrinking price-to-earnings ratio — the "multiple" — and they are saying get me out of here. I see it. And not just in tech. What do we pay for Danaher when it buys a company , Masimo, that we have long since disliked, ever since its litigation with Apple over patent infringe ...

本周，全球人工智能企业高管与多国领导人齐聚印度，出席一场重要人工智能峰会。 以下是在新德里举办的印度 AI 影响力峰会期间达成的所有重大合作项目一览： 印度信实工业与 Jio 将投资 1100 亿美元 印度亿万富翁、信实工业董事长穆克什・安巴尼周四宣布，综合企业信实工业及其电信子公司 Jio 将在 未来七年投资1098 亿美元，用于建设人工智能与数据基础设施。 印度阿达尼集团承诺到 2030 年投入 1000 亿美元建设 AI 数据中心 业务涵盖港口至能源领域的阿达尼集团周二表示，将在2035 年前投资 1000 亿美元，建设由可再生能源 供电的人工智能数据中心。 阿达尼称，这笔投资预计将带动服务器制造、主权云平台等相关产业额外投入 1500 亿美元。 该集团表示，整体有望在十年内在印度打造规模达2500 亿美元的人工智能基础设施生态。 微软到 2030 年将向 "全球南方" 投资 500 亿美元 微软周三表示，预计到 2030 年底前投资500 亿美元，助力 "全球南方" 各国拓展人工智能应用。 该公司去年已宣布在印度进行175 亿美元的人工智能相关投资。 印度数据中心企业 Yotta 承诺投资 20 亿美 ...

Market Analysis by covering: Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund. Read 's Market Analysis on Investing.com ...

Core Viewpoint - Microsoft stock has experienced a significant decline of 17.19% in 2026, but a recent insider purchase by a board member has sparked renewed confidence in the stock [1][6]. Insider Trading Activity - Director John W. Stanton purchased 5,000 shares of Microsoft at an average price of $397.35 on February 18, 2026, totaling $2 million, marking the largest insider purchase in nearly a decade [3][6]. - This purchase is notable as it is one of only two insider trades executed since 2022, and it is the first purchase not immediately followed by a sale [6][7]. Market Context - Despite the insider purchase, Microsoft faces significant pressure in 2026, primarily due to concerns over its substantial investments in artificial intelligence and its exposure to OpenAI [7][8]. - The company's stock recently dropped sharply, losing approximately $350 billion in market capitalization in a single session, largely attributed to fears surrounding OpenAI's financial forecasts [8][9]. Business Outlook - Microsoft's overall business remains healthy and profitable, with potential for recovery if it addresses user complaints regarding Windows and if OpenAI's projected revenue of $100 billion by 2029 materializes [10].

Core Insights - The partnership between Microsoft and OpenAI is deemed critically important for both companies, although it has become less exclusive over time [1][2] - OpenAI is diversifying its collaborations beyond Microsoft, while Microsoft is also utilizing models from other sources, indicating a more competitive landscape [2] - Microsoft aims to provide customers with multiple AI model options, enhancing flexibility and choice in their offerings [3][5] Company Strategy - Microsoft continues to invest in and support OpenAI technology, viewing it as a long-term commitment [1] - The company is developing its own models alongside using OpenAI's, which reflects a strategy of integrating various AI technologies [2][3] - The development of frontier models at Microsoft is ongoing, with a focus on staying at the forefront of AI advancements [4] Market Dynamics - The AI model landscape is becoming increasingly crowded, with numerous models emerging that are just behind the frontier [5] - This evolving ecosystem is expected to create more opportunities and choices for customers, positioning Microsoft as a key player in integrating these technologies [5]

格隆汇2月19日｜微软(MSFT.US)联合创始人比尔·盖茨原本要在备受瞩目的印度人工智能峰会上发表主 旨演讲，但就在他准备发言的几个小时前，他取消了这一安排。盖茨基金会解释称，做出这一决定是为 了确保会议的焦点能够保持不变，但未作进一步说明。外媒指出，此次退出或是源于外界对其与已定罪 的爱泼斯坦关系的批评，以及关于这种关联是否会危及该组织更广泛使命的猜测。该基金会在其官方推 文中表示："这一举措是经过深思熟虑后做出的，旨在确保重点始终集中在人工智能峰会的关键议题 上。" ...

Core Insights - Quantum computing is approaching a significant breakthrough, with expectations for commercial viability by the end of the decade, particularly in data centers [3][4][10] - Major players like Microsoft, Google, and Amazon are heavily investing in quantum technology, with Microsoft recently unveiling its Majorana 1 quantum computing chip [6][8] - Governments are also increasing investments, with China leading at nearly $18 billion, followed by the EU, indicating a global push towards quantum technology [8] Industry Developments - The implementation of quantum systems is projected between 2028 and 2032, with some analysts suggesting significant advancements as early as 2027 [9][10] - Quantum computers could solve complex problems much faster than classical supercomputers, with potential to perform calculations in 200 seconds that would take conventional machines 10,000 years [11] - Quantum technology may reduce energy demands in data centers, potentially requiring only a fraction of the energy currently used [12][14] Integration Challenges - The integration of quantum systems into existing data center environments will require new infrastructure and industry standards [21][22] - There is a shortage of skilled talent to effectively implement quantum technology in data centers, which could hinder progress [22] - The transition to quantum computing will not completely displace classical computing but will create a hybrid environment where both technologies coexist [18][19] Market Activity - There has been a surge in mergers and acquisitions aimed at enhancing quantum capabilities and controlling supply chains, indicating a strategic positioning within the quantum space [24] - Investment in data center infrastructure is deemed essential for supporting technological advancements over the next decade [23]

Core Viewpoint - Microsoft asserts that it does not believe the U.S. Immigration and Customs Enforcement (ICE) is using its technology for mass surveillance of civilians, despite reports indicating increased reliance on Microsoft's cloud services for operational data storage and analysis [1]. Group 1: Microsoft’s Position - Microsoft provides cloud-based productivity and collaboration tools to ICE and the Department of Homeland Security (DHS) [1]. - The company emphasizes that its policies prohibit the use of its technology for mass surveillance and expresses the belief that ICE is not engaged in such activities [1]. - Microsoft calls for clear legal guidelines from U.S. Congress and the executive branch regarding the use of emerging technologies by law enforcement [1]. Group 2: ICE's Operations - Reports indicate that ICE has more than tripled the amount of data stored in Microsoft's Azure cloud platform in the six months leading up to January 2026, coinciding with an increase in the agency's budget and workforce [1]. - ICE utilizes various forms of technology, including Microsoft's productivity and AI-driven tools, to assist in criminal investigations and arrests [1]. - The agency has refrained from commenting on specific investigative techniques or technologies used in ongoing operations [1]. Group 3: Context and Reactions - The scrutiny of ICE's operations has intensified amid criticisms from human rights advocates regarding the agency's practices and the broader implications of its actions under the Trump administration [1]. - Microsoft has previously faced backlash over its technology's use by governments, including a situation involving the Israeli military, which led to internal protests [1].

美东时间周三，美国三大股指全线收涨。 国际油价18日显著上涨。截至当天收盘，纽约商品交易所3月交货的轻质原油期货价格上涨2.86美元， 收于每桶65.19美元，涨幅为4.59%；4月交货的伦敦布伦特原油期货价格上涨2.93美元，收于每桶70.35 美元，涨幅为4.35%。 来源：@中新经纬 截至收盘，道指涨129.47点，涨幅0.26%；纳指涨175.25点，涨幅0.78%；标普500指数涨38.09点，涨幅 0.56%。 "七巨头"集体走高，亚马逊涨近2%，英伟达涨超1%，微软涨0.69%，脸书涨0.61%，谷歌涨0.43%，苹 果涨0.18%，特斯拉涨0.14%。 ...