A new feature within the Microsoft Copilot app will offer an AI concierge doctor—one that can access your medical records and health data, with your consent https://t.co/D0RO1afO8U ...

记者丨 张嘉钰 吴斌 编辑丨曾静娇 3月12日，美股低开低走，三大股指悉数跌超1%，截至北京时间22:29，道指跌1.46%跌近700点，纳指跌1.57%，标普500指数跌1.25%。 | 道琼斯工业 | 纳斯达克指 | 标普500 | | --- | --- | --- | | 46726.03 | 22358.53 | 6691.16 | | -691.24 -1.46% | -357.60 -1.57% | -84.64 -1.25% | | 美国科技七 | 中概科技龙 | 中国余龙 | | 61625.55 | 3874.68 | 7146.75 | | -1068.65 -1.70% -53.01 -1.35% | | -20.70 -0.29% | | 道琼斯期货 | 纳斯达克100 | 标普500期货 | | 47032 | 24742.75 | 6726.75 | | -416 -0.88% | -240.75 -0.96% | -52.75 -0.78% | 大型科技股普跌，万得美股科技七巨头指数跌1.53%，苹果、英伟达跌超2%，特斯拉、脸书、谷歌跌超1.5%。 | 名称 现价 | | 淵 ...

The U.S. stock market opened with cautious optimism on Thursday, March 12, 2026, as investors parsed new economic data and weighed the sustainability of the recent rally in technology shares. As the opening bell rang at 9:30 AM ET, the major indexes showed varying degrees of strength, reflecting a market that is currently balancing cooling inflation signals against high valuation concerns in the semiconductor and software sectors.Major Index Performance at the OpenThe S&P 500 (SPY) opened slightly higher, g ...

Why would anybody want to emulate software companies right now. I thought software companies are on their way out. >> I know.Look, I I think this continues to be, you know, I think a very white knuckle period for software companies because I think it's really an AI ghost trade. It's the view that these LLMs or anything that comes out is going to be the demise of software. I continue to view it as the most disconnected trade that I've seen in my career.I think it's just way oversold and I think this is going ...

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund focuses on investing in high-quality, wealth-creating businesses run by prudent and capable management and aims to deliver a return of 8–12% p.a. after fees over a 5–7-year market cycle. International equity markets, represented by the MSCI AC World Accumulation Index ex Australia, rose by 2.7% in AUD for the December ...

Microsoft is adding a dedicated health assistant to its Copilot chatbot, joining the ranks of technology companies betting that customers will turn to artificial intelligence tools for medical care https://t.co/CSbUW9lfgG ...

Core Insights - Northern Lights Resources Corp. has successfully advanced its Pup Copper Project in Yukon, Canada, to the drill decision stage for the Petal Zone as part of its 2025 work program [1][2] Work Program Highlights - The 2025 Pup program has brought the Petal Zone to the drill-decision stage, with strong results from the Finn and Gismo Zones [2] - Factors supporting drill readiness include a developed geological model based on Minto Copper Belt deposits, excellent road access, acquired magnetic data for targeting, and a robust exploration permit [2] Geological and Geochemical Findings - The Petal Zone copper soil anomaly has been expanded to approximately 1,000 metres long by 400 metres wide, remaining open to the northwest and southeast [3] - Hand trenching within the anomaly has returned grab samples with copper values up to 1.881% [3] - Ground magnetic surveying indicates a correlation between increased magnetic anomalies and higher copper soil values [3] - Soil sampling at the Finn Zone returned values up to 2,085.8 ppm Cu, indicating potential for significant nearby bedrock mineralization [3] - The Gismo Zone has expanded its target area, with rock samples showing values of up to 643.2 ppm copper [15] Project Overview - The Pup Project consists of 90 quartz claims totaling approximately 1,820 hectares, located about 10 kilometers west of Dawson City, accessible via rough dirt roads [15] - The geological characteristics of the Pup Project are similar to those found in the Yukon's Minto Copper Belt, which hosts significant Cu-Au porphyry systems and other mineral deposits [15]

Core Insights - A new feature in the Copilot app will provide personalized healthcare advice [1] - The app will facilitate the uploading of test results, fitness data, and more [1] Company Developments - The introduction of personalized healthcare advice aims to enhance user engagement and health management [1] - The ability to upload various health-related data could position the company as a leader in health tech solutions [1]

Microsoft and Meta each committed nearly $50 billion in additional data center leases in their most recent quarters, underscoring an escalating bet the tech industry is making on artificial intelligence https://t.co/IatINveDTl ...

Investment Rating - The report maintains an "Outperform" rating for the gaming industry, indicating an expected performance that exceeds the market average [3][13]. Core Insights - The 2026 Game Developers Conference (GDC) highlighted the integration of AI in various aspects of game development, marking a shift from AI as a future vision to a current reality [7]. - The gaming industry is anticipated to experience a dual boost in fundamentals and valuations due to multiple catalysts including supply recovery, policy support, technological advancements, and channel transformations [7]. - The report emphasizes the potential of AI to revolutionize the gaming industry, enhancing productivity and efficiency across the value chain [8]. Summary by Sections Supply Recovery - The normalization of game license approvals is becoming clearer, with improvements in quantity and pace, alleviating supply-side constraints in the industry [7]. Policy Support - Continuous support from policies related to digital economy, cultural consumption, and technological innovation is strengthening the value recognition of the gaming industry [7]. Technological Catalysts - AI is identified as a key variable in the next productivity revolution within the gaming sector, impacting both tools and native experiences [7]. Channel Transformation - There are expectations for a reduction in fees on platforms like Google Play and App Store, which could significantly improve profit distribution structures for game developers [7]. Investment Opportunities - Upstream: Companies with IP reserves and technical platform capabilities, such as Reading Group and Unity, are expected to benefit from "AI + IP" and "AI + Engine" integrations [8]. - Midstream: Companies like Tencent and NetEase are positioned to gain from "AI + PGC" and "AI + UGC" enhancements, which will improve content production efficiency [8]. - Downstream: Companies such as Applovin and Bilibili are likely to see improved customer acquisition and retention through "AI + Channel Marketing" strategies [8].