Anthropic. It accelerated the sell off in software stocks after it rolled out that new AI automation tool. Bloomberg equities reporter Carmen Reinke has been following this story.I mean, the numbers are gargantuan. I think it's something like $2,000,000,000,000 been wiped off that Goldman Sachs software index more broadly since its highs. But what can stop the rot right now.Because this has gone global. You know, that's such a great question, and we're really seeing such a broad reaction to the software its ...

IREN Ltd (NASDAQ:IREN) used to dig for Bitcoin (CRYPTO: BTC) . Now it wants to mine the cloud. In less than two years, the company has leapt from crypto pioneer to "Neocloud" upstart — and Thursday’s second quarter earnings will decide whether that reinvention looks visionary or overreach.Track IREN stock here.$9.7B Microsoft PartnershipOnce known as Iris Energy, IREN has pivoted hard into AI infrastructure, locking in a $9.7 billion partnership with Microsoft Corp (NASDAQ:MSFT) to host next-generation comp ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winn ...

Microsoft rarely sells off to these levels.Microsoft (MSFT +0.96%) stock has now reached levels that it has rarely been to in recent years. The 10% sell-off following its earnings was harsh, and now the stock is about 20% off its all-time high. While some may view this as a warning sign for things to come, I think this could be a buying opportunity.History tells us that right now could be an excellent time to load up on Microsoft stock. I have personally done just that, purchasing Microsoft shares following ...

Microsoft's security boss, Charlie Bell, is moving to a new role as an individual contributor, and the company hired Google executive Hayete Gallot to replace him, according to an internal memo from CEO Satya Nadella. Gallot is a former Microsoft executive who joined Google in 2024 as president of customer experience for Google Cloud.Bell, considered a key building of Amazon Web Services, joined Microsoft in 2021 to run a newly formed organization focused on cybersecurity. There was recent speculation insi ...

The Microsoft logo and lettering can be seen on the Microsoft Deutschland GmbH headquarters building in Parkstadt Schwabing in Munich.Microsoft said Wednesday that top security leader Charlie Bell will take on a new role and that Hayete Gallot will return to the company to run security after a stint at Google.Bell joined Microsoft in 2021 after 23 years at Amazon, where he played a key management role inside Amazon Web Services. He was seen as a candidate to become CEO of AWS, but Amazon picked former execu ...

高恩德表示，从中期来看，微软正在重新定位Microsoft 365 Copilot付费产品的价值主张。虽然它主要被 视为Office应用内的AI个人助手，但它也为许可证持有者提供了"在不断增长的智能体AI世界中的强大 成本控制承诺"。这是因为Microsoft 365 Copilot许可证持有者获得对Copilot智能体的无限制访问权限。 高恩德表示，随着组织部署越来越多的Copilot智能体，许可证的价值主张将扩展为包括对智能体的无限 制访问。 微软首次公布Microsoft 365 Copilot采用情况，声称拥有1500万付费座席。微软首席执行官萨蒂亚·纳德 拉在公司本周三的财报电话会议上表示，企业聊天用户数量有"数倍之多"，他指的是CopilotChat，这是 一个针对Microsoft 365客户免费提供的简化版AI助手。 分析人士表示，考虑到微软推广Microsoft 365 Copilot的力度，以及将其定位为AI战略中心的努力，1500 万付费用户座席的数字低于预期。Forrester副总裁兼首席分析师J·P·高恩德表示，微软披露的1500万 Microsoft 365 Copilot付费用户 ...

文：任泽平团队 比尔盖茨曾断言 "Agent将是未来计算机交互史上最大的革命"。 如果说ChatGPT等生成式AI是博 学的军师，AI Agent将是最有力的执行者。它不再是一个AI聊天框，而是拥有了"数字手脚"，能直接 操控App和浏览器、鼠标和键盘，替你直接一键到底的完成复杂工作，采购、订票、报销……正如英 伟达黄仁勋所言， 我们正在跨越生成式AI，迈向AI Agent的新纪元。 但落地的最大阻碍并不仅是技术，还有利益重构。 字节的豆包手机遭遇的生态围剿，这就是AI Agent和App之间的利益矛盾体现。这是一场关于AI时代的流量、数据与入口主权之战。未来，AI Agent将重塑流量世界、过去互联网时代的很多商业模式将被改写。 1、什么是AI Agent：它让未来生活发生哪些改变？ 首先，我们要明白，什么是AI Agent？ 简单来说，如果之前的ChatGPT、Deepseek是AI军师，负 责帮你出主意、跟你对话；那 Agent就是执行官，它不仅有脑子，还长出了"手"和"脚"，能真正用自 动化的AI能力帮你把事情办好。 AI Agent到底有多强？ 看看这些正在发生的例子： 这场革命的核心在于 行动力 ...

2月4日，美股三大指数开盘涨跌不一，纳指跌0.87%，道指涨0.21%，标普500指数跌0.29%。 美股科技股多数下跌，AMD跌超13%，因其第一季度业绩指引不及部分分析师预期。Meta跌超1.86%，英伟达跌0.9%，亚马逊跌0.62%，微软跌0.29%， 特斯拉跌0.14%，谷歌-A涨0.03%，英特尔涨0.19%，高通涨2.59%，苹果涨2.98%。 | 美国超微公司 | 209.220 | -13.58% | | --- | --- | --- | | AMD ■ ■ | | | | Meta Platforms | 678.826 | -1.86% | | META D | | | | 博通 | 315.920 | -1.38% | | AVGO B C B | | | | 英伟达 | 178.710 | -0.90% | | NVDA B C | | | | 亚马逊 | 237.150 | -0.62% | | AMZN B C | | | | 微软 | 410.030 | -0.29% | | MSFT ■ | | | | 特斯拉 | 421.385 | -0.14% | | TSLA ■ | ...

Microsoft (NASDAQ: MSFT) is one of my largest holdings, which has worked out well for me. Until its near 10% stock price drop on Jan. 29, that is. And although that isn't ideal, I'm looking at it through a positive lens, giving me a chance to go discount shopping. Regardless of how Microsoft's stock performs, it's a stake I plan to consistently add to and hold for the long haul. The reason I'm high on Microsoft long-term is because of how diversified its business is and how ingrained its products and serv ...