【宏观消息】 特朗普签署拨款法案 结束政府部分"停摆"。当地时间2月3日，美国总统特朗普在白宫椭圆形办公室签 署政府拨款法案，结束政府部分"停摆"。当天稍早前，美国国会众议院投票通过联邦政府多个部门本财 年剩余时间拨款法案，从1月31日开始的联邦政府部分"停摆"僵局得以化解。该法案将为联邦政府多个 部门提供资金至9月30日、即本财年结束之时，并为近期因移民执法行动引发争议和抗议的国土安全部 提供两周的资金，以便各方继续就改进该部门运作进行谈判。 【个股消息】 智通财经APP获悉，周二，三大指数收跌，纳指几乎完全回吐今年以来的涨幅。比特币一度跌破7.3万 美元关口，以太坊一度跌至2100美元附近。美政府部分停摆将使1月就业报告将无法如期在本周五公 布。 【美股】截至收盘，道指跌166.67点，跌幅为0.34%，报49240.99点；纳指跌336.92点，跌幅为1.43%， 报23255.19点；标普500指数跌58.63点，跌幅为0.84%，报6917.81点。英伟达(NVDA.US)跌2.8%， Paypal(PYPL.US)跌20.3%，甲骨文(ORCL.US)跌超3%，微软(MSFT.US)跌近3%。纳斯 ...

周二美股成交额第1名英伟达收跌2.84%，成交363.81亿美元。至此英伟达已连续第三个交易日下跌。 昨日有报道称英伟达计划向OpenAI投入1000亿美元的计划已陷入停滞，因公司内部对OpenAI的商业模 式和长期竞争态势产生严重疑虑。 不过英伟达CEO黄仁勋周二表示，公司对OpenAI的投资计划仍"按部就班推进"。 "此事完全不存在争议，相关说法纯属无稽之谈，" 黄仁勋称，"我们十分乐意与OpenAI合作。"黄仁勋 同时表示，英伟达将参与OpenAI的下一轮融资。他称这轮融资将成为"历史上规模最大的私人融资"。 他还补充道，英伟达会考虑参与OpenAI未来的所有融资轮次，并希望参与OpenAI最终的首次公开募 股。 第2名微软收跌2.87%，成交247.46亿美元。至此该股已经连续四个交易日下跌，今年迄今已下跌约 15%。该公司近日公布了第四季度财报，这家科技巨头在营收和盈利两方面均超出市场预期，然而财报 发布后其股价大幅下跌。 第3名特斯拉收高0.04%，成交236.97亿美元。据央视新闻消息，当地时间2月3日，法国巴黎检察院表 示，当天已对美国企业家马斯克旗下社交媒体平台X位于法国的办公场所展开搜查。 ...

With roughly a third of companies reporting thus far, S&P 500 EPS growth for Q4 2025 currently stands at 11.9%This week, Alphabet, Amazon, and several consumer names take the stage as peak earnings season hits its stridePotential earnings surprises this week: Disney, CME Group, Take-Two Interactive, Phillips 66 and more​Mixed Signals in the Mag 7: AI Spending Rattles Big Tech Headline whiplash returned to US equity markets last week, but this time the drama wasn’t geopolitical. On Thursday, the tech-heavy ...

Summary of Microsoft Conference Call Company Overview - **Company**: Microsoft (NasdaqGS: MSFT) - **Date**: February 03, 2026 Key Points Industry Insights - The rapid advancement of AI and platform capabilities is occurring faster than anticipated, with significant implications for software development and engineering productivity [1][2][3] - There is a "Capabilities Overhang," where existing models are underutilized, particularly in software development, leading to a frenzy in the industry [5][7] - The role of software engineers is evolving, focusing more on understanding value creation rather than just coding mechanics [9][10] Software Development Trends - The review process in software development is identified as a bottleneck, emphasizing the need to differentiate between activity and actual progress [11][12] - AI is enabling startups to achieve significant productivity with smaller teams and less funding, highlighting a shift in how software development is approached [14][15] - The educational focus in computer science should shift back to foundational problem-solving and algorithmic thinking rather than just vocational training [16][18] Demographic Challenges - Japan is experiencing a peak in high school graduation rates, leading to a demographic decline that will impact labor dynamics and productivity in the future [22][26] - Other countries, including China and the U.S., are also facing similar demographic challenges, necessitating technological interventions to maintain productivity levels [29][30] AI's Role in Future Productivity - AI is viewed as a crucial tool to address labor shortages and productivity challenges posed by an aging population [30][34] - The optimistic scenario for AI involves leveraging its capabilities to solve significant societal problems, while the pessimistic view warns against superficial uses of AI [34][36] Microsoft’s Position and Strategy - Microsoft is characterized as a platform company, focusing on building tools that others can build upon, which shapes its approach to technology and innovation [43][44] - The company acknowledges the complexity of enterprise software and the necessity of adapting to customer needs while managing technological transformations [44][50] - Microsoft is committed to maintaining a diverse silicon strategy, utilizing both proprietary and third-party hardware to optimize efficiency [67][69] Human Approach to Technology - There is a call for a more thoughtful approach to technology, emphasizing its role as a tool for serving humanity rather than a deterministic force [71][72] - The discussion highlights the importance of shifting from zero-sum thinking to non-zero-sum solutions in technology and society [77][78] Additional Insights - The partnership with OpenAI is noted as a significant achievement, democratizing access to AI capabilities and fostering innovation [58][62] - The demand for AI and related technologies is expected to remain high, driven by ongoing advancements and the complexity of managing AI systems [63][66]

Microsoft (NasdaqGS:MSFT) 2026 Conference February 03, 2026 02:40 PM ET Company ParticipantsKevin Scott - CTOModeratorI don't think, Kevin, I've shared this story too many times, but you're probably the first person, it's seven years ago, I was asking you, like, "What do you think is coming down the pike?" And you just shook your head. I still remember this moment so distinctly, and you said, "Everything's gonna get turned so upside down with AI, and people have no idea." And that's because you were working ...

The stock market was hit with a wave of selling on Tuesday as traders dumped some of the market's highest-flying tech names and reacted to a spike in oil prices. On the tech side, investors have been wary of high valuations for months, and are anxiously watching for signs that the AI trade is under pressure. A rotation into other parts of the market that began at the start of the year accelerated in Tuesday's session. While many of the top tech and AI names in the S&P 500, stocks in other sectors jumped a ...

US stocks slid Tuesday investors digested a wave of tech-focused earnings, precious metals jumped to continue their wild ride, and a partial government shutdown rolled into its fourth day. The tech-heavy Nasdaq Composite (^IXIC) sank by 1.6% after initially beginning the session in the green, while the S&P 500 (^GSPC) lost nearly 1%. The Dow Jones Industrial Average (^DJI) fell around 0.4% after the blue-chip benchmark led gains on Monday with a 500-point advance. Tech stocks got a boost after Palantir' ...

Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Let's get to the three market catalyst we're watching this hour. First up, SpaceX and XAI are combining to make a one and a4 trillion dollar giant. We'll discuss what that means for investors and the eventual SpaceX IPO.Plus, valuation concerns loom over Palunteer. We'll talk about what Wall Street needs to see to make that stock a buy. And PayPal shares plunge as the company taps a new CEO and forecasts an earnings decli ...

STAMFORD, Conn.--(BUSINESS WIRE)--Information Services Group (ISG) (Nasdaq: III), a global AI- centered technology research and advisory firm, has launched a research study examining service providers helping enterprises redesign business processes using Microsoft's AI-embedded platforms. Enterprises around the world are seeking Microsoft partners that can address key AI-related challenges such as cultural shifts, trust, large-scale adoption and return on investment. They are focused on becoming human-led, ...

Core Viewpoint - The technology sector experienced a significant decline, with major stocks like Nvidia and Microsoft dropping over 2%, contributing to a broader market downturn in the Nasdaq index [2][3]. Group 1: Market Performance - On February 3, U.S. stock indices opened high but closed lower, with the Dow Jones maintaining a slight increase, while the Nasdaq fell by over 1% and the S&P 500 dropped approximately 0.3% [1]. - Most technology stocks saw declines, with Nvidia and Microsoft both experiencing losses exceeding 2%, further extending their declines for the year [3]. Group 2: Individual Stock Movements - PayPal's stock plummeted by 18% after the company provided a lackluster profit guidance for 2026 and reported fourth-quarter earnings that fell short of Wall Street expectations [5]. - Other notable declines included: - F5 Networks: -6.22% [4] - Applovin Corporation: -4.68% [4] - Broadcom: -4.26% [4] - Qualcomm: -3.72% [4] - Micron Technology: -3.41% [4] - ASML: -3.08% [4] - Oracle: -2.86% [4] - Nvidia: -2.78% [4] - Microsoft: -2.49% [4] - Netflix: -1.61% [4] - Amazon: -1.68% [4] - TSMC: -1.33% [4] - Meta Platforms: -1.34% [4] - AMD: -0.95% [4] - Apple: -0.73% [4] Group 3: Market Sentiment and Trends - Analysts noted that the themes driving risk assets higher, such as the Federal Reserve's potential for rate cuts, strong economic performance, and a favorable earnings backdrop, remain intact, suggesting that February may see increased market volatility [3]. - The narrative surrounding AI continues to influence market dynamics positively [3]. Group 4: Precious Metals Performance - Gold prices surged nearly 6% and silver prices rose by 11%, although both remain below the peak levels seen before last week's significant drop [6]. - Other precious metals also experienced substantial gains, with notable increases in platinum and copper prices [9].