Core Insights - Amdocs has announced a collaboration with Microsoft to enhance application modernization solutions using AI technologies [1] - The partnership aims to help enterprises modernize their technology landscape more efficiently and resiliently [1] Group 1: Collaboration Details - The collaboration combines Amdocs' Agentic Services with Microsoft's AI technologies [1] - The goal is to drive measurable business outcomes from business case to execution [1] Group 2: Business Impact - The solutions are designed to transform enterprises into an agent-ready foundation [1] - This initiative is expected to accelerate the modernization process for enterprises at scale [1]

Something unusual is happening across global markets. Record streaks, rare rotations and historic moves are surfacing at the same time.From global equities to commodities to individual stocks, trends are emerging that we haven't seen in years — and in some cases, ever.Here are seven charts quietly reshaping market leadership — even if few are paying attention.1. Global Stocks Are On a Historic Run, But The US Is Not Joining The PartyThe All Country ex-U.S. ETF (NYSE:ACWX) – the benchmark tracking global equ ...

BING-JHEN HONG/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20) Transcript Rena Sherbill: Our last Wall Street roundup of February. Welcome back, Brian Stewart, Seeking Alpha's Director of News. Brian Stewart: Great to be here. Rena Sherbill: Talk to us, what are you looking ...

Shares of Microsoft Corporation (NASDAQ:MSFT) are falling Friday as the company tries to reaffirm a strong partnership with OpenAI despite not being included in the AI company’s latest funding and partnerships announcement.Microsoft stock is under selling pressure. Why is MSFT stock trading lower?OpenAI Announces New Funding Round Sans MicrosoftOpenAI announced $110B in new investment at a $730B pre-money valuation. This includes $30B from SoftBank, $30B from NVIDIA, and $50B from Amazon. The company also s ...

Core Insights - OpenAI was founded to create competition against Google in the AI sector, which Google has dominated for over 25 years [1] - OpenAI raised a record $110 billion, with significant investments from major competitors of Google [2] Investment Landscape - Amazon is investing $50 billion in OpenAI, positioning itself as a major competitor to Google in cloud computing and product search [2][3] - Nvidia has committed $30 billion to OpenAI, enhancing its competitive stance against Google in the AI chip market [6] - Microsoft remains a significant stakeholder in OpenAI, owning over 20% despite not participating in the latest funding round [8] Competitive Dynamics - Amazon's investment allows it to leverage OpenAI's technology and develop custom AI models, enhancing its cloud services [4][5] - Nvidia's partnership with OpenAI focuses on utilizing advanced computing capacity to improve AI model training and inference [7] - Microsoft continues to compete with Google across various sectors, including cloud computing and business software, with OpenAI being a strategic asset [9][10]

The U.S. stock market is facing significant downward pressure during midday trading this Friday, February 27, 2026. Investors are navigating a "perfect storm" of negative catalysts, ranging from a surprisingly hot wholesale inflation report to escalating geopolitical tensions in the Middle East. The bearish momentum that began at the opening bell has intensified as the morning progressed, with all three major indexes trading deep in negative territory.Major Market Indexes and Midday MomentumAs of midday, th ...

Group 1 - A book about the Great Depression by Andrew Ross Sorkin was published nearly four months ago, indicating a potential relevance to current economic conditions [1] - Bert Hochfeld has a long career in the tech industry, having worked for notable companies such as IBM and Raytheon Data Systems, and has been recognized for his analysis in the software sector [1] - Hochfeld founded his own independent research company, providing services to major institutions and hedge funds, and his hedge fund, Hepplewhite Fund, was rated as the best performing small-cap fund for five years ending in 2011 [1] - In 2012, Hochfeld was convicted of misappropriating funds from his hedge fund, which impacted his reputation [1] - Hochfeld has published over 500 articles on Seeking Alpha, focusing on information technology companies, and ranks in the top 0.1% of Tip Ranks analysts for his stock selections [1]

Group 1: Tech Stock Performance - Tech stocks have declined for a second consecutive day, with Nvidia shares dropping 2% following a previous 5% decline, raising concerns about their $30 billion investment in OpenAI and the sustainability of hyperscalers' capital spending for AI [1] - Amazon shares, which invested $50 billion in OpenAI, also experienced a drop in share price, indicating a shift in market sentiment from bullish to bearish for these tech stocks [2] Group 2: Software Sector Challenges - Major software companies are projected to finish February with significant financial losses, with Salesforce falling over 4% and Microsoft down nearly 2%, while Zscaler and CoreWeave reported disappointing outlooks with losses of 11% and 16% respectively [3] - The iShares Expanded Tech-Software ETF is down 10% for the month, leading to year-to-date losses of 23%, and the Nasdaq composite index is experiencing its worst month since last March with an overall decline of over 3% [3] Group 3: Broader Economic Concerns - The decline in share values is not limited to the tech sector, as financial and other sectors are also affected by fears regarding AI's potential impact on jobs and the economy, highlighted by Block, Inc.'s announcement of laying off over 4,000 workers [4] - As of late February, the S&P 500 is down more than 1% for the month, while the Dow Jones has only increased by 0.3%, marking a disappointing end to what was expected to be a strong year [4]

记者丨刘雪莹 吴斌 编辑丨曾静娇 北京时间2月27日晚，美股三大指数集体走低，三大指数均跌超1%。 大型科技股多数下跌，截至22:42，甲骨文、赛富时跌超4%；美股科技七巨头全线飘绿，英伟达、微软 跌超2%。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 苹果(APPLE) | 269.160 | -1.39% | | 亚马逊(AMAZON) | 206.240 | -0.81% | | 谷歌(ALPHABET)-C | 306.280 | -0.28% | | 脸书(META PLATFORMS) | 641.605 | -2.34% | | 微软(MICROSOFT) | 393.080 | -2.15% | | 英伟达(NVIDIA) | 180.740 | -2.24% | | 特斯拉(TESLA) | 403.905 | -1.14% | 半导体股集体走低，费城半导体指数领跌市场，蓝博士半导体跌超5%，博通、格芯跌超2%。 云基础设施提供商CoreWeave跌超17%，创去年8月以来最大跌幅，巨额资本开支引发投资者担 忧。 多邻国股价一度跌22%，创下2023年2月 ...

Mott Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Stock markets paused in Q4, with the S&P 500 trading sideways from October to year-end. In 2025, the MCM Thematic Growth Strategy gained 11.98%, underperforming the S&P 500's 17.88%, despite some improvements. The AI boom boosted the S&P 500 in 2025. Concerns for AI and related companies include rising debt and the urgent need for R&D investments in advanced software ...