If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Microsoft Corporation ( MSFT ) reported Q2 earnings that beat analyst estimates on the top and bottom lines. The stock price, however, tanked, driven by concerns on AI capital expenditures and slowing growth for Azure. In this report, I discussDhie ...

Welcome back to Fast Market here on the Schwab network. I'm Diane King Hall live on the floor of the New York Stock Exchange. Time now for some technical analysis.For that, we're joined by Ben Watson, senior manager of trading services, Charles Schwab. Today, diving into the chart for Microsoft, which has fallen almost 30% from its all-time high hit last summer. Ben, things have been soft for Microsoft so far this year.Take us through what you notice. I know you've got a short-term look at this first. >> Ye ...

Group 1: Company Performance - Salesforce (CRM) shares fell 29.1% year-to-date, underperforming the Dow by 32.5 percentage points, despite reporting Q3 fiscal 2026 revenue of $10.26 billion and raising full-year guidance to $41.45 billion to $41.55 billion [1][2] - Microsoft (MSFT) experienced a 17.4% decline in stock price, lagging the Dow by 20.8 percentage points, even after reporting Q2 revenue of $81.3 billion, a 17% year-over-year increase, and Azure growth of 39% [1][2] - UnitedHealth (UNH) saw a 12.7% drop in stock value, trailing the Dow by 16.1 percentage points, with Q4 2025 revenue of $113.22 billion missing estimates and operating income plummeting 95% to $380 million [1][2] Group 2: Market Sentiment and Trends - The divergence in performance between these companies and the Dow reflects a broader market sentiment where fundamentals alone do not drive returns, as investors reassess structural assumptions regarding AI, healthcare regulations, and capital expenditures [2] - Concerns over AI's impact on traditional software demand have led to a sell-off in software stocks, with Salesforce's valuation being questioned despite a projected 14.7% growth in business software spending in 2026 [1][2] - Microsoft's significant capital expenditures of $29.9 billion in Q2, up 89% year-over-year, raised investor concerns about whether this would translate into expected growth rates, contributing to stock price declines [1][2] Group 3: Financial Metrics - Salesforce's revenue grew 8.6% year-over-year, but shares dropped from $264.91 to $187.79 between December 31, 2025, and February 18, 2026 [1] - Microsoft reported a free cash flow decline of 9.3% despite strong operating cash flow growth, indicating potential challenges in maintaining profitability amid high capital expenditures [1] - UnitedHealth's net income fell to $10 million, down 99.8% year-over-year, highlighting the fragility of its Medicare Advantage model amid regulatory pressures and increased medical costs [1][2]

MSFT stock is moving. See the chart and price action here. Zulfi Alam, Microsoft's corporate vice president of Quantum, told CNBC that he has confidence in this timeline during recent industry discussions. "I would not be able to say this with this much clarity last year, but this year, I can state to claim that by 2029 you will have machines that will have commercial [value], meaning that they will be doing calculations that classical machines cannot do," said Alam. According to Alam, the hybrid quantum-cl ...

资料图。图源：视觉中国 比尔·盖茨 美国司法部1月底公布了超300万页爱泼斯坦案相关文件，其中一批来自疑似爱泼斯坦账户的邮件涉比尔 ·盖茨。 据参考消息援引新加坡《联合早报》2月19日报道，盖茨基金会宣布，科技巨头微软创始人比尔·盖茨已 取消原定于19日在印度举行的人工智能（AI）峰会上的演讲。 盖茨基金会在一份声明中称，经过慎重考虑，为了确保峰会的重点仍然放在关键议题上，比尔·盖茨将 不会发表主题演讲。将由另一名高级官员代替比尔·盖茨发言。 另据环球时报援引英国《卫报》报道，因与已故性犯罪者杰弗里·爱泼斯坦的关系持续受到质疑，比尔· 盖茨才取消演讲。 本月初，比尔·盖茨否认了自己涉爱泼斯坦案的相关内容。他同时表示后悔曾与爱泼斯坦相处过，并为 此感到抱歉。随后，美国众议院多名共和党及民主党籍议员要求传唤微软联合创始人比尔·盖茨。 来源：长安街知事微信公众号 ...

After finishing 2025 up over 15%, Microsoft (NASDAQ: MSFT) has been off to a rough start in 2026. Through Feb. 16, its stock is down 15% year to date, including a 10% single-day drop on Jan. 28 after its latest earnings report. There are two ways to look at Microsoft's struggles in early 2026. The first one is through a pessimistic lens and wonder if this is a sign of distress. The second is a more positive view, where you now see a Microsoft stock that's trading at a "discount." For most investors, the l ...

Group 1: Core Comparison between Microsoft and Alphabet - Microsoft and Alphabet have both significantly increased investor wealth, but Alphabet is viewed as the more promising stock for new investors [1] - Microsoft is experiencing challenges in the AI sector, particularly with its AI-powered personal assistant, Copilot, which has only attracted 15 million subscribers out of 450 million potential users [4][5] - Microsoft's cloud computing business, while still profitable, is reportedly losing market share despite revenue growth, indicating that simply growing revenue is insufficient in a competitive environment [7] Group 2: Alphabet's Strengths - Alphabet's Google Cloud business has seen a record-breaking growth, achieving a 21% share of worldwide cloud computing revenue in the fourth quarter of the previous year [9] - Google's AI technologies, including Gemini, are gaining significant traction, with Gemini accounting for about one-fifth of user requests in the AI-powered chat assistant market, while ChatGPT dominates with nearly two-thirds market share [6]

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 ...

想象一下，你让 AI 助手结合搜索工具探索一个复杂问题。它第一次探索时走错了方向，但第二次、第三次，它依然重复同样的错误探索路径。虽然你可能 可以从最终得到的多次探索结果中挑选出一个勉强满意的答案，但是这既低效，也需要人工干预。这就是当前大多数深度搜索智能体面临的困境——它们无 法「记住」之前的探索经验，每次都是从头开始，导致大量冗余搜索和资源浪费。 现有的深度搜索智能体大多基于 ReAct 框架构建，采用线性推理方式：「思考→调用工具→观察→再思考 」 。这种设计在简单任务上表现良好，但在需 要多轮探索的深度搜索任务中，往往陷入局部最优、重复探索和低效搜索的困境。 来自东南大学、微软亚洲研究院等机构的研究团队提出了一种全新的解决方案—— Re-TRAC （REcursive TRAjectory Compression） ，这个框架让 AI 智能体能够「记住」每次探索的经验，在多个探索轨迹之间传递经验，实现渐进式的智能搜索。 让探索变成「渐进式学习」过程 为什么 ReAct 会失败？ ReAct 框架的核心问题在于其 线性设计 。每个探索轨迹都是独立的，模型无法回顾先前尝试的状态。在长上下文场景下，早期制定 ...

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 ...