Microsoft (NASDAQ:MSFT) is on pace to spend around $500 million annually on artificial intelligence (AI) models from Anthropic , according to a report from The Information. ...

Microsoft is reportedly upping its spending on Anthropic, chief rival to partner OpenAI.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.According to a report Wednesday (Jan. 14) by The Information, Microsoft has be ...

Key Points Most of the Magnificent Seven have split their stocks since 2020. The two that haven't look due for a stock split in the year ahead. 10 stocks we like better than Microsoft › The "Magnificent Seven" stocks are a popular grouping that makes up some of the biggest and most prominent names in the stock market. It includes: Nvidia (NASDAQ: NVDA) Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) Apple (NASDAQ: AAPL) Microsoft (NASDAQ: MSFT) Amazon (NASDAQ: AMZN) Meta Platforms (NASDAQ: META) Te ...

兄弟姐妹们啊，今晚全球市场不平静。 首先看中国资产方面。1月14晚间，多家A股公司发布"降温"公告，多只热门牛股包括嘉美包装、引力 传媒、友邦吊顶、卓易信息、光云科技、上纬新材等称，如未来股票价格进一步异常上涨，可能申请停 牌核查。 此外，易点天下因为连续9个交易日收盘价涨幅偏离值累计超过100%，股票停牌核查。上交所宣布对国 晟科技相关投资者采取暂停账户交易等措施。 多个组合拳之下，富时中国A50指数期货下跌，港股夜盘，恒生指数期货以及恒生科技指数期货下跌。 美股方面，1月14日晚间，三大指数跳水下跌。截至发稿，道指跌约270点，纳斯达克指数跌超1.5%， 标普指数跌近1%。 | ▽ 筛选 | | 最新价 = | 涨跌幅 = □" | | --- | --- | --- | --- | | Applovin Corporation | | 602.70 | -9.86% | | US APP | | | | | 安谋 | | 102.45 | -5.00% | | us ARM | | | | | 博通 | | 338.19 | -4.63% | | US AVGO | | | | | 甲骨文 | | 19 ...

As you might expect, the fund places a heavy emphasis on technology stocks, which comprise 42% of its holdings. Communication services (23%), consumer cyclical stocks (17.8%), and financial services (16.4%) make up the rest. As of this writing, the fund contained 44 stocks, with the top 10 holdings accounting for 51% of the fund.The Ark Next Generation ETF is an actively managed fund that invests in stocks under the theme of next-generation internet. The fund, which has $2.1 billion in assets under manageme ...

Key Takeaways Microsoft is favored over IBM due to stronger sales, EPS growth, and a better Zacks Rank.IBM benefits from hybrid cloud demand and HashiCorp's tools, but faces stiff competition and margin pressure.MSFT leverages Azure AI and OpenAI to enhance productivity tools, despite rising capital spending concerns.International Business Machines Corporation (IBM) and Microsoft Corporation (MSFT) are two of the leading players in the global cloud computing industry. IBM offers cloud and data solutions tha ...

智通财经APP获悉，周三，科技股普遍走低，截至发稿，Meta(META.US)跌超1.7%，亚马逊 (AMZN.US)跌超1.8%，特斯拉(TSLA.US)跌超1.9%，英伟达(NVDA.US)跌超2.6%，AMD(AMD.US)跌 超2.3%，甲骨文(ORCL.US)跌超3%，奈飞(NFLX.US)、微软(MSFT.US)、谷歌(GOOG.US,GOOGL.US) 跌超1.3%，苹果(AAPL.US)跌0.6%。 ...

Core Insights - Cadence Design Systems Inc. (CDNS) has launched the first LPDDR5X 9600Mbps memory IP system for enterprise and data center applications, in partnership with Microsoft, marking a significant advancement in memory architecture [2][9] - The new solution integrates Cadence's LPDDR5X IP with Microsoft's RAIDDR error correction code (ECC) technology, providing high performance, low power consumption, and enhanced reliability [2][3] Product Development - The LPDDR5X system supports 40-bit channels and delivers 9600 Mbps performance while maintaining low power usage and enterprise-grade reliability features similar to DDR5 [5] - Microsoft's RAIDDR ECC technology enhances the reliability of the LPDDR5X system, enabling data center architects to deploy this memory solution at scale without compromising performance or power efficiency [4][3] Market Trends - The demand for LPDDR5X is increasing in data centers due to its energy efficiency and performance in AI and high-performance computing (HPC) workloads [3][8] - Long-term trends such as 5G, hyperscale computing, and autonomous driving are driving design wins for Cadence, while the rise of Generative, Agentic, and Physical AI is increasing computing needs [8] Competitive Landscape - Cadence faces competitive pressure from rivals like Synopsys and Siemens, which may impact pricing power and margins [11] - The company's focus on AI solutions increases exposure to competition and the cyclical nature of AI infrastructure spending [11] Strategic Initiatives - Cadence is expanding its portfolio with next-generation memory IP, including LPDDR6 memory IP expected to operate at 14.4Gbps by July 2025, positioning itself as a key player in future memory subsystems [7] - Collaborations with major players like Qualcomm and NVIDIA are aimed at developing next-generation AI chips for training and inference [8][10]

据一位知情人士透露，微软已悄然跻身Anthropic的顶级客户行列，近期其每年用于采购Anthropic人工 智能技术、为自家产品提供支持的开支，有望达到近5亿美元。与此同时，微软正更积极地向云服务客 户推广Anthropic的人工智能模型，这或将为双方带来更多营收。 两位微软员工表示，为推进这一布局，微软近期告知旗下Azure云业务部门的部分销售人员，向云服务 客户销售Anthropic人工智能模型，将与销售微软自研软件一样，计入他们的销售业绩考核指标。 微软通常不会为非自研产品提供此类销售激励政策，因为这类产品能为Azure创造的利润相对更低。其 中一位知情人士称，针对Anthropic产品的这一销售激励政策，有效期将持续至今年6月底。 此前，微软在销售OpenAI模型时，也曾向销售人员提供同等力度的激励政策——微软同样通过Azure平 台对外销售OpenAI模型。上述知情人士指出，这套新的业绩考核机制意味着，销售人员推广Anthropic 模型与推广OpenAI模型的积极性将不相上下。 这些举措表明，与其他老牌科技企业类似，微软正通过与多家人工智能开发商深化合作来分散风险。这 些开发商对微软而言，既是能 ...

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities experienced a strong momentum in 2025 and marked their second consecutive year of double-digit gains. The market witnessed one of the fastest recoveries following its dip into bear territory in April. Market leadership continued to narrow as Mega-cap stocks and AI-driven companies dominated the lands ...