Microsoft filed a court brief backing Anthropic's lawsuit against the Pentagon—a move that reveals just how much the tech giant has riding on Claude's survival. https://t.co/BNVOeRzDFF ...

Microsoft’s Xbox division plans to send an early version of its next console to game developers in 2027, kicking off a new generation of hardware that will feel drastically different than previous iterations. https://t.co/BxNfSqfpfx ...

Microsoft Sides With Anthropic Against Trump Admin’s Supply Chain Risk Designationhttps://t.co/wG4JTwUADL ...

Microsoft filed a friend-of-the-court brief in Anthropic's lawsuit against the Department of War, urging a judge to block the Pentagon's supply chain risk designation. ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking technology adopter, utilizing technologies to enhance workflows [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

And it's time for the big three. We've got three stops, three charts, three trades. Rick Ducat, of course, joining us to take us through the charts. Here to take us through the trades is Don Kaufman, co-founder of Theo Trade.Don, great to have you with us today. You know, bit of a mixed picture. Feels a little less volatile than the first few days of the week.We had Oracle put up some good numbers, but on the flip of that, we've got Campbell saying that people aren't snacking how they used to. So, you know, ...

Core Viewpoint - Microsoft Corporation (NASDAQ:MSFT) is considered one of the best long-term technology stocks to buy, with a Buy rating and a price target of $675 set by Jefferies after discussions with the company's head of investor relations [1]. Group 1: Company Strengths - Microsoft's Azure and Microsoft 365 are pivotal in consolidating enterprise AI spending, with Microsoft 365 serving over 450 million paid users, indicating a strong enterprise distribution network [2]. - Jefferies identified three core strengths: the expansion of Microsoft 365's total addressable market using AI, AI margins surpassing cloud margins at similar growth stages, and consistent infrastructure monetization regardless of specific AI agents or models [2]. Group 2: Valuation Insights - Microsoft is currently trading at approximately 21 times its fiscal 2027 earnings per share, which is below its 10-year average of 23.5 times, making it an attractive investment opportunity [3]. - The firm argues that Microsoft should not be valued at its 10-year low of around 15 times forward earnings, given the enhanced platform capabilities developed over the past decade [3].

Core Insights - Microsoft (MSFT) is facing a more nuanced investment landscape as it approaches 2026, marked by record cloud milestones and rising capital expenditure concerns [1] Financial Performance - Microsoft reported fiscal Q2 2026 revenues of $81.3 billion, a 17% year-over-year increase, surpassing consensus estimates [5] - Microsoft Cloud revenues exceeded $50 billion for the first time, reaching $51.5 billion, up 26% in constant currency [5] - The Intelligent Cloud segment generated $32.9 billion in revenues, a 29% year-over-year increase, while Azure and other cloud services grew 39% year-over-year [5] - Non-GAAP diluted earnings per share were $4.14, up 24% year-over-year, with operating income rising 21% to $38.3 billion, reflecting a 47% operating margin [5] Market Reaction - Despite strong earnings, MSFT's stock dropped sharply due to decelerating Azure growth and a 66% year-over-year increase in capital expenditures to $37.5 billion, raising concerns about investment returns [6][8] Forward Guidance - For Q3 fiscal 2026, management projects total revenues between $80.65 billion and $81.75 billion, indicating year-over-year growth of approximately 15% to 17% [7] - The Intelligent Cloud segment is expected to deliver revenues of $34.1 billion to $34.4 billion, with Azure growth projected at 37% to 38% in constant currency [7] AI and Product Development - Microsoft is expanding its AI product offerings, including updates to Microsoft 365 Copilot and new AI-focused certifications, indicating a strong push in enterprise workforce transformation [11][12] - The company is also enhancing its Defender for Cloud capabilities, broadening its enterprise security ambitions alongside AI initiatives [12] Competitive Landscape - In the global cloud market, Microsoft holds a 21% share, trailing Amazon's 28% and ahead of Alphabet's 14%, with ongoing demand-supply gaps critical for maintaining market share [14] Investment Outlook - While Microsoft's fundamental strengths are solid, its premium valuation relative to the industry and ongoing Azure growth constraints suggest that patience is warranted for new investors [16] - Existing MSFT holders are advised to maintain their positions, supported by cloud leadership and a substantial commercial backlog [16]

Getty Images GSLC At A Glance Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) is a passively managed exchange-traded fund (also known as an ETF) with an NAV of ~$14.7Bn that invests in large-cap American-listed stocks. While there is less chatter about GSLC than SPY or IVV, Goldman Sachs is trying to provide a similar scale offering that American fund managers like Vanguard, Blackrock and State Street do. After further review of the fund, it's clear that there's a reason this large-cap equity ...

记者|杜波 编辑|程鹏 杜恒峰 校对|陈柯名 北京时间3月11日晚，美股三大指数开盘涨跌不一，道指跌0.16%，纳指涨0.3%，标普500指数涨 0.13%。截至发稿，道指跌0.67%，纳指涨0.16%，标普500指数跌0.1%。有1789只个股上涨，3195只个 股下跌。 明星科技股特斯拉涨2.42%，美国超微公司涨1.73%，英特尔涨1.67%。 | 瑞幸咖啡 | 35.510 | -0.03% | | --- | --- | --- | | 延 LKNCY ■ | | | | 亚朵 | 36.415 | -0.07% | | ATAT & C | | | | 好未来 | 10.970 | -0.18% | | TAL | | | | 微博 | 9.805 | -0.25% | | WB C | | | | 新东方 | 52.930 | -0.34% | | EDUB | | | | 满帮 | 9.235 | -0.38% | | YMM C | | | | 禾赛 | 25.140 | -0.40% | | HSALE C | | | | 阿里巴巴 | 135.975 | -0.64% | | BABA ...