Britain will work with Microsoft , academics and experts to develop a system to spot deepfake material online, the government said on Thursday, as it moves to set standards for tackling harmful and de... ...

Company Insights - Microsoft is viewed as an attractive investment due to its significant growth potential, particularly with the integration of AI technologies like co-pilot, which is expected to be ubiquitous across various applications [2][3] - Amazon is highlighted for its dominance in online retail, processing four out of every $10 spent online, and is expected to benefit from increased efficiency and productivity through AI, leading to improved margins in the long term [4][5] - GE Aerospace is mentioned as another investment pick, although specific details on its performance or outlook were not provided in the discussion [5] Market Drivers - The economy and markets are anticipated to be driven by three main factors: tax policy, monetary policy, and labor productivity, with a bullish outlook on these elements [6] - Labor productivity has shown a notable increase, with a growth rate of 4% in the last two quarters, and the break-even job replacement number has significantly decreased to 35,000 from 250,000, indicating a healthier job market [7] - Tax policy changes are expected to inject approximately $790 billion into the economy this year, largely due to overwithholding and lower taxes, which is comparable to the stimulus provided during COVID [8][9] Earnings Performance - A strong earnings season is underway, with 80% of companies reporting earnings that exceed expectations, indicating a positive trend not only among major tech companies but also across a broader range of firms [10]

又崩了！硅谷软件巨头短短一夜，蒸发3000亿美金，过去一周全球近万亿美金没了。令人想不到的是，罪魁祸首竟是Anthropic推出的一款插件。 瞳孔地震！一夜之间，全球软件股集体跳水，蒸发3000亿美金。 如今，整个硅谷都在说：软件（SaaS）已死！ | 90 0 0 00 | TrendSpider & @TrendSpider · 6h * BREAKING: Software stocks. | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | * 突发新闻:软件股。 | | | | | | | | | | | Softwarn: & Change% vs 52wk High (US equity, Fx) & Change% vs 52wk High (US equity, Fx) Customze ... | | Q | | | | | | × | | | IBM -9.60% | ADSK -27.26% | | GRAB -35.04% | | SAP -38.87% | | SNOW ...

本文源自：金融界AI电报 中金发表报告指，微软公布2026财年第二季业绩，总营收按年增17%至813亿美元，市场预期增15%， 该行预期增16%；营业利润按年增21%至383亿美元，市场预期366亿美元，该行预期369亿美元；GAAP 口径净利润受到投资Open AI收益的推动按年大幅增长60%至385亿美元，市场预期288亿美元，该行预 期275亿美元；去除Open AI投资影响的Non-GAAP口径对应摊薄后每股盈利按年增24%至4.14美元，市 场预期3.91美元，该行预期4.09美元。由于本季度M365、Windows以及搜索在内的AI产品需求继续走 强，最终的业绩好于该行和市场的预期。该行维持对其"跑赢行业"评级及目标价586美元。 ...

中金发表报告指，微软公布2026财年第二季业绩，总营收按年增17%至813亿美元，市场预期增15%， 该行预期增16%；营业利润按年增21%至383亿美元，市场预期366亿美元，该行预期369亿美元；GAAP 口径净利润受到投资Open AI收益的推动按年大幅增长60%至385亿美元，市场预期288亿美元，该行预 期275亿美元；去除Open AI投资影响的Non-GAAP口径对应摊薄后每股盈利按年增24%至4.14美元，市 场预期3.91美元，该行预期4.09美元。由于本季度M365、Windows以及搜索在内的AI产品需求继续走 强，最终的业绩好于该行和市场的预期。该行维持对其"跑赢行业"评级及目标价586美元。 ...

Microsoft's stock got slammed after the company slightly missed expectations in its latest quarter.After Microsoft (MSFT +0.72%) reported its fiscal 2026 second-quarter results on Jan. 28, its stock crashed by 10%. That was a significant tumble for the world's fourth-largest company. However, the question investors must ask now is whether that pullback was warranted or not.As of Monday afternoon, Microsoft's stock sits almost 22% below its all-time high. That discount may look enticing, but is it a trap? Mi ...

In my last article about Microsoft Corporation ( MSFT ), I argued that the probabilities were shifting towards greater risk. While I didn’t see other Mag 7 stocks—like Meta Platforms, Inc. ( META ) orMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small c ...

Core Viewpoint - The analysis indicates a shift towards greater risk for Microsoft Corporation (MSFT) and other major tech stocks, suggesting a cautious outlook for investors in these companies [1]. Group 1: Company Analysis - The focus is on high-quality companies that can outperform the market over the long term due to their competitive advantages and defensibility [1]. - The analysis includes a broad range of companies from both European and North American markets, without limitations on market capitalization [1]. Group 2: Analyst Background - The analyst has a Master's Degree in Sociology with a focus on organizational and economic sociology, and a Bachelor's Degree in Sociology and History [1].

Group 1 - Airbus' main aircraft production target is uncertain due to the lack of a supply deal with engine maker Pratt & Whitney [1]

英伟达、亚马逊等相继参与OpenAI的千亿美元融资。分析认为，OpenAI已成为科技巨头估值的命门，若不持续供血或将引发AI逻辑崩塌，科技巨头们 或面临50%-80%的市值缩水。"如果OpenAI减少对超大规模云厂商的承诺支出，他们会损失1万亿美元市值，那朋友之间100亿美元算什么？" 所谓的千亿美金融资，本质上是科技巨头们为了防止AI泡沫破裂而不得不进行的一场自救式"供血"。 当下讽刺的现实是，甲骨文为了筹钱，甚至被迫宣布要卖股票来凑数， 直接把市场焦虑拉满了 。Janus Henderson的信贷研究主管Mike Talaga直言： 2月4日，据The Information资深记者Ken Brown报道，OpenAI正在筹集一笔高达1000亿美元的融资。英伟达可能打算投300亿，亚马逊200亿，软银 300亿，微软也得跟100亿。 在OpenAI 7300亿美元的离谱估值下，这些聪明人为什么抢着送钱，在Brown看来，逻辑非常直白。 银行不信OpenAI了，巨头只能自己上 以前OpenAI很聪明，它自己不借钱，而是让甲骨文（Oracle）、CoreWeave、Vantage数据中心在内的合作伙伴利用自身 ...