Key Takeaways AI expands integrations with Copilot, Fabric and Azure AI Foundry to unify enterprise AI operations.The deeper partnership lets users query data, access apps and deploy models across Microsoft platforms.A growing partner network and new integrator program support wider C3.ai adoption across industries.C3.ai, Inc. (AI) expanded its long-standing collaboration with Microsoft Corporation (MSFT) by upgrading integrations across Microsoft Copilot, Microsoft Fabric and Azure AI Foundry. The enhancem ...

A number of the major hedge funds and big money managers, including the Bill & Melinda Gates Foundation, which axed its Microsoft (NASDAQ:MSFT) stake by nearly 65%, were big net sellers of big tech in the third quarter. ...

Core Insights - ServiceNow (NOW) is enhancing its collaboration with Microsoft (MSFT) through new integrations aimed at improving orchestration, governance, and collaboration across AI agents and workflows [1][2] - The partnership will connect ServiceNow's AI Platform with Microsoft 365, Copilot, Foundry, and GitHub, facilitating better management of autonomous AI agents [1][2] - ServiceNow has raised its subscription revenue guidance for 2025 to between $12.835 billion and $12.845 billion, indicating a 20% growth on a non-GAAP constant currency basis [3] Integration and Collaboration - The integration of NOW's AI Control Tower with Microsoft Foundry and Copilot Studio will enable automatic governance across AI agents on Microsoft platforms [2] - ServiceNow Build Agent's integration with GitHub allows secure access to GitHub issues, pull requests, and discussions [2] - Upcoming integration of Now Assist with Microsoft Agent 365 will bring enterprise workflows into Microsoft Word, Outlook, and Teams [2] Competitive Landscape - ServiceNow faces significant competition from Atlassian (TEAM) and Salesforce (CRM), both of which are enhancing their subscription-based solutions and AI capabilities [4][5] - Atlassian has seen a CAGR of approximately 40% in its subscription segment from fiscal 2020 to fiscal 2025, driven by demand for automated communication systems [4] - Salesforce reported a 140% year-over-year increase in Data Cloud customer adoption, indicating strong demand for AI tools that enhance enterprise workflows [5] Financial Performance and Valuation - ServiceNow's stock has declined by 24.6% year to date, underperforming the broader Zacks Computer and Technology sector, which has returned 25.9% [6] - The forward 12-month price/sales ratio for NOW is 10.83X, significantly higher than the sector average of 6.61X, suggesting that the stock may be overvalued [9] - The Zacks Consensus Estimate for fourth-quarter 2025 earnings is $4.35 per share, reflecting an 18.53% year-over-year growth [11]

屏幕上一片血红，恐慌指数单日飙升15%，华尔街交易员们紧锁眉头，这个"黑色星期五"的折扣竟是全球投资者账户上的巨额缩水。 "这不仅仅是调整，而是一场完美风暴。"一位华尔街资深交易员在收盘后感慨道。原本期待年底行情的人们，此刻面对的却是美联储降息预期骤降、日本经 济陷入萎缩、AI泡沫显现裂痕的三重打击。 数据显示，美国标普500指数创下年内最大单周跌幅，欧洲斯托克600指数下挫至三个月低点，日经225指数单日暴跌逾3%。全球市场同步下跌的背后，是投 资者对前景的集体忧虑。 01 市场异动：全球股市遭遇"黑色星期五" 上周五，全球金融市场遭遇了一场突如其来的寒流。从纽约到伦敦，从东京到悉尼，主要股指集体大幅下挫，恐慌情绪迅速蔓延。 美国三大股指全线下挫，标普500指数跌破关键支撑位；欧洲市场同样惨淡，德国DAX指数跌幅超过1.5%；亚洲市场中，日经225指数的表现尤为惨烈。 这场全球性的抛售潮令投资者措手不及。一位香港基金经理坦言："几乎所有的避险按钮都被同时按下，市场找不到任何做多的理由。" 恐慌指数VIX单日飙升15%，创下近三个月新高，显示市场恐慌情绪急剧升温。与此同时，避险资产需求激增，黄金价格重新站上每 ...

当下，一场电力饥渴正席卷全球AI产业。2025年，OpenAI在德州阿比林规划4.5GW电力接入，相当于五座核电站的发电量；微软GPU集群因电力不足 而"吃灰"；北弗吉尼亚数据中心的项目排队"等电"长达数年……这些现象指向一个残酷现实：AI竞赛的核心正从算力芯片转向电力基建。 从"缺芯片"变为"缺电" "我们现在面临的最大问题，不再是算力资源过剩，而是电力——以及能否够快地在有电力的地方完成设施建置。"微软首席执行官萨提亚·纳德拉在最近 与OpenAI首席执行官萨姆·奥特曼对话的播客节目中坦言。他补充道："如果做不到这点，我们可能会有一堆芯片躺在仓库里却插不上电。" 缺电，让微软高价购买的显卡在仓库里吃灰 回顾过去几年，AI的能耗增长速度令人震惊。据国际能源署数据，2022年全球数据中心总耗电量约460太瓦时，占全球用电量的2%；到2026年，这一数据 将超过1000太瓦时，大约是整个日本2022年全年的用电量。 "一年多以前短缺的是芯片，接下来短缺的将是电力。"而就在一年之前，埃隆·马斯克在"博世互联世界2024"大会上的警告言犹在耳。几乎在同一时间， 萨姆·奥特曼在达沃斯论坛上也表达了类似担忧，承认人工智 ...

The most significant decline since April...shouldn't have surprised any of us, aside from the most bullish of bulls, who thought that such a reckoning will "never" come. I presented an outline on why I believeJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust p ...

Microsoft President Brad Smith warns progressive promises to tax the rich are putting tech jobs at risk in Washington state. https://t.co/pqzTe4EBoA ...

北京时间11月21日晚，美股今日小幅高开，截至发稿前，道指上涨0.29%，纳指上涨0.37%，标普500指数上涨0.38%。 大型科技股涨跌不一，谷歌上涨3.48%，苹果、特斯拉、亚马逊微涨，英伟达、微软、Meta下跌。 | 谷歌Ａ | 299.520 +3.48% | 10.07 | | --- | --- | --- | | US GOOGL 296.500 盈前 2.44% | | 7.05 | | 178.920 -0.95% -1.72 英伟达 | | | | us NVDA 0.35% | | 0.63 | | 亚马逊 217.300 +0.07% | | 0.16 | | US AMZN 216.300 盘前 -0.39% | | -0.84 | | 特斯拉 396.890 +0.42% | | 1.66 | | US TSLA 1.82% 402.420 盘前 | | 7.19 | | 268.480 +0.84% 苹果 | | 2.23 | | US AAPL - - 265.930 盘前 201 -0.12% ---- | | -0.32 | | 474.760 -0.77% -3.67 ...

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Making Moves on Wall Street. On November 19, Guggenheim reiterated its Buy rating on the stock with a $675.00 price target. The rating affirmation follows Microsoft’s annual Ignite user conference in San Francisco. Ignite is an annual event from Microsoft that demonstrates the updates and developments that allow customers, partners and developers to utilize the full potential of Microsoft technology. Microsoft unveiled various products and partn ...

Because there are people who say the secret the secret weapon of open AI is that Microsoft could come in there really take control maybe make a few uh a shuffle at the top and the next thing you know everything that you're worried about with with Oracle everything you're worried about with Open AI is taken off the table. Microsoft does prevail and that's your scenario to get out of this situation because things tend to work out in this market. I trust the market and I think that Microsoft right now has to b ...