Microsoft Corporation (NASDAQ:MSFT) is in the spotlight Wednesday ahead of its second-quarter earnings report today after the market closes. Microsoft Heads Into Earnings With AI Initiatives In Focus The earnings report comes amid its recent announcement of a significant partnership with Richtech Robotics Inc. (NASDAQ:RR) in AI which adds both opportunity and pressure to the narrative. With shares down just over 6% in the past six months, the company must clear the high bar of $80.27 billion in revenue to ...

格隆汇1月29日｜微软(MSFT.US)的股价盘后一度下跌8%，尽管这家科技巨头公布了超出预期的第二财 季业绩。微软公布的调整后每股收益为4.14美元，营收为813亿美元。FactSet调查的分析师此前预计每 股收益为3.91美元，营收为803亿美元。投资者可能是在对该公司在Azure云服务方面的业绩做出反应。 该季度Azure的营收增长了39%。这一数据超过了华尔街预期的37.8%，但较第一财季40%的增速略有下 降。 ...

Microsoft and OpenAI may have a notoriously rocky relationship but as OpenAI experiences never-before-seen revenue growth, Microsoft, one of its major investors, is benefiting greatly. When the software giant reported its latest quarterly earnings on Wednesday, it dropped this rather large nugget in: Its net income increased by $7.6 billion from its investment in OpenAI. OpenAI reportedly has a 20% revenue share agreement with Microsoft (though neither company has ever publicly confirmed that). The so ...

Core Viewpoint - Samsung Electronics reported a significant increase in operating profit, which more than tripled to a record high of 20 trillion won ($13.98 billion) in the fourth quarter, driven by the growing demand for artificial intelligence technologies [1] Financial Performance - The operating profit reached 20 trillion won, marking a substantial increase compared to previous quarters [1] - The growth in profit is attributed to the intensified competition in the artificial intelligence sector, which has led to increased investments and demand for related technologies [1]

Core Insights - Microsoft is significantly benefiting from its investment in OpenAI, reporting a net income increase of $7.6 billion attributed to this investment [1] - OpenAI is experiencing unprecedented revenue growth and is reportedly seeking additional funding at a valuation between $750 billion and $830 billion [2] Investment and Financial Performance - Microsoft has invested over $13 billion in OpenAI and has a 20% revenue share agreement with the AI lab [2] - OpenAI has committed to purchasing an additional $250 billion of Azure services, contributing to Microsoft's "commercial remaining performance obligations," which rose to $625 billion from $392 billion in the previous quarter, with 45% of this increase attributed to OpenAI [3] Revenue Growth and Future Prospects - Microsoft reported $81.3 billion in revenue for the quarter, exceeding Wall Street expectations of $80.27 billion, marking a 17% year-over-year increase [7] - Microsoft Cloud revenue reached $50 billion for the first time this quarter, with all business units showing double-digit growth except for Windows devices and Xbox content and services [7] Strategic Investments - Microsoft is investing heavily in AI infrastructure, spending $37.5 billion on capital expenditures in the quarter, primarily for GPUs and CPUs for Azure [5] - The company also announced a $5 billion investment in Anthropic, which is expected to enhance future revenue through commercial bookings that grew by 230% [4]

Meta stock price today: Meta shares surged more than 9% in extended trading on Wednesday after the company delivered a strong fourth-quarter earnings report that beat Wall Street expectations, while also laying out a sharply higher spending plan tied to its AI ambitions.Meta Stock Jumps After Earnings Beat and AI Spending OutlookMeta Platforms (META) reported earnings per share of $8.88 on revenue of $59.9 billion, topping analysts’ expectations of $8.16 in EPS and $58.4 billion in revenue, as per Bloomberg ...

【加密货币】比特币徘徊在8.9万美元附近，以太坊徘徊在3000美元附近。 【金属】黄金日内大涨220美元 创下单日涨幅之最。现货黄金首次突破5400美元/盎司，日内暴涨220美 元。纽约期金现报5393美元/盎司，日内上涨约310美元，均创下单日最大上涨幅度。 【原油】原油升至四个月高点，美国总统特朗普威胁将再次打击伊朗，敦促德黑兰进行磋商以达成核协 议。WTI 3月期货价格上涨1.3%，结算价报每桶63.21美元；布伦特3月期货结算价上涨1.2%，报每桶 68.40美元。 【宏观消息】 美联储如期维持利率不变 沃勒和米兰投下反对票。美联储今日维持利率不变，理由是通胀仍处于较高 水平且经济增长稳健。政策声明几乎未就何时再次降息给出线索。美联储以10票赞成、2票反对的结 果，决定将基准利率维持在3.50%—3.75%区间。声明表示："经济活动持续以稳健步伐扩张。"理事沃 勒以及米兰投下反对票，主张降息25个基点。声明未就下一次降息的时间释放任何信号，仅指出"进一 步调整"的幅度和时点将取决于后续数据和经济前景。与此同时，美联储称通胀"仍然略高"，而就业市 场"已显现出一些企稳迹象"。尽管美联储指出"就业增长仍然 ...

| Microsoft Second Quarter Fiscal Year 2026 Results Microsoft 2 Financial Summary and Highlights Commercial Highlights Agenda Segment Overview and Highlights Appendix All growth comparisons in this presentation relate to the corresponding period of last fiscal year unless otherwise noted. Numbers may not foot due to rounding FY26 Q2 Financial Summary | | | GAAP and CC results | | | Non-GAAP and CC results | | | --- | --- | --- | --- | --- | --- | --- | | ($ in billions, except per share amounts) | FY26 Q2 | ...

周三，三大指数涨跌不一，盘中，标普500指数史上首次突破7000点，最高上涨至7002.28点。美联储维 持联邦基金基准利率不变，市场预测美联储在鲍威尔任期结束前都将维持利率不变。 【美股】截至收盘，道指涨12.19点，涨幅为0.02%，报49015.60点；纳指涨40.35点，涨幅为0.17%，报 23857.45点；标普500指数跌0.57点，跌幅为0.01%，报6978.03点。英特尔(INTC.US)涨11%，英伟达 (NVDA.US)涨超1%，美光科技(MU.US)涨6%。纳斯达克中国金龙指数收涨0.3%，阿里巴巴(BABA.US) 涨1.7%。 【欧股】德国DAX30指数跌91.30点，跌幅0.37%，报24816.93点；英国富时100指数跌55.50点，跌幅 0.54%，报10152.30点；法国CAC40指数跌86.14点，跌幅1.06%，报8066.68点；欧洲斯托克50指数跌 62.53点，跌幅1.04%，报5932.06点；西班牙IBEX35指数跌206.52点，跌幅1.16%，报17597.58点；意大 利富时MIB指数跌343.94点，跌幅0.76%，报45096.50点。 【加密 ...

凤凰网科技讯北京时间1月29日，微软公司(NASDAQ:MSFT)今天发布了截至12月31日的2026财年第二 季度财报。财报显示，按照美国通用会计准则(GAAP)计算，微软第二财季总营收为812.73亿美元，较 上年同期的696.32亿美元增长17%，按固定汇率计算同比增长15%；净利润为384.58亿美元，较上年同 期的241.08亿美元增长60%，按固定汇率计算同比增长57%。(作者/箫雨) 微软 ...