9 September 2025 Global tech Equities A Mag 7 lifestyle: How to spend it United States Capital allocation priorities: investment and buybacks A business can use the cash it generates to develop and defend activity, repay debt, reward investors, or a combination of these. This is a dynamic task with different time horizons and risk. We look at capital allocation amongst Mag 7 and their cUSD900bn cash flows from operation in 2025 and their cUSD200bn of net cash at hand (June 2025). Capex is the largest Mag 7 ...

【智通财经9月15日早间新闻精选】 1、当地时间9月14日，中美双方在西班牙马德里就有关经贸问题举 行会谈。据商务部新闻发言人此前介绍，中美双方将讨论美单边关税措施、滥用出口管制及TikTok等经 贸问题。 2、国务院总理李强9月12日主持召开国务院常务会议，会议指出，要拓宽民间投资空间，支 持民间资本加大新质生产力、新兴服务业、新型基础设施等领域投资。会议还指出，要推动我国生物医 学技术创新发展，加快技术研发和成果转化应用，促进生物医药产业提质升级，着力塑造发展新优势。 3、美东时间9月12日，美商务部宣布将多家中国实体列入出口管制"实体清单"。对此，商务部新闻发言 人表示，美方假借维护国际秩序和国家安全之名，行单边、霸凌主义之实，将一己私利凌驾于他国发展 权利之上，打压遏制包括中国在内的各国企业，中方对此坚决反对。 4、商务部9月13日发布公告，决 定对原产于美国的进口相关模拟芯片发起反倾销调查，并就美国对华集成电路领域相关措施发起反歧视 调查。 5、央行数据显示，2025年前八个月社会融资规模增量累计为26.56万亿元，比上年同期多4.66万 亿元。8月末M2余额331.98万亿元，同比增长8.8%。前 ...

Microsoft Windows Deadline—30 Days To Update Or Stop Using Your PC https://t.co/fHsPbODlLy ...

This story was originally published on Social Media Today. To receive daily news and insights, subscribe to our free daily Social Media Today newsletter. Looking to utilize LinkedIn ads in your social media marketing strategy? This will help. LinkedIn recently published a new overview of how to get the most out of your LinkedIn campaigns, including notes on how to choose the right objectives for your aims, how to set up your campaigns, how to measure your performance and more. And it’s worth taking note, e ...

虽然协议的许多方面仍在商讨中，但部分安排已基本敲定。在新的公司架构下，OpenAI的非营利组织 和微软预计将各自获得约三分之一的股份。目前OpenAI允许员工以5000亿美元估值出售股份。 微软与OpenAI就修订合作关系达成初步协议，被一些乐观人士解读为微软的"放行"，对于OpenAI未来 谋求上市及筹集所需海量资金而言至关重要。 随着OpenAI与微软敲定新的合作条款，OpenAI有望减少500亿美元分成支出。据媒体报道，OpenAI已 告知部分股东，其向微软支付的收入分成比例将从今年的近20%大幅下降，预计到2030年降至约8%。 这意味着到2030年，OpenAI将能为自己额外保留超过500亿美元的收入。双方的谈判不止于此。围绕当 OpenAI实现通用人工智能（AGI）后双方合作关系将如何演变，以及OpenAI向微软租用服务器的成本 等关键问题，谈判仍在进行中。 根据双方最初的合作协议，直到2030年，微软都有权获得OpenAI 20%的收入。而新的8%分成比例意味 着，到2030年OpenAI预计将与微软和其他合作伙伴分享近560亿美元的收入，远低于此前约为740亿美 元的预测。 目前尚不清楚为何O ...

Top Stocks in FocusA few stocks will be under scanner at the US Stock market. These are - Oracle sank 5.1 per cent and was the single heaviest weight on the S&P 500 index. But that shaved only a bit off its surge from earlier in the week, when it soared to its best day since 1992 amid excitement about its winning multibillion dollar contracts related to artificial-intelligence technology.Another company that’s benefited from the AI frenzy, Super Micro Computer, rose 2.4 per cent after saying it’s begun high ...

Core Insights - The Dow Jones Industrial Average (DJIA) rose over 3% in August, driven by a generally positive earnings season, despite concerns about tariffs and a sell-off in AI-related stocks [1] Group 1: Company Performance - Microsoft experienced a decline of 5% due to negative sentiment surrounding AI investments, particularly its stake in OpenAI [4] - Caterpillar's stock fell by 4.3% after missing earnings expectations, with increased concerns about tariff impacts leading to a revised annual estimate of $1.5 billion to $1.8 billion [6][7] - IBM's stock decreased by 3.8% as investors reacted to the broader market's aversion to AI, despite the company's significant investments in AI infrastructure [8][9] - Amazon's stock dropped by 2.2%, despite beating earnings estimates, due to underperformance in its AWS segment compared to competitors [10][11] - Nvidia's stock fell by 2.1% amid the AI market downturn, with earnings growth not meeting high investor expectations [12][13]

Industry Overview - Cybersecurity threats are increasing globally, necessitating businesses to allocate budgets for defense, with IDC estimating cybersecurity spending to reach $377 billion by 2028 [2] - The rise of AI-based attacks complicates the defense of critical software and infrastructure [2] Company Insights Palo Alto Networks - Palo Alto Networks announced the acquisition of CyberArk for $25 billion, enhancing its identity and access management capabilities, expected to close in the second half of fiscal 2026 [5] - The company reported Q4 revenue of $2.54 billion, surpassing estimates of $2.5 billion, with earnings of $0.95 exceeding expectations of $0.88 [6] - Management provided strong guidance for 2026, projecting a 14% revenue increase to approximately $10.5 billion and non-GAAP earnings per share to rise 14% to $3.80 [6] - The founder and CTO, Nir Zuk, is retiring, but CEO Nikesh Arora continues to lead the company [7] CrowdStrike - CrowdStrike offers a comprehensive security solution through its Falcon platform, integrating AI features that save customers an average of 40 hours per week [9] - The company reported Q2 earnings per share of $0.93, above the consensus estimate of $0.83, while revenue increased by 21% to nearly $1.2 billion [10] - Despite a slight dip in share price following management's Q3 revenue estimate of $1.21 to $1.22 billion, which is below Wall Street's estimate, the company remains on track to achieve $10 billion in annual recurring revenue by 2031 [11][12] Microsoft - Microsoft has established itself as a leader in AI through its partnership with OpenAI, integrating advanced AI into its Azure and Windows 365 platforms [13] - The company has a growing cybersecurity business with 1.4 million customers and 34,000 engineers dedicated to security, with cybersecurity sales projected to reach $37 billion in fiscal 2025, accounting for about 14% of total revenue [14] - With a recent stock slide of about 3%, now is considered a favorable time to invest in Microsoft as it continues to excel in AI and cybersecurity markets [15]

Key Points While historically diversified, the S&P 500 has become overly concentrated in tech stocks. So it no longer seems like an accurate representation of the broader U.S. stock market. The Invesco S&P 500 Equal Weight ETF offers a more balanced alternative today. 10 stocks we like better than Invesco S&P 500 Equal Weight ETF › To say that Warren Buffett has made quite a name for himself in the stock market would be quite an understatement. With more than 60 years of professional experience u ...

Group 1: Job Market Trends - The worker quit rate in the U.S. has remained around 2% for much of the year, marking one of the lowest levels since 2018, excluding the pandemic's onset [3] - There is a noticeable trend of "job-hugging" rather than "job-hopping," indicating that fewer people are leaving their jobs [3] Group 2: Personal Stories of Career Changes - Jessica Yen transitioned from data analytics to entrepreneurship, expressing a willingness to work longer hours for her own company [7] - Evelyn Ramli took a pay cut to switch to a corporate marketing role, reflecting uncertainty about her decision after leaving content creation [8] - Blair Lonergan left her attorney position to focus on a family lifestyle website, prioritizing lifestyle over financial gain [8] - Sofia Javier moved from PwC to Comcast as a senior financial analyst, encouraging others to pursue what makes them happy [8] - Cindy Sheahan improved her quality of life after moving to Italy, highlighting the personal benefits of her decision to quit her job [9] Group 3: Corporate Policies and Changes - Microsoft is implementing a return-to-office mandate requiring employees to work at least three days a week, starting in February 2026 [14][15] - The return-to-office policy will be phased, beginning with Seattle-area employees and expanding to other U.S. and international offices [15] Group 4: Economic Trends - Businesses are increasingly stratifying customers to boost revenue, particularly in sectors like entertainment, travel, and retail, where consumers face more choices [11]