They clearly missed their buy side number for Azure growth last night. So everyone was hoping for 40%. They printed 38.And the reason they gave was they're using a lot of those GPU capacity for in-house applications. Now the contrast with meta was Meta said they're already seeing a big lift in ad convergence by applying A. I.So that was the missing piece at Microsoft is they did not talk about a lift to their business. See how it does it. It's just so curated.Come on. Google's cleaning their clock and co-pi ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go now until the closing bell and stocks are lower as Microsoft's plunge weighs on the S&P 500 and NASDAQ.Jared Blickery standing by with all the headlines. Jared, thank you. Josh, if you're just looking at the quotes right now, it doesn't look that bad, but it was kind of scary in the morning.Here's the Dow. And by the way, the Dow wasn't doing too bad. It was really centered in tech, the se ...

Microsoft's stock tumbled over the company's decision to prioritize internal AI development over immediate cloud revenue. ...

微软首席执行官萨提亚· 纳德拉 微软发布的财报令部分投资者感到失望，公司股价周四重挫约10%，创下2020年3月以来的最大单日跌 幅。 此次股价大跌导致这家科技巨头市值缩水3570亿美元，截至周四收盘，其市值降至3.22万亿美元。 安硕扩展科技软件板块交易型开放式指数基金周四暴跌5%，而科技股占比极高的纳斯达克综合指数当 日收盘微跌0.7%，不过并非所有科技股均走弱。 Meta昨日发布强劲业绩及季度营收指引，惊艳分析师，公司股价周四暴涨10%。 投资者在微软的财报中发现了几处不尽如人意的地方。 作为核心指标的Azure云服务及其他云业务营收增速录得39%，低于华尔街财经数据平台Street Account 给出的39.4%市场一致预期；公司预计财年第三季度，包含视窗系统在内的"更多个人计算"业务板块营 收约为126亿美元，低于市场137亿美元的一致预期，该新季度的隐含营业利润率也未达预期。 微软首席财务官埃米·胡德表示，若公司将更多数据中心基础设施分配给客户，而非优先满足内部需 求，云业务的业绩表现本可以更好。 她称："如果我将今年第一、二季度新上线的图形处理器全部调配至Azure云服务，这项关键业绩指标的 ...

Microsoft this week deployed its first crop of its homegrown AI chips in one of its data centers, with plans to roll out more in the coming months, it says.  The chip, named the Maia 200, is designed to be what Microsoft calls an “AI inference powerhouse” as Microsoft describes, meaning it’s optimized for the compute-intensive work of running AI models in production. The company released some impressive processing-speed specs for Maia, saying it outperforms Amazon’s latest Trainium chips and Google’s latest ...

每经AI快讯，1月30日，微软股价下跌10%，市值蒸发3570亿美元。 （文章来源：每日经济新闻） ...

Following a nosedive seen early in the session, stocks showed a substantial recovery attempt over the course of the trading day on Thursday. The major averages climbed well off their worst levels of the day, with the Dow reaching positive territory.The Dow ended the day up 55.96 points or 0.1 percent at 49,071.56, while the S&P 500 closed down just 9.02 points or 0.1 percent at 6,969.01.The tech-heavy Nasdaq ended the day more firmly negative, down 172.33 points or 0.7 percent at 23,685.12, although it had ...

>> BLOOMBERG TAG'S LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN NEW YORK. -- SAN FRANCISCO. ED: COMING UP, AI CAPEX INFO.DACHSHUND FOCUS AFTER META, MICROSOFT AND TESLA REPORT EARNINGS. CAROLINE: APPLE IS SET TO REPORT EARNINGS WITH THE IMPACT OF MEMORY PRICES TOP OF MIND. ED: AMAZON REPORTED HUNDREDS OF THOUSANDS OF PIECES OF CONTENT IT BELIEVED IT INCLUDED A CHILD SEXUAL ABUSE MATERIAL THAT IT FOUNDED DATA GATHERED TO IMPROVE ITS AI MODELS.WE HAVE THE BLOOMBERG REPORTING. CAROL ...

Microsoft CEO Satya Nadella gestures as he speaks during the World Economic Forum meeting in Davos, Switzerland, on Jan. 20, 2026.Microsoft shares slid about 10% on Thursday following an earnings report that disappointed some investors, prompting the stock's sharpest daily decline since March 2020. The move trimmed the technology company's market cap by $357 billion, leaving it at $3.22 trillion by the end of Thursday trading.The iShares Expanded Tech-Software Sector exchange-traded fund tumbled 5% on Thurs ...

"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management.TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignme ...