Core Insights - Outtake, a cybersecurity startup founded in 2023, has raised $40 million in a funding round led by Iconiq Capital, with notable investors including Microsoft CEO Satya Nadella and Palantir's tech chief Shyam Sankar [1][2] Company Overview - Outtake utilizes autonomous artificial intelligence agents to detect and eliminate cyberthreats, such as phishing, through various applications including email verification [2] - The company aims to create a "trust layer for the Internet" in response to the increasing sophistication and speed of cyberthreats driven by AI [3] Financial Performance - Outtake's annual recurring revenue has increased approximately sixfold year over year, indicating strong growth [3] - The company has scanned 20 million potential cyberattacks in the previous year and has expanded its enterprise customer base more than tenfold year over year [3]

The major U.S. index futures are currently pointing to a higher open on Wednesday, with stocks likely to extend the upward move seen over the two previous sessions.Semiconductor stocks may continue to lead the higher after turning in some of the best performances during Tuesday's session.U.S.-listed shares of ASML (ASML) are surging 5 percent in pre-market trading after the Dutch semiconductor equipment giant reported strong fourth quarter results and provided upbeat 2026 guidance.South Korea's SK Hynix al ...

Core Insights - Itron is enhancing its collaboration with Microsoft to leverage AI for improving utility operations, focusing on efficiency, resilience, and customer engagement [1][3] - The introduction of the Itron Intelligent Edge Operating System (IEOS) Connector for Microsoft 365 Copilot allows utilities to utilize natural-language queries to access insights from Itron's data management systems [2][3] - The partnership aims to redefine grid edge intelligence by applying AI to optimize operations and enhance customer experiences, addressing the challenges utilities face in modernizing infrastructure and reducing costs [3] Company Developments - Itron is launching the IEOS Connector, which integrates with Microsoft 365 Copilot, enabling utilities to access data on consumption patterns, outage history, and other operational insights [2] - The collaboration will automate exception handling in utility processes, such as billing, improving accuracy and accelerating revenue cycles [3] - Itron and Microsoft will showcase their innovations and AI roadmap at DTECH from February 2-5, 2026, highlighting their commitment to AI-driven grid modernization [4] Industry Impact - The partnership is positioned to help utilities achieve measurable gains in efficiency and resilience while preparing for a more sustainable grid [3][6] - Itron's solutions will be made available through the Microsoft Marketplace, facilitating easier access for utilities and partners [6] - The collaboration supports immediate operational improvements and lays the groundwork for a future powered by AI in utility management [6]

US equity futures are rallying into record territory, led by Tech as overnight earnings (ASML, SK Hynix, STX, TXN) boost the group and help fuel the AI trade, perhaps pausing the broadening theme. As of 8:00am ET S&P futures are up 0.2% pointing to a sixth-straight advance that would mark the longest winning run in almost seven months and will push the S&P 500 cash index above the 7,000 mark for the first time when US markets open; Nasdaq futures surge 0.8, putting the index within touching distance of its ...

The fourth quarter earnings season kicks into high gear this week, with Big Tech results from Microsoft (MSFT), Meta (META), Tesla (TSLA), and Apple (AAPL) headlining the earnings calendar. An optimistic consensus is forming: As of Jan. 23, 13% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 8.2% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of ann ...

钛媒体App 1月28日消息，美股盘前要闻： 1. 美国股指期货涨跌不一，截至目前，道琼斯指数期货跌0.03%，标普500指数期货涨0.21%，纳斯达克 100指数期货涨0.85%。 2. 欧洲斯托克50指数跌0.43%，英国富时100指数跌0.51%，法国CAC40指数跌1.41%，德国DAX30指数 跌0.65%，富时意大利MIB指数跌0.95%。 3. 北京时间周四凌晨3点，美联储即将公布2026年的首份利率决议；市场普遍预期，美联储将在本周政 策会议上维持利率不变。 4. 本周四和周五，特斯拉、Meta、微软和苹果将公布财报，华尔街对"七巨头"业绩充满信心，预计整体 盈利增长率达20.3%。 5. 加密货币巨头Tether囤金140吨，是除已知的主权国家与大型银行外全球最大的黄金储备持有者。 9. 德州仪器美股盘前涨超8%，公司第四季度每股盈利1.27美元，营收44.2亿美元，略低于华尔街预期， 但对当前季度预期高于市场预期。 10. 美股存储股盘前普涨，希捷科技涨超10%，西部数据涨超8%，闪迪涨超5%，美光科技涨超4%。 11. 美国联合包裹运送服务公司（UPS）27日宣布，计划今年减少约3万个运 ...

Microsoft Corporation (NASDAQ:MSFT) will release earnings for the second quarter after the closing bell on Wednesday, Jan. 28.Analysts expect the company to report earnings of $3.97 per share. That's up from $3.23 per share in the year-ago period. The consensus estimate for Microsoft's quarterly revenue is $80.27 billion (it reported $69.63 billion last year), according to Benzinga Pro. Bank of America Securities analyst Brad Sills maintains a Buy and lowered the price target from $640 to $520.With the rece ...

智通财经APP获悉，对人工智能(AI)领域巨额投入的回报前景心存疑虑的投资者，将在周三美股盘后微 软(MSFT.US)和Meta Platforms(META.US)发布的财报中获得一些线索。这两家科技巨头是美国AI支出排 名前四的企业中率先公布业绩的公司，谷歌(GOOGL.US)和亚马逊(AMZN.US)的财报将于下周出炉。仅 2026年一年，这四家公司的资本支出总额预计将达到约5050亿美元，高于2025年估计的约3660亿美元。 随着华尔街日益担忧所有这些AI支出能否产生相匹配的利润，投资者正将如此巨额的支出视为潜在风 险。 科夫斯基表示："投资者的整体预期是，只要给出一个区间，结果往往会靠近区间上限，至少在2026年 是这样。这对英伟达、博通、台积电以及更广泛的AI基础设施交易来说都是利好。" 对于微软而言，市场的目光将集中在其Azure云计算业务上，该业务正受益于企业在开发和运行AI服务 方面的强劲需求。在截至去年9月的2026财年第一季度，微软表示，Azure服务的需求"显著"超过了产 这种担忧已开始反映在股价中。自微软、Meta于去年10月29日发布财报以来，微软股价已下跌11%，而 Meta股 ...

Core Insights - The focus of Wall Street is shifting towards "remaining performance obligations," a metric indicating future sales backlog from long-term contracts in the cloud computing sector, as companies like Microsoft and Amazon report earnings [1][2] - The surge in long-term commitments from AI companies to cloud service providers is reshaping the competitive landscape of the cloud market, with Microsoft surpassing Amazon in new order backlog [1][3] - Concerns arise regarding the actual realization of these sales commitments, highlighted by Oracle's case where a significant increase in backlog did not translate to stock price gains due to doubts about profitability and execution [1][6] Group 1: Remaining Performance Obligations - "Remaining performance obligations" is gaining attention as a financial metric that reflects future sales from long-term contracts, particularly in the context of AI companies making substantial commitments to cloud providers [2] - Analysts note that when order backlog diverges from revenue growth, it becomes a critical indicator for investors to monitor [2] Group 2: Competitive Landscape - Amazon, while still holding the largest market share in cloud computing, has fallen behind Microsoft in terms of new order backlog since the launch of ChatGPT, with Google also emerging as a strong competitor [3] - Google's advancements in AI technology have allowed it to attract significant business from AI companies, altering the competitive dynamics in the cloud market [3] Group 3: Concerns Over Backlog Data - The data on order backlog has limitations, as different companies may have varying accounting methods, which can affect the comparability of the figures [4] - There are concerns about the reliability of these commitments, especially given past instances where companies renegotiated contracts to defer spending [4][5] Group 4: Oracle's Warning - Oracle's experience serves as a cautionary tale, where a massive increase in order backlog did not lead to positive market reactions due to skepticism about the profitability and realization of those contracts [6] - The market's response to the latest commitments from Microsoft, Amazon, and Google will be crucial in assessing investor sentiment regarding potential AI bubbles [6]

Group 1 - AI spending and advancements have led to the emergence of the "Magnificent Seven," which includes Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Tesla, significantly impacting market returns and contributing to the outperformance of the large cap S&P 500 Index over the small cap Russell 2000 Index for the past five years [1] - The Russell 2000 Index has gained over 7% at the start of the year, outperforming the S&P 500 Index, which only gained just over 2% [2] - The recent 14-day win streak for the Russell 2000 Index is the second longest on record, indicating a potential trend in small-cap outperformance [3] Group 2 - Following a win streak of at least eight consecutive trading days, the Russell 2000 Index has averaged a 2.72% return in the month after, with 79% of the returns being positive and outperforming the S&P 500 Index 74% of the time [4] - The S&P 500 Index, after similar win streaks, has shown a short-term average gain of 1.49% in one month, but underperformed in the six-month period with an average loss of -0.36% [7][8] - Both the Russell 2000 and S&P 500 Indexes exhibit momentum immediately after small-cap outperformance streaks, but tend to pull back and become more volatile around the three-month mark, ultimately nearing breakeven after six months [9][10]