TURIN, Italy--(BUSINESS WIRE)--Valorem Reply, the Reply Group company specializing in Microsoft technologies and AI-driven, cloud-native solutions, in collaboration with Microsoft and the International Tennis Federation (ITF), has developed Match Insights, an AI-driven real-time analytics application. The solution brings real-time artificial intelligence analytics to the Billie Jean King Cup by Gainbridge, the world's premier international women's team tennis competition. As one of the few elit. ...

10月15日，据知情人士透露，由贝莱德、全球基础设施合伙公司（GIP）及阿布扎比基金MGX牵头，联 合英伟达、微软与xAI等科技巨头组成的投资财团，计划以约400亿美元收购全球领先的数据中心运营 商Aligned Data Centers。 这些公司和基金组建的财团名为"人工智能基础设施合作伙伴"，初步计划部署300亿美元股权资本。若 计入债务融资，总投资规模有望达到1000亿美元。此次收购是该联盟成立以来的首笔重大投资，预计将 于2026年上半年完成交易。 当前，AI算力需求持续超出市场供给，该财团正全力保障高性能芯片、关键工业材料及能源等核心资 源的稳定供应。除上述成员外，参与方还包括新加坡淡马锡、科威特投资局等主权基金，以及通用电气 维尔纳、NextEra能源和思科等产业链核心企业。 贝莱德首席执行官、AIP主席拉里·芬克表示："通过对Aligned Data Centers的投资，将加速我们为人工智 能时代构建必要基础设施的进程。" 他解释称，财团计划建设高端定制化数据中心并出租给科技巨头，替代企业自建模式。这一安排既有助 于科技公司优化财务报表、提升估值，也能为养老基金和主权财富基金提供稳健回报。 ...

Core Viewpoint - Microsoft Corporation is rated as a Buy due to its effective monetization of AI through both supply (Azure capacity) and demand (Copilot) channels [1] Group 1: Investment Philosophy - The investment philosophy of Kennedy emphasizes long-term discipline, consistent alpha generation, and a cautious approach to risk [1] - Kennedy is characterized as a GARP-themed investor focused on companies with aggressive growth prospects that are expected to become highly profitable within 1-2 years [1] Group 2: Analyst's Position - The analyst has no current stock, option, or similar derivative position in any of the companies mentioned but may initiate a long position in Microsoft within the next 72 hours [1] - The article reflects the analyst's own opinions and is not influenced by compensation from any company mentioned [1]

Core Viewpoint - Microsoft Corporation is rated as a Buy due to its effective monetization of AI through both supply (Azure capacity) and demand (Copilot) [1] Group 1: Investment Philosophy - The investment philosophy of Kennedy Njagi emphasizes long-term discipline, consistent alpha, and a cautious approach to risk [1] - Kennedy is characterized as a GARP-themed investor focused on companies with aggressive growth prospects that are expected to become highly profitable within 1-2 years [1] Group 2: Analyst's Position - The analyst has no current stock, option, or similar derivative position in any of the companies mentioned but may initiate a long position in Microsoft within the next 72 hours [1] - The article reflects the analyst's own opinions and is not influenced by compensation from any company mentioned [1]

Group 1 - Major stock index futures are showing positive movement, with Dow futures up 0.25%, S&P 500 futures up 0.27%, and Nasdaq futures up 0.42% [1] - Semiconductor stocks are experiencing a broad increase, with Nvidia up 1.07%, Broadcom up 1.69%, AMD up 0.78%, and Micron Technology up 2.66% [1] - TSMC reported a record high net profit for Q3, with consolidated revenue of NT$989.92 billion, a year-on-year increase of 30.3%. In USD, revenue for the quarter was $33.1 billion, and net profit was NT$452.3 billion, a 39.1% year-on-year increase, with a gross margin of 59.5% [1] Group 2 - NIO's stock fell over 7% following a lawsuit from Singapore's sovereign wealth fund, which accused the company and its executives of securities fraud related to a short-selling report from June 2022 [2] - Deutsche Bank raised ASML's target price from €900 to €1000 while maintaining a "buy" rating, anticipating fourth-quarter orders to rise to €6.9 billion [2] - Salesforce expects to exceed $60 billion in revenue by 2030, surpassing analyst expectations of $58.37 billion, leading to a stock increase of over 5% [3] - Nscale announced a $14 billion agreement with Microsoft for the purchase of approximately 200,000 Nvidia GPUs, contributing to a 0.26% increase in Microsoft's stock [3] - Canada is threatening legal action against Stellantis over plans to shift production of a vehicle model to a U.S. factory, resulting in a 0.59% decline in Stellantis' stock [3]

Core Insights - Oracle has partnered with Microsoft to create an integration blueprint aimed at enhancing decision-making and automating supply chain processes for manufacturers [1][2] Group 1: Integration Blueprint - The integration blueprint allows manufacturers to connect live production data from the shop floor directly into enterprise workflows, improving efficiency and visibility in supply chain processes [2][3] - Key capabilities of the integration include real-time intelligence, secure data flows, automated business events, and standardized best practices for streamlined deployment [3] Group 2: Oracle Cloud SCM - Oracle Cloud SCM, part of Oracle Fusion Cloud Applications, is designed to connect supply chain processes seamlessly and adapt quickly to changing market conditions [4] - The platform incorporates embedded AI capabilities to provide insights that optimize supply chain operations and build resilience against disruptions [4] Group 3: Microsoft Azure Integration - Microsoft Azure IoT Operations transforms raw production data into actionable insights, which can be directly integrated into Oracle Cloud SCM [5][6] - This collaboration enables organizations to make faster, informed decisions, improve operational efficiency, and respond promptly to changes on the shop floor [6] Group 4: AI Agent Marketplace - Oracle has introduced the AI Agent Marketplace, allowing customers to discover and deploy partner-built AI agents to enhance productivity and tackle complex business challenges [7]

Group 1 - The acquisition of a significant multi-year contract by an early-stage supplier can shift market perception from speculation to credibility, particularly in the AI sector [1] - Early validation and financial runway are crucial for companies operating in revolutionary domains like AI [1] Group 2 - The article emphasizes the importance of fundamental financial ratios and metrics for gaining clear insights into the stock market [1]

Blockchain-based prediction platform Polymarket introduced a new “up/down” equity market feature, allowing users to bet on specific stocks and benchmarks.Bet On Stocks Closing Price Using PolymarketThe new contracts enable betting on whether certain stock prices or benchmarks will end higher or lower at a specified time. Note that this feature already exists for cryptocurrencies, including Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH)As of this writing, markets for high-profile stocks such as Tesla Inc. ...

Market Analysis by covering: Nasdaq 100, Gold Spot US Dollar, S&P 500, Microsoft Corporation. Read 's Market Analysis on Investing.com ...

TOP moves:🌊 Nvidia & BlackRock team up for a $40B data center deal🐋 BitMine scoops up 104,336 $ETH, worth $421M☀️ New York launches 1st ever city office for digital assets🤝 Oracle x Microsoft link up to boost real-time supply chains#SmartDelivery https://t.co/DGNCbwTU0Y ...