Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here.  In Q4 2025, the Portfolio returned 0.3% (Gross) and 0.2% (Net) compared to 1.1% return for the Russell 1000 Growth Index and 2.7% gain for the S&P 500 Index. Rising volatility, coupled with broadening market leadership, improved the portfolio’s relative performance in the second half of the quarter. In 2025, t ...

TeamDynamix Now Available in Microsoft MarketplaceFeb 10, 2026 9:30 AM Eastern Standard Time# TeamDynamix Now Available in Microsoft MarketplaceShare---Microsoft customers worldwide can now discover and deploy TeamDynamix solutions through Microsoft Marketplace, accessing trusted solutions that accelerate innovation and business transformation with unified integration across Microsoft products.Rod Mathews, CEO, TeamDynamixCOLUMBUS, Ohio--([BUSINESS WIRE])--TeamDynamix, a leading provider of work management, ...

Core Insights - The global active optical cable market is projected to grow from USD 562.37 million in 2024 to USD 2,523.05 million by 2033, with a CAGR of 18.15% from 2025 to 2033 [1] - The market is currently valued at over USD 677.58 million, driven by a surge in demand from major technology companies racing to build AI infrastructure [2] Market Dynamics - The active optical cable market has transitioned from steady growth to a "super-cycle," with tech giants like Microsoft, Amazon, and Google driving demand [2] - Sales volumes for AI-related optical cables have increased by 137% in one year, indicating a permanent shift in the market [2] - The industry is moving away from older 10G and 25G cables, focusing on high-speed segments like 400G and 800G cables, which are becoming the new standard [3] Technological Trends - There is a rising demand for "breakout" cables that split high-capacity connections into multiple smaller lanes, optimizing network efficiency [4] - Companies like Broadcom are introducing advanced transceivers and AOC modules for 800G applications, enhancing performance and power efficiency [5] - The market is preparing for 1.6 Terabit cables by late 2025, reflecting the demand for faster data transmission driven by data-intensive applications [6] Growth Projections - The active optical cable sector is expected to grow at 28% through 2030, with the market size nearing USD 19 billion [7] - Growth is fueled by the adoption of higher-speed cables and improvements in power efficiency and customization options [7] Regional Insights - Asia Pacific holds a 35% share of the active optical cable market, driven by manufacturing and consumer demand, particularly in China [10] - India is increasing its data center capacity, projected to exceed 1,800 MW by 2025, supporting local digital initiatives [11] Key Players - Major players in the active optical cable market include 3M, Amphenol, Broadcom, and others, focusing on various applications such as medical imaging and digital signage [14]

智通财经APP获悉，摩根大通策略师表示，随着市场计入了对人工智能(AI)在短期内颠覆软件行业的不切实际的预期，软件股有望从其历史性下跌中 反弹。由杜布拉夫科·拉科斯-布亚斯(Dubravko Lakos-Bujas)领衔的策略师团队指出，鉴于当前"极端的价格波动"，投资者应增加对高质量、对AI更具 韧性的软件公司的敞口，至少在短期内，市场存在资金重新轮动回该板块的可能性。该团队在一份报告中写道："鉴于市场仓位已被充分出清、对AI 颠覆软件行业的前景过度悲观，以及基本面依然稳健，我们认为风险回报的平衡正越来越偏向于反弹一侧。" 由于担心新型AI工具可能对传统软件即服务(SaaS)商业模式造成冲击，美股软件股近期持续承压。此次抛售并未区分企业是否已与AI公司建立合作 关系、或是否拥有专有数据资产，几乎对所有相关软件公司一视同仁。 这一看多观点也呼应了由迈克尔·威尔逊(Michael Wilson)领衔的摩根士丹利策略师团队的判断。该策略师团队本周表示，美国科技股仍有进一步上涨 空间，而软件股的下跌已经打开了"具有吸引力的入场窗口"。威尔逊在报告中写道："在重大的投资周期中，上周那样的波动并不罕见。尽管如此， 人工 ...

Microsoft and Oracle may be bargain stocks, according to this analysis - MarketWatch## Tech Stocks# Microsoft and Oracle may be bargain stocks, according to this analysis## Both stocks are relatively cheap on an earnings basis. And the companies have projected revenue growth rates much higher than that of the S&P 500.Published: Feb. 10, 2026 at 8:15 a.m. ETShareResize---Listen(8 min)Oracle and Microsoft are both projected to increase sales rapidly over the next two years, while their stocks are trading at a ...

Microsoft Corp. (NASDAQ:MSFT) has seen its fundamental strength reach elite levels, with its quality score on the Benzinga Edge rankings jumping from 79.51 to 90.08 week-on-week.Operational Excellence In An AI Arms RaceImproved quality score—a metric evaluating operational efficiency and financial health—reflects MSFT’s position as a more disciplined spender in the current $700 billion AI infrastructure race.In contrast, peers are seeing their free cash flow trends slide toward negative territory. Amazon re ...

Generative AI is coming for software margins. But the market has chosen to punish Microsoft ( MSFT ) stock. While MSFT has a large software business, I expect it to be a long-term winner in the spaceJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group Best Of Breed Growth Stocks where ...

Generative AI is coming for software margins. But the market has chosen to punish Microsoft ( MSFT ) stock. While MSFT has a large software business, I expect it to be a long-term winner in the spaceJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group Best Of Breed Growth Stocks where ...

Investors began February with something of a shock, when artificial intelligence (AI) made clear that it’s not just changing industries and technology — it’s shaking markets to their foundations. Here’s what you need to know before selling. What Happened? Major American stock indexes suffered through nearly a week of losses in early February as anxiety over AI spending (and how its reduced need for coders could impact the revenues of multiple tech companies) shock waved throughout Wall Street, with stock ...

4. AI初创公司Anthropic拟锁定10吉瓦数据中心算力，规模超越OpenAI。 2. 欧股主要指数涨跌不一，德国DAX指数涨0.03%，英国富时100指数跌0.34%，法国CAC指数涨 0.25%，欧洲斯托克50指数涨0.19%。 3. 花旗警告："AI颠覆"恐导致软件股回测2023年低点，长期终端价值蒸发约1/3。 5. 美国计划豁免亚马逊、谷歌和微软等公司即将面临的芯片关税，或与台积电的投资承诺挂钩。 1. 美国三大股指期货小幅上涨，纳指期货涨0.22%，标普500指数期货涨0.15%，道指期货涨0.01%。 12. 百度据报秘密启动"O计划"，内部人士：与百度APP有关。 13. 千问APP正测试接入大麦，覆盖从影片推荐、智能选座到支付出票的整个流程。 14. 阿斯利康2025年产品销售额增长9%至超555亿美元，预期今年将保持增长势头。 15. 可口可乐去年Q4净营收118亿美元低于预期，预计今年调整后有机营收增长4-5%。 16. 英国石油去年Q4基本重置成本利润同比增长32%至15.4亿美元，暂停股票回购。 6. 台积电1月销售额同比增长36.8%至4012.6亿新台币创新高，董事会核准4 ...