Key Takeaways America's heavy-hitting "Magnificent 7†stocks have driven years of market gains. That may not continue to be the case. This year has started with a mixed showing from the grouping of some of America's biggest tech stocks, which accounted for over 40% of the S&P 500's roughly 18% total return in 2025. Google parent Alphabet (GOOGL) is up some 5% since 2026 began, while Amazon (AMZN) is up about 4%. Tesla (TSLA), Meta (Meta), and Nvidia (NVDA) are little changed. Microsoft (MSFT) and Apple (AAPL ...

北京时间1月27日凌晨，美股周一午盘小幅上扬，科技股领涨。交易员密切关注华盛顿政治动态，并为 关键财报周及美联储货币政策会议做准备。本周将有超过90家标普500指数成分公司公布季度财报，其 中包括苹果、Meta Platforms和微软等。黄金价格突破5100美元/盎司。 道指涨144.89点，涨幅为0.30%，报49243.60点；纳指涨175.97点，涨幅为0.75%，报23677.21点；标普 500指数涨41.23点，涨幅为0.60%，报6956.84点。 周一黄金现货价格一举突破5100美元/盎司。地缘政治裂痕加深与美元走弱的"双重组合"，促使投资者 争相寻求避险资产；与此同时，日元在经历剧烈波动后大幅走强，令市场神经依旧紧绷。交易员正等待 本周稍晚公布的美联储政策会议结果。 特朗普总统上周末威胁称，若加拿大与中国达成贸易协议，将对加拿大输美商品额外征收100%的关 税。受此影响，加拿大总理马克·卡尼回应称渥太华"无意"寻求与北京达成自由贸易协定。 美国政府停摆阴影风险再次提升。 本周将有超过90家标普500指数成分公司公布季度财报，其中包括苹果、Meta Platforms和微软。根据 FactS ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Microsoft Corporation ( MSFT ) has underperformed since my last report , returning 9.5% against the S&P 500’s ( SP500 ) 23.4%. That is not the type of performance I am looking for in buy-rated names. However, itDhierin-Perkash Bechai is an aerospac ...

Key Takeaways The Week of "Mag 7" Reporting Earnings Starts This WeekDurable Goods Orders Improve Over ExpectationsMonday, January 26th, 2026We kick off a new week of trading with a week of marquee earnings reports from several members of the “Magnificent 7,” including Apple (AAPL) , Microsoft (MSFT) , Meta Platforms (META) and Tesla (TSLA) , among many others. We also have a new Fed meeting starting tomorrow and delivering an update of monetary policy Wednesday afternoon, which is almost certainly going to ...

Microsoft says its new Maia 200 chip outperforms Amazon's and Google's latest AI silicon on key benchmarks. ...

It seems like any stock sitting adjacent to OpenAI has been punished severely in the past couple of months. Undoubtedly, it did not take long for sentiment to shift in the weeks and months that followed the launch of Gemini 3.0. Though OpenAI's "code red†response was decent, with GPT-5.2 launching surprisingly earlier than expected, it's clear that the momentum remains on Google's (the parent company is Alphabet (NASDAQ:GOOGL) side. But just as quickly as sentiment shifted away from OpenAI, I do think it co ...

微软于周一发布自研第二代人工智能芯片，同时推出配套软件工具，剑指英伟达在开发者群体中最大的 一项竞争优势。 责任编辑：郭明煜 微软于周一发布自研第二代人工智能芯片，同时推出配套软件工具，剑指英伟达在开发者群体中最大的 一项竞争优势。 微软方面表示，新款芯片名为 "玛雅 200"（Maia 200），本周将率先在美国艾奥瓦州的一座数据中心投 入使用，后续计划在亚利桑那州增设第二个部署地点。该芯片是微软 2023 年推出的玛雅系列人工智能 芯片的第二代产品。 当下，微软、字母表旗下谷歌以及亚马逊旗下亚马逊云科技等一众头部云计算企业，均在发力自研芯 片，与英伟达的竞争日趋激烈 —— 而这些企业恰恰是英伟达的核心客户群体，玛雅 200 芯片的问世正 是这一趋势的缩影。 其中，谷歌的动作尤为引人关注。元宇宙平台公司等英伟达的大型客户正与谷歌展开深度合作，力求填 补谷歌与英伟达在人工智能芯片软件生态上的核心差距。 微软则透露，在推出新款玛雅芯片的同时，还将配套发布一套芯片编程软件工具包。该工具包包含开源 软件工具 Triton，ChatGPT 研发方 OpenAI 为这款工具的开发作出了重要贡献。Triton 的功能与英 ...

Good morning and welcome to opening bid. I'm Broo Bama who's commuted in from a very snowy Hoboken this morning in for Brian Sazy this morning who's likely using a robot to shovel his driveway out in Long Island this morning due to a winter storm that has left over 90 million Americans under warnings for extreme cold from the National Weather Service. We hope you're all safe out there and thank you for tuning in.For now, the deep freeze extends to markets which are a little change this morning, moving sligh ...

The debate over Microsoft Corporation ( MSFT ) is rarely whether to buy, but rather at what price. As I’ve discussed in one of my previous coverages on Microsoft, it’s one of the few companiesAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). ...

（文章来源：央视新闻） 微软发布最新人工智能芯片，旨在减少对英伟达的依赖。 ...