与此同时，高盛集团近期将微软目标价上调至655美元，理由是微软通过投资Anthropic以及发展自研AI 模型，已在一定程度上分散了对OpenAI的依赖，AI布局更加多元。 尽管股价近几个月表现低迷，微软(MSFT.US)有望在今年IT支出回暖的背景下重新受益。 智通财经APP获悉，KeyBanc Capital Markets最新一项渠道调研显示，客户IT预算增长正在加速，这对 软件与云计算板块，尤其是微软构成利好。 KeyBanc目前给予微软"增持"评级，并将目标价定为630美元。 不过，短期市场情绪仍偏谨慎。微软股价周三下跌2.4%，收于459.53美元，为去年5月下旬以来的最低 水平。市场对软件股整体以及与OpenAI关系密切的公司保持观望态度，成为拖累因素之一。 KeyBanc对IT分销与解决方案集成商进行的调查发现，客户预算预计将在2026年增长5.3%，较2025年的 4.6%进一步提速。调研指出，云计算与人工智能相关支出将成为增长主力，其中微软的Azure云服务和 Copilot人工智能产品最受关注。 KeyBanc分析师Eric Heath在研究报告中写道："30%的受访者预计客户在公有云上 ...

每经AI快讯，美股三大指数集体收跌，道指跌0.08%，纳指跌1.00%，标普500指数跌0.53%。科技股普 跌，甲骨文、博通跌超4%，亚马逊、微软、Meta跌超2%，英伟达、特斯拉、奈飞跌超1%。英特尔逆 势涨超3%。 ...

本文源自：金融界AI电报 美股三大指数集体收跌，道指跌0.08%，纳指跌1.00%，标普500指数跌0.53%。科技股普跌，甲骨文、 博通跌超4%，亚马逊、微软、Meta跌超2%，英伟达、特斯拉、奈飞跌超1%。英特尔逆势涨超3%。 ...

Morgan Stanley says the stock looks "well underpriced†in part due to heavy corporate enthusiasm for the company's AI offerings. ...

Microsoft Corp (NASDAQ:MSFT) was last seen down 2.4% to trade at $459.49 at last check, taking a backseat after rival Alphabet (GOOGL) hit a $4 trillion market cap on the heels of its multi-year AI partnership with Apple (AAPL). Shares are now on track for a third-straight loss, and earlier slipped to their lowest level since June. There is still hope for a rebound, however, as this pullback has placed MSFT near a trendline with historically bullish implication.Digging deeper, MSFT has pulled back to its 26 ...

Microsoft (NASDAQ:MSFT) is on pace to spend around $500 million annually on artificial intelligence (AI) models from Anthropic , according to a report from The Information. ...

Microsoft is reportedly upping its spending on Anthropic, chief rival to partner OpenAI.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.According to a report Wednesday (Jan. 14) by The Information, Microsoft has be ...

Key Points Most of the Magnificent Seven have split their stocks since 2020. The two that haven't look due for a stock split in the year ahead. 10 stocks we like better than Microsoft › The "Magnificent Seven" stocks are a popular grouping that makes up some of the biggest and most prominent names in the stock market. It includes: Nvidia (NASDAQ: NVDA) Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) Apple (NASDAQ: AAPL) Microsoft (NASDAQ: MSFT) Amazon (NASDAQ: AMZN) Meta Platforms (NASDAQ: META) Te ...

Group 1: Chinese Market Reactions - Multiple A-share companies announced "cooling" measures, including Jia Mei Packaging, InGravity Media, and others, indicating potential stock price suspensions if abnormal increases continue [1] - The FTSE China A50 index futures declined, and Hong Kong's Hang Seng Index futures also fell [1] Group 2: U.S. Market Performance - Major U.S. indices experienced significant declines, with the Dow Jones down approximately 270 points, the Nasdaq falling over 1.5%, and the S&P 500 dropping nearly 1% [3] - Technology stocks broadly declined, with notable drops in companies such as Applovin Corporation (-9.86%), Arm (-5.00%), and Broadcom (-4.63%) [4] Group 3: Geopolitical Influences - The U.S. military began withdrawing personnel from the Al Udeid Air Base in Qatar as a precaution amid escalating tensions with Iran [5][6] - Oil prices reached their highest levels since October due to geopolitical concerns, particularly regarding U.S. military actions and threats against Iran [4]

As you might expect, the fund places a heavy emphasis on technology stocks, which comprise 42% of its holdings. Communication services (23%), consumer cyclical stocks (17.8%), and financial services (16.4%) make up the rest. As of this writing, the fund contained 44 stocks, with the top 10 holdings accounting for 51% of the fund.The Ark Next Generation ETF is an actively managed fund that invests in stocks under the theme of next-generation internet. The fund, which has $2.1 billion in assets under manageme ...