Core Viewpoint - Microsoft's stock declined due to the company's decision to focus on internal AI development rather than prioritizing immediate cloud revenue [1] Group 1 - The decision to prioritize AI development indicates a strategic shift that may impact short-term financial performance [1] - Investors reacted negatively to the news, leading to a significant drop in stock price [1] - The emphasis on AI suggests a long-term vision that could reshape the company's market position [1]

US weekly initial unemployment claims fell -1,000 to 209,000, showing a slightly weaker labor market than expectations of 205,000. However, continuing claims fell -38,000 to a 6-month low of 1.827 million, showing a stronger labor market than expectations of 1.850 million.WTI crude oil (CLH26) prices jumped more than +3% to a 4.25-month high on Thursday to lift energy producers after President Trump on Wednesday said that he wants Iran to come to the table and negotiate a nuclear deal that is “a fair and eq ...

微软首席执行官萨提亚· 纳德拉 微软发布的财报令部分投资者感到失望，公司股价周四重挫约10%，创下2020年3月以来的最大单日跌 幅。 此次股价大跌导致这家科技巨头市值缩水3570亿美元，截至周四收盘，其市值降至3.22万亿美元。 安硕扩展科技软件板块交易型开放式指数基金周四暴跌5%，而科技股占比极高的纳斯达克综合指数当 日收盘微跌0.7%，不过并非所有科技股均走弱。 Meta昨日发布强劲业绩及季度营收指引，惊艳分析师，公司股价周四暴涨10%。 投资者在微软的财报中发现了几处不尽如人意的地方。 作为核心指标的Azure云服务及其他云业务营收增速录得39%，低于华尔街财经数据平台Street Account 给出的39.4%市场一致预期；公司预计财年第三季度，包含视窗系统在内的"更多个人计算"业务板块营 收约为126亿美元，低于市场137亿美元的一致预期，该新季度的隐含营业利润率也未达预期。 微软首席财务官埃米·胡德表示，若公司将更多数据中心基础设施分配给客户，而非优先满足内部需 求，云业务的业绩表现本可以更好。 她称："如果我将今年第一、二季度新上线的图形处理器全部调配至Azure云服务，这项关键业绩指标的 ...

Microsoft Corp. shares got caught up in a selloff Thursday that wiped out $357 billion in value, second-largest for a single session in stock market history. The software giant’s stock closed down 10%, its biggest plunge since March 2020, following Microsoft’s earnings after the bell Wednesday, which showed record spending on artificial intelligence as growth at its key cloud unit slowed. Most Read from Bloomberg The only bigger one-day valuation destruction was Nvidia Corp.’s $593 billion rout last ye ...

Core Insights - Microsoft has launched its first AI chip, the Maia 200, in its data centers and plans to expand its deployment in the coming months [1] - The Maia 200 chip is designed for AI inference, optimized for running AI models in production, and reportedly outperforms Amazon's Trainium and Google's TPU [2] - Microsoft continues to rely on partnerships with Nvidia and AMD for chip supply despite developing its own chips [3][4] Company Developments - The Maia 200 will be utilized by Microsoft's Superintelligence team, which is focused on developing the company's own AI models to reduce reliance on external providers like OpenAI and Anthropic [5] - The chip will also support OpenAI's models on Microsoft's Azure cloud platform, highlighting the ongoing challenge of accessing advanced AI hardware [7] - Mustafa Suleyman, leading the Superintelligence team, expressed excitement about the launch, indicating the significance of the Maia 200 for their AI model development [8] Industry Context - The trend among cloud giants to develop proprietary AI chips is driven by the challenges and costs associated with acquiring advanced chips from Nvidia, amidst a supply crunch [3] - Microsoft's strategy includes a balance of vertical integration while maintaining partnerships with other chip manufacturers, emphasizing the importance of collaboration in innovation [4]

每经AI快讯，1月30日，微软股价下跌10%，市值蒸发3570亿美元。 （文章来源：每日经济新闻） ...

Company Performance - Microsoft shares dropped by 10.0 percent, reaching their lowest closing level in nine months due to slowing cloud computing growth and disappointing third quarter operating margin guidance [2][3] - Meta Platforms saw a significant increase of 10.4 percent after reporting better than expected fourth quarter results and forecasting first quarter revenues above analyst estimates [5] - IBM Corp. shares surged after exceeding expectations on both top and bottom lines in its fourth quarter results [5] Sector Performance - The Dow Jones U.S. Software Index fell by 7.7 percent, marking a nine-month closing low, largely influenced by Microsoft’s decline and a 9.9 percent drop in ServiceNow shares despite its better than expected fourth quarter earnings [5][6] - Airline stocks increased significantly, with the NYSE Arca Airline Index rising by 2.3 percent, contributing to the overall market recovery [7] - Gold stocks experienced continued weakness, as indicated by a 3.8 percent slump in the NYSE Arca Gold Bugs Index, despite a recovery in gold prices [6] Market Overview - The major averages showed a recovery attempt after an early nosedive, with the Dow ending up 55.96 points or 0.1 percent at 49,071.56, while the S&P 500 closed down just 9.02 points or 0.1 percent at 6,969.01 [1] - The tech-heavy Nasdaq ended the day down 172.33 points or 0.7 percent at 23,685.12, having previously tumbled by as much as 2.6 percent [2] - Stock markets in the Asia-Pacific region mostly moved higher, with Japan's Nikkei 225 Index closing marginally higher and China's Shanghai Composite Index edging up by 0.2 percent [8] Economic Indicators - The yield on the benchmark ten-year note fell by 2.4 basis points to 4.227 percent, indicating a recovery in the bond market following previous pullbacks [9] - Upcoming earnings news from Apple may influence trading, with the tech giant set to report its fiscal first quarter results [10]

>> BLOOMBERG TAG'S LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN NEW YORK. -- SAN FRANCISCO. ED: COMING UP, AI CAPEX INFO.DACHSHUND FOCUS AFTER META, MICROSOFT AND TESLA REPORT EARNINGS. CAROLINE: APPLE IS SET TO REPORT EARNINGS WITH THE IMPACT OF MEMORY PRICES TOP OF MIND. ED: AMAZON REPORTED HUNDREDS OF THOUSANDS OF PIECES OF CONTENT IT BELIEVED IT INCLUDED A CHILD SEXUAL ABUSE MATERIAL THAT IT FOUNDED DATA GATHERED TO IMPROVE ITS AI MODELS.WE HAVE THE BLOOMBERG REPORTING. CAROL ...

Microsoft CEO Satya Nadella gestures as he speaks during the World Economic Forum meeting in Davos, Switzerland, on Jan. 20, 2026.Microsoft shares slid about 10% on Thursday following an earnings report that disappointed some investors, prompting the stock's sharpest daily decline since March 2020. The move trimmed the technology company's market cap by $357 billion, leaving it at $3.22 trillion by the end of Thursday trading.The iShares Expanded Tech-Software Sector exchange-traded fund tumbled 5% on Thurs ...

Nasdaq Snaps 6-Day Win Streak With Apple Earnings on TapCONCLUDED[Stock Market News From Jan. 29, 2026: Nasdaq Slides as Microsoft Gets Pummeled]Last Updated:---Updated 4 hours ago# Nasdaq Snaps 6-Day Win Streak With Apple Earnings on TapBy[Connor Smith]The Nasdaq Composite snapped its six-day winning streak on Thursday after the latest earnings reports sent software stocks tumbling.The tech-heavy index fell 0.7%. The S&P 500 dropped 0.1%. The Dow Jones Industrial Average rose 56 points, or 0.1%.Though Meta ...