Core Insights - Microsoft has launched its first robot-specific Rho-alpha model, which innovatively incorporates a tactile perception module alongside visual and language capabilities, marking a significant advancement in physical intelligence for robots [1][4][6] Group 1: Model Capabilities - Rho-alpha is designed to convert natural language instructions into control signals for robots, enabling them to perform complex tasks that require coordinated hand movements [4][6] - The model aims to break the limitations of robots operating only in highly controlled environments, allowing them to work in real-world scenarios filled with uncertainty [6][10] - Rho-alpha integrates tactile feedback into its decision-making process, allowing robots to adjust their actions based on physical contact, which is a significant departure from traditional models that primarily rely on visual information [7][8] Group 2: Training and Learning - The model employs a novel training approach that combines real robot demonstration data, simulation task data, and large-scale visual question-answering data, addressing the long-standing data scarcity issue in robotics [9] - Rho-alpha features strong continuous learning capabilities, enabling it to optimize its performance based on human feedback during actual operations [9] Group 3: Industry Implications - The introduction of Rho-alpha signifies a fundamental shift in the focus of humanoid robotics from hardware and control algorithms to foundational models as the new competitive core [10][12] - The industry is witnessing a competitive landscape where major players like Tesla, Google, and Microsoft are pursuing different technological routes, with Microsoft emphasizing a "foundation model + cloud + ecosystem" strategy [12] - As the robotics sector evolves, the ability to define the next generation of foundational models will be crucial for companies to secure their future in the market [12]

The Nasdaq Drops 2.5%. Microsoft Sparked Another Software Selloff.CONCLUDED[Stock Market News From Jan. 29, 2026: Nasdaq Slides as Microsoft Gets Pummeled]Last Updated:---9 hours ago# The Nasdaq Drops 2.5%. Microsoft Sparked Another Software Selloff.By[Connor Smith]Software stocks sent the Nasdaq Composite tumbling on Thursday.The tech-heavy index dropped 2.5%. The S&P 500 was down 1.5%, even though a majority of stocks in the index were positive. The Dow fell 340 points, or 0.7%. Its biggest laggards were ...

Following the lackluster performance seen in the previous session, stocks have moved sharply lower during trading on Thursday. The major averages have all moved to the downside, with the tech-heavy Nasdaq showing a particularly steep drop.Currently, the major averages are just off their lows of the session. The Nasdaq is down 571.65 points or 2.4 percent at 23,285.80, the S&P 500 is down 89.67 points or 1.3 percent at 6,888.36 and the Dow is down 238.87 points or 0.5 percent at 48,776.73.The sell-off on Wa ...

Core Viewpoint - Microsoft is positioned to benefit significantly from the growth of artificial intelligence (AI), with its cloud business, Microsoft Azure, experiencing substantial revenue growth due to increased demand for AI workloads [1][2]. Group 1: Company Performance - Microsoft Azure and other cloud revenue surged by 39% in the latest quarterly earnings report, indicating strong performance and growth potential in the AI sector [2]. - CEO Satya Nadella emphasized that the company is in the early phases of AI diffusion, suggesting further growth opportunities ahead [2]. Group 2: Stock Analysis - Recently, Microsoft stock formed a "death cross," a bearish technical pattern indicating potential further declines, which has not occurred in a year [6][7]. - Despite the bearish signal, the long-term outlook for Microsoft remains solid, and the current dip may present a buying opportunity for investors [7][8].

US stock market crashes today: Dow, S&P 500, Nasdaq down today. The US stock market faced a significant retreat during Thursday’s mid-morning session, driven by a sharp selloff in megacap technology shares and escalating fears of military conflict in the Middle East. As of 10:41 AM EST, the tech-heavy Nasdaq Composite plummeted 2.21%, shedding 527.24 points to reach 23,330.21. This downward pressure was mirrored across broader indices, with the S&P 500 dropping 1.21% to 6,893.47 and the Dow Jones Industrial ...

微软（MSFT）周四早盘下跌11.8%。该公司第二季度营收813亿美元，每股收益5.16美元，云业务实现 515亿美元里程碑，但股价因疲软的运营利润率指引和上升的AI资本支出（本季度375亿美元）而下 滑。 责任编辑：张俊 SF065 微软（MSFT）周四早盘下跌11.8%。该公司第二季度营收813亿美元，每股收益5.16美元，云业务实现 515亿美元里程碑，但股价因疲软的运营利润率指引和上升的AI资本支出（本季度375亿美元）而下 滑。 责任编辑：张俊 SF065 ...

Microsoft stock (NASDAQ: MSFT) plunged over 11% on Thursday despite beating Wall Street on revenue and earnings in the second quarter. The sharp sell-off came despite a record surge in AI capital spen... ...

Core Insights - The article emphasizes the importance of generating alpha through independent investment strategies, focusing on sectors with perceived potential against the S&P 500 [1] Investment Approach - The company employs a generalist approach, analyzing various sectors as long as there is perceived alpha potential [1] - The typical holding period for investments ranges from a few quarters to multiple years [1] Research Methodology - The company builds and maintains spreadsheets that track historical financial data, key metrics, guidance trends, and performance indicators [1] - In addition to company filings, the company monitors relevant industry news and reports, as well as other analysts' coverage [1] - During significant events, such as CEO changes, the company conducts in-depth research on the leader's background and performance history [1] Valuation Techniques - The company rarely utilizes DCF models for long-term projections, believing they offer limited value [1] - Instead, the focus is on assessing company performance and the outlook on five key drivers of DCF valuation: revenues, costs and margins, cash flow conversion, capital expenditures, and interest rates [1] - For companies with high multiples, reverse DCF analysis is conducted to understand implied growth rates [1]

Shares of Microsoft are down 11.7% in Thursday trading after the company reported fiscal second-quarter results that beat Wall Street estimates but failed to satisfy investor expectations around Azure cloud growth and AI infrastructure spending. ...

Market Overview - The S&P 500 edged up by less than 0.1% and is near its all-time high set earlier this week [4][6] - The Dow Jones Industrial Average rose 162 points, or 0.3% [4][6] - The Nasdaq composite slipped 0.6%, impacted by losses in large technology stocks [4][6] Company Performance - Microsoft shares fell 10.4% despite reporting stronger-than-expected profit and revenue, as investors were concerned about rising capital expenditure and growth in its Azure cloud business [4][6] - Meta Platforms' stock jumped 8.6% after beating profit expectations, indicating continued heavy investment in AI [4][6] - Tesla traded lower by 0.7% after initially positive results, with CEO Elon Musk urging investors to focus on long-term projects [4][6] - IBM rose 7.1% after exceeding profit and revenue forecasts [5][6] - Southwest Airlines surged 9.7% despite missing profit estimates, driven by a strong outlook for 2026 due to operational changes [5][6] - ServiceNow slid 9.2% even after delivering better-than-expected quarterly profits, as investors trimmed positions following a strong run earlier in the year [5][6] Commodity and Currency Trends - Gold prices increased by 4.5% to $5,579 an ounce, marking a gain of over 25% this year and roughly doubling over the past 12 months [5][6] - The US dollar weakened slightly against major currencies, continuing a broader downtrend [5][6] - Treasury yields remained steady, with the 10-year yield holding at 4.26% [5][6] Economic Context - Markets are digesting the Federal Reserve's decision to pause further interest-rate cuts after three reductions late last year, as inflation remains above the 2% target [5][6] - Stock markets rose across much of Europe and Asia, with South Korea's Kospi gaining 1% to another record, aided by strong advances in chipmaker SK Hynix [5][6]