Yahoo Finance·2026-01-14 11:02分组1: Microsoft - Microsoft has significantly invested in AI, with a $13.8 billion investment in OpenAI, acquiring a 27% stake and securing a commitment for $250 billion in Azure services [1] - The company reported fiscal Q1 2026 revenue of $77.7 billion, an 18% year-over-year increase, and a non-GAAP EPS of $4.13, beating estimates by 47 cents [7] - Microsoft's cloud revenue grew by 26% in fiscal Q1, with Azure and other cloud services revenue increasing by 40% [8] - UBS analyst Karl Kierstead maintains a Buy rating on Microsoft, projecting a price target of $650, indicating a potential 36% gain over the next 12 months [9] 分组2: Waystar Holding - Waystar is an AI technology company in the healthcare sector, facilitating payment processes for providers and handling over 6 billion annual healthcare payment transactions [10][12] - The company reported Q3 2025 revenues of $268.7 million, a 12% year-over-year increase, and a non-GAAP EPS of 37 cents, exceeding expectations [13] - UBS analyst Kevin Caliendo rates Waystar as a Buy, with a price target of $41, suggesting a 30% upside potential, supported by its acquisition of Iodine Software and expected growth in AI adoption [14]