An internal forecast by Microsoft (NASDAQ:MSFT) demonstrates data center demand outpacing available capacity until at least 2026, according to Bloomberg. Due to the rise of artificial intelligence workloads, some of Microsoft's U.S. data center regions, including Northern Virginia and Texas, are seeing demand outpace ...

Optimism over the prospects of artificial intelligence has lifted the valuations of several technology heavyweights including Nvidia, Microsoft and most recently, The rise in U.S. equities has attracted a series of warnings about the likelihood of an impending correction. International Monetary Other investors disagree. Goldman Sachs analysts argued that while history suggests that bubbles are driven by exuberance that builds around transformative technology, the current market rally is different because ...

《2025研发投入前1000家民营企业创新状况报告》显示，2024年，研发投入前1000家民营企业创新投入 稳中有升，研发费用总额1.43万亿元，比上年增长2.78%，平均研发强度3.59%；创新成果量质齐升，共 持有国内外有效专利142.81万件，同比增长27.58%，其中，发明专利59.46万件，同比增长15.55%。 科技创新与产业创新深度融合，2024年实现营业收入39.92万亿元，同比增长6.87%；利润总额2.31万亿 元，同比增长7.85%；共有30万项有效专利实现产业化，产值合计1721.53亿元。此外，国际竞争力稳步 提升，2024年全球研发投入1000强企业中，有112家是民营企业，平均研发强度7.42%。 根据国家统计局2024年的数据，深圳全社会研发投入2236.61亿元、增长18.9%，连续9年保持两位数增 长，研发投入强度达到了6.46%，实现总量和强度居全国大中城市双第二；其中，企业研发投入占比 93.3%，总量居全国城市首位。 华为累计投入12490亿 近日，全国工商联发布《2025研发投入前1000家民营企业创新状况报告》和民营企业研发投入500家、 发明专利500家榜单。深 ...

[Music] Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host. And with me is Yahoo Finance's Brooke Depal, who's here to connect the dots and to be your personal bridge between Wall Street and Main Street.And today we're going to be looking into the recent bullish price action in technicals and stocks and crypto a ...

To gain an edge, this is what you need to know today.More Red Flags For InvestorsPlease click here for a chart of Oracle Corp (NYSE:ORCL).Note the following:This article is about the big picture, not an individual stock.  The chart of ORCL stock is being used to illustrate the point.The chart shows that ORCL stock has pulled back after out of this world projections for new revenue to be generated from AI infrastructure primarily by renting out NVIDIA Corp (NASDAQ:NVDA) GPU based servers.A new report states ...

Investment Rating - The investment rating for the computer industry is "Positive" (maintained) [1] Core Insights - The AI industry is experiencing significant developments, highlighted by OpenAI's release of the Sora2.0 video generation model, which is expected to accelerate the proliferation of AI applications [4][12] - The computer index rose by 2.47% during the week of September 29 to September 30, 2025, outperforming the Shanghai and Shenzhen 300 index, which increased by 1.99% [11] Summary by Sections Market Review - The computer index increased by 2.47% while the Shanghai and Shenzhen 300 index rose by 1.99% during the week of September 29 to September 30, 2025 [11] AI Industry Developments - OpenAI launched Sora2.0, marking a significant advancement in video generation technology, which is expected to enhance AI application capabilities [4][12] - The Sora application achieved the top position in the Apple App Store's free apps category shortly after its launch, surpassing competitors like ChatGPT and Gemini [4][12] Investment Recommendations - The report suggests focusing on the AI industry trends influenced by the US-China industrial resonance, recommending companies such as Haiguang Information, Zhongke Shuguang, and others in the computing power sector [15] - Beneficiary stocks include Cambrian, Bojie Co., and Unisplendour among others, with additional recommendations for AI applications including Kingsoft Office, Zhuyun Information, and others [15]

SCOTTSDALE, AZ, Oct. 08, 2025 (GLOBE NEWSWIRE) -- Signing Day Sports, Inc. (“Signing Day Sports” or the “Company”) (NYSE American: SGN), the developer of the Signing Day Sports app and platform to aid high school athletes in the recruitment process, today provided an update on its Business Combination Agreement (“BCA”) with One Blockchain LLC (“One Blockchain”), One Blockchain’s affiliate, BlockchAIn Digital Infrastructure, Inc. (“BlockchAIn”), and certain other parties. Subject to satisfaction of required ...

It’s too early to be worried about a bubble in high-flying US technology stocks. Most Read from Bloomberg That’s the view of Goldman Sachs Group Inc. strategist Peter Oppenheimer, who said the record-breaking rally in tech heavyweights has been accompanied by robust earnings growth. In past bubbles, the market was driven higher mainly by speculation. “Valuations of the technology sector are becoming stretched but not yet at levels consistent with historical bubbles,” Oppenheimer and his team wrote in a ...

Tim, your final trade. I'm going to get myself a new neck tie. I'm going to treat you to one, Brian.In the meantime, I should have been listening to Karen all these years on Johnson Controls. Key part of that data center trade, electrical components, etc. Karen, ah, we are nice to say. Um, on it, we talked about this a lot last week.PPH, this is ETF, big cap pharma. I like it. I think there's value in this space.More to uh you saw the home builders downgraded and everything was down. I don't think you want ...

U.S. equities experienced a broad pullback on Tuesday, October 7, 2025, as investors digested ongoing concerns about the government shutdown and a notable dip in the technology sector. After a strong run of gains, major market indexes closed lower, signaling a cautious mood on Wall Street. The S&P 500 Index declined by 0.4%, marking its first drop in eight sessions. The tech-heavy Nasdaq Composite fell 0.7%, while the Dow Jones Industrial Average slipped 105 points, or 0.2%. This retracement comes after bot ...