欧盟对美国科技巨头监管力度进一步升级。周一，欧盟委员会宣布对亚马逊和微软的云计算业务启动三 项独立调查，评估是否应将这两家公司纳入《数字市场法案》(DMA)更严格监管范围。 微软发言人回应称，公司"准备为此次调查做出贡献"。如果欧盟委员会最终认定AWS和Azure构成企业 与客户之间的"重要门户"，这些服务可能被添加到核心平台服务清单中。目前，微软和亚马逊已有 LinkedIn、Windows PC操作系统、亚马逊市场和亚马逊广告等服务被列入"守门人"名单。 欧盟反垄断负责人Teresa Ribera表示，调查将审查"DMA现有规则是否需要更新，以便欧洲能够跟上云 计算行业快速发展的步伐"。她强调，云计算对欧洲的人工智能发展和数字竞争力至关重要。 欧盟委员会在声明中指出，云计算"必须在公平、开放和竞争的环境中提供"，以确保创新和欧洲的"战 略自主权"。 企业回应与合规准备 AWS发言人对媒体表示，相信欧盟委员会最终会得出结论认为更严格的规则是不必要的。该发言人 称： "我们相信，当欧盟委员会考虑事实时，会认识到云计算行业极其活跃，公司享有前所未有 的创新机会和低成本。" 其中两项调查将审查亚马逊网络服务(AW ...

对于美国的年轻人而言，networking 是一个很重要的工作。无论是获得职业指导、内推机会，还是建立自己的行业人脉，networking 都是必不可少的工 作。 在欧美职场文化里， 「Networking」 不是单纯指「社交」或「人脉」——它更像是一种主动、策略性的关系构 建，这些关系会成为每一个职场人未来的 「资产」。 但是当下，以 LinkedIn 为代表的职业社交平台，却并不能真正高效地促成这种双向连接。在 Articuler.ai 创始人申哲先看来，LinkedIn 更像是上一个时代的 电话黄页，只解决了「展示」，没有解决「匹配」。 申哲先想改变职业社交中人与 人建立连接的方式。他想做一个 AI 驱动的 、像 Tinder 一样的 LinkedIn，让 AI 帮助用户更高效地去连接、被发现，进而构建 一个承载双向关系的职业社交平台。 在职业社交的互联网化过程中，过去哪些信 息完成了互联网化？哪些还没有？ 职业社交中，找到对的人并建立联系，其中涉及哪些步骤？AI 能提升哪些环节的效率？ LinkedIn 和公开互联网上沉淀了大量用户的职业数据，这些数据在今天有怎样的价值？ 以下是我们与申哲先的对话，经 ...

Microsoft Corporation (NASDAQ:MSFT) ranks among the best long-term stocks to buy according to D. E. Shaw. Microsoft Corporation (NASDAQ:MSFT) announced better-than-expected fiscal first-quarter earnings on October 29. The company’s cloud sector beat forecasts, driven by Azure’s robust AI-fueled demand. However, the current quarter’s revenue projection fell short of expectations around the midpoint. Pixabay/Public Domain The company’s results exceeded forecasts of $3.66 per share and $75.32 billion, resp ...

People here won’t like to hear it, but if you’re on X to sells demos you’re doing it wrong and should just stick to LinkedIn.Austin Hughes (@austinh___):People here won’t like to hear it, but 100k impressions on LinkedIn drives way more demo requests than 100k on X. ...

स्टार्ट विद द क्वेश्चन। सो हाउ मेनी ऑफ़ यू लव मनी. ग्रेट। ओके। एंड हाउ मेनी ऑफ़ यू लव पैशन. ओके, डेफिनेटली मोर हैंड्स ऑन ऑन मनी। सो वी गोना कम बैक टू दैट लेटर बट या। सो लेट मी इंट्रोड्यूस माइसेल्फ फर्स्ट। आई एम श्वेता। आई डोंट अ मार्केटिंग एजेंसी द मार्केटिंग एनाटमी। सो दिस इस माय फर्स्ट एट टॉक। आई हैव नेवर गिवेन अ स्पीच इन माइ लाइफ बिफोर। एंड आई थॉट द फर्स्ट स्पीच हैड टू बी अ लिटिल यू नो लाइक डेड बिट स्पेशल। एंड आई एम करेंटली वर्किंग विद मोर देन 300 फाउंडर्स, क्रिएटर्स एंड इन्फ्लुएंसर्स फ्रॉम मोर देन 20 कंट् ...

Core Insights - Microsoft (MSFT) shares have increased by 17.9% year to date, outperforming the S&P 500, primarily due to strong demand for Azure cloud infrastructure and AI services [2] - Despite strong fundamentals, a cautious approach is recommended for new investors due to premium valuation and operational challenges [2] Year-to-Date Performance - Azure has shown consistent growth above 30%, driven by enterprise demand for AI-enhanced cloud services [5] - The AI business has surpassed a $13 billion annual revenue run rate, reflecting a 175% year-over-year growth [5] Operational Challenges - Azure is expected to remain capacity-constrained until at least the end of the fiscal year, which may limit revenue growth potential [6] - Management has acknowledged that demand is significantly outpacing current infrastructure buildout [6] Strong Fundamentals - Microsoft maintains dominant positions in high-value software categories, generating substantial recurring revenue streams [9] - The company returned $10.7 billion to shareholders through dividends and share repurchases in the most recent quarter [11] Competitive Advantages - Microsoft has a global data center footprint that exceeds any other cloud provider, supporting compliance and data residency requirements [10] - The partnership with OpenAI provides exclusive access to advanced AI models, differentiating Azure from competitors [10] Valuation and Market Context - Microsoft trades at a forward price-to-sales ratio of 10.81, significantly higher than the industry average of 7.87 [12] - The broader cloud computing market is projected to grow from approximately $1.3 trillion in 2025 to $2.3 trillion by 2030, with a compound annual growth rate of roughly 12% [15] Competitive Landscape - Microsoft faces competition from Amazon, Google, and Oracle, with Amazon Web Services holding a 31% market share and reporting 20.2% year-over-year growth [16] - Oracle projects cloud infrastructure revenues to surge from approximately $10 billion in fiscal 2025 to $144 billion by fiscal 2030, indicating aggressive growth strategies [19] Strategic Investment Perspective - Given the premium valuation, near-term capacity constraints, and competition, a hold recommendation is appropriate for current shareholders [20] - Microsoft's recurring revenue model and strong cash generation provide downside protection while benefiting from cloud and AI growth trends [20]

Core Insights - Meta Platforms is the world's largest social media company, utilizing a two-sided platform strategy that connects users and advertisers [2][3] - The company generates over 95% of its revenue from advertising, with a significant portion coming from international markets [4] - Meta's Reality Labs segment is focused on virtual and augmented reality, alongside substantial investments in artificial intelligence to enhance user engagement and ad targeting [5] Financial Performance - In Q3, Meta added 60 million users and exceeded revenue estimates by 1.66%, reporting $66 billion in revenue [7][8] - Average revenue per user increased by 18% year-over-year, indicating strong monetization efforts [8] - Meta's capital expenditure guidance for 2025 has been raised to between $70 billion and $72 billion, reflecting aggressive investments in AI [9] Competitive Landscape - Meta faces competition from major players like YouTube, TikTok, and LinkedIn, as well as Amazon in the digital advertising space [6][7] - Other social networking competitors include X (formerly Twitter), Reddit, and Snapchat [6] Market Trends - Meta's capital intensity is projected to reach 36% in 2025, up from 24% in 2024 and 20% in 2023, indicating a significant increase in spending relative to revenue [9][10] - The company is experiencing a notable shift in stock price, with recent earnings results causing a gap down to near the $600 level [11][12] Investment Outlook - Meta's AI investments are driving revenue growth, with a reported 26% year-over-year revenue increase last quarter [18] - The challenge remains for Meta and other AI companies to effectively monetize their technology amidst high capital expenditures [18]

Core Insights - Cameroon continues to experience digital growth, with internet users reaching 12.4 million and social media users at 5.45 million, representing 18.5% of the total population estimated at 29.5 million by early 2025 [1][2] - The report indicates a strong increase in social media engagement, with an addition of 400,000 users from January 2024 to January 2025, marking a growth rate of 7.9% [1] - Facebook remains the most popular social network in Cameroon, with 5.45 million users and an advertising reach of 18.5%, while Instagram and LinkedIn are also seeing significant user growth [2] Digital Market Overview - By early 2025, Instagram users are expected to reach 600,000, accounting for 2% of the population, while LinkedIn has 1.4 million members, representing 4.7% of the total population and 9.1% of the adult population [2] - Messenger has 665,000 users, with a year-on-year growth rate of 16.1%, and its user base has expanded beyond just instant messaging services [2] - X network (formerly Twitter) has a smaller user base of 199,000, but it has experienced a significant annual growth rate of 8.6% [2] Market Dynamics - The report highlights that discrepancies in platform data may arise from internal adjustments, such as the removal of inactive or non-compliant accounts, which could lead to apparent declines in data while actual usage remains stable [3] - The digital market in Cameroon is maturing, with social networks becoming strategic tools for brands and public institutions to communicate and exert influence, particularly among the young and interconnected population [3]

Core Insights - Microsoft reported its Q1 fiscal 2026 earnings on October 29, surpassing both revenue and earnings expectations, with a revenue increase of 18.4% year-over-year to $77.7 billion, exceeding the $75.3 billion consensus estimate [8] - Despite the positive earnings report, Microsoft shares fell approximately 2.9% the following day, primarily due to investor concerns over a significant 74% year-over-year increase in capital expenditures, particularly in GPUs and CPUs for Azure [1][2] Financial Performance - The company's revenue for Q1 fiscal 2026 reached $77.7 billion, marking an 18.4% increase compared to the previous year [8] - Microsoft’s capital expenditures rose sharply, with half of the spending directed towards GPUs and CPUs, indicating a strong investment in infrastructure to support Azure [2] Market Reaction - The decline in Microsoft shares post-earnings was attributed to investor anxiety regarding the increased capital expenditures, despite the company beating earnings expectations [1][2] - Analysts, including Morgan Stanley's Keith Weiss, viewed the share drop as a buying opportunity, emphasizing Microsoft's resilient margins and growth in artificial intelligence [3] Analyst Sentiment - Analysts are optimistic about Microsoft's long-term prospects, with Morgan Stanley highlighting the company's durable top-line demand and potential for margin expansion as underappreciated factors [3] - The market's reaction to the earnings report is seen as a temporary setback, with expectations of a rebound as Microsoft continues to expand in the AI sector [4] Company Overview - Microsoft, valued at nearly $3.8 trillion, plays a crucial role in various sectors, including operating systems, productivity software, cloud services, and gaming [5] - Over the past 52 weeks, Microsoft shares have increased by 19%, reflecting a generally positive long-term outlook despite short-term volatility [6] Valuation Metrics - Microsoft currently trades at 32.58 times forward adjusted earnings and 13.57 times sales, indicating a premium valuation compared to most industry peers, which reflects market confidence in its future prospects [7]

Microsoft Corporation (NASDAQ:MSFT) is one of the stocks related to the AI space that Jim Cramer discussed. Cramer mentioned the company during the episode and commented: “Meanwhile, Microsoft shelled out nearly $35 billion capital expenditure last quarter alone, last quarter, not year, much higher than the $30 billion plus number they guided for in July. On Microsoft’s conference call, CFO Amy Hood said that they’re ramping up spending on graphics processing units or GPUs, the kind of chips that Nvidia m ...