Microsoft TodayMSFTMicrosoft$522.11 -0.29 (-0.06%) 52-Week Range$344.79▼$555.45Dividend Yield0.70%P/E Ratio38.27Price Target$618.47Add to WatchlistWhen most people think about Microsoft NASDAQ: MSFT, they often think of the Bill Gates-cofounded company as a legacy tech disruptor that has evolved into a current Magnificent Seven member and serial acquirer. Its role in the world of personal computers (PCs) is foundational, and more recently, the company’s cloud computing platform, Azure, has become the go-to ...

Investors should favor companies that have wide moats and can adapt.If you want to buy tech stocks that you can comfortably hold for the next two decades, you need to find companies with wide moats and the ability to adapt.Let's look at five tech leaders who have precisely those attributes.1. NvidiaNvidia (NVDA 1.68%) started out as a chipmaker supporting the video game industry: Its graphics processing units (GPUs) were designed to speed up graphics rendering in video games. However, it also created its CU ...

待重新进入联网界面，左下角选择"我没有Internet链接"选项，即可使用本地账号离线安装Windows 11。 当你带着一台新电脑回家，开机的那一瞬间无疑是期待感满满。可现在，Windows 11的用户在开机第一步就 会遇到"拦路虎"。微软此前预留的各种绕过联网激活Windows 11系统的方法和命令均在最新版中失效。 近日，微软分别面向 Beta 通道和 Dev 通道的测试者推出了Build 26120.6772 和 26220.6772 版本。此次更新 的核心变化是移除了 Windows 安装程序 (OOBE) 中用于创建本地账户的传统方法。 新规则要求用户首次开机时，必须联网登录微软在线账户（Microsoft Online Account）才能完成系统设置流 程。 在此前，如果你不想联网，无网络安装 Windows 11、创建本地账号，只需要在安装 Windows 11 时的登录页 面，按下 Shift+F10 按键，打开命令提示符，输入特定命令如"oobe\bypassnro"并回车，电脑会重启。 但目前这一离线安装方式已被封堵，包括修改注册表、输入无效邮箱地址在内的其他变通方案，也均无法跳 过强 ...

据报道，当地时间10月9日，微软表示其办公软件套件的服务中断问题已得到解决。Microsoft 365在社 交平台的状态页面上发布消息称："我们发现北美部分网络配置有误，造成了服务影响。"微软早些时候 称，初步报告显示访问微软Teams和Exchange Online时出现问题。 ...

Key TakeawaysMajor U.S. indices closed lower, with the Dow Jones Industrial Average falling 0.57% and the S&P 500 down 0.34%, as Wall Street shows signs of fatigue after a significant rally, driven by concerns over stretched valuations and AI-driven exuberance.Applied Digital Corporation (APLD) reported Q1 revenue of $64.2 million, surpassing analyst estimates of $51 million, despite posting an adjusted net loss of $7.6 million and a net loss of $27.8 million, or -$0.11 per share.ICL Group Ltd. (ICL) faces ...

Microsoft's suite of productivity softwares was down for thousands of users on Thursday, according to outage tracking website Downdetector.com. ...

Key Takeaways Microsoft plans nearly $30B in Q1 FY26 capex to boost AI and cloud infrastructure.Intelligent Cloud revenues are projected to grow 25%-26%, with Azure up about 37% in constant currency.New AI tools like GPT-5 integration and the Microsoft Agent Framework expand Microsoft's AI reach.Microsoft (MSFT) is betting big on artificial intelligence and cloud infrastructure to drive its next phase of growth. The company plans to ramp up capital expenditures to nearly $30 billion in the first quarter of ...

Core Insights - Google is launching its Gemini Enterprise offering to compete with Microsoft's AI-powered productivity services, aiming to monetize its AI investments [1][2] Pricing and Offerings - Gemini Enterprise is priced at $30 per user per month for the Enterprise Standard and Plus editions, and $21 per user per month for the Gemini Business plan [2] - The platform allows users to analyze corporate data and access AI agents in one place, positioning itself against Microsoft's 365 Copilot [2] Technology and Features - Google Cloud CEO Thomas Kurian emphasized that Google Cloud provides all necessary technology layers for enterprise AI at scale, including infrastructure like GPUs and tensor processing units [3] - Gemini Enterprise features powerful AI models and a workbench for coordinating AI agents to automate tasks, along with prebuilt Google agents for deep research [4][5] Integration and Usability - Users can connect Gemini Enterprise to existing data sources such as Google Workspace, Microsoft 365, Salesforce, and SAP, with capabilities to track and audit agents [5] - The platform aims to provide a single interface for users to interact with enterprise data and perform various tasks through AI agents [6] Market Position and Competition - Companies across various sectors, including consulting, telecommunications, hospitality, and software, are already utilizing Gemini Enterprise to enhance customer service and team productivity [7] - Microsoft also offers a suite of AI-powered tools, including its Copilot bot, creating a competitive landscape for enterprise AI solutions [7]

Core Insights - The report indicates that 83% of organizations adopting Zero Trust have successfully reduced security incidents, highlighting its effectiveness in enhancing cybersecurity [2][4] - Despite the rise in cyber threats, only 30% of organizations are utilizing AI-driven authentication tools, indicating a significant opportunity for improvement in security practices [2][4] - The Zero Trust model is increasingly recognized as essential for organizations to navigate the evolving threat landscape, particularly with the rise of AI-driven attacks [2][3] Adoption and Implementation - 66% of organizations cite legacy systems as the biggest challenge to Zero Trust adoption, emphasizing the need for modernization [7] - 72% of enterprises indicate that new threats are the primary driver for continuously improving their Zero Trust policies and practices [7] - The report suggests that Zero Trust is an ongoing journey requiring cultural change, continuous monitoring, and strong partnerships [4] Strategic Partnerships and Tools - Most enterprises rely on Microsoft Entra ID and Microsoft 365 as the backbone of their IT environments, which can enhance the integration of Zero Trust solutions [4] - Organizations are encouraged to take a phased approach to Zero Trust, starting with identity management and leveraging trusted partners for integration and optimization [4][3] - More than 50% of organizations have discovered unexpected value in Zero Trust's ability to improve user experience alongside security [7]

随着数据中心投入和算力竞争加剧，近期科技巨头间已经达成一系列此类合作协议，例如微软多年来对OpenAI的持续投资，英伟达与英特尔达成的人工智 能芯片合作协议，以及英伟达与OpenAI的合作等。 此外，国庆期间AI催化不断，微软于10月2日宣布，将Copilot Pro个人AI聊天服务全面整合进Microsoft 365，并推出了名为"365Premium"的全新订阅层级。 OpenAI于10月1日发布新版AI视频模型Sora2及基于Sora2的完全由AI生成视频构成的短视频平台Sora，视频质量升级明显并迅速火热出圈，上线仅3天便登顶 美国App Store免费榜。 国庆期间AI产业链迎来密集催化：AMD与OpenAI签署数百亿美元芯片采购协议，微软宣布AI功能全面嵌入Office生态，OpenAI发布新版AI视频模型Sora2， 显著提振了投资者对科技成长板块的信心。 节后投资主线还得看AI，往后看，在流动性驱动的市场环境下，全球性的AI资本开支浪潮或将带来结构性机会，可关注光模块占比50%的通信ETF （515880）、聚焦国产替代的半导体设备ETF（159516）跟上行情。 OpenAI与AMD达成百亿 ...