An updated edition of the Aug. 19, 2025, article.Artificial Intelligence (AI) is reshaping industries by enabling machines to analyze vast datasets, identify patterns and make informed decisions. The rapid deployment of generative AI (Gen AI), agentic AI, and multi-modal learning supported by advanced hardware like GPUs and TPUs is fueling innovation across healthcare, finance, robotics, cybersecurity and e-commerce. AI now powers chatbots, diagnostics, fraud detection and autonomous systems, boosting agili ...

Key Takeaways Oracle stock surged 75% YTD on AI agent rollout and cloud infrastructure momentum.ORCL's remaining performance obligations jumped 359% to $455 billion from mega-deals.Premium P/E of 43.09x versus industry's 37.9x suggests waiting for better entry point.Oracle (ORCL) has positioned itself at the forefront of enterprise artificial intelligence (AI) with its ambitious rollout of AI agents across cloud applications. Following impressive first-quarter fiscal 2026 results that showcased explosive gr ...

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief: CarMax expects its AI and technology investments will help drive at least $150 million in cost savings over the next 18 months, executives said during the company’s Q2 2026 earnings call last week. Current AI projects enhance customer experience and improve efficiency, according to EVP and CFO Enrique Mayor-Mora, pointing to the AI-powered virtual assistant Sk ...

Key Takeaways Microsoft pledges $30B to the U.K., with $15B for cloud and AI infrastructure.New supercomputer with 23,000 NVIDIA GPUs highlights Microsoft's AI expansion.U.K. investment supports AI research, gaming and deeper ties with major partners.Microsoft (MSFT) is accelerating its AI push, committing more than $30 billion to capital expenditures in the first quarter of fiscal 2026. Alongside this, the company has pledged an additional $30 billion to the U.K. over the next four years, signaling that it ...

U.S. Housing Market - The U.S. housing market showed unexpected strength with pending home sales rising 4.0% month-over-month in August, significantly surpassing the estimated 0.0% and reversing the previous month's decline of -0.4% [3][8] - Despite the positive sales momentum, affordability challenges persist as 22% of U.S. mortgages are now above 6%, the highest percentage in 12 years, indicating increased pressure on households [4][8] Equity Markets - U.S. equity markets experienced gains, with the S&P 500 up 0.38% to 6,668.77, the Dow Jones climbing 0.24% to 46,360.43, and the Nasdaq advancing 0.57% to 22,611.86 [5][8] - Deutsche Bank issued a warning about a "bubble risk" in the S&P 500, citing concerns over overheated valuations and investor exuberance [5][8] Oil Market - Oil futures continued to decline, with Brent crude dropping $2 per barrel, attributed to anticipated increases in global supply [7][8] - TotalEnergies announced the establishment of an Asia exploration hub in Kuala Lumpur, projecting that oil projects launching by 2030 would generate around $40 per barrel [7] Corporate Innovations - Microsoft introduced "Agent Mode" capabilities within Microsoft 365 Copilot, allowing AI to create PowerPoint presentations and generate documents from chat commands, enhancing productivity for users [9][8] - Citigroup launched a 24/7 USD clearing service for clients in the UK and US, integrating its Citi Token Services platform for real-time cross-border payments, with plans for future expansion [10][8]

September 26, 2025 04:01 AM GMT Microsoft More Than Just GenAI; Elevating to Top Pick | What's Changed | | | | --- | --- | --- | | Microsoft (MSFT.O) | From | To | | Top Pick Added | TEAM.O | MSFT.O | | Price Target | $582.00 | $625.00 | Questions around the evolving relationship w/ OpenAI, durability of Azure growth, and health of its Productivity apps given Agentic computing have weighed on shares. Confidence in a path to shedding those weights and a broadening set of growth drivers elevates MSFT to Top P ...

另外，Microsoft 365 Copilot 将继续由 OpenAI 的最新模型 GPT-5 提供支持，现在用户也可以灵活地使 用 Anthropic 的 Claude Sonnet 4 和 Claude Opus 4.1 模型。（青云） 【环球网科技综合报道】9月28日消息，微软官方宣布，Microsoft 365 Copilot 将接入 Anthropic 的 Claude 模型。 来源：环球网 ...

微软 ( NASDAQ: MSFT ) 正在寻找更多途径利用人工智能，推动企业客户大规模采用。随着 Microsoft 365 Copilot 等核心解决方案由 OpenAI 和 Anthropic 提供支持，用户在前沿模型之间获得了更多灵活性和选择。 作为 其增长战略的一部分，预计微软将在 2026 年第一季度将其资本支出增加 63%，以履行其云服务剩余的履约义务，从而促进未来几个季度 的营收增长。鉴于其良好的增长前景，分析师重申对微软股票的"买入"评级，目标价为每股 664 美元，相当于 2027 财年企业价值/息税折旧摊 销前利润 (EV/EBITDA) 的 21.43 倍。 微软在扩大云业务版图上迈出了关键一步 —— 推出了 "微软主权云"（Microsoft Sovereign Cloud），包含主权公有云、主权私有云和国家合 作伙伴云三种形式。私有云既可以是混合模式，也能在本地站点实现离线运行，同时还能完整使用 Microsoft 365 Local 和 Azure Local 套 件。云实例会配备数据守护者（Data Guardian）、外部密钥管理（External Key Managemen ...

Core Insights - OpenAI has introduced a new benchmark called GDPval to evaluate the economic value of AI models in real-world tasks, covering 44 occupations that contribute a total of $3 trillion annually to the U.S. GDP [2][15] - Claude Opus 4.1 emerged as the best-performing model, with 47.6% of its outputs rated comparable to human expert results, while GPT-5 followed with 38.8% [4][6] - OpenAI's models show linear performance improvement over generations, with significant advancements in task accuracy and aesthetic capabilities [32][33] Benchmark Overview - GDPval focuses on nine key industries contributing over 5% to the U.S. GDP, selecting occupations primarily involving numerical tasks [14] - A total of 44 occupations were identified, with an average of 14 years of experience among the recruited industry experts who designed the tasks [15][18] - The tasks are based on real work outcomes, requiring an average of 7 hours to complete, with some complex tasks taking weeks [19] Evaluation Methodology - OpenAI employed a blind expert pairwise comparison method for task evaluation, achieving a 66% consistency rate with human expert ratings [26][27] - Each task underwent multiple rounds of human expert review, ensuring high quality and relevance [23][24] Model Performance - The evaluation revealed that GPT-5 excels in accuracy for text-based tasks, while Claude demonstrates superior performance in handling various file formats, showcasing strong visual perception and design capabilities [33] - OpenAI noted that combining AI models with human oversight could lead to more cost-effective and efficient task completion [35][36] Limitations and Future Plans - GDPval has limitations, including a small dataset of only 44 occupations and a focus on knowledge work that excludes physical labor [40] - OpenAI plans to expand GDPval's scope and enhance its realism and interactivity in future iterations [41]

Microsoft (NASDAQ: MSFT ) is finding more avenues to leverage AI, driving substantial enterprise customer adoption. With core solutions like Microsoft 365 Copilot being powered by OpenAI & now Anthropic, users are gaining more versatility and choices between frontier models. AsMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional servic ...