Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer talked about. Cramer highlighted the stock’s downward trajectory from last year, as he stated: “How about Microsoft? Alright, this company’s been doing very well, but its stock’s been punished by the fact that management wants to spend a fortune on AI. Ever since Microsoft reported its latest quarter, the stock’s going pretty much straight down. How often do you get to buy the stock of Microsoft at $485 after it traded at $555 last summer ...

来源：环球网 【环球网科技综合报道】1月10日消息，据海外科技媒体Windows Latest透露，微软方面表示，Office品 牌并未消失。此前Office应用更名为Microsoft 365 Copilot，而该应用本身又是在更早由Microsoft 365更 名而来。 外媒认为，这一系列命名变动，恰恰暴露了微软在产品命名上的混乱——随着Copilot功能在公司内部的 推广，这种情况似乎愈发严重。但为何近期"Office已死"的说法会再度流传？ 此前，X平台上出现了几篇广泛传播的帖子，特别是Perplexity AI发布的帖子，声称微软已弃用Office品 牌，并称一夜之间有数百万用户转向了人工智能。随后，微软对此进行了澄清。 他进一步说明："2022年11月，我们将面向网页和移动端的Office'中心'应用更名为Microsoft 365应用。 2025年1月，我们又将其更新为Microsoft 365 Copilot应用，以体现该应用在整合Copilot与Microsoft 365 生产力体验至同一平台中所起的作用。" 那么，既然Office名称依然存在，并且是Microsoft 365的一部分，Mi ...

SAN DIEGO, Jan. 09, 2026 (GLOBE NEWSWIRE) -- American Assets Trust, Inc. (NYSE:AAT) (the “Company”) will announce its fourth quarter and year-end 2025 earnings in a press release to be issued after the market closes on Tuesday, February 3, 2026. Senior management will hold a conference call for its fourth quarter and year-end 2025 earnings on Wednesday, February 4, 2026 at 8:00 a.m. Pacific Time (“PT”). To access the conference call, please dial 1 (833) 816-1162 and ask to join the American Assets Trust, In ...

NEW YORK--(BUSINESS WIRE)--Empire State Realty Trust, Inc. (NYSE: ESRT) (the "Company†), today announced that it will release its fourth quarter 2025 financial results on Tuesday, February 17, 2026, after the close of markets on the New York Stock Exchange. A conference call will be held on Wednesday, February 18, 2026, at 12:00 p.m. Eastern Time. During the conference call, the Company's officers will review fourth quarter performance, discuss recent events and conduct a question-and-answer period. The e ...

Microsoft Corporation (NASDAQ:MSFT) is one of the Magnificent Seven stocks Jim Cramer recently reviewed. Cramer said that he thinks the company is “doing fine,” as he remarked: “The third-best performer in the Mag Seven last year, Microsoft was humming until late July. It peaked at… 555 bucks. Then it started getting hit and failed to regain its old highs, finishing the year up just under 15%….. I watch it go down every day. It’s crushing me… Look, I think Microsoft’s doing fine, but when they reported in ...

Sometimes, the best value picks are the ones that have been hiding in plain sight all along. And while Morgan Stanley has more than a handful of top picks for the new year, I do find that one of its top large-cap software picks for 2026 to be intriguing but not at all surprising. Undoubtedly, shares of Microsoft (NASDAQ:MSFT) are a favored pick by many big-name pundits and investors for the new year, and it's no mystery as to why. It's one of the leading big forces as the AI revolution enters yet another ye ...

IT之家 1 月 5 日消息，微软 CEO 萨提亚・纳德拉（Satya Nadella）近日开设了一个名为 SN Scratchpad 的个人博客，用于分享他对人工智能未来的思考。他 在博客中的首篇文章主要聚焦"AI 文化、技术边界，以及 AI 下一阶段该如何真正影响社会"等内容。 与此同时，纳德拉还提醒，AI 的社会影响取决于算力、能源以及人才等稀缺资源如何分配，这本身是一个需要建立社会共识的技术问题。 IT之家注意到，纳德拉在文中声称"当前围绕 AI 是垃圾内容（slop）还是高端技术"的争论本身就偏离了重点。他认为，真正需要讨论的是，在 AI 作为"认 知放大器"出现之后，人类该如何重新理解彼此以及自身的思维方式。 我们需要跳出'低质生成内容 vs. 技术精致度'的争论，建立一种新的平衡，重新构建我们的'心智理论'，以适应人类已经拥有这些全新的认知增强 工具这一现实。 此外，纳德拉在文章中将 2026 年定义为 AI 发展的分水岭 —— 行业将从"探索期"进入"扩散期"。他表示，业界正在逐步区分"技术表演"和"真实价值"，真 正困难的问题不再是技术能做到什么，而是如何塑造其对世界的长期影响。 他强调，A ...

Core Insights - Microsoft CEO Satya Nadella has launched a personal blog titled "Thoughts and Notes," focusing on the development of the AI industry and urging the sector to move beyond the debate of "AI garbage content versus high-end experiences" to build a new consensus on AI applications [1][4] - Nadella's emphasis on AI strategy signals a significant shift in Microsoft's approach, particularly after appointing new executives to lead core business areas [1][4] Group 1 - Nadella proposes an upgrade to Steve Jobs' "bicycle for the mind" concept, advocating for a new cognitive framework for AI that considers its role as a "cognitive enhancement tool" and its impact on human interaction [4] - He highlights that 2026 will be a pivotal year for AI development, calling for a shift from "model-driven" to "system-driven" approaches, emphasizing the importance of AI's societal and environmental impacts, and the need for equitable distribution of scarce resources like energy and computing power [4] - Current challenges include the underperformance of Microsoft's AI products like Copilot, which are intended to replace traditional software such as Office and Windows, as the quality of AI-generated content remains inconsistent, leading to ongoing debates about "garbage content" and concerns from creators about AI encroaching on their livelihoods [4] Group 2 - Nadella, who was deeply involved in the AI model competition for 2025, now stresses the importance of the practical application and societal value of AI rather than getting caught up in technical debates [4] - He commits to sharing insights on technological advancements and their real-world impacts through his blog in 2026 [4]

Microsoft - Third Point Management significantly increased its position in Microsoft by adding 700,000 shares, nearly tripling its stake, indicating strong confidence in the stock [4] - Microsoft is a key player in the artificial intelligence sector, and owning Microsoft provides indirect exposure to OpenAI, in which Microsoft holds approximately 27% [5] - Microsoft's core business is thriving, with strong growth in Office products and its cloud computing service, Azure, which is favored for building AI models [7] - Analysts project revenue growth of about 16% for fiscal year 2026 and 15% for fiscal year 2027, indicating market-beating growth potential [7] Meta Platforms - Third Point's position in Meta Platforms was reported as of September 30, with the stock down around 10% since then due to a disappointing Q3 earnings report [9] - Despite the stock's decline, Meta's revenue increased by 26% year over year, showcasing the strength of its advertising business [11] - Meta is currently trading at an attractive valuation of 22 times 2026 earnings estimates, which is slightly below the S&P 500's 22.3 times forward earnings, suggesting it may be a good buying opportunity [12][14]

Core Viewpoint - Analysts believe Microsoft could achieve a $5 trillion market valuation by early 2026, driven by AI monetization, enterprise cloud dominance, and expanding operating margins [1] Group 1: Market Valuation and Growth Potential - Microsoft is currently valued at approximately $3.59 trillion and would require a 41% appreciation to reach the $5 trillion milestone [1] - To achieve this valuation, Microsoft needs to grow revenue to around $392 billion by 2026, with a target of 20% revenue growth, exceeding consensus estimates of 15-16% [7] Group 2: Azure and AI Integration - The growth of Azure cloud services is critical, with revenue surging 40% year-over-year in the fiscal first quarter of 2026 [3] - Demand for Azure infrastructure is exceeding supply, leading to a doubling of data center capacity [4] - Microsoft's commercial remaining performance obligations increased by 51% year-over-year to $392 billion, indicating strong future business visibility [5] Group 3: Strategic Partnerships and Commitments - Commercial bookings nearly doubled, driven by Azure commitments, including a partnership extension with OpenAI through 2030 and an additional $250 billion in committed Azure spend from OpenAI [6] Group 4: Analyst Projections and Market Sentiment - Wedbush's Dan Ives projects a $5 trillion valuation by 2026, while Wells Fargo's Michael Turrin sets a price target of $700 per share, implying a $5.1 trillion valuation [8] - 98% of surveyed analysts rate Microsoft a Strong Buy, with average price targets between $600 and $650, suggesting a potential appreciation of 23% to 33% from current levels [8]