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All A·Important B·Normal #Microsoft ✕
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On September 3rd, Microsoft adjusted its outlook for the first quarter of fiscal year 2027. Microsoft 365 commercial cloud revenue is expected to increase by approximately 17% year-on-year at fixed exchange rates.
#Microsoft#U.S. stock trends09-03 04:42
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September 3rd, Microsoft's adjusted revenue growth rate of Azure in the first fiscal quarter of fiscal year 27 is expected to be 44%-45% on a fixed exchange rate basis; the revenue of the intelligent agent and infrastructure segment in the first fiscal quarter of fiscal year 27 is expected to be 75.15 billion-75.75 billion US dollars; the adjusted equipment and consumer business revenue in the first fiscal quarter of fiscal year 27 is expected to be 14.7 billion-15.2 billion US dollars.
#Microsoft#U.S. stock trends09-03 04:39
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September 3rd, according to US Securities and Exchange Commission (SEC) documents, Microsoft will report two business units in fiscal year 2027, including intelligent agents and infrastructure, devices and consumers.
#Microsoft#U.S. stock trends09-03 04:35
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September 2nd, the "Seven Big Tech" stocks in the U.S. had mixed gains at the beginning of the session. Nvidia fell 0.46%, Meta rose 1.44%, Microsoft fell 0.7%, Tesla rose 0.1%, Apple rose 0.4%, Google fell 0.58%, and Amazon fell 0.49%.
#Meta#Amazon#Tesla#NVIDIA#apple#Google#Microsoft#U.S. stock trends09-02 21:32
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[PwC predicts that global cumulative investment in data centers will reach US$31.6 trillion by 2050] September 2, PwC predicts that in order to meet the world’s growing demand for artificial intelligence (AI), cumulative global data center spending will reach US$31.6 trillion by 2050, and the scale of investment will exceed the historical infrastructure construction wave such as railways, the Internet, and electrification. PricewaterhouseCoopers released a report on Wednesday saying that if the popularity of AI exceeds its "baseline scenario" expectations, data center spending in about the next 25 years may even reach $50 trillion. By comparison, U.S. gross domestic product (GDP) is currently about $30 trillion. As consumers, businesses and governments increasingly use AI, technology giants such as Microsoft and Amazon, as well as smaller data center operators, are rapidly building new computing facilities around the world. Most of the investment will be in the internal equipment of the data center, including AI chips, storage chips, network equipment and servers.
#AI#AI chip#Amazon#server#chip#Microsoft#Computing power09-02 12:51
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On September 1st, the "Seven Big Tech Companies" in the U.S. stock market collectively fell at the beginning of the trading session. Nvidia fell by 1.68%, Meta fell by 2.49%, Microsoft fell by 1.72%, Tesla fell by 2%, Apple fell by 0.17%, Google fell by 1.6%, and Amazon fell by 2.46%.
#Meta#Amazon#Tesla#NVIDIA#apple#Google#Microsoft#U.S. stock trends09-01 21:31
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On September 1st, Bank of America Global Research raised the target price of Microsoft from US$500 to US$600.
#Microsoft#Global market intelligence#U.S. stock trends09-01 19:46
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[Korean media: Samsung's memory business unit will allocate about 70% of its production capacity to long-term orders before 2031] "Science and Technology Innovation Board Daily" reported on the 1st that the AI ​​construction boom has triggered HBM demand, crowding out traditional DRAM supply and exacerbating memory shortages. Korean media reported that Samsung's memory business unit has allocated about 70% of its production capacity to long-term agreements (LTAs) before 2031. Its main contract customers include large technology companies such as Nvidia, Microsoft and Google. However, HBM's rush for goods is quite intense, and even these large technology companies are unable to obtain all the supplies agreed in the contract, causing the spot price to soar further. (Seoul Economic Daily)
#NVIDIA#Google#Microsoft#Samsung#Memory#semiconductor chip09-01 13:58
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On September 1, Microsoft and Humain expanded their strategic cooperation and planned to jointly launch the Humain One product integrating Microsoft 365.
#Microsoft#U.S. stock trends09-01 00:47
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On August 31, most of the "Seven Big Tech Companies" in the U.S. stock market fell at the beginning of the trading session. Nvidia fell by 0.3%, Meta fell by 0.5%, Microsoft fell by 0.8%, Tesla rose by 1.1%, Apple fell by 0.53%, Google fell by 1.4%, and Amazon fell by 1.7%.
#Meta#Amazon#Tesla#NVIDIA#apple#Google#Microsoft#U.S. stock trends08-31 21:37
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[Barclays: For every US$100 earned by AI model companies, approximately US$35 to US$40 goes to the three major cloud giants] On August 30, Barclays stated in a report that for every US$100 earned by AI model companies, approximately US$35 to US$40 will flow to the three major cloud giants, namely Amazon AWS, Microsoft Azure, and Google Cloud Platform (GCP), in the form of inference computing power fees. In this part of the revenue, cloud service providers can obtain an operating profit of approximately US$10 to US$20, corresponding to an operating profit margin of approximately 35% to 45%. The report pointed out that the profit margin of the AI ​​laboratory's paid inference business has risen significantly, from low double-digit levels in 2025 to 50% to 65% or even higher in 2026, and the adjusted gross profit margin has increased by 30 to 50 percentage points year-on-year. Barclays analysts believe that actual profit margins may even be higher than the estimates in the report, but as competition in cutting-edge models intensifies and the supply of computing power continues to increase, profit margins are expected to gradually fall back.
#Amazon#Google#Microsoft#Computing power08-30 02:19