Express News | Microsoft will release its Earnings Reports on January 30.
Is Microsoft Corporation (MSFT) the Best Blue Chip Stock to Buy for 2025?
The "refinery" of the AI era? Technology giants are rushing to build Datacenters, and these investment opportunities are worth paying attention to in 2025!
The Datacenter is becoming the "refinery" of the AI era!
What are Wall Street investment banks' views on tonight's non-farm payroll report?
A graphic to understand Wall Street investment banks' predictions for tonight's non-farm payroll additions, unemployment rate, and wage data.
Express News | Agora has reached a partnership with Microsoft China. Liu Bin stated that providing solutions based on large models is highly complementary.
Express News | Yuan Xin, President of Microsoft China: Microsoft has always been a reliable partner for enterprises on their journey to go global.
Buy Constellation Energy Now? Calpine-Induced Slide Creates Opportunity. -- Barrons.com
【Weekly Technology Update】Microsoft's five major expectations for 2025: The post-honeymoon era of OpenAI?
Fluctuating trends - Performance of major Technology companies over the week. This Thursday, U.S. stock markets closed for an unscheduled holiday, resulting in a shorter trading day, which likely affected the pricing of important Options like the $Nasdaq 100 ETF (QQQ)$. The most significant macro data is the December non-farm payrolls released on Friday, as the Federal Reserve's focus on the employment market greatly outweighs concerns about inflation, meaning the impact of the December non-farm data may surpass that of the forthcoming FOMC meeting. However, the current market consensus indicates that the probability of an interest rate cut this month is virtually zero. Consequently, the U.S. dollar remains very strong, and the U.S. Treasury curve continues to steepen. Currently, U.S. stock valuations are at historical highs, and with increasing market uncertainty in 2025, greater volatility is expected. Trump's policies could become a significant source of this uncertainty. As of the close on January 8, over
Express News | Taiwan Semiconductor's quarterly sales exceeded expectations, boosting the AI outlook for 2025.
Musk: The AI training data was exhausted last year, and synthetic data is the only supplementary method.
Technology giants including Microsoft, Meta, OpenAI, and Anthropic have begun using synthetic data to train AI models. According to estimates by the information technology research and advisory company Gartner, 60% of the data used for AI training and analysis projects will be synthetic by 2024.
Google and Microsoft also show goodwill to the incoming president! Each donated 1 million dollars to the Trump inauguration fund.
Technology giants like Microsoft and Google donated to Trump's inauguration Fund, with Microsoft contributing 1 million dollars, and Google also announcing donations and providing technological support.
Futu Morning Brief | Is there a signal to "pause interest rate cuts"? Federal Reserve officials speak out collectively; Elon Musk live streams at CES, discussing ambitious plans, Tesla's robots are set to expand production by a hundredfold.
HSBC expects the Hang Seng China Enterprises Index to rise by 21% this year and has raised its year-end target; Tencent has continuously reduced its shareholding in WEIMOB INC and UBTECH, cashing out 1.67 billion Hong Kong dollars, with WEIMOB INC responding.
Why Trump's Tariffs May Bring Worse-than-expected Price Hikes to Consumer Electronics
Control over OpenAI's new recruitment? Musk calls on the heads of the California and Delaware judiciary to forcibly auction OpenAI shares.
If state law enforcement agencies truly force the auction of shares, external investors may obtain a significant amount of shares in the newly profitable PBC after OpenAI's transformation through public bidding, thereby gaining control over OpenAI's Business. The media reports that OpenAI has no auction plans, and Musk is just looking to create more chaos.
Express News | American Airlines Donating $1 Million to Trump Inaugural Committee --Airline Spokesperson
Even Companies That Aren't Struggling Keep Laying Off Workers -- Barrons.com
The Stock Market Is Looking for Its Next Boost. Earnings Won't Provide. -- Barrons.com
Express News | Microsoft will release its second quarter financial report for the fiscal year 2025 on January 29.
Microsoft Announces Quarterly Earnings Release Date
Quantum Computing Stocks Are Having a Rough Week. Investors Should Look to the Future. -- Barrons.com