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ISG to Assess Microsoft AI and Cloud Ecosystem Providers
Express News | Isg to Assess Microsoft AI and Cloud Ecosystem Providers
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Druckenmiller made significant adjustments in the third quarter: opened positions in Bank of America and Broadcom, continued to increase holdings in the top position Natera.
Natera's position significantly increased by 80.61% compared to the previous quarter. Druckenmiller also established new positions in Broadcom, banks, and pharmaceutical stocks, while completely liquidating News Corp and telecom company Liberty Global, and reducing shareholding in microsoft.
Investigating Microsoft's Standing In Software Industry Compared To Competitors
Market Clubhouse Morning Memo - November 15th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META And TSLA)
Microsoft Corporation (MSFT) Fell on Concerns Over Data Centre Sustainability
Merck, Amgen Share Losses Lead Dow's 168-Point Drop
Express News | Microsoft Shares Fall 1.8% After Rising for the Last Three Sessions
Salesforce Loses AI Chief Amid Major Push for Autonomous Agents
US stock market outlook | October retail sales data exceeded expectations, the three major futures indexes declined; cryptos concept stocks rose in pre-market trading! MSTR increased by over 3%, Coinbase rose by more than 2%.
It is reported that the usa Federal Trade Commission plans to investigate anti-competitive behavior in microsoft's cloud computing business; the Biden administration promotes the localization of semiconductors, and taiwan semiconductor receives $6.6 billion in funding from the CHIPS Act; is it truly attractive with a guaranteed 4.5% return? The total assets of mmf in the usa have surpassed $7 trillion for the first time.
First Shanghai Upgrades Microsoft to Buy From Hold, Adjusts Price Target to $500 From $450
Ultraman's friendly signal completely ignored? OpenAI receives another lawsuit from Musk.
① Musk refiled a lawsuit against OpenAI on Thursday, criticizing its collaboration with microsoft to eliminate competitors like xAI, using tactics including discouraging investors from funding other companies; ② The latest lawsuit filed by Musk lists 26 items and adds the Attorney General of the state of california as a co-defendant. He is also concerned that contracts between OpenAI and the Department of Defense might lead to the use of AI technology in weapon development.
Top private equity funds in China expose the 'US stock report': the proportion of Chinese concept stocks continues to rise, with PDD Holdings and Apple being the focus of differences in components.
In the third quarter of this year, most Chinese private equity firms, such as Hillhouse, Gao Yi, and Jinglin, remained focused on Chinese concept stocks. However, Hillhouse and Jinglin chose to reduce their shareholding in pdd holdings, while Gao Yi opted to continue increasing its stake in pdd holdings.
Blackrock made a crazy purchase of Apple (AAPL.US) in Q3, continuing to favor the "Seven Sisters" of the US stock market!
According to the Securities and Exchange Commission (SEC) disclosure, the world's largest asset management company BlackRock submitted the third-quarter holdings report (Form 13F) as of September 30, 2024.
Morgan Stanley's Q3 holdings in U.S. stocks have been released: Microsoft firmly holds the top position among major holdings, while popular ai chip stocks like AMD have seen shareholding reductions.
According to the disclosure of the Securities and Exchange Commission (SEC) in the USA, Wall Street financial giant JPMorgan has submitted the Form 13F of US stock holdings for the third quarter ending on September 30, 2024.
Goldman Sachs significantly reduced its shareholding in Nvidia (NVDA.US) and Microsoft (MSFT.US), holding bitcoin ETFs worth over 0.7 billion US dollars.
Goldman Sachs' total position value in the third quarter was $620 billion, compared to $590 billion in the previous quarter.
Morgan Stanley's Q3 holdings: apple (AAPL.US) becomes the top heavy stock, shareholding in nvidia (NVDA.US) and amazon (AMZN.US) reduced.
According to the usa Securities and Exchange Commission (SEC) disclosure, morgan stanley submitted the third quarter hold positions report (form 13f) as of September 30, 2024.
US Regulator FTC Prepares to Probe Microsoft's Cloud Business Practices
Nvidia Tops List of Favored S&P 500 Stocks on Expected Sales Growth Through 2026