Marvell Technology Surges as Wall Street Praises Its 'All in' AI Mantra
Microsoft Keeps Lead in AI Build-out, Sees 'Robust' Demand: Wells Fargo
Express News | Microsoft Announces Quarterly Dividend
Microsoft Faces U.K. Suit Over Cloud Computing Licenses, Reuters Reports
US Morning News Call | Stock Index Futures Climb on Positive Earnings, Focus Shifts to Upcoming Speech by Powell
SmartSites Named Finalist for Microsoft Advertising Channel Partner of the Year Award
Express News | UK's Cma: Updated Timetable Shows Provisional Decision for January 2025 and Final Decision Unchanged as August 2025
Express News | UK's Competition Regulator Cma Updates on Timetable for Cloud Investigation
Apple Exec Touts Amazon's AI Chips in Rare Endorsement - Report
Microsoft Maintains Quarterly Dividend at $0.83 a Share, Payable March 13 to Shareholders as of Feb. 20
Update: Microsoft Faces $1.27 Billion Lawsuit for Allegedly Overcharging Rival Cloud Users
Thunder Software Technology (300496.SZ): maintains very close cooperation with Microsoft and Qualcomm.
Gelonghui December 4th, thunder software technology (300496.SZ) stated on the investor interaction platform that the company is a full-stack product and technology provider in the AI PC industry, maintaining very close cooperation with microsoft, qualcomm, and also establishing cooperation with mainstream PC manufacturers in the AIPC ecosystem, helping manufacturers implement solutions in end-user scenarios.
The U.S. FTC has intensified its antitrust investigation into microsoft! This time, the focus is on its trade with OpenAI.
① The USA Federal Trade Commission (FTC) is intensifying its comprehensive antitrust investigation against microsoft, focusing on its partnership with OpenAI; ② Last week, there were reports that the FTC is conducting a wide-ranging investigation into microsoft and disclosed details of the investigation; ③ Microsoft accused the FTC management of leaking details, violating the agency's code of ethics, and requested that the USA FTC inspector general investigate the matter.
Will 2025 no longer be the era of the magnificent 7? Bank of America is bullish on this type of stocks...
①The chief strategist of Bank of America predicts that cyclical stocks (such as csi commodity equity index, construction, and infrastructure) will rise strongly, as investors will flow into the "old economy" sector; ②She believes that the USA economy is ready for a new spending cycle, and expects the s&p 500 index to rise to 6666 points next year.
Microsoft is under antitrust investigation, and OpenAI is caught in the crossfire.
Media reports that officials from the Federal Trade Commission (FTC) in the USA are asking Microsoft's competitors about the impact of Microsoft's transactions and product range in the AI field, specifically the trade between Microsoft and OpenAI. This transaction allows Microsoft to have exclusive authorization to run OpenAI models on its cloud servers.
FTC's Microsoft Probe, Trump Tariffs, South Korea: Market Domination
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
Press Release: Microsoft Announces Quarterly Dividend
U.S. stocks closed: The S&P reached a historic high for the 55th time this year, while the index of Chinese concept stocks had four consecutive days of gains.
① The S&P and Nasdaq hit new highs, but the momentum is weak; ② A "nightmare" occurred with the south korea etf; ③ Tesla's "bullish investors" announced they will no longer go ALL-IN; ④ Apple is assessing the use of amazon chips to train AI models.
December 3rd U.S. stock market turnover top 20: Apple hits another all-time high, market cap exceeds 3.66 trillion U.S. dollars
On Tuesday, Nvidia topped the list of US stock trading volumes, closing up 1.18% with a turnover of $22.403 billion. Nvidia's chief financial officer stated on Tuesday that acquisitions may be a possible use of the company's growing money market. According to reports, Nvidia is set to launch its highly anticipated next-generation "Blackwell Ultra" GB300 AI server in mid-2025, which far exceeds existing products in performance. Previously, Nvidia's Blackwell architecture has garnered widespread market attention and has been favored by many technology giants, bringing substantial revenue to Nvidia.