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Brazil’s PicPay Considers Launching US IPO This Year
PYMNTS.com· 2025-10-14 02:28
Mobile banking app PicPay reportedly aims to raise $500 million in a U.S. initial public offering that could happen as soon as this year.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The company is working with b ...
Windows 10停服 2.4亿台设备市场待分
北京商报· 2025-10-13 23:39
"请自带笔记本电脑(Windows 10以上系统)",因培训机构对电脑配置的要求,刘枫(化名)入手了一 台搭载Windows 11的笔记本电脑给孩子学习。 "对Windows 10的支持将于2025年10月结束。"微软一年多前便发布了官方通知,"2025年10月14日之 后,Microsoft将不再为Windows 10提供来自Windows更新的软件更新、技术协助或安全修补程序。你的 电脑仍可正常工作,但我们建议迁移到Windows 11。" 这一持续十年的系统服务落幕,将直接影响约2.4亿台电脑,使它们面临"无安全补丁、无官方支持"的 裸奔风险,其中部分设备因硬件限制无法升级至Windows 11。这场全球PC领域的"系统迁徙",正倒逼 国内用户和企业在付费续命、硬件换新和国产替代之间做出选择。 根据微软的官方公告,停服后Windows 10设备将彻底失去三大核心支持:安全更新、技术支持、功能 优化。尽管设备仍可开机运行,但如同"拆除了防火墙的城堡",极易成为黑客攻击的目标。 摆在用户面前的有三条路:升级系统、付费保障、更换新机。刘枫选择换机,但他并不情愿:"我的电 脑不支持升级系统,不然我不会买新的。" ...
Microsoft: Time To Outshine The Rest Again (Upgrade) (NASDAQ:MSFT)
Seeking Alpha· 2025-10-13 23:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Microsoft: Time To Outshine The Rest Again (Upgrade)
Seeking Alpha· 2025-10-13 23:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Assessing Microsoft's Performance Against Competitors In Software Industry - Microsoft (NASDAQ:MSFT)
Benzinga· 2025-10-13 23:00
In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating Microsoft (NASDAQ:MSFT) against its key competitors in the Software industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.Microso ...
云计算IaaS:AI驱动力更新与展望
2025-10-13 22:56
云计算 IaaS:AI 驱动力更新与展望 20251012 摘要 全球云计算市场高度集中,亚马逊、微软、谷歌、阿里巴巴和华为占据 主导地位,合计份额超过 80%。2024 年全球基础设施市场格局与 2023 年一致,头部云厂商在智能云计算领域投入大量资源,包括大模 型和 AI 芯片。 国内市场方面,阿里巴巴在基础设施及智能云计算领域领先,2025 上 半年市场份额达 35.8%。火山引擎迅速追赶,以 14.8%位居第二,预 计到 2030 年复合年增长率超过 40%。 亚马逊以 IaaS 类产品为主,收入主要来自 ECR 和 S3 等基础设施服务, 数据中心遍布全球。微软侧重 SaaS 类产品,Office 365 和 Dynamic 365 贡献主要收入。谷歌以 PaaS 类产品为核心,包括 BigQuery 和 TensorFlow。 四大云厂商均拥有万卡级超算集群,是英伟达的重要客户,并自研 AI 芯 片。它们拥有一站式 AI 开发平台,并在应用方面各有侧重,如微软的 365 Copilot 和 GitHub Copilot,谷歌的 Gemini 系列大模型。 Q&A 主要全球头部云厂商提供哪些类型的云 ...
Factbox-From OpenAI to Meta, firms channel billions into AI infrastructure as demand booms
Yahoo Finance· 2025-10-13 21:54
(Reuters) -OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors, the latest tie-up for the world's most valuable startup for computing power amid surging demand for its services. The companies said OpenAI would design the chips, which Broadcom will develop and deploy starting in the second half of 2026. They will roll out 10 gigawatts worth of custom chips, whose power consumption is roughly equivalent to the needs of more than 8 million U.S. households or fi ...
美股三大指数集体高开,稀土概念股大涨
凤凰网财经· 2025-10-13 21:42
美股市场表现 - 美股三大指数集体高开,道指涨0.79%,纳指涨1.71%,标普500指数涨1.18% [1] - 稀土概念股大幅上涨,USA Rare Earth涨超18%,Critical Metals涨超13% [1] - 博通股价涨超8%,此前OpenAI和博通宣布战略合作 [1] 微软公司动态 - 微软公司自10月14日起停止对Windows 10系统提供安全更新和技术支持 [2] - 微软建议用户升级至Windows 11系统,但部分旧设备不符合硬件要求 [2] - 不符合新系统要求的用户可选择更换设备或支付30美元(或1000微软奖励积分)注册扩展安全更新程序 [2] 特斯拉运营近况 - 特斯拉全球副总裁陶琳表示上海超级工厂已开始四季度产能爬升 [3] - 公司2025年第三季度全球交付49.7万辆新车,创下季度交付新纪录 [3] 半导体行业信息 - 台积电供应商MKS Inc.考虑出售价值10亿美元的特种化学品部门,以聚焦于为芯片制造商供货 [4] - 瑞银预计2026年英伟达对CoWoS晶圆需求将达67.8万片,较今年增长近40% [7] - 瑞银预计到2026年英伟达GPU总产量将达到740万片 [7] 加密货币投资 - Strategy上周以约2720万美元收购220个比特币,单价约为123,561美元 [5] - Strategy在2025年至今实现25.9%的比特币收益率 [5] - 截至2025年10月12日,Strategy持有640,250个比特币,总收购成本约473.8亿美元,平均单价74,000美元 [5] 飞行汽车领域进展 - 小鹏汇天获得中东地区首批600台飞行汽车订单,创下该领域海外最大批量订购纪录 [6] - 订单合作方包括阿联酋Ali & Sons集团、卡塔尔Almana集团、科威特AlSayer集团及阿联酋中华工商总会 [6] - 小鹏汇天"陆地航母"车型目前已累计获得7000台订单 [6]
Win10明日停服,5亿用户成“裸奔靶子”
虎嗅· 2025-10-13 21:42
今日,我们从微软官网获悉,微软官方将在明日(2025年10月14日)终止支持Windows10系统(以下简称Win10),届时对于Win10将不再提供技术协 助、功能更新和安全更新。微软建议用户将Win10升级到Win11。 对于该事件的影响,360数字安全专家向《BUG》栏目表示,"停服"Win10系统意味着失去了官方安全保障,数以亿计的个人电脑和企业电脑将成为漏洞 利用、勒索软件等恶意攻击的活靶子。而根据数据机构统计,全球当前仍有40.84%的用户在使用Win10系统,而使用Win11的用户占比则为49.05%,这意 味着微软此次停止服务将对全球超过5亿用户产生影响。 Win10仍有大量"钉子户" 作为曾经被微软寄予厚望的操作系统,Win10的"退场"并非偶然。根据微软官方文档,Win10最终版本22H2的服务周期已长达3年,远超普通版本18个月的 标准支持期限。 而从技术层面来看,Win10的底层架构已难以适配现代硬件的安全需求,像TPM 2.0加密模块、DirectStorage存储加速等新功能都无法在其系统上充分发挥 作用,而Win11的模块化设计,更能兼容当前AI驱动的新硬件生态,这成为推动微软停 ...
U.S. Stock Futures Soar as Trade Tensions Ease, Earnings Season Kicks Off
Stock Market News· 2025-10-13 21:07
U.S. equity futures are showing a strong rebound this Monday, October 13, 2025, signaling a positive start to the week for the stock market. This premarket surge comes after President Donald Trump adopted a more conciliatory tone regarding trade relations with China over the weekend, easing investor anxieties that had led to a significant market downturn on Friday. The optimistic sentiment is driving futures higher across the board, with particular strength seen in technology and chipmaker stocks.Premarket ...