Alphabet Inc. is looking at selling about $15 billion of bonds in the US, and launched the sale of €6.5 billion ($7.48 billion) of notes in Europe, adding to a wave of borrowing from technology companies as they invest aggressively in artificial intelligence. The tech giant is looking at selling bonds in the US in as many as eight parts, ranging from three to 50 years, according to people with knowledge of the matter. The longest portion of the offering may yield 1.35 percentage points more than Treasurie ...

Accessibility StatementSkip Navigation Marks a Major Step Toward Digitizing and Automating OOH with AI-Enabled Workflows NEW YORK, Oct. 15, 2025 /PRNewswire/ --Â In a significant industry development, OUTFRONT Media Inc. (NYSE: OUT), one of the largest and most trusted out-of-home ("OOH") media companies in North America, today announced a strategic partnership with Amazon Web Services ("AWS") to modernize OOH planning and buying through AI-enabled workflows. The initiative will enable the planning, purchas ...

Accessibility StatementSkip Navigation Marks a Major Step Toward Digitizing and Automating OOH with AI-Enabled Workflows NEW YORK, Oct. 15, 2025 /PRNewswire/ --Â In a significant industry development, OUTFRONT Media Inc. (NYSE: OUT), one of the largest and most trusted out-of-home ("OOH") media companies in North America, today announced a strategic partnership with Amazon Web Services ("AWS") to modernize OOH planning and buying through AI-enabled workflows. The initiative will enable the planning, purchas ...

技术分析观点 - 甲骨文股价在上一交易日收于286美元，过去六个月涨幅约125% [1] - 技术分析平台TrendSpider指出，若历史模式重演，公司股价可能迎来新一轮大涨，目标指向1000美元至1031美元区间 [3][4] - 该分析基于月度对数图表，将当前价格走势与2000年互联网泡沫时期的飙升行情进行对比，并指出2025年的走势区域与上一次抛物线式上涨前的轨迹相似 [4] 基本面驱动因素 - 公司最新季度报告显示，剩余履约义务同比激增359%，达到约4550亿美元，反映出云和AI服务积压订单强劲，收入能见度高 [5] - 一项新的云协议预计将产生约300亿美元的年收入，据报道与OpenAI等AI基础设施客户有关 [6] - 公司参与由OpenAI和软银共同开发的数十亿美元AI数据中心项目“Stargate”，进一步巩固其企业AI市场定位 [6] 资本开支与战略举措 - 为支持增长，公司将资本支出目标提高至350亿美元，计划新建37个数据中心，并发行了180亿美元的债券 [7] - 2025年9月，公司任命Clay Magouyrk和Mike Sicilia为联合首席执行官，取代Safra Catz，此领导层变动提振了投资者信心，推动股价上涨 [7] 股价表现背景 - 公司近期的股价上涨势头主要受其在人工智能领域不断扩大的角色所驱动 [1]

Microsoft Chairman and CEO Satya Nadella is handing off some duties related to the company’s commercial business so that he and the firm’s engineering leaders can be “laser focused” on technical work related to artificial intelligence.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 unlimit ...

Microsoft on Thursday said it disabled a set of cloud and AI services used by a unit within the Israel Ministry of Defense (IMOD) after an internal review found preliminary evidence supporting media r... ...

核心观点 - 利率下调将促进企业增加科技支出 从而利好业务面向企业端的科技公司 [1][2] - 博通、DigitalOcean和Block三家公司的业务特点使其有望从利率下降中受益 [2][4][8][12] 博通(AVGO) - 专注于为企业提供半导体和软件解决方案 通过派驻工程师团队与重点客户协同开发定制解决方案 [4] - 在人工智能市场凭借定制ASIC和网络芯片表现突出 并通过VMWare收购获得AIOps和虚拟化技术 [4] - 2025财年前九个月研发支出达80亿美元 较去年同期71亿美元增长13% [6] - 尽管市盈率达88倍(远期市盈率51倍) 但客户增加AI支出将为投资者提供买入空间 [7] DigitalOcean(DOCN) - 专注于为中小企业提供云服务和AI解决方案 通过透明定价策略与大型云厂商差异化竞争 [8][9] - 2025年上半年收入4.29亿美元 同比增长14% 低于Grand View Research预测的云行业20%复合年增长率 [10] - 市盈率28倍 虽不低廉但远低于其他成长股溢价水平 [10] - 利率下降将为中小企业客户带来资金成本改善 可能成为股价突破盘整区间的催化剂 [11] Block(XYZ) - 拥有Cash App数字钱包和Square金融科技生态系统 后者包含支付、薪资管理、融资等企业服务 [12][13] - 上半年毛利润同比增长12% 其中Square贡献公司40%的毛利润 [14] - 市盈率16倍 若利率下降吸引更多企业使用Square生态系统 股价有望获得上涨动力 [15]

With a year-to-date (YTD) gain of nearly 70%, Alibaba's (BABA) stock has outperformed the markets significantly this year. The Chinese tech giant, which was once the face of China’s brutal tech crackdown, is now back in the government’s good graces as the country backs its domestic companies amid the artificial intelligence (AI) upmanship between the U.S. and China. Alibaba is among the prominent AI plays in China and has attracted interest from investors seeking to capitalize on the China AI story. In my ...