Microsoft Corporation (NASDAQ:MSFT) is among the 15 Stocks ChatGPT Predicts Could Make You Wealthy in 5 Years. Last week, the European Commission (EC) accepted the company’s proposed commitments to address EU competition concerns related to the integration of Teams with M365 and Office 365 suites. EC Approves Microsoft Corporation (MSFT)’s Commitments Over Teams Integration Concerns Image by Tawanda Razika from Pixabay The commitments, which will be legally binding under the EU antitrust rules, address ...

Could a strategic pivot in Microsoft’s product lineup not only sidestep regulatory hurdles but also unlock hidden dividends for savvy investors? As Microsoft maneuvers its way through antitrust challenges, the ripple effects might just offer unexpected opportunities for those looking to capitalize on its dividend yield.Microsoft Corporation MSFT shares closed higher during Friday's session.Microsoft has successfully evaded a substantial antitrust penalty as the European Union has agreed to the tech behemoth ...

The European Commission (EC) has agreed to commitments proposed by Microsoft to address antitrust concerns related to the integration of Teams with its Office 365 and Microsoft 365 suites. These measures will be legally binding under EU antitrust laws. The commission's investigation focused on Microsoft's practice of bundling Teams with widely used productivity applications such as Word, Excel, PowerPoint, and Outlook. This practice raised concerns about potential anticompetitive behaviour by limiting o ...

Top Stocks in FocusA few stocks will be under scanner at the US Stock market. These are - Oracle sank 5.1 per cent and was the single heaviest weight on the S&P 500 index. But that shaved only a bit off its surge from earlier in the week, when it soared to its best day since 1992 amid excitement about its winning multibillion dollar contracts related to artificial-intelligence technology.Another company that’s benefited from the AI frenzy, Super Micro Computer, rose 2.4 per cent after saying it’s begun high ...

Microsoft Corporation (NASDAQ:MSFT) is one of the stocks to invest in before they split next. On September 12, the European Commission announced that it accepted Microsoft’s proposed commitments to resolve a long-running antitrust investigation into its Teams messaging and videoconferencing app. The investigation was initiated after a complaint from Slack Technologies and one from German company Alfaview, which accused Microsoft of possibly abusive practices by tying Teams to its Office software suites. T ...

封图 |AI生成 周五美股涨跌互现，纳指收盘创历史新高，微软上涨为该指数提供支撑，同时投资者聚焦于美联储下周 召开的政策会议 —— 市场普遍预期美联储将在此次会议上降息，以应对就业市场放缓。 截至收盘，道指跌273.78点，跌幅0.59%，报45834.22点，纳指涨0.44%，报22141.10点，标普500指数跌 0.05%，报6584.29点。 道指本周收高0.95%，纳指上涨2.03%，标普500指数上涨1.59%。标普500指数创下8月初以来最佳单周 表现，以及六周内第五周上涨。纳斯达克指数连续第二周上涨。道指则实现三周内首次单周上涨。 2025.09.13 本文字数：1622，阅读时长大约3分钟 作者 |第一财经 樊志菁 券商杰富瑞（Jefferies）首席美国经济学家西蒙斯（Thomas Simons）在报告中称："关税确实推高了部 分商品的价格，但没有证据表明，在薪资上涨和通胀预期上升的支撑下，关税将导致通胀持续加速。我 们预计，美联储将降息 25 个基点，继续强调就业市场面临的下行风险，并且即便不直接完全结束量化 紧缩政策，也会释放相关信号。" 个股方面，微软涨 1.8%。此前，微软通过向客 ...

美股市场表现 - 纳指收盘创历史新高22141.10点 单日涨幅0.44% 本周累计上涨2.03% [3] - 标普500指数收报6584.29点 单日微跌0.05% 本周累计上涨1.59% 创8月初以来最佳单周表现 [3] - 道指收报45834.22点 单日下跌273.78点（跌幅0.59%） 本周实现0.95%涨幅 为三周内首次周度上涨 [3] 科技股表现 - 特斯拉单日飙升7.4% 股价较年内高点仅差2% [3][8] - 微软上涨1.8% 因向欧盟客户提供不含Teams组件的Office降价方案避免反垄断罚款 并与OpenAI达成非约束性盈利性公司重组协议 [3][7] - 苹果上涨1.7% Meta上涨0.6% 英伟达上涨0.4% 谷歌上涨0.2% 亚马逊下跌0.8% [3] - 甲骨文连续两日下跌超11% 单日跌幅达5.1% [3] 中概股表现 - 纳斯达克中国金龙指数微跌0.11% [3] - 百度上涨2.6% 网易上涨1.8% [3] - 阿里巴巴与拼多多均下跌0.2% 京东下跌2.1% [3] 大宗商品市场 - 国际油价上涨 WTI原油近月合约涨0.51%至62.69美元/桶 布伦特原油近月合约涨0.93%至66.99美元/桶 [8] - 纽约商品交易所9月COMEX黄金期货周涨0.34%至3649.40美元/盎司 实现连续第四周上涨 [8] 债券市场 - 10年期美债收益率上升3.3个基点至4.06% [4] - 2年期美债收益率上升1.2个基点至3.56% [4] 经济数据与政策预期 - 9月密歇根大学消费者信心指数降至55.4 为5月以来最低水平 较8月终值58.2下降 [6] - 消费者对未来一年通胀预期维持在4.8% 五年期通胀预期从3.5%升至3.9% [6] - 市场完全定价美联储下周降息25个基点 50个基点降息概率为7.5% [6] - 市场预期年内累计降息75个基点 未来12个月可能再降50-75个基点 [7] 行业动态 - 华纳兄弟探索频道大涨17% 因派拉蒙天舞传媒拟对其发起收购要约 [8] - 疫苗生产商股价集体下跌 莫德纳跌7.4% 辉瑞与诺瓦瓦克斯均跌超3% 因美国卫生部门将25名儿童死亡与新冠疫苗关联 [8]

Wall Street is coasting toward the finish of its best week in the last five on Friday as U.S. stocks hang near their record levels.The S&P 500 rose 0.1% from the all-time high it set the day before. The Dow Jones Industrial Average was down 188 points, or 0.4%, as of 2:05 p.m. Eastern time, and the Nasdaq composite was 0.5% higher. Both likewise set records the day before.Stocks have rallied with expectations that the Federal Reserve will cut its main interest rate for the first time this year at its meetin ...

亚马逊AI投资战略 - 第二季度资本支出达314亿美元 主要用于AI基础设施和云技术[1] - 预计全年资本支出将超过1000亿美元 投资规模将持续维持[1] - 战略重点是为AWS构建大规模语言模型和高级AI服务能力[2] AWS业务表现 - AWS收入同比增长175% 预计2025和2026年都将保持18%增长[2][10] - 通过AI驱动数据中心和Trainium定制芯片巩固市场领导地位[2] - AI容量扩展将推动高利润生成式AI服务和企业合同获取[3] 盈利能力变化 - AWS运营利润率预计从395%降至2025年的35%[4][10] - 巨额资本支出导致折旧费用增加 对短期盈利能力造成压力[4] 市场竞争格局 - 微软2025财年资本支出超640亿美元 其中306亿美元仅用于第一财季[6] - 微软通过整合OpenAI和Anthropic模型 在GenAI项目上领先AWS[6] - 谷歌将2025年资本支出指引从750亿美元上调至850亿美元[7] - 谷歌第二季度单季支出225亿美元 并承诺在俄克拉荷马州投资90亿美元提升AI基础设施[7] 财务估值指标 - 股票年初至今回报率47% 低于行业124%和零售批发部门9%的增幅[8] - 远期12个月市销率324倍 高于行业平均226倍[11] - 2025年每股收益共识预估为673美元 较30日前上调3美分[14] - 预计每股收益较去年同期增长217%[14] 全球AI市场前景 - 根据UNCTAD报告 全球AI行业预计到2033年将达到48万亿美元[5] - 公司第三季度收入预估区间为1740-1795亿美元[5]

欧盟反垄断调查解决 - 欧盟委员会接受微软提案以解决关于Teams与Office产品捆绑的反竞争担忧 调查于2023年7月启动[2] - 解决方案包括要求微软调整产品定价结构 明确提供不含Teams的办公套件选项[3] - 微软承诺在全球范围内统一执行这些调整措施[4] 具体承诺条款 - 微软将提高含Teams与不含Teams的Microsoft 365/Office 365套件价格差[3] - 公司官网需同时展示含Teams和不含Teams的套件选项[3] - 开发人员网站将发布互操作性和数据可移植性技术信息[3] 承诺有效期 - 互操作性和数据可移植性条款有效期10年[4] - 其余条款包括定价和产品展示要求有效期7年[4][5] 市场影响与背景 - 该决定旨在促进企业通讯软件市场竞争 允许客户自由选择协作工具[5] - 调查源于2020年Slack提起的投诉 指控微软通过产品捆绑违反竞争法[6] - 欧盟委员会在收到客户和竞争对手积极反馈后于9月4日决定接受和解方案[7]