It’s the end of 2025, and other than the holidays and new year celebrations, the end of December is also the time for last minute tax moves and portfolio rotation ahead of the coming year. I continueWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He ...

Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla, known as the Magnificent Seven, now have a combined market value of over $20 trillion, making them among the most powerful companies in history. Who is handling their financial records?Another numerically-termed group of powerhouses. The Big Four professional services firms — PwC, Deloitte, EY, and KPMG — are the industry-leading consulting and accounting firms that audit the Magnificent Seven.Behind the sky-high valuations and global dominance, ...

While artificial intelligence (AI) continues to dominate market headlines in 2025, many of the stocks most closely tied to the technology — the Magnificent 7 stocks of Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ), Amazon ( NASDAQ:AMZN ), Apple ( NASDAQ:AAPL ), Meta Platforms ( NASDAQ:META ), Microsoft ( NASDAQ:MSFT ), Nvidia ( NASDAQ:NVDA ), and Tesla ( NASDAQ:TSLA ) — have shown volatility or lagged. ...

[music] Good Monday morning and welcome to opening bid. I'm Yahoo Finance executive editor Brian Sazi. We have a tale of two stories playing out in markets as investors race into your end.On the one hand, AI plays like Nvidia, Microsoft are back in rally mode. Then on the other side of this trade, uh historically more defensive areas of the market are ripping higher. Gold prices are now at another record.The same goes for copper. Here's what's on my mind as it relates to these two moves. First, AI stocks ar ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium includes access to the Zacks Style Sc ...

但纳德拉并不认可微软在同类功能上的表现。他在邮件中说，"微软将 Copilot 与 Gmail 和 Outlook 连接的功能在大多数情况下根本无法正常工作"，而且"并 不聪明"。 报道称，过去几个月里，纳德拉逐渐转变为微软内部最具话语权的产品负责人。9 月时，他曾告知员工自己将下放部分管理职责，把更多时间用于推动 AI 产品开发。 在 AI 投入不断加码的背景下，科技巨头 CEO 普遍承受巨大压力。一方面市场竞争激烈，另一方面也存在 AI 产品收入难以覆盖投入成本的担忧。 一名听过纳德拉相关表态的人士称，纳德拉在微软内部反复强调，这是一个决定企业兴衰成败的关键阶段。 IT之家 12 月 22 日消息，根据《The Information》今晚报道，微软 CEO 萨提亚・纳德拉近期频繁现身公司内部一个由约 100 名核心技术人员组成的 Teams 频道，只要他认为 AI 产品表现不理想，便会直接在其中公开表达不满。 一名了解相关会议情况的人士透露，纳德拉每周都会与这些技术人员举行一次约一小时的会议，并反复追问项目进展，进而下达具体调整要求，例如整合不 同团队在 AI 模型后训练阶段的工作方式。 ▲ 图源微软 ...

By Zaheer Kachwala Dec 22 (Reuters) - Videogame console sales were already under pressure owing to tariff turmoil and weak consumer spending. Now a surge in the prices of memory chips is threatening to make the devices costlier in what could be ​another blow to the industry. Demand for dynamic random access memory - chips used in Sony's PlayStation, Microsoft's Xbox and the Nintendo ‌Switch 2 - has exceeded supply as the tech sector races to build out artificial intelligence infrastructure. That has pu ...

Wedbush Securities reiterates an Outperform rating and a $625 price target for Microsoft stock. ...

Microsoft Corporation (NASDAQ:MSFT) is one of the best forever stocks to buy according to hedge funds. On December 12, Microsoft Corp. (NASDAQ:MSFT) CEO Satya Nadella confirmed the statewide rollout of MahaCrimeOS AI. Microsoft Corporation (MSFT) Expands AI Footprint With Major Partnerships and Cybercrime Platform Rollout Ken Wolter / Shutterstock.com The artificial intelligence-powered platform designed for the Maharashtra police is built on Microsoft Azure OpenAI Service and Microsoft Foundry. The pla ...

微软与Azure增长前景 - 投资者低估了微软及其Azure的增长潜力 市场对2026财年的普遍预期被低估了15%至20% [3] - 近期有25%至30%的交易出现加速迹象 表明客户用例正在激增 [1] - 随着预测持续上调 公司股价有望在2026年达到600美元以上 [1] 人工智能投资主题与市场动态 - 人工智能的货币化将在2026年成为现实 这是推动行业进入下一阶段的关键 [7] - 当前只有约3%的美国公司采用了人工智能 表明市场渗透和增长空间巨大 [3] - 人工智能需求远超供应 以英伟达芯片为例 其需求与供给之比达到12比1 [3] - 尽管短期存在对估值和人工智能建设速度的担忧 但科技股在2026年有望上涨20%至25% [3] 英伟达的投资价值 - 英伟达是人工智能革命的单一关键芯片供应商 由行业领袖黄仁勋领导 [9] - 公司技术领先市场其他参与者四到五年 并有望从中国市场未来的发展中受益 [9] - 股价目标区间为250至275美元 近期的任何抛售都被视为黄金买入机会 [8][10] 2026年科技股投资策略 - 2026年将是科技板块的大年 人工智能的二阶、三阶和四阶效应将全面显现 [10] - 市场将呈现赢家通吃的格局 投资策略需侧重于精选个股而非板块整体 [10][11] - 投资者需深入研究并识别软件、半导体（如英伟达、美光）、内存和基础设施等细分领域的最终赢家 [11][12] - 成功的投资不能仅依赖报表数据 需要实地调研以甄别优胜者 [12]