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BlackBerry Analysts Increase Their Forecasts Following Q2 Results
Benzinga· 2025-09-26 15:10
BlackBerry Limited (NYSE: BB) posted upbeat second-quarter results on Thursday.BlackBerry reported quarterly earnings of $0.04 per share, which beat the analyst consensus estimate of $0.01. Quarterly revenue of $129.6 million, up 3% year-over-year, beating the Street estimate of $122.1 million.For the third quarter, BlackBerry expects earnings per share of 2 cents-4 cents, versus the consensus estimate of 3 cents. Furthermore, the company expects sales to be between $132 million and $140 million, compared t ...
Microsoft Signs Major Agreement With Nscale and Aker Worth $6.2 Billion
Yahoo Finance· 2025-09-26 15:02
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Stocks to Buy According to Goldman Sachs. On September 17, Microsoft Corporation (NASDAQ:MSFT) announced an agreement with AI hyperscaler Nscale and Aker worth $6.2 billion. The three companies are collaborating on a project to provide sustainable AI infrastructure for all of Europe. The deal between Microsoft, Nscale, and Aker will revolutionize the new build-out of renewable, scalable next-generation AI infrastructure in Northern Norway. The 5 ...
Moody’s Ratings Flags Significant ‘Counterparty Risk’ For Oracle Corporation Following Its $300 Billion OpenAI Contract
Yahoo Finance· 2025-09-26 14:59
Oracle Corporation (NYSE:ORCL) is one of the 10 Best AI Stocks to Buy According to Goldman Sachs. On September 17, Moody’s Ratings flagged significant ‘counterparty risk’ for Oracle Corporation (NYSE:ORCL) following its $300 billion AI contract with OpenAI. Oracle is set to provide 4.5 gigawatts of compute to OpenAI over the next five years, which Moody’s sees as overwhelming for the company. The credit rating agency believes that this deal has tremendous potential for Oracle’s AI infrastructure business. ...
Microsoft Partially Disables Services For Israeli Military Unit Amid Surveillance Allegations, Pro-Palestinian Groups Hail 'Welcome Step' - Microsoft (NASDAQ:MSFT)
Benzinga· 2025-09-26 10:46
Following revelations of widespread monitoring of Palestinian phone calls by an Israeli military unit, Microsoft Corporation (NASDAQ: MSFT) has taken action to disable certain services.Israeli Military Access Limited Amid Mass Surveillance InvestigationMicrosoft said on Thursday that it has suspended specific services used by an Israeli military unit, following a media investigation that uncovered the unit's reported mass surveillance of Palestinian phone calls, reported Reuters.Track MSFT stock hereThe dec ...
Annature launches ASIC Payments for accounting firms
Yahoo Finance· 2025-09-26 10:45
Annature, identity verification and eSignature provider, has introduced its new product, ASIC Payments, as the first component of its expanding Payments suite, intended for accounting firms. This product, which successfully processed over $150,000 in real transactions during a two-month beta phase, is now accessible to all firms that use Annature for corporate compliance processes. It aims to resolve bottlenecks in the annual statement procedure faced by corporate service providers and accounting firms. ...
2025云栖大会今日落幕,阿里发布原生全模态大模型Qwen3-Omni
每日经济新闻· 2025-09-26 07:00
华泰证券认为,云栖大会上,阿里巴巴发布多款新型大模型,彰显出公司在大模型迭代上的持续投入与 不断突破。阿里巴巴在此轮AI技术革命中表现出坚决的战略投入决心,或进一步助力其扩大自身的AI 基础设施规模效应与技术领先性。资金方面,华西证券(002926)表示,阿里巴巴的AI算力叙事对资 金仍有较强的吸引力。数据显示,9月25日,阿里巴巴获净买入46.32亿港元;截至9月25日,南向资金 已连续25个交易日净买入阿里巴巴。 阿里2025云栖大会点燃看涨狂潮,恒生科技有望再度向上突破。展望后市,美联储降息重启,南向资金 有望持续流入,在内外资共振以及AI叙事不断强化的共同催化下,恒生科技估值重构可期。公开信息 显示,阿里巴巴年内股价已翻倍,公司当前为恒生科技指数的第一大权重股,权重高达9.17%。没有港 股通账户的投资者或可通过恒生科技指数ETF(513180)一键布局中国AI核心资产。 9月26日午后,港股三大指数持续下挫,恒生科技跌超1%。A股同赛道规模最大的恒生科技指数ETF (513180)跟随指数下跌,持仓股中,金山软件、地平线机器人、小米集团、金蝶国际、比亚迪 (002594)电子等领跌,小鹏汽车、华虹半 ...
B2B企业节系列专访:助力中国制造业走向世界
环球网资讯· 2025-09-26 02:24
公司合作 - 用友网络与华为云共同洞察AI时代需求 [1] - 双方将在企业数字化领域进一步深化合作 [1] - 共同推展行业发展并实现企业AI落地 [1]
“首例”!以军被爆使用微软云服务大规模监控巴勒斯坦人,微软回应:已停止相关服务
环球网· 2025-09-26 01:44
【环球网报道 记者 索炎琦】据美国有线电视新闻网(CNN)、英国《卫报》等媒体报道,在以色列国防军被爆料使用美 国微软公司云服务对巴勒斯坦人实施大规模监控后,微软公司当地时间周四(25日)回应表示,初步调查表明相关报道属 实,目前该公司"已停止并禁用以色列国防部下属一个部门使用的一套云和人工智能服务"。 史密斯在声明中表示,微软"不提供用于大规模监控平民的技术","虽然我们的审查仍在进行中,但我们已经找到了支持 《卫报》报道内容的证据"。 CNN介绍称,根据英国《卫报》和以色列媒体《+972》杂志8月初进行的一项调查,以军8200情报部队依靠微软Azure服务 存储了位于加沙和被占领的约旦河西岸的巴勒斯坦人数百万份通话记录。微软公司8月15日宣布开始对相关报道进行审 查。 "因此,我们已告知以色列国防部,微软决定停止并禁用以色列国防部特定的订阅及服务,此举涉及停止他们使用特定的 云存储和人工智能服务与技术。"史密斯同时表示,此举不会影响微软向以色列和其他中东国家提供的网络安全服务。 对于微软公司举动,CNN称,一名以色列安全官员表示,"以色列国防军的作战能力没有受到损害"。 上述回应来自微软总裁兼副董事长布拉 ...
Microsoft (MSFT) Unveils Microfluidic Cooling Technology for Data Centers
Yahoo Finance· 2025-09-26 00:11
Microsoft Corporation (NASDAQ:MSFT) is one of the Buzzing AI Stocks on Wall Street. On September 23, the company announced that it has successfully tested a new microfluidic cooling system that can remove heat up to three times better than cold plates currently used in data centers. Microfluidics is an approach that allows bringing the liquid coolant directly inside the silicon, where the heat is. Tiny channels are etched on the back of the silicon chip, forming grooves that allow the cooling liquid to fl ...
Oracle (ORCL) Price Target Reaffirmed at $350 as Analysts Stay Bullish
Yahoo Finance· 2025-09-26 00:06
Oracle Corporation (NYSE:ORCL) is one of the Buzzing AI Stocks on Wall Street. On September 23, KeyBanc analyst Jackson Ader reiterated an Overweight rating and $350.00 price target on the stock. Analyzing Oracle’s cloud infrastructure business, the firm has estimated that the Infrastructure-as-a-Service segment currently operates at a 42.4% non-GAAP gross margin. However, it expects margins to decline as the business transitions towards GPU and AI-driven revenue. Despite adjustments to future projection ...