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10.12.25 - 16:00
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Futures Flat With Fed Rate Cut, Oracle Earnings On Deck (ZeroHedge)
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Futures Flat With Fed Rate Cut, Oracle Earnings On Deck
US equity futures are flat ahead of a Fed meeting where a rate cut is assured (the only question is whether it will be hawkish or dovish) and Oracle results later. As of 8:00am ET, S&P and Nasdaq 100 futures are unchanged, with Mag 7 stocks mixed in premarket trading (TSLA +0.5%, META -0.5%, AAPL -0.3%, NVDA -0.2%). Bond yields are mostly unchanged and the USD is flat ahead of the Fed. Commodities are mixed: oil added 0.2%; base metals are lower (copper -1.1%); silver added 0.6% this morning. It's a big day for capital markets, with SpaceX said to be moving ahead with plans for potentially the biggest IPO of all time and South Korean chipmaker SK Hynix exploring a possible New York share listing. US economic calendar includes 3Q employment cost index at 8:30am and the FOMC decision at 2:00pm.
In premarket trading, Mag 7 stocks are mixed (Tesla +0.3%, Nvidia +0.1%, Amazon -0.01%, Apple +0.08%, Microsoft -1.6%, Alphabet -0.7%, Meta -...
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03.12.25 - 18:30
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Microsoft’s AI Sales Flop: Is the $3.5 Trillion Bubble About to Burst? (24/7 Wall St.)
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Artificial intelligence has fueled a multi-trillion-dollar stock market surge over the past few years, propelling companies like Microsoft (NASDAQ:MSFT) and Nvidia (NASDAQ:NVDA) to record valuations. Investors poured funds into AI on promises of transformative efficiency and new revenue streams, driving the S&P 500's tech-heavy gains. Yet doubts about AI's staying power are mounting as evidence shows ... Microsoft's AI Sales Flop: Is the $3.5 Trillion Bubble About to Burst?
The post Microsoft's AI Sales Flop: Is the $3.5 Trillion Bubble About to Burst? appeared first on 24/7 Wall St.....
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03.12.25 - 15:33
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Futures Tumble on Report Microsoft Lowers AI Software Sales Quotas (ZeroHedge)
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Futures Tumble on Report Microsoft Lowers AI Software Sales Quotas
Futures suddenly tumbled just after 9am ET, when Bloomberg blasted a report from the Information, which cites two salespeople in Microsoft's Azure cloud unit, and who claim that Microsoft has lowered expectations for how quickly it can get customers to spend money on newer AI products, known as agents, after many salespeople missed sales-growth goals.
Corporate customers have complained that it's hard to measure the savings from using AI technology and that it can be difficult to get the AI to work perfectly in certain cases. This is important for those trying to quanity the IRR from AI: it appears to still be at or just above zero.
According to the report, multiple MSFT divisions lowered how much salespeople are supposed to grow their sales of certain AI products after many of them missed sales-growth goals in the fiscal year that ended in June, according to two salespeople in Microsoft's Azure cloud unit; they added that &...
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27.11.25 - 17:06
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Michael Burry Just Exposed How Big Tech Is Inflating AI Profits (24/7 Wall St.)
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Over the past two years, Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Microsoft (NASDAQ:MSFT) have collectively committed nearly $3 trillion to AI infrastructure. Microsoft alone plans $80 billion in fiscal 2025 capex, mostly data centers; Alphabet raised its 2025 guidance to $75 billion; and Amazon's AWS is on pace for $100+ billion annually by 2026. The stated goal: ... Michael Burry Just Exposed How Big Tech Is Inflating AI Profits
The post Michael Burry Just Exposed How Big Tech Is Inflating AI Profits appeared first on 24/7 Wall St.....
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21.11.25 - 18:30
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The Big Hedge Funds Were Selling Big Tech—Time to Take Profits? (24/7 Wall St.)
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A number of the major hedge funds and big money managers, including the Bill & Melinda Gates Foundation, which axed its Microsoft (NASDAQ:MSFT) stake by nearly 65%, were big net sellers of big tech in the third quarter. And while there were buyers of big tech companies, including the likes of Warren Buffett's Berkshire Hathaway ... The Big Hedge Funds Were Selling Big Tech—Time to Take Profits?
The post The Big Hedge Funds Were Selling Big Tech—Time to Take Profits? appeared first on 24/7 Wall St.....
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21.11.25 - 18:24
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The Big Hedge Funds Were Selling Big Tech—Time to Take Profits? (24/7 Wall St.)
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A number of the major hedge funds and big money managers, including the Bill & Melinda Gates Foundation, which axed its Microsoft (NASDAQ:MSFT) stake by nearly 65%, were big net sellers of big tech in the third quarter. And while there were buyers of big tech companies, including the likes of Warren Buffett's Berkshire Hathaway ... The Big Hedge Funds Were Selling Big Tech—Time to Take Profits?
The post The Big Hedge Funds Were Selling Big Tech—Time to Take Profits? appeared first on 24/7 Wall St.....
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