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Since the financial report was released on January 28, Microsoft’s stock price has dropped about 15%. The market’s concerns focus on two core issues: first, the substantial upward revision of capital expenditure without a corresponding increase in Azure growth guidance, putting the investment return logic under scrutiny; second,

``` On February 13, U.S. Treasury Secretary Besente made remarks on the CNBC program. Besente mentioned Fed nominee Walsh, stating that the Senate Banking Committee is also investigating related projects of the Federal Reserve. Advancing the Senate hearing is very important. "We believe an agreement has been reached regarding

A debate about "who is the AI winner" is causing fundamentally solid companies to suffer unjustified sell-offs. As investors shift their focus from steady profit growth to advanced model development and chatbot competition, Tencent's valuation has dropped to its lowest levels in recent years. Since the

Tesla has always been an outlier among the “Big Seven” US stocks, and its recent efforts to shift toward artificial intelligence have further accentuated its incongruence. Although this label is primarily based on stock price performance, the gap between Tesla and tech giants like Alphabet, Microsoft, and Nvidia is widening

``` Bank of America strategist Michael Hartnett issued the latest warning: As the Trump administration's “overheating economy” policy mix overlaps with tariff shocks, global capital is fleeing dollar assets at an unprecedented pace, and a structural rotation across asset classes has already begun. According to Wind Chaser Trading Desk,

``` Due to fourth-quarter revenue and future guidance falling short of market expectations, coupled with growing market concerns over the disruptive risks posed by artificial intelligence (AI), Pinterest shares suffered a sharp decline in Friday’s pre-market trading. Prior to the release of its latest financial report, the company's