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Search results for 'Microsoft定制模式奶酪 tg:@cheeseye'

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Stocks climb before US earnings and Fed interest-rate meeting

European equities headed into Tuesday afternoon on the front foot, while equities in New York are called to open a touch lower, as events in the US over the next two days take centre-stage.Tech earnings and Fed decision are on the...

30 January 2024
How Advanced Micro Devices has surfed AI wave

It?s been easy to overlook Advanced Micro Devices (AMD:NASDAQ) as Nvidia (NVDA:NASDAQ) cornered the market for AI microchips last year. Yet analysts are increasingly seeing scope for AMD to emerge as a second AI chip champion as...

25 January 2024
Investors should buy Datadog before its appeal hits the mainstream

Datadog (DDOG;NASDAQ) $132.98Market cap: $43.7 billionBooming spending on AI (artificial intelligence) and cloud computing infrastructure has ignited a new tech bull market. That?s the claim of several analysts and fund managers...

25 January 2024
Wall Street Week: Banks mixed while Fed rate cut concerns cast doubt on equity investor optimism

Bets that the Federal Reserve will start cutting interest rates as early as March are starting to look optimistic after stronger-than-expected US jobs numbers over the past week, pushing up bond yields and leaving equity investors...

19 January 2024
All eyes on AI as Microsoft kicks off Big Tech earnings season

Although financial companies traditionally signal the start of the US earnings season, next week is when the tech heavyweights begin reporting starting with Microsoft (MSFT:NASDAQ) on 23 January. Expect AI (artificial intelligence)...

18 January 2024
How fund managers plan to respond to the artificial intelligence theme in 2024

There is no question the dominant theme in stock markets last year was AI (artificial intelligence), in particular generative AI.In an interview with Time magazine last June, Sam Altman ? the former chief executive of OpenAI, whose...

18 January 2024
Pearson expects robust performance for full year 2023 in line with guidance

English Language Learning sales up 30%Company delivers £120 million in cost savings£300 million share buyback continuesShares in Pearson (PSON) were little changed at 964p in morning trading as the education publishing group...

17 January 2024
Can the ‘Magnificent Seven’ ride higher again? The 2024 prospects for Meta, Apple, Alphabet, Nvidia, Microsoft, Amazon and Tesla

Mega-cap tech stocks drove the bulk of US stock market gains in 2023, but can the so-called ?Magnificent Seven? repeat the trick in 2024?While the odds seem stacked against a re-run of last year?s blistering capital returns over...

11 January 2024
Understand the gaming sector and how Microsoft’s purchase of Activision Blizzard will change industry dynamics

There are lots of individual share options for investors interested in gaining exposure to the video gaming sector, from the game developers and publishers to the game console makers like Sony (SONY:NYSE) and the chip makers...

11 January 2024
What investors should expect from the US in 2024

The US stock market represents almost two-thirds of total world stock market capitalisation, so it seems fair to assume that where America goes the world will follow, at least to some degree. Keeping an eye on the US political...

11 January 2024
Fundsmith Equity underperforms for third year in a row

Fund delivers 12.4% return versus benchmark 16.8%Fund remains the best performer since inceptionStocks perform better than bonds in the long runFundsmith Equity Fund (B41YBW7) underperformed in 2023 after generating a total return...

09 January 2024
Birthday blues for FTSE 100 ahead of Federal Reserve minutes

The FTSE 100 went into the afternoon on the back foot in tepid trade with US data and Federal Reserve meeting minutes ahead.The FTSE 100 index was down 69.86 points, or 0.9%, at 7,651.66. London?s large-cap index turned 40 on...

03 January 2024
US markets expect to start 2024 on a positive note

Nasdaq ends 2023 with best performance in 20 yearsS&P 500 ends the year up 24%Goldman Sachs predicts 8% rise in S&P 500US markets are expected to start 2024 on a positive note on 2 January after closing on Christmas Day and New...

02 January 2024
FTSE 100 ends 2023 with lacklustre returns, frustrating investors for another year

Stocks closed mixed in London on Friday, ending the year with its annual return behind that of its global counterparts.The FTSE 100 index closed up 10.50 points, 0.1%, at 7,733.24. The FTSE 250 ended down 29.53 points, 0.2%, at...

29 December 2023
The investment trusts which left their rivals in the shade in 2023

It has been a difficult year for investment trusts as a whole. Discounts have widened across various sectors and there have been a series of failed continuation votes and mergers. Yet some trusts have still done extremely well -...

21 December 2023
Active managers struggle to keep pace with trackers again

It's been another poor year for active managers across the seven key equity sectors monitored by AJ Bell's Manager versus Machine report. Overall, just 36% of active managers outperformed the average passive alternative in 2023.One...

21 December 2023

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