To The Moon

各位小虎們大家好，本週微軟（microsoft） $微軟(MSFT)$ 和Meta發布了新的財報～ 這兩家簡直是AI時代的兩大瘋狂選手，一個在雲端+辦公軟體裡瘋狂堆AI，一個在社羣+廣告+超級智慧體上all in！ 那麼下面就由財報話你知和大家一起梳理一下～[Surprised] MSFT--雲端帝國的 AI 升級秀 $微軟(MSFT)$ 微軟這季度像一臺精密機器！ 總營收813億美元，年增17%（恆常匯率15%），淨利潤GAAP 385億美元，年增60%，調整後每股盈餘4.14美元勝過預期的3.97美元。 營收812.7億超802.7億，淨利384.6億暴增60%。 亮點在Microsoft Cloud，首破500億美元大關，年增26%。 雲服務增長39%（恆常匯率38%），但比上季的40%稍緩，這讓投資人皺眉，股價盤後跌7%。 讓我們細拆一下它的業務板塊 智能雲端（Intelligent Cloud）：這是微軟的王牌，收入 367 億美元，增長 21%。 Azure 雲服務是主角，增長了 32%！ 來源：azure.cn 微軟的 Copilot 和 OpenAI 合作，讓企業用戶像加了火箭助推器一樣，用 AI 處理數據、寫程式。 不過，市場反應有點微妙，股價在財報後跌了 7%，因為雲增長雖然快，但沒達到某些分析師的「爆表」預期。 生產力和業務流程（Productivity and Business Processes）：收入 223 億美元，增長 13%。 Office 365 和 Dynamics 365 是主力，商業版增長 15%。 有趣的是，LinkedIn 收入漲了 10%，但廣告部分有點疲軟

Right now, the hottest trades in the market are clearly gold and the storage sector. But the biggest problem is: we can’t catch up — prices have moved way too fast! Just five months ago, $SanDisk Corp.(SNDK)$ was widely seen as a legacy flash maker held back by aging products. Today, after a nearly 1,000% rally, it has become one of the best-performing S&P 500 stocks and a core AI trade. But it’s not just retail investors who missed it, even smart money got it wrong. The key behind-the-scenes force pushing SanDisk’s spin-off was the famous activist hedge fund Elliott Management — yet it missed most of the upside. SanDisk was spun off from Western Digital last February, largely due to Elliott’s long-term pressure. Elliott believed the combined

A new congressional disclosure has once again reignited debate around tracking lawmakers’ trades. Nancy Pelosi reported roughly $69 million in recent transactions, highlighted by the sale of about $50 million worth of $Apple(AAPL)$, along with reductions in $NVIDIA(NVDA)$ and $Walt Disney(DIS)$ At the same time, Pelosi added new LEAP call options on $Alphabet(GOOGL)$ , $Amazon.com(AMZN)$, $Apple(AAPL)$, and $NVIDIA(NVDA)$ , using far less capital to retain upside exposure. The message is subtl

Top cryptocurrencies fell Friday, with Bitcoin holding above $83,000.The CoinDesk Market Index, which tracks dozens of digital assets including Bitcoin, fell 0.6% in the past 24 hours. The Nasdaq 100 dropped 1.3% in late trading, while the S&P 500 fell 0.3%, and the Dow Jones Industrial Average decreased 0.3%.Bitcoin fell $0.3% to $83,636, according to CoinMarketCap data. The most popular cryptocurrency's 24-hour trading volume rose 19.9% to $73.53 billion.Ethereum , the second-largest digital asset by market value, eased 4.4% to $2,673.XRP dipped 3.5%, BNB fell 1.6%, and Solana fell 0.1%. Dogecoin dropped 0.1%, while Cardano shed 2.6%.The US 10-year Treasury yield stood at 4.239% at 3 p.m. ET Friday, up from 4.225% Thursday, while the five-year yield fell to 3.795% from 3.804%.The total market value of the cryptocurrency industry fell 0.7% in the past 24 hours to $2.84 trillion, with trading volume falling 1% to almost $175.1 billion.Price: 83925.19, Change: -628.50, Percent Cha