Morgan Stanley：微软股票新目标价650美元

Microsoft will release new AI models and Windows improvements

US cloud computing services sector strengthens, CoreWeave up nearly 9%

XBIT DEX: Nebius has a market capitalization of $60 billion

"New Stock God" Serenity: NBIS's market value has reached $60 billion, gradually approaching $100 billion target

Bitcoin miner IREN completed a $3.65 billion GPU financing to support Microsoft's AI cloud contract

Research institutions reveal AI enterprise application rankings: Nvidia, Meta, and Amazon tied for first place

"New Stock God" Serenity reviews ARM's big win: from $134 to $354, the $15 billion revenue target is now fully reasonable

Next week, Microsoft will launch its own programming model to counter Cursor and Claude's cannibalism of Copilot

Zhiyuan Robotics: The 2-billion-parameter model GE 2.0 topped the international review rankings

The top ten US companies are now all occupied by technology and AI-related firms