News

Market News: The United States will hold a summit on artificial intelligence in Lima, the capital of Peru, on September 8.

After the financial report was released, Meta Platforms (META.O) fell 6%, Microsoft (MSFT.O) rose 3%, and Qualcomm (QCOM.O) fell 4.6%.

Microsoft (MSFT.O): As of June 30, additional leases (mainly for data centers) that have not yet started totaled $329.1 billion.

Microsoft (MSFT.O): The impact of OpenAI investment on earnings per share in the fourth fiscal quarter was -7 cents.

Microsoft (MSFT.O): Microsoft 365 Copilot has surpassed 30 million paid subscribers.

Microsoft (MSFT.O) recorded a profit of $3.2 billion in the fourth quarter due to its investment in Anthropic. Combined with lower-than-expected expenses related to the voluntary severance plan, the total positive impact on earnings per share (EPS) was 27 cents.

Microsoft's (MSFT.O) fourth-quarter free cash flow was $19.6 billion, down 23%.

Microsoft's (MSFT.O) fourth-quarter revenue from Azure and other cloud services, excluding currency effects, rose 43%, beating estimates.

Qualcomm (QCOM.O): The year-on-year growth in non-mobile phone business revenue in fiscal 2027 is expected to exceed Apple’s total product revenue in fiscal 2026.

Qualcomm (QCOM.O): In fiscal 2026, unprecedented memory price increases and supply shortages have brought cyclical headwinds to the global smartphone industry.

Qualcomm (QCOM.O): In the short term, the growth rate of non-mobile phone business revenue, including data centers, is expected to accelerate from 24% in fiscal 2026 to more than 60% in fiscal 2027.

Microsoft's (MSFT.O) smart cloud business revenue in the fourth fiscal quarter was US$39.3 billion, a year-on-year increase of 32%.

Qualcomm (QCOM.O): Expects the decline in revenue from Apple-related products to accelerate starting in the fourth quarter.

Microsoft (MSFT.O): Azure revenue exceeded $100 billion for the first time.

Federal Reserve Chairman Warsh: We have received some encouraging inflation data, and we will be watching it closely over the next few days.

Federal Reserve Chairman Warsh: The Federal Reserve held heated discussions around four issues. The first is about five years of high inflation; the second is about considering recent economic shocks; the third is about price increases caused by shocks; and the fourth is about monetary policy tools and strategies.

Federal Reserve Chairman Warsh: Investment in artificial intelligence lays the foundation for future growth.

Federal Reserve Chairman Warsh: Investment is strong.

UAE keeps interest rates unchanged following Fed rate decision.

Federal Reserve Chairman Warsh: Market attention is focused on real data and actual economic developments.