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Microsoft Corp (MSFT US)
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Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bullish
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Thematic (Sector/Industry)
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24 May 2026 18:56
This Week in AI (May 17-23): OpenAI Files for IPO; Anthropic Posts First Profit; Nvidia Reports Q1
This week in AI: OpenAI filed for IPO; Anthropic's first profitable quarter; Nvidia guided without China data-center revenue.
Ke Yan, CFA, FRM
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134 Views
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bullish
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Thematic (Sector/Industry)
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17 May 2026 18:58
This Week in AI (May 10-16): Chinese LLM Takes Coding SOTA; Anthropic Overtakes OpenAI in Enterprise
This week in AI: Zhipu GLM-5.1 takes open-source coding crown; Ramp shows Anthropic past OpenAI in US enterprise; H200 cleared for China but no...
Ke Yan, CFA, FRM
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101 Views
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bullish
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Thematic (Sector/Industry)
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10 May 2026 20:47
This Week in AI (May 3-9): Anthropic/OpenAI Deployment Co; China's National Team into DeepSeek
This week in AI: Anthropic hits $30bn ARR; Anthropic and OpenAI each launch enterprise deployment JVs; China's Big Fund leads DeepSeek at $50bn.
Ke Yan, CFA, FRM
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563 Views
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bullish
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SK Hynix
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08 Oct 2026 04:56
SK Hynix (000660 KS): Inverse 2x ETF Units Double as Long 2x ETF Outflows Persist
September gains failed to reverse outflows from SK hynix (000660 KS) long 2x leveraged ETFs, while investors added inverse exposure despite the...
Gaudenz Schneider
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102 Views
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bullish
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Thematic (Sector/Industry)
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07 May 2026 13:13
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Podcast
In Focus: Equity & Credit Update on AI CapEx
Companies, especially hyperscalers, are expected to increase their CapEx spending by 60 to 70% this year, with estimated growth to reach 1.3 to...
At Any Rate
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