-- 奥本海默周四发布的一份报告指出，微软（MSFT）第三财季业绩稳健，但看跌的投资者关注的焦点是该公司资本支出预期将超过净收入，这意味着资本支出回报率不佳。 报告称，微软的下行风险主要体现在智能云业务利润率的下滑。报告还指出，由于微软在其产品中嵌入了利润率较低的人工智能功能，整体毛利率也面临压力。 奥本海默指出，微软的上行风险主要体现在Azure营收在第三财季和第四财季加速增长，即使去年同期基数较高。报告称，看涨者会强调，尽管人工智能领域面临挑战，微软365业务仍在持续增长，而人工智能相关业务的增速也达到了三位数。 奥本海默维持对微软股票的“跑赢大盘”评级，目标价为515美元。
Price: $400.70, Change: $-23.76, Percent Change: -5.60%
Financial stocks were higher late Thursday afternoon, with the NYSE Financial Index rising 1.3% and the State Street Financial Select Sector SPDR ETF (XLF) up 0.5%.The Philadelphia Housing Index climbed 1.6%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) added 1.5%.Bitcoin (BTC-USD) rose 0.9% to $76,409, and the yield for 10-year US Treasuries decreased 2.8 basis points to 4.39%.In corporate news, AvalonBay Communities (AVB) and Equity Residential (EQR) have held discussions over a potential merger, which would be one of the biggest real estate deals ever, Bloomberg reported. AvalonBay shares were down 1.1%, and Equity Residential was fractionally lower.
Meta Platforms (META) CEO Mark Zuckerberg and Apple (AAPL) CEO Tim Cook are not pursuing a bid for the National Football League's Seattle Seahawks, Bloomberg reported on Thursday, citing company and industry sources.A Meta spokesperson said Zuckerberg is not making any investment or bid for the team, while a person familiar with Cook's plans denied his involvement, the report said.Meta and Apple did not immediately respond to requests for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $616.43, Change: $-52.69, Percent Change: -7.87%
Axsome Therapeutics (AXSM) said Thursday the US Food and Drug Administration approved Auvelity for the treatment of agitation associated with Alzheimer's disease dementia.The approval was supported by two phase 3 clinical trials that showed the drug significantly improved agitation symptoms and resulted in a longer time to relapse compared with placebo.The medication acts on N-methyl-D-aspartate and sigma-1 receptors in the brain and is also approved for adults with major depressive disorder, the company added.Shares of Axsome were up more than 12% in Thursday trading.Price: $206.45, Change: $+22.50, Percent Change: +12.23%