-- 奧本海默週四發布的一份報告指出，微軟（MSFT）第三財季業績穩健，但看跌的投資者關注的焦點是該公司資本支出預期將超過淨收入，這意味著資本支出回報率不佳。 報告稱，微軟的下行風險主要體現在智慧雲端業務利潤率的下滑。報告也指出，由於微軟在其產品中嵌入了利潤率較低的人工智慧功能，整體毛利率也面臨壓力。 奧本海默指出，微軟的上行風險主要體現在Azure營收在第三財季和第四財季加速成長，即使去年同期基數較高。報告稱，看漲者會強調，儘管人工智慧領域面臨挑戰，微軟365業務仍在持續成長，而人工智慧相關業務的成長速度也達到了三位數。 奧本海默維持微軟股票的「跑贏大盤」評級，目標價為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%