Skip to main content

Posts

Showing posts with the label AI & cloud

Featured Post

Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

Microsoft Slides 23% — Worst Quarter Since 2008 as AI Concerns Weigh on Outlook

Microsoft (MSFT.US)  is heading toward its  worst quarterly performance in 17 years , falling roughly  23% , as investors grow increasingly concerned over its  AI strategy, cloud growth, and heavy spending . Cloud Growth Slows Amid Capacity Constraints A key concern is Microsoft’s  Azure cloud business , which is facing  growth limitations due to constrained AI computing capacity . The company has prioritised  internal AI development over external cloud services , reducing available resources for customers and  delaying near-term revenue growth . Analysts highlight that  there is “no quick fix” , with meaningful improvement likely only in the  second half of the year , when new data centre capacity comes online. AI Monetisation Still Uncertain Despite aggressive investment,  returns from AI remain unclear . Microsoft’s AI assistant  Copilot  has yet to gain strong traction compared to competitors like  Anthropic , rai...

Alibaba Surges After Cathie Wood’s First Purchase Since 2021

ARK Invest Returns to Alibaba Alibaba Group Holding Ltd. shares surged in New York on Wednesday, buoyed by renewed interest from prominent tech investor  Cathie Wood . Her firm  ARK Invest  acquired about  $16.3 million  worth of Alibaba stock across its ARK Fintech Innovation ETF and ARK Next Generation Internet ETF on Monday, marking its first exposure to the Chinese e-commerce giant since 2021. Stock Performance and Market Reaction Alibaba’s U.S.-listed shares jumped  8.2%  on Wednesday, following a  9% rally  in Hong Kong earlier this week after its annual technology conference. Year-to-date, Alibaba’s U.S. stock has gained  92% , outperforming broader Chinese tech peers. AI and Cloud Expansion Plans At its flagship conference, Alibaba unveiled  Qwen3-Max , a large language model with  over 1 trillion parameters , claiming benchmark advantages over rivals such as  Anthropic’s Claude  and  DeepSeek . The compa...

SAP Stumbles Slightly in After-Hours – But Here’s Why I’m Not Panicking

SAP (NYSE: $SAP) just dropped its Q2 report — and the market didn’t love it.  The Numbers:   EPS:  €1.50 (beat est. €1.43)   Revenue:  €9.03B (missed est. €9.09B)   ADR Reaction:  Down 3.4% in after-hours. So… what’s the story here? Why the red? My Take: Beat on Profit, Missed on Growth — Market Wants Both Investors were  primed for perfection , especially after SAP’s  25% YTD gain  (vs S&P’s 7.5%). While EPS exceeded expectations, the  slight revenue miss  spooked short-term holders, especially with  AI and cloud hype  already priced in. Remember: high expectations = low room for error.  What I’m Watching AI & Cloud Migration:  SAP is still aggressively transitioning clients to the cloud. That’s expensive upfront — but profitable long-term. Tariff Watch:  With Trump’s renewed tariffs, will enterprises  tighten IT budgets ? If so, that could drag on SAP and peers like $MSFT, $NOW, and $GOOG...