Microsoft (NASDAQ: MSFT) is spending aggressively on AI, but the market may be missing the bigger picture. Its backlog, Azure growth, and Copilot traction suggest this sell-off could be more about fear and timing than a broken long-term story.
Microsoft (NASDAQ: MSFT) is spending aggressively on AI, but the market may be missing the bigger picture. Its backlog, Azure growth, and Copilot traction suggest this sell-off could be more about fear and timing than a broken long-term story.
We live in a digitally connected world that has brought undeniable personal benefits. I can barely recall the pre-Google Maps era, but it was far less convenient to navigate unfamiliar places without a Siri-enabled smart phone (and/or Apple Car Play). We use fitness tracking apps, our home appliances are increasingly digitally connected, and many homes have security systems like Nest cameras or ho...
We live in a digitally connected world that has brought undeniable personal benefits. I can barely recall the pre-Google Maps era, but it was far less convenient to navigate unfamiliar places without a Siri-enabled smart phone (and/or Apple Car Play). We use fitness tracking apps, our home appliances are increasingly digitally connected, and many homes have security systems like Nest cameras or home assistants like Alexa or Amazon Echo. But what are we giving up for all this digital convenience? We are creating a huge amount of private personal data on a daily basis and yet, legally, it's unclear when and how that data can be turned against us by law enforcement and the judicial system. George Washington University law professor Andrew Guthrie Ferguson tackles that knotty question in his new book, Your Data Will Be Used Against You: Policing in the Age of Self-Surveillance . Ferguson is an expert on the emergence of new surveillance technologies, policing, and criminal justice. His 2018 book, The Rise of Big Data Policing , covered the first real experiments with data-driven policing, predictive policing, and what were then new forms of camera surveillance. For this latest work, Ferguson wanted to focus specifically on what he calls self-surveillance: how the data we create potentially exposes us to incrimination, because there are so few laws in place to regulate how police and prosecutors can access and use that data. "I liken this sort of police-driven self-surveillance to democratically mediated self-surveillance," Ferguson told Ars. "It's still self-surveillance with our tax dollars and everything else, but we are also creating nets of smart devices and surveillance devices in our homes, in our cars, in our worlds. And I don't think we've really processed how all of that information is available as evidence and can be used against us for good or bad, depending on the sort of political wins and whims of who's in charge. We're seeing today how that vulnerability ...
格隆汇4月9日｜由于霍尔木兹海峡运输受阻，将加拿大原油运往美国墨西哥湾沿岸现在已成为两年多来最具盈利性的时机。根据Link Data Services和General Index的数据，截至周二收盘，6月交割的加拿大重质原油在美国墨西哥湾沿岸较在阿尔伯塔5月交割的价格溢价13.55美元，为2023年12月以来最大。这一价差也是自扩建后的跨山输油管道通往太平洋沿岸投入运营之前的最高水平，当时该管道缓...
格隆汇4月9日｜由于霍尔木兹海峡运输受阻，将加拿大原油运往美国墨西哥湾沿岸现在已成为两年多来最具盈利性的时机。根据Link Data Services和General Index的数据，截至周二收盘，6月交割的加拿大重质原油在美国墨西哥湾沿岸较在阿尔伯塔5月交割的价格溢价13.55美元，为2023年12月以来最大。这一价差也是自扩建后的跨山输油管道通往太平洋沿岸投入运营之前的最高水平，当时该管道缓解了长期存在的出口瓶颈，曾导致阿尔伯塔原油价格大幅折价。全球各地炼厂在伊朗战争削减中东原油出口后正寻求替代供应，从而推高对加拿大重油的需求。尽管美伊宣布停火，霍尔木兹海峡在周三仍基本处于受阻状态。
State and local government bonds surged by the most in a year after the ceasefire to the US war against Iran unleashed relief rallies across global financial markets. The advance sent benchmark 10-year yields down by 9 basis points to 2.9% as of 3 p.m. New York time. That’s the biggest drop since last April, when President Donald Trump ’s decision to pause his tariffs pulled markets back from a me...
State and local government bonds surged by the most in a year after the ceasefire to the US war against Iran unleashed relief rallies across global financial markets. The advance sent benchmark 10-year yields down by 9 basis points to 2.9% as of 3 p.m. New York time. That’s the biggest drop since last April, when President Donald Trump ’s decision to pause his tariffs pulled markets back from a meltdown and set off similar rebounds. The advance only erased some of the losses that piled after the US bombardment sent oil prices surging, threatening to fan already elevated inflation. That drove traders to largely abandon once-widespread expectations that the Federal Reserve would resume cutting interest rates later this year, with such a reduction still seen as an outside change. There remained questions about whether the ceasefire will hold as Israel continued its attacks in Lebanon and Iran said the deal has already been breached. “We’re still in a tenuous period here,” said Jeffery Timlin , lead portfolio manager for Sage Advisory Services ’ municipal strategies. “One day the market has risk on, the next day the market has risk off,” Timlin said. “Today’s tone is more risk on and we’re feeling better about where we’re at in this operation.” Read More: Bond Traders Boost Bets on a Fed Cut This Year After Ceasefire
Joe Baratta, global head of private equity strategies at Blackstone, joins Dani Burger on "Bloomberg Deals." He said markets are craving investments immune from AI dislocation. He also shared his perspective on market opportunities. (Source: Bloomberg)
Joe Baratta, global head of private equity strategies at Blackstone, joins Dani Burger on "Bloomberg Deals." He said markets are craving investments immune from AI dislocation. He also shared his perspective on market opportunities. (Source: Bloomberg)