x

Onchain Lens stated that the wallet related to BlackRock's Bitcoin spot ETF IBIT has received a total of 3,441.176 BTC from Coinbase Prime, worth approximately 276.7 million USD.

Microsoft expects its Azure cloud business revenue to grow by 49% to 50% in the second fiscal quarter, with total revenue reaching between 96 billion and 97.1 billion dollars.Revenue from the Intelligent Cloud and Infrastructure segment is expected to be between 80.1 billion and 80.7 billion dollars, while revenue from the Devices and Consumer segment is projected to be between 15.9 billion and 16.4 billion dollars. Microsoft also anticipates that capital expenditures in the second fiscal quarter will exceed 50 billion dollars.

Alphabet (GOOG.O) attributed a loss of $8.2 billion in other income to the decline in SpaceX's stock price.

Alphabet executives stated that research and development expenses increased by 36%, primarily driven by AI talent recruitment and depreciation.

According to Catcher Predict monitoring, the probability of the "Yes" option in the sub-market "Shai Gilgeous-Alexander: Points O/U 31.5" for the "Thunder vs. Mavericks" event on the Polymarket has experienced a sharp fluctuation, dropping from 45.5% an hour ago to the current 27% (a fluctuation of 18.5%). Please note the impact of related breaking news.

Alphabet (GOOG.O) executives stated that spending by Gemini enterprise customers has increased more than three times year-on-year.

Alphabet (GOOG.O) executives stated that they are expanding AI-based advertising to international markets.

Microsoft announced that its quarterly cloud business revenue exceeded expectations, with Azure cloud computing revenue growing by 48% to reach $33.17 billion, surpassing the market expectation of $32.84 billion. The company's free cash flow was $18.6 billion, far exceeding the market expectation of $8.54 billion. Microsoft’s stock rose nearly 6% in after-hours trading.

In Q3 2026, Alphabet's Google Cloud business revenue was $30.71 billion, while the market expectation was $29.566 billion.

Alphabet's revenue for the third quarter of 2026 was $127.58 billion, compared to $102.346 billion in the same period last year, with market expectations of $128.175 billion.

According to Gate market data, U.S. stocks closed on Wednesday with the Dow Jones Industrial Average rising by 0.19%, the S&P 500 index up by 0.28%, and the Nasdaq up by 0.27%. SK Hynix rose by 13%, Micron Technology increased by nearly 6%, and Oracle rose by 10.5%. Apple and Nvidia fell by around 1%, and the Nasdaq Golden Dragon China Index closed down by 1.83%, with New Oriental dropping by 12.7%.

Oracle expects its free cash flow for the fiscal year ending May 2029 to reach $30 billion, far exceeding market expectations.The company also anticipates that the total capacity of data centers will exceed 10 gigawatts by the end of fiscal year 2028, and it will gradually reduce capital expenditures starting in fiscal year 2029.Oracle's stock price rose more than 13% during intraday trading.

Federal Reserve Chairman Waller stated that the balance sheet working group recommends submitting to the Federal Open Market Committee in early next year's first quarter.

Federal Reserve Chairman Waller stated that the strong performance of capital expenditures is no longer limited to a few sectors.

Federal Reserve Chairman Waller stated at a press conference that the situation of U.S. inflation being above the committee's target has persisted for nearly six years, and this FOMC discussion primarily focused on price stability.He pointed out that in recent weeks, energy and related prices have risen again, and the Federal Reserve must prevent relative price changes in specific areas from spreading throughout the economy and ensure that inflation expectations remain anchored.

Federal Reserve Chairman Waller stated at a press conference that the FOMC will still hold 8 meetings in 2027, including 1 specifically to discuss monetary policy strategy. It is expected that there will be no vote on the federal funds rate and no policy statement will be released, while the remaining 7 will be regular policy decision meetings.Related adjustments will begin in the fall of next year. He anticipates that there will be 2 strategic discussion meetings and 6 policy decision meetings in 2028.

Federal Reserve Chairman Waller stated that against the backdrop of global turmoil, inflation expectations have developed in the right direction.

Federal Reserve Chairman Waller stated that the GDP for the third quarter may exceed 3%.

Fitch Ratings stated that a significant reassessment of the long-term monetization prospects of artificial intelligence could lead to a reduction in capital expenditures and impact the entire artificial intelligence value chain.

The market maintains a pricing of a 90% probability for the Federal Reserve to raise interest rates in December.