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MGC.US
News
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Microsoft finally has a better looking Run dialog for Windows 11

Microsoft is updating the Run dialog in Windows 11, adding a modern design and dark mode after 30 years. The refreshed Run prompt fits Windows 11 aesthetics and can be toggled on/off in system settings. It functions as before, allowing app shortcuts. Microsoft hasn't officially announced it yet, but it's expected in upcoming builds.

The Verge·
US
MSFT
+0.65%
The Verge·
US
MSFT
+0.65%

Rathbones Group PLC Increases Holdings in Apple Inc. $AAPL

Rathbones Group PLC increased its holdings in Apple Inc. by 2.3% in Q2, owning 2,907,467 shares valued at $596.5 million, making Apple its 7th largest position. Institutional investors own 67.73% of Apple's stock. Apple reported $1.85 EPS for the quarter, beating estimates, with revenue up 8.7% year-over-year. Analysts have mixed ratings on Apple, with price targets ranging from $280 to $325.

Market Beat·
US
AAPL
-1.21%
US
AAPB
-2.88%
US
AAPD
+1.19%
Market Beat·
US
AAPL
-1.21%
US
AAPB
-2.88%
US
AAPD
+1.19%

Amazon's Italian Unit Pays $209 Million Compensation to End Probe Into Tax, Labor Practices

Amazon's Italian Unit Pays $209 Million Compensation to End Probe Into Tax, Labor Practices

marketscreener·
US
AMZN
-1.41%
marketscreener·
US
AMZN
-1.41%

UBS Global Technology and AI Conference: AI demand is "insatiable"! AMD declares that we are only in the "second year of a ten-year super cycle."

According to UBS meeting minutes, the AI industry is in the second year of a decade-long super cycle, with market demand being "insatiable and continuously growing." The core contradiction lies in supply bottlenecks rather than insufficient demand. Leading companies such as AMD and CoreWeave are aggressively expanding to meet future demand with hundreds of billions of dollars in orders and deep collaborations (such as AMD with OpenAI and Nebius with Microsoft). This indicates that the high prosperity of the industry chain will continue for several years

Wallstreetcn·
NA
OpenAI
0.00%
US
CRWV
+8.05%
US
MSFT
+0.65%
Wallstreetcn·
NA
OpenAI
0.00%
US
CRWV
+8.05%
US
MSFT
+0.65%

Stock Market News Today, 12/5/25 – U.S. Stock Futures Inch Higher Ahead of Key PCE Inflation Data

U.S. stock futures rose ahead of key PCE inflation data, with Nasdaq, S&P 500, and Dow Jones futures up 0.43%, 0.23%, and 0.04%, respectively. Investors await economic reports that could impact Fed policy. Thursday's session saw mixed index results, with Nasdaq gaining due to Meta and Nvidia rises. Asia-Pacific markets traded mixed, while European markets opened higher amid regional economic releases. No key earnings are expected today.

Tip Ranks·
US
NVDA
+2.12%
US
META
+3.43%
Tip Ranks·
US
NVDA
+2.12%
US
META
+3.43%
Posts
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Are we starting to see signs of a mainstream demand recovery?

👉#MGC says lead times for some BT substrate materials reached 2x the norm.

👉#Resonac confirms seeing similar shortages.

Source: Chips & Waf...

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