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First Trust Advisors LP Reduced Holdings in Amgen Inc. in Q2

Microsoft Plans to Increase Xbox Series X|S Production for GTA VI Launch

Microsoft to Pay Dividend on December 11, 2025

Yadong Hospital collaborates with Microsoft and ATGenomix to build precision medical cloud platform

Barclays reiterates 'Overweight' rating on Microsoft following price increase announcement

Microsoft denies rumors of reduced AI sales growth target

BHP and Rio Tinto Introduce Battery Electric Transport Trucks for Testing

Microsoft and LG Affiliate Discuss Data Center Business Cooperation

Microsoft Negotiates Data Center Collaboration with LG Subsidiary

Microsoft Achieves Major Internet Connectivity Milestone In Africa, Exceeding 2025 Goal

Serious Bugs Reported in Microsoft's November Optional Update for Windows 11 (KB5070311)

Microsoft begins testing a new 'Run' dialog box in Win11, the first major update since 1995

A live debate is being held on whether the U.S. government should break up Big Tech

Microsoft Stops Publishing Annual Diversity and Inclusion Report

Microsoft increases pricing for commercial Office subscriptions

Microsoft Plans Major Performance Update for Teams

Goldman Sachs Suspends Bond Issuance for Data Center Firm Linked to CME Outage

GitHub Launches Custom Proxies for Copilot to Enhance Workflow

Microsoft faces data protection complaint in Ireland for allegedly storing surveillance data for the Israeli military

Analyst calls Microsoft's OpenAI partnership a safety net for the stock

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Tradr 2X Long ASTS Daily ETF

Able View Global

Visa and AWS have partnered to enable AI agents to conduct secure, autonomous transactions. This collaboration combines Visa's payment infrastructure with AWS's AI and cloud capabilities to simplify commerce and foster innovation. They will publish open blueprints to aid developers in creating intelligent workflows for retail, travel, and payments. The initiative involves industry partners like Expedia and Intuit, aiming to enhance consumer and business experiences globally.

- Visa and AWS have partnered to enable AI agents to conduct secure transactions autonomously for users, enhancing commerce and innovation.  
- The collaboration will produce open blueprints for developers to create intelligent workflows in retail, travel, and payment reconciliation, allowing AI agents to manage complex transactions.  
- This initiative aims to establish Visa Intelligent Commerce as a trust layer in the agent economy, supported by industry partners to streamline user experiences.

Zawya

Visa

PRESSR: Visa collaborates with AWS to deliver secure agentic payments

MSFT

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.

- Microsoft is updating the design of the Run dialog prompt in Windows for the first time in over 30 years, aligning it with Windows 11 aesthetics.  
- The new design, discovered in preview builds, retains the original functionality while offering a modern look, and users can toggle it on and off in system settings.  
- Although not officially announced, the updated Run prompt is expected to appear in upcoming builds, coinciding with the recent launch of Raycast on Windows.

The Verge

Microsoft

Microsoft finally has a better looking Run dialog for Windows 11

AMGN

First Trust Advisors LP reduced its stake in Amgen Inc. by 3.8% in Q2, selling 21,347 shares. Amgen's stock opened at $340.16, with a market cap of $183.17 billion. The company reported Q3 earnings of $5.64 per share, beating estimates, and announced a quarterly dividend of $2.38. Insiders sold shares, including EVP Murdo Gordon and SVP Rachna Khosla.

Market Beat

Amgen

First Trust Advisors LP Sells 21,347 Shares of Amgen Inc. $AMGN

BAYN

Goldman Sachs Group, Inc. has increased its voting rights in Bayer AG from 5.14% to 5.41%, marking a 0.27 percentage point rise. This change was reported by Bayer AG through EQS News on December 5, 2025. The information is provided by Public Technologies using AI and is not financial advice.

Reuters

Goldman Sachs

Bayer AG

Goldman Sachs Group Increases Total Voting Rights in Bayer AG to 5.41%

Ira Epstein discusses upcoming economic data releases and analyzes current market trends, noting minor declines in the S&P, Dow, and Russell, with a slight increase in the Nasdaq. He highlights the overbought status of gold, a correction in silver, and Goldman Sachs' view on copper being overpriced. Epstein also mentions the Federal Reserve's expected interest rate cut and its potential impact on market dynamics.

Talkmarkets

Metal Markets Report For Thursday, Dec 4

OpenAI

CRWV

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

- UBS's latest report indicates that the AI industry is in the second year of a decade-long super cycle, with demand growing relentlessly and supply-side bottlenecks being the main issue.  
- Key companies like AMD, CoreWeave, and Nebius express strong growth expectations, with AMD projecting a market size of $1 trillion by 2030 and CoreWeave reporting a backlog of $55 billion in contracts.  
- The overall consensus is that the challenge lies not in demand but in addressing supply constraints, including power and advanced components, to meet the increasing need for computational resources.

Wallstreetcn

Coreweave

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."

MSFL

MSFO

MSFD

MSFU

MSFX

MSFY

Microsoft Corporation (NASDAQ:MSFT) has received a consensus rating of "Moderate Buy" from 43 ratings firms. Analysts have set an average 1-year price target of $634.33. Recent analyst actions include Truist Financial raising its target price to $675 and Rothschild Redb downgrading to "hold." Insider sales include CEO Judson Althoff selling shares worth $6.27 million. Hedge funds have adjusted their stakes, with institutional investors owning 71.13% of the stock. Microsoft's stock opened at $480.84, with a market cap of $3.57 trillion.

- Microsoft Corporation has received a consensus rating of "Moderate Buy" from 43 ratings firms, with 37 buy ratings and an average 1-year price target of $634.33.  
- The company reported earnings of $4.13 per share for the last quarter, exceeding estimates, with revenue of $77.67 billion, reflecting an 18.4% year-over-year increase.  
- Microsoft also announced a quarterly dividend of $0.91 per share, with a dividend yield of 0.8% and a payout ratio of 25.89%.

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

Microsoft Corporation (NASDAQ:MSFT) Receives Average Rating of "Moderate Buy" from Analysts

Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF reports a net asset value of $29,804,166.08 as of December 4, 2025, with 2,292,000 shares issued and a NAV per share of $13.004. This information is provided by RNS, the news service of the London Stock Exchange.

London Stock Exchange

REG - GS Alpha Enhanced $ - Net Asset Value(s)

Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF Class USD (Acc) announced its Net Asset Value as of December 4, 2025. The fund has 1,500,000 shares issued, with a total Net Asset Value of $18,454,884.65 and a NAV per share of $12.303. This information is provided by RNS, the news service of the London Stock Exchange.

REG - GS Alpha Enhncd EA $ - Net Asset Value(s)

Circle Asia Technologies, Visa, and Pismo collaborate to launch Vietnam's first AI-powered PayLater card, aiming to enhance transparency, personalization, and user experience. Scheduled for early 2026, the card will offer instant approval, global payments, and flexible installments, bypassing the need for a bank account. This initiative seeks to improve Vietnam's low credit card penetration and is supported by a major Vietnamese bank. The collaboration highlights innovation in payments and financial inclusion, leveraging AI and Visa's global network.

- Circle Asia Technologies has partnered with Visa and Pismo to launch Vietnam's first AI-powered PayLater card, aiming to enhance transparency and user experience in finance.  
- The card, set for a phased rollout in early 2026, will facilitate credit building and global payments without requiring a bank account, leveraging AI for quick risk assessment and approval.  
- This initiative, supported by a major Vietnamese bank, seeks to transform the financial landscape by providing a modern credit product that fosters deeper customer relationships and promotes financial inclusion.

动点科技英文源

Circle collaborates with Pismo, Visa to launch Vietnam’s first AI-powered PayLater card

VISA SIGNS CANARY WHARF DEAL FOR NEW EUROPEAN HQ-FT

Visa Signs Canary Wharf Deal For New European HQ - FT