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Equities Roundup: Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2621080308","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621080308?lang=en_us&edition=fundamental","pubTime":"2026-03-24 06:03","pubTimestamp":1774303380,"startTime":"0","endTime":"0","summary":"The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day.1803 ET - Jefferies doesn't share EML Payments's confidence in achieving its FY 2028 financial targets. EML Payments recently reaffirmed goals that include a 35% underlying Ebitda margin, EPS of A$0.13, and a cost-to-income ratio of less than 40%. \"We are cautious on these targets, given EML remains modestly behind in FY26, and there is still a risky implementation required in migrating customers to the new tech platform, which may not be completed by FY28,\" analyst Roger Samuel says. Its price target falls 22% to A$0.78/share. Still, Jefferies retains a buy call on the stock. EML Payments ended Monday at A$0.59. 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May be Failing to Capitalize on AI Agents -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2621081469","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621081469?lang=en_us&edition=fundamental","pubTime":"2026-03-24 04:05","pubTimestamp":1774296300,"startTime":"0","endTime":"0","summary":"1605 ET - As artificial-intelligence agents become an increasingly widespread enterprise tool, Microsoft may be missing its window to capitalize on the shift, Melius analysts write in a note. The company's thesis is that AI agents will buy Microsoft seats en masse, and that its Fabric data analytics platform gives it an additional moat. But the notion that Microsoft would be the AI gateway of choice is slipping as customers turn to tools like OpenClaw or derivatives like Nvidia's NemoClaw, the analysts write. \"Microsoft in reality is still a seat-first SaaS company,\" they write. \"Microsoft may end up a credible reseller of frontier models, but customers may soon demand commodity margins for this service, not the toll booth margins of today - and it is hard to believe that customers will like their agents being charged a full seat for access to 365.\" 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Copilot, Frontier AI Work Pressures Azure Revenues -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2621089000","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621089000?lang=en_us&edition=fundamental","pubTime":"2026-03-24 03:49","pubTimestamp":1774295340,"startTime":"0","endTime":"0","summary":"1549 ET - Microsoft's cloud revenue from Azure is likely to post a much smaller beat, if any, than Amazon Web Services and Google Cloud, as the company's efforts to improve its Copilot product pressure its cloud capacity, Melius analysts write in a note. \"Fixing Copilot is key to survival,\" the analysts write. \"However, in order to fix it, Microsoft needs to use more of its own Azure capacity to train its own models now and later it will need to allocate more capacity for inference if customers actually use it.\" The company's drive to develop superintelligence through its own frontier models will also demand billions in computing capacity, the analysts write - all of which will be unavailable to Azure customers. 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Copilot Has a Claude Problem -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2621892350","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621892350?lang=en_us&edition=fundamental","pubTime":"2026-03-24 03:34","pubTimestamp":1774294440,"startTime":"0","endTime":"0","summary":"1534 ET - Microsoft may be at risk of losing ground to its own artificial-intelligence supplier, Meilus analysts write in a note, warning that \"the fox is in the henhouse.\" Among Microsoft's key selling points for Copilot is its integration with Anthropic's Claude models.But enterprises can buy access to Claude directly, while Claude Cowork, unlike Copilot, can run on local devices or be routed through cloud services other than Microsoft's Azure. Microsoft \"is now on pace to spend $500M annually licensing Anthropic's models just to keep Copilot competitive,\" the analysts write. \"The best thing in Microsoft's flagship $99 AI bundle is Anthropic IP, which raises an obvious question - what happens to Microsoft as Anthropic's capabilities increasingly become 'the product' rather than just an 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Copilot Struggles to Gain Traction -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2621341089","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621341089?lang=en_us&edition=fundamental","pubTime":"2026-03-24 03:08","pubTimestamp":1774292880,"startTime":"0","endTime":"0","summary":"1507 ET - Microsoft's Copilot artificial-intelligence tool has struggled to gain traction in both the commercial and enterprise segments, Melius analysts write in a note. They write that only 3% of Microsoft 365 commercial users pay for Copilot, while the company's paid subscriber share among enterprise users fell to 11.5% from 18.8% in six months, according to data from Recon Analytics. The reorganization of Microsoft's Copilot teams and the retirement of Rajesh Jha, a key executive for the Office and 365 ecosystem, suggest that CEO Satya Nadella is unhappy with Copilot's progression thus far. 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(MSFT), Nvidia (NVDA), and Micron (MU) Crash 10% Collectively. What is Going on?","url":"https://stock-news.laohu8.com/highlight/detail?id=2621500085","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621500085?lang=en_us&edition=fundamental","pubTime":"2026-03-24 01:55","pubTimestamp":1774288518,"startTime":"0","endTime":"0","summary":"Shares of technology heavyweights Microsoft ($MSFT), NVIDIA ($NVDA), and Micron Technology ($MU) collectively declined by approximately 10% on Marc...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/microsoft-msft-nvidia-nvda-and-micron-mu-crash-10-collectively-what-is-going-on?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/microsoft-msft-nvidia-nvda-and-micron-mu-crash-10-collectively-what-is-going-on?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU1043141123.HKD","LU2764263039.SGD","LU0096364046.USD","NVDU","LU2413666699.HKD","LU0149725797.USD","HK0000320264.USD","LU0960925559.SGD","LU1645745479.HKD","LU1571399168.USD","BK4534","LU1803068979.SGD","LU0683600562.USD","LU0690374961.EUR","LU2860962120.EUR","LU1983260115.SGD","LU0345774391.USD","SG9999014559.SGD","NVD2.UK","LU0314106906.USD","IE00B3M56506.USD","LU1400636574.HKD","LU2087621335.USD","LU2168563687.JPY","LU2210149790.SGD","SG9999015341.SGD","SGXZ81514606.USD","LU2764262908.HKD","LU0109391861.USD","LU1235294995.USD","LU1839511570.USD","LU0949170426.SGD","LU1861127337.USD","LU0323240290.USD","LU1691799644.USD","IE00BN29S564.USD","LU1861215975.USD","LU0708994859.HKD","SG9999014542.SGD","LU2168564149.EUR","LU0211327993.USD","HK0000914686.HKD","LU2458330243.SGD","LU0823421416.USD","LU0472753341.HKD","LU0256863902.USD","LU0823414478.USD","LU1032955483.USD","LU1988902786.USD","LU0353189680.USD","LU1564329628.SGD","IE00BFSS8Q28.SGD","LU2750360997.AUD","LU0426412945.USD","LU0511384066.AUD","SG9999002224.SGD","LU1821325948.USD","3NVD.UK","LU0426417589.USD","LU1923622291.USD","LU2023251221.USD","LU1935043536.SGD","LU1923623000.USD","LU2083900584.USD","LU2462157665.USD","LU1564329032.USD","LU0187121727.USD","LU1366333091.USD","LU1974910355.USD","BK4533","IE00BMPRXQ63.HKD","LU1066051498.USD","LU1153585028.USD","LU2237443465.HKD","IE00B19Z8X17.USD","LU0175139822.USD","LU2505996509.AUD","LU0708995401.HKD","NVD3.UK","LU0302445910.USD","LU0965509010.AUD","LU1778281490.HKD","LU2506951792.HKD","LU2244417387.USD","LU1221951046.USD","LU2430703095.HKD","LU0545039389.USD","LU0056508442.USD","LU1037948897.HKD","LU0784385840.USD","LU1323610961.USD","LU1059921491.USD","LU0323591593.USD","LU1935042991.SGD","ANV","LU1228905540.USD","LU1400636491.USD","LU2290526834.HKD","2NVD.UK","LU0345770308.USD","LU0494093205.USD","LU0820562030.AUD","LU1046421795.USD","LU2326559502.SGD","LU2506952097.USD","LU1720051017.SGD","MULL","LU0069063385.USD","LU2092937148.SGD","IE00BQXX3D17.EUR","LU2433249047.HKD","NVD","LU0894486033.HKD","LU1496350171.SGD","LU0345769128.USD","SG9999001077.SGD","LU1066051811.HKD","BK4512","IE0004445015.USD","SG9999014880.SGD","LU2272731600.USD","LU1116320901.HKD","LU0823414551.USD","LU0072461881.USD","LU2065171311.SGD","LU0456855351.SGD","LU0965509283.SGD","BK4581","IE000YTNTUN2.SGD","LU1721428933.USD","LU1496350502.SGD","LU0308772762.SGD","LU0312595415.SGD","LU2487616109.SGD","IE0004091025.USD","GB00B4QBRK32.GBP","IE00BK4W5L77.USD","LU0095938881.EUR","LU2213496289.HKD","LU0640476718.USD","LU1564329461.SGD","LU2404859741.USD","LU0795875086.SGD","BK4554","LU0348723411.USD","LU1868837136.USD","HK0000306701.USD","BK4614","LU1316542783.SGD","IE0034235295.USD","LU0889565833.HKD","LU0661504455.SGD","LU0057025933.USD","LU1582986359.USD","LU0347712357.USD","LU2023250330.USD","LU0943347566.SGD","LU0274383776.USD","BK4538","NVDG","IE00B775SV38.USD","LU1697837992.HKD","LU1992135399.USD","LU2077746001.SGD","SG9999001424.SGD","HK0000914660.USD","LU0738911758.USD","LU2420271590.USD","NVDY","NVDD","IE00B4JS1V06.HKD","LU0390134368.USD","LU0276348264.USD","LU2756315318.SGD","LU2506951958.HKD","LU2552382215.SGD","SGXZ23171101.USD","IE0034235188.USD","LU0265550359.USD","LU1670711040.USD","IE00B19Z9505.USD","LU0787776722.HKD","LU0082616367.USD","LU2236285917.USD","LU2505996681.GBP","MSFD","LU0238689110.USD","LU0345770993.USD","BK4550","LU0345768153.USD","LU0726765562.USD","LU1674673428.USD","LU2413666426.HKD","LU0417517546.SGD","LU0158827781.USD","SG9999015986.USD","LU1064131342.USD","LU1280957306.USD","LU1035775433.USD","LU1791710582.SGD","NVDX","LU1196500208.SGD","LU1951200564.SGD","LU1861220033.SGD","LU1699723380.USD","LU2592432038.USD","LU2242650005.HKD","IE00BHPRN162.USD","LU2092937221.SGD","LU1069347547.HKD","LU2023250504.SGD","LU2125909759.SGD","BK4535","LU2430703251.USD","BK4576","NVII","IE00B7SZLL34.SGD","LU2023250843.SGD","SG9999015978.USD","BK4553","LU0006306889.USD","LU0882574139.USD","SG9999014575.USD","IE000W1ABFV2.USD","IE00BD6J9T35.USD","HK0000320223.HKD","BK4551","LU1551013342.USD","LU1989764664.SGD","LU1934455277.USD","SG9999015952.SGD","BK4608","SG9999017495.SGD","IE00BQXX3F31.USD","BK4592","LU2089284900.SGD","LU2360106780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Chatter: Microsoft-Backed OpenAI in Late-Stage Negotiations to Purchase Electricity From Helion Energy","url":"https://stock-news.laohu8.com/highlight/detail?id=2621083692","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621083692?lang=en_us&edition=fundamental","pubTime":"2026-03-24 01:26","pubTimestamp":1774286775,"startTime":"0","endTime":"0","summary":"Microsoft-backed  OpenAI is in late-stage negotiations to purchase electricity from fusion startup Helion Energy, Axios reported Monday, citing a person familiar with the situation.The artificial intelligence firm could initially secure 12.5% of the startup's energy output, with plans to reach 5 gigawatts of capacity by 2030 and expand to 50 gigawatts by 2035, the news outlet reported.OpenAI CEO Sam Altman, who holds a large stake in the energy firm, has resigned as chairman of Helion's board and excluded himself from the current deal talks, the report added.OpenAI 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Stock (MSFT) Stalls on Melius Hold Rating amid Copilot Shake-Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2621088621","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621088621?lang=en_us&edition=fundamental","pubTime":"2026-03-24 00:54","pubTimestamp":1774284874,"startTime":"0","endTime":"0","summary":"Microsoft’s ($MSFT) shares struggled to eke out a 1% gain on Monday. This came after Melius Research reaffirmed its Hold rating on the stock, 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Buy the Dip,’ Says Investor About Microsoft Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2621072197","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621072197?lang=en_us&edition=fundamental","pubTime":"2026-03-23 23:38","pubTimestamp":1774280327,"startTime":"0","endTime":"0","summary":"Microsoft (NASDAQ:MSFT) entered 2026 riding years of steady gains, but the tone has shifted. 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Stocks That Got Downgraded on AI Fears -- and 1 That Is Immune -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2621707159","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621707159?lang=en_us&edition=fundamental","pubTime":"2026-03-23 23:23","pubTimestamp":1774279380,"startTime":"0","endTime":"0","summary":"Dropbox and more than a handful of other stocks received downgrades on Monday from William Blair analysts who say AI has injected increased uncertainty into the software sector.The analysts, led by Jason Ader, downgraded Dropbox to Underperform from Market Perform, and took their ratings on Nutanix, AvePoint, Commvault Systems, Varonis Systems, Box, Backblaze, N-able, and GitLab to Market Perform.\"We believe we have entered a critical transition period where every infrastructure software company will need to rethink their product, their pricing and their go-to-market strategy,\" Ader and the William Blair team wrote.However, the firm maintained its Outperform rating on S&P 500 titan Microsoft without disclosing a price target. It still sees Microsoft as well-positioned in the current market, noting that the Magnificent Seven company is one of the most \"notable\" AI beneficiaries in the software sector. The William Blair analysts highlighted Microsoft Azure and the growing adoption rates 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20:31","pubTimestamp":1774269109,"startTime":"0","endTime":"0","summary":"Commvault expanded its integration with Microsoft Security to connect threat detection, investigation, and recovery workflows using Microsoft Sentinel and Microsoft Security Copilot.Security alerts from Commvault Cloud, including signals from Threat Scan and Risk Analysis, can be streamed into Microsoft Sentinel in real time.Commvault’s Investigation Agent in Microsoft Security Copilot is designed to analyze suspicious activity and identify impacted hosts and validated restore points.The updated Microsoft Sentinel connector and the Investigation Agent are in early access, with general availability expected this 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and Microsoft integrate Defender for Endpoint telemetry into Falcon Next-Gen SIEM","url":"https://stock-news.laohu8.com/highlight/detail?id=2621470358","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621470358?lang=en_us&edition=fundamental","pubTime":"2026-03-23 20:07","pubTimestamp":1774267639,"startTime":"0","endTime":"0","summary":"CrowdStrike and Microsoft expanded their cooperation to allow Falcon Next-Gen SIEM to ingest and correlate Microsoft Defender for Endpoint telemetry without requiring a Falcon sensor.The integration is intended to support security operations modernization for organizations using Defender for Endpoint by combining Defender telemetry with Falcon log data and analytics.Microsoft’s Rob Lefferts said Defender telemetry will be leveraged within Falcon Next-Gen SIEM as part of an open ecosystem approach.CrowdStrike’s Daniel Bernard said the integration is designed to reduce operational burden by 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Microsoft And Rubrik Integration Delivers Complete Identity Attack Response","url":"https://stock-news.laohu8.com/highlight/detail?id=2621035807","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621035807?lang=en_us&edition=fundamental","pubTime":"2026-03-23 20:07","pubTimestamp":1774267639,"startTime":"0","endTime":"0","summary":"BRIEF-New Microsoft And Rubrik Integration Delivers Complete Identity Attack ResponseRubrik Inc RBRK.N:NEW MICROSOFT AND RUBRIK INTEGRATION DELIVERS COMPLETE IDENTITY ATTACK RESPONSESource text: ID:nBw9RZvKdaFurther company coverage: 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