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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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Platforms Inc. Stock Outperforms Competitors On Strong Trading Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2621084101","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621084101?lang=en_us&edition=fundamental","pubTime":"2026-03-24 04:31","pubTimestamp":1774297860,"startTime":"0","endTime":"0","summary":"This article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Meta Platforms Inc.  advanced 1.75% to $604.06 Monday, on what proved to be an all-around great trading session for the stock market, with the NASDAQ Composite Index  rising 1.38% to 21,946.76 and the Dow Jones Industrial Average  rising 1.38% to 46,208.47.The stock's rise snapped a four-day losing streak.Meta Platforms Inc. closed 24.14% below its 52-week high of $796.25, which the company achieved on August 15th.The stock outperformed some of its competitors Monday, as Apple Inc.  rose 1.41% to $251.49, Microsoft Corp.  rose 0.30% to $383.00, and Alphabet Inc. Cl C  rose 0.08% to $299.02.Trading volume  remained 2.0 million below its 50-day average volume of 15.3 M.Data source: Dow Jones Market Data, FactSet. Data compiled March 23, 2026.This content was created by MarketWatch, which is operated by Dow Jones & Co. 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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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Altman On Stepping Down From Helion's Board As Helion And OpenAI Start To Explore Working Together, It Is Difficult For Me To Be On Both Boards","url":"https://stock-news.laohu8.com/highlight/detail?id=2621085677","media":"Reuters","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621085677?lang=en_us&edition=fundamental","pubTime":"2026-03-24 02:05","pubTimestamp":1774289100,"startTime":"0","endTime":"0","summary":"March 23 (Reuters) - :*SAM ALTMAN ON STEPPING DOWN FROM HELION'S BOARD: AS HELION AND OPENAI START TO EXPLORE WORKING TOGETHER, IT IS DIFFICULT FOR ME TO BE ON BOTH BOARDS  ((Reuters Investor Briefs; email: reutersinvestor.briefs@thomsonreuters.com))  Source Date/Time = 23-MAR-202617:49:59 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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":"fut","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":["LU0109392836.USD","LU2083900584.USD","LU0417517546.SGD","LU1983260115.SGD","LU2505996509.AUD","IE00BJTD4N35.SGD","LU0061475181.USD","IE000KEQY171.SGD","LU0053666078.USD","LU2125909916.SGD","BK4097","IE00BJTD4V19.USD","LU1301847155.USD","LU2360107168.USD","LU2413666426.HKD","MSFT","LU2360108059.USD","LU0640476718.USD","LU2471134523.USD","BK4549","LU2720916845.USD","LU1623119135.USD","LU2095319765.USD","LU0238689110.USD","LU2403377893.USD","LU0210536198.USD","LU0158827781.USD","LU2756315318.SGD","LU1923622291.USD","SGXZ81514606.USD","SGXZ31699556.SGD","LU0011850046.USD","LU0157215616.USD","LU0256863811.USD","LU0792757196.USD","LU0345770993.USD","LU0082616367.USD","LU0316494557.USD","LU0788109477.HKD","LU1188199696.SGD","LU0354030511.USD","LU2552382058.USD","LU0882574139.USD","LU0210533765.USD","LU0162691827.USD","BK4581","IE00BJJMRX11.SGD","LU2506952170.USD","LU1127390331.HKD","LU1221951046.USD","LU1923623000.USD","LU0348723411.USD","LU0390134368.USD","LU1564329115.USD","LU2458330169.SGD","LU0097036916.USD","LU0154236417.USD","LU1861220033.SGD","SG9999018865.SGD","ANV","LU0690374615.EUR","LU2362541273.HKD","SG9999014898.SGD","BK4608","LU0096364046.USD","LU2491050154.USD","IE00BBT3K403.USD","BK4554","IE00BKVL7J92.USD","HK0000306701.USD","LU2041044095.USD","LU1037948897.HKD","LU2404859667.USD","MSFX","LU0949170426.SGD","LU2592432038.USD","LU1923622614.USD","LU1951198990.SGD","IE00B775H168.HKD","LU1496350502.SGD","LU2347655073.USD","LU0267386448.USD","LU2092627202.USD","IE00B5949003.HKD","LU0965509283.SGD","LU0310800379.SGD","LU0029864427.USD","LU1116320901.HKD","LU2048586759.USD","LU2362541513.USD","DIPS","LU1066051498.USD","HK0000320223.HKD","LU2097344431.USD","LU0320765059.SGD","LU0511384066.AUD","LU2148611432.USD","LU0081259029.USD","LU0494093205.USD","LU1003077747.HKD","NVDS.UK","LU0784385840.USD","LU0979878070.USD","NVD","LU0170899867.USD","LU2272731782.SGD","BK4551","LU2326559502.SGD","LU1334329650.SGD","LU0426417589.USD","LU0127658192.USD","LU1084165304.USD","IE00BJLML261.HKD","LU1564329032.USD","LU0957808578.USD","LU2552382132.HKD","LU2756315664.SGD","LU1582986433.USD","LU2491050071.SGD","NVDX","LU1340139317.AUD","LU1066053197.SGD","LU0943347566.SGD","LU2213496289.HKD","LU0225283273.USD","LU0964807845.USD","BK4529","IE00BMPRXN33.USD","LU0353189763.USD","LU0472753341.HKD","IE00B7KXQ091.USD","LU1202635105.USD","LU1935042215.USD","LU2125909247.SGD","LU2168564065.EUR","LU1791710400.SGD","SG9999002232.USD","LU1934455277.USD","LU1066051811.HKD","BK4588","IE0002270589.USD","LU0894485498.HKD","LU1989772840.SGD","LU2236285917.USD","LU2247934214.USD","LU0444971666.USD","LU1235294995.USD","LU2471134952.CNY","SG9999014914.USD","BK4533","LU2746668461.USD","LU1235295455.SGD","BK4548","BK4605","LU1400636491.USD","LU0823414551.USD","LU1066051225.USD","LU1861127337.USD","LU2272731865.HKD","LU0061474705.USD","LU2433249047.HKD","LU1934455863.HKD","LU1989773731.SGD","LU1951200564.SGD","LU0251132253.USD","NVII","LU0265550359.USD","LU2125909759.SGD","LU2089985449.USD","LU0266013472.USD","LU2092937221.SGD","LU0124676726.USD","BK4576","IE0005OL40V9.USD","IE00BQXX3C00.GBP","LU1803068623.USD","BK4587","LU1861215975.USD","IE000W1ABFV2.USD","LU2237443382.USD","LU0095938881.EUR","IE0004445239.USD","LU0109391861.USD","LU1670711040.USD","IE00BYQQ9H92.USD","LU0786609619.USD","IE00BKDWB100.SGD","SG9999015986.USD","LU2108987350.USD","LU1989764664.SGD","LU1430594728.SGD","BK4579","LU2750360641.GBP","LU0354030438.USD","BK4503","LU1582987324.SGD","LU2168563687.JPY","BK4525","LU0072461881.USD","LU0234572021.USD","LU1564329628.SGD","IE00B4YYXB79.USD","LU2420271590.USD","LU2087625088.SGD","LU0171293334.USD","IE00B3SWFQ91.USD","IE000ITXATA3.USD","LU2552382215.SGD","SG9999017495.SGD","NVDY","IE0034235295.USD","IE00BMPRXQ63.HKD","NVD2.UK","LU1074936037.SGD","IE0009356076.USD","LU1691799644.USD","LU0949170772.SGD","LU0820561909.HKD","MUD","BK4550","MULL","BK4575","LU1670710588.SGD","LU1564329461.SGD","LU2506951792.HKD","LU1267930730.SGD","LU0345774391.USD","LU1778281490.HKD","LU1804176565.USD","LU1242518857.USD","IE00B1BXHZ80.USD","LU0289960550.SGD","SG9999014559.SGD","LU0106261372.USD","LU0889565833.HKD","LU2168564495.EUR","IE00BWXC8680.SGD","LU0061474960.US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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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SE Publishes 2025 Annual Report Reporting EUR 22 Billion Revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=2621088653","media":"Reuters","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621088653?lang=en_us&edition=fundamental","pubTime":"2026-03-24 00:59","pubTimestamp":1774285149,"startTime":"0","endTime":"0","summary":"Capgemini published its annual report outlining its position as an AI-focused business and technology transformation services provider with more than 420,000 employees across more than 50 countries.The report highlights business developments including the acquisitions of WNS, Cloud4C, and Seimaf, alongside expanded partnerships with technology providers such as Google Cloud, AWS, Microsoft, SAP, and Salesforce.Capgemini reported global revenues of EUR 22.5 billion and described its operating model across four business lines: Strategy and Transformation, Applications and Technology, Engineering, and Operations.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Capgemini SE published the original content used to generate this news brief on 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