00:00Now let's take a look at the U.S. market heat map, which provides a visual snapshot of the S
00:05&P 500 stocks across different sectors and industries.
00:08On this map, the size of each box represents companies' market capitalization, meaning the larger the box, the bigger its
00:15market capitalization.
00:17The stocks are grouped by sectors, giving investors a quick overview of market sentiment and helps identify which sectors and
00:24companies are leading the market and which ones are under pressure.
00:27Green means gain and trading higher, whereas red indicates losses and trading lower.
00:33And we're going to start from one of the biggest sectors within the software infrastructure is Microsoft as of this
00:38morning is down or trading at a lower pace is 0.84%.
00:43And the recent updates on Microsoft on Wednesday reported sales from its Azure cloud computing unit on a quarterly basis
00:50for the first time,
00:51providing a direct comparison to its top rivals Amazon.com and Alphabet's Google as a tree complete in the computing
00:58market amid an AI data center boom.
01:01Microsoft said that Azure had $29.4 billion in sales in its most recent ended quarter and $101.9 billion
01:09in sales in its most recent fiscal year ended June 30th.
01:14The figures placed Microsoft behind Amazon, whose cloud sales were $42.2 billion in its most recent quarter, but ahead
01:22of Google, which reported $24.8 billion in cloud sales in its most recent quarters.
01:28Microsoft previously reported a closely watched growth rate for Azure, but not its sales.
01:33Microsoft will move from three reporting segments to two, one called Agents and Infra.
01:39That will include its cloud computing services, its sales from AI-based software and its revenue from more traditional business
01:46software and one called Devices and Consumer.
01:48That will include its Windows operating system, its Xbox gaming unit and its advertising sales across both its Bing search
01:56engine and LinkedIn, the business-focused social network.
02:00And next, we're going to take a look for one under the semiconductor is Broadcom Company.
02:06As of this morning, trading at a lower level is 0.66%.
02:11And the latest update about Broadcom forecast is quarterly revenue below Wall Street estimates on Wednesday, signaling intense competition could
02:19hamper gains from its custom processes.
02:23Shares of the company fell over 3% in extended trading.
02:26They have gained about 6% this year, significantly underperforming rivals and the broader semiconductor index.
02:33While Broadcom is a key player in the chip sector, it lags behind AI bellwether NVIDIA, whose dominant graphics processor
02:41remain the industry standard for AI workloads.
02:44The company expects fourth-quarter revenue of about $34.8 billion, compared with analysts' average estimate of $35.03 billion,
02:53according to data compiled by LSEG.
02:55Finance chief Amy Turner said the company expects to maintain its adjusted operating margin at 66% for the fourth
03:03quarter flat from a year ago.
03:05Broadcom also said it expects AI-shaped sales of $21.7 billion in the fourth quarter, slightly above estimates of
03:13$21.33 billion, according to analysts polled by Visible Alpha.
03:18The company's customers are also signing deals with the rival firms.
03:22And next, we're going to take a look at Google.
03:24Before we see the performance as of this morning, we can take a look at the size of the box,
03:28showing green, meaning trading at a higher level.
03:31And as of this morning, Google trading at 0.63%.
03:35And Alphabet's Google escaped a breakup of its advertising technology processes on Wednesday,
03:41making the third time in recent years that U.S. antitrust enforcers have tried to force a big tech breakup
03:47and loss.
03:48U.S. judge Lini Brinkema in Alexandria, Virginia, declined to make Google sell ad ads,
03:55where publishers pay Google a 20% fee to sell ads in auctions that happen instantly when users loat websites.
04:03The Department of Justice had argued Google could not be trusted to run the online advertising exchange,
04:09after Brinkema ruled that Google had illegally squashed competition and the just-accepted behavioral remedies.
04:17She will release a detailed ruling in 14 days to give time to redact confidential information,
04:22and Google had proposed fixes, including providing real-time bid access to competitors.
04:27The Ruler field questions about whether courts are up to the task of checking the industry's unprecedented power over the
04:35U.S. economy,
04:36and the fate of a crackdown that started during President Dollar Trump's first term.
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