News · Yahoo Finance

Infragistics to Strengthen Blazor Development with Microsoft

Infragistics announced it is working with Microsoft to advance Blazor, adding features, fixing bugs and contributing directly to Blazor and the wider .NET ecosystem. The company has made 50 of its Ignite UI controls for Blazor open source since late 2025, including a free data grid, and has dedicated engineers mainly to .NET 11 Blazor development. It is also open-sourcing an MIT-licensed Blazor wrapper for ApexCharts, which has more than 1.5 million weekly NPM installs and offers a native C# API for 17 chart types. Its Blazor products have passed Microsoft's security and accessibility compliance process, and Ignite UI will be surfaced in Visual Studio scaffolder and project templates. Visual Studio is used by more than 7 million .NET developers each month.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on Yahoo Finance ↗

Related tickers and likely impact

MSFT

• Neutral

Microsoft

Relevance: low

MarketUS stocks
SectorInformation Technology
IndustrySystems Software
Market cap$4.0T
Close on 10/21/2026532.81
Change that session+0.18%
MSFT price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • JPMorgan says AI stock selling may be nearing its limit as positioning resets

    JPMorgan told clients that recent selling in AI-related stocks may be nearing its limit, as equity positioning has reset significantly since mid-September. Strategist Nikolaos Panigirtzoglou said that while some near-term headwinds remain, positioning adjustments could start to limit further downside. On concerns about neocloud funding, the bank argued the AI capex cycle would not be derailed even if their funding model proved unviable, since neoclouds are neither critical nor large and could be absorbed by hyperscalers. The tech sector is running a financing surplus of about $400 billion this year as cash flows exceed capex. Semiconductors now consume about a fifth of total global equity risk capital, leaving them vulnerable to volatility-driven selling.

    Yahoo Finance·▲ NVDA▲ QQQ▲ AMZN▲ GOOGLJPMorganAI investmentNVDA
  • Microsoft is Creating a $700 Billion Moat With Its AI Spend Through 2030

    The author, a long-term Microsoft holder, added to the position and argues that the company's AI spending is building a toll-road-style advantage. Microsoft spent $115.95 billion on capex in fiscal 2026 and expects spending to grow again in fiscal 2027, starting with over $50 billion in the first quarter. Azure passed $100 billion in annual revenue and grew 43% in the fourth quarter, while commercial remaining performance obligations reached $678 billion, up 84%. The author also points to 88 data centers, the in-house Maia 200 chip, more than 30 million paid Microsoft 365 Copilot seats, and a quarterly dividend rising to $0.98 from $0.91. The main concern is free cash flow, which fell 6.46% in fiscal 2026 to $66.99 billion, with the stock trading at about 30 times earnings.

    Yahoo Finance·▲ MSFTMSFTartificial intelligencecloud computing
  • Global stocks fall , bonds gain as Meta dents tech optimism

    MSCI's All-World index was heading for its biggest daily drop in two weeks, down 0.4%, as tech shares fell across Asia and Europe. Meta beat revenue expectations for the third quarter, but its plan to issue non-voting stock revived worries about its growing capital commitments, and a New Mexico judge ordered it to pay a US$25 billion penalty in a data privacy case. Brent crude rose 3% to US$112 a barrel, near a five-month high, after more Houthi attacks in Saudi Arabia raised fears of wider Middle East conflict. Flows into government bonds pushed the 10-year US Treasury yield down to 5.075%, below France's for the first time in 13 years, while gold fell 1.2% to US$4,090 an ounce and bitcoin and ether each lost 3%.

    freemalaysiatoday.com·▼ META▼ QQQ▼ SPY▼ GOOGLMETAbondsoil prices
  • Tech Stocks Tumble as AI Spending Fears ReigniteYahoo Finance·▼ NVDA▼ QQQ▼ AMZN▼ GOOGLAI investmenttech stocksartificial intelligence
  • Major new US regulation on AI unlikely despite rising political focus: UBS Report

    A UBS report says major new US AI regulation is unlikely despite AI becoming a central issue in the midterm elections, and a light-touch approach is likely to persist, partly because AI is expected to boost long-term economic growth through higher productivity. UBS estimates that capital expenditure by hyperscalers will reach nearly 2% of US GDP in 2026, and that AI investment and the wealth effect from rising equity prices together contributed around 100 basis points to the 2.4% economic growth in the first half of 2026. The report also notes that in October 2026 President Trump announced a voluntary agreement with six major tech companies, including OpenAI and Anthropic, focused on internal safety controls, monitoring and independent assessments, without legally enforceable requirements.

    aninews.in·▲ MSFT▲ NVDA▲ QQQartificial intelligenceregulationmidterm elections
  • Microsoft (MSFT) Stock May Be 22% Undervalued After Maia 300 Unveiling

    Microsoft shares trade around US$532.95 and have delivered a 71.8% total return over the past five years. A DCF model cited in the article projects latest twelve-month free cash flow of about $96.0b and estimates intrinsic value meaningfully above the current price, assuming cash flows keep growing beyond 2030. The piece flags heavy AI spending, including the Maia 300 chip push and long-term commitments for data center power and leases, which could keep near-term free cash flow uneven. It also points to the stock's 29.6x P/E as a different lens on valuation.

    Yahoo Finance·▲ MSFTMSFTvaluationsemiconductors

Related markets

US stocks →

Latest news

  • Jobless claims near the lowest since the 1960s as low-fire trend continues

    Employers are holding on to workers even as hiring stays weak, pushing seasonally adjusted initial jobless claims to 194,000 for the week ending Oct. 17, close to the 189,000 reported for the week of July 18, which was the lowest since the late 1960s. Claims have averaged 212,000 over the past year, and the four-week moving average has fallen to 197,750. The labor market backdrop remains uncertain: nonfarm payrolls rose only 29,000 in September and have averaged 69,000 a month in 2026, while the unemployment rate rose to 4.2%, largely due to a sharp jump in labor force participation. Layoffs remain modest, falling by 61,000 in August, and the layoff rate fell to 1% over the prior 12 months. Ahead of the Federal Reserve's decision next week, policymakers describe the labor market as generally strong and are focused on inflation, which remains well above the 2% target; markets expect the Fed to hold in October and then raise rates by a quarter point in December.

    CNBC·▲ DXY▼ XAU/USD• SPYunemploymentFedinflation
  • Temporary Delays in siRNA Manufacturing Mask Codexis' (CDXS) High-Option Value

    In its Q3 2026 investor letter, White Brook Capital highlighted Codexis (NASDAQ:CDXS), which makes enzymes used to manufacture siRNA-based medicines, and said the stock holds call options with favorable payouts. On October 21, 2026, the stock closed at $1.29 with a market capitalization of $141.26 million, down 20.86% year to date and trading within a 52-week range of $0.96 to $2.98. However, 2026 has been marked by delays: three CDMO partners, Bachem, Nitto Denko Avecia and Axolabs, were signed early in the year, but only one has completed its technology evaluation, and long-term contract negotiations are still ongoing. Permitting delays have also hit its GMP-standard standalone facility, which is now scheduled to start production at year-end 2027, and the target for half-kilogram siRNA batches has moved to the end of this year or early next year.

    Yahoo Finance·CDXShealthcarepharmaceuticals
  • Evaluating CareCloud's (CCLD) Short-Term Integration Friction vs. Long-Term Margin Expansion

    On October 21, 2026, CareCloud (NASDAQ:CCLD), a healthcare IT company providing billing, medical-records and AI software, closed at $1.77 with a $75.21 million market cap, down 39.38% year to date. In its Q3 2026 investor letter, White Brook Capital said the market's frustration stems from declining profits as the company integrates acquisitions. Second-quarter revenue grew 16%, but net income fell to just $1.1 million due to merger costs, heavier AI spending and interest on new debt, and a March cyberattack added to the strain; management expects insurance to cover the costs, though this shook investor confidence. The company also retired the preferred stock White Brook previously held in May, saving about $3.3 million annually, and management expects a stronger second half than first. At roughly eight times the midpoint of management's 2026 GAAP EPS guidance, White Brook sees double-digit revenue growth at a modest multiple, with additional upside if integration improves margins.

    Yahoo Finance·CCLDsoftwaremergers and acquisitions
  • VIX Securities Still Holds VND 1,000 Billion of Undisbursed Capital from Share Offering

    VIX Securities (HoSE: VIX) raised over 11,026 billion VND from an offering of nearly 919 million shares priced at 12,000 VND each on April 20, 2026. Over 5,013 billion VND each was disbursed to proprietary investment and margin lending from April 22 to May 26, 2026, but the 1,000 billion VND earmarked to contribute capital to VIX's digital asset trading exchange had not been disbursed as of October 20, 2026. In Q3 2026, pre-tax profit fell nearly 94% year on year to 192 billion VND, with revenue down 36% to 2,047 billion VND and proprietary trading booking a net loss of 94 billion VND. For the first nine months, revenue fell 18% to 5,050 billion VND and pre-tax profit dropped nearly 92% to about 424 billion VND, mainly due to proprietary trading losses, leaving VIX at 12.1% of its 3,500 billion VND full-year pre-tax target. Total assets rose 16.6% to nearly 39,860 billion VND by September 30, 2026, while margin loans fell from 15,380 billion VND to 12,422 billion VND.

    CafeF·• VIXVIXbrokeragesmargin lending
  • Chip stocks fall as equipment maker Lam Research cites 'supply chain constraints'

    Semiconductor stocks fell in premarket trading Thursday after Lam Research, a major wafer equipment supplier, cited near-term supply chain constraints on its earnings call. Its CFO said quarterly revenue guidance of $8.6 billion would have been a bit higher without these constraints, and Lam shares fell as much as 9% premarket. The PHLX Semiconductor Index (SOXX) was set to open down 4%, with Nvidia and Qualcomm down more than 2%, Marvell down 4%, Intel down 5%, Broadcom down more than 3%, Applied Materials down 6% and ASML down 3%. Semiconductor stocks have been volatile as concerns over AI funding weigh on the sector, while surging oil prices raised expectations that the Fed may keep tightening monetary policy this year.

    Yahoo Finance·▼ NVDANVDAsemiconductorssupply chain
  • VN-Index rises another 22 points, reaching highest level in over half a year

    The VN-Index closed at 1,761 points, up 22 points, on trading volume of more than 672 million shares worth about 15,300 billion VND. On HoSE, 149 stocks rose, 167 fell and 57 were unchanged. Foreign investors net bought nearly 342 billion VND on HoSE, led by VIC (over 239 billion VND), TCB and VHM, while FPT saw the largest net selling at over 264 billion VND. ASEAN Securities said the index shows a technical rebound signal with buyers temporarily in control, but the market remains neutral because the index has not broken above the MA20 and indicators are not yet uniformly confirmed, so it may trade in a narrow range.

    CafeF·▲ VNINDEXVNINDEXforeign investorsVietnam

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.