MSFT

  • Microsoft quits Nscale Essex site it fronted in Starmer AI showcase

  • Google and Meta adopt Nvidia’s networking gear as biggest rivals turn to partners at OCP

  • Intel’s Tan backs Chinese open-weight AI, siding with Nvidia’s Huang

  • Trump’s August filing lists Nvidia, AMD and Microsoft trades as he honors their CEOs

  • Microsoft’s Suleyman calls Anthropic’s Claude training a dangerous mistake

  • Anthropic pushes ahead with IPO as Microsoft, Nvidia rethink AI safety

  • AI wealth drives a San Francisco ‘mansion shortage’ as bids top 50 offers

  • China’s Moonshot AI nears 30% revenue sharing talks with US cloud giants

  • Nvidia CEO Jensen Huang backs open-model letter in his first X post

  • AMD stock surges over 3% as Microsoft joins Helios launch, intensifying Nvidia rivalry

  • DTCC completes first tokenized-securities trial on Canton and Besu networks

  • IBM stock crashes 25%, its worst day since 1987, on AI spending shift

  • Will the EU’s DMA cloud crackdown unfairly advantage Google?

  • Microsoft jumps to early lead as competition avoids China’s hot AI market

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  • Microsoft beats earnings with $82.9 billion in revenue as Azure growth hits 40%

  • AI stocks dominate S&P 500 as infrastructure boom pushes weight near 45%

  • Why are deadbeat stocks Oracle, Microsoft, and AMD suddenly the week’s best performers?

  • Microsoft Q2 revenue rises 17% to $81.3B, shows profits from OpenAI stake after restructuring

  • Microsoft debuts AI chip – Maia 200 to boost cloud business

  • Robinhood’s deployer address fires off 500 tokenized stock deployments on Arbitrum

  • Convertible notes scare investors as CoreWeave stock crashes 7% on $2B offering

  • Microsoft stock falls 3% on AI quota‑cut news and lawsuit accusing it of ‘aiding’ Israel