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AI spending by Alphabet, Amazon, Meta, Microsoft, and Oracle could exceed U.S. defense spending as a share of GDP by 2027.
Michael Burry has expanded his bearish AI bets, arguing that semiconductor valuations and AI expectations resemble the dot-com bubble.
Michael Burry exited his short position in Palantir and opened a long-term bullish position in Microsoft through December 2028 call options.
Microsoft is heading for its worst month since 2000 as investors question whether its massive AI investments will generate adequate returns.
SpaceX surpassed Microsoft in market value and agreed to acquire AI coding startup Anysphere in a $60 billion stock deal.
Sakura Internet shares jump over 20% after Microsoft announces AI infrastructure expansion in Japan.
Microsoft unveils a new AI chip designed to reduce reliance on Nvidia as demand for AI computing continues to grow.
Finland is increasingly heating homes with waste heat from AI data centers, cutting costs and emissions while supporting large-scale digital infrastructure.
Bill Gates might have been worth up to $1.5 trillion today if he had held onto his Microsoft shares instead of diversifying in 2014.
An Irish consultant won the $60,000 Excel World Championship in Las Vegas, earning the nickname “the LeBron of Excel” for his dominant logic-puzzle performance.
Microsoft, Nvidia and Anthropic form a strategic AI partnership to scale Claude models and expand enterprise AI capabilities.
The Gates Foundation Trust sold 65% of its Microsoft stake for $8.8 billion in a major portfolio rebalancing move.