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openais-altman-says-all-of-openais-commitments-total-little-bit-over-30-gigawatts-of-infrastructure-buildup-about-14t-total--aspiration-is-to-build-an-infrastructure-factory-where-we-can-create-one-gigawatt-per-week-of-compute-would-like-to-get-the-cost-down-significantly-to-like-20-billion-a-gw-over-the-five-year-life-cycle
OpenAI's Altman Says All Of OpenAI's Commi...
10/28/2025 18:00:59

https://openai.com/live/

nasdaq-100-hits-26000-gold-falls-below-4000-whats-moving-markets-tuesday
Nasdaq 100 Hits 26,000, Gold Falls Below $...
10/28/2025 17:23:51

Tech stocks hit new highs as the Nasdaq 100 rallies 0.7% midday. Investors eye a Fed rate cut, Trump-Xi meeting, and major tech...

why-is-nvidia-investing-1-billion-in-nokias-ai-future
Why Is Nvidia Investing $1 Billion In Noki...
10/28/2025 17:01:26

Nokia shares jumped after Nvidia agreed to a $1B, 2.9% stake and an AI networking partnership to accelerate Nokia's roadmap.

california-attorney-general-rob-bonta-says-state-will-not-oppose-openais-recapitalization-plan-in-court
California Attorney General Rob Bonta Says...
10/28/2025 16:45:38

https://oag.ca.gov/news/press-releases/attorney-general-bonta-issues-statement-openai%E2%80%99s-recapitalization-plan

microsoft-will-receive-20-of-openai-revenue-in-for-profit-move
Microsoft Will Receive 20% Of OpenAI Reven...
10/28/2025 15:52:00

Microsoft to Get 27% of OpenAI, Access to AI Models Until 2032 - Bloomberg

evaluating-microsoft-against-peers-in-software-industry
Evaluating Microsoft Against Peers In Soft...
10/28/2025 15:00:36

openai-says-sam-altman-is-not-getting-a-stake-in-the-newly-restructured-company-openai-has-no-plans-to-go-public-or-focus-on-ipo
OpenAI Says Sam Altman Is Not Getting A St...
10/28/2025 14:48:25

- Reuters 

Core News & Articles
Big US Nuclear Power Deal; Tech Capital Wi...
10/28/2025 14:35:43

Big Nuclear Deal

earnings-preview-microsoft
Earnings Preview: Microsoft
10/28/2025 14:02:38

how-do-investors-really-feel-about-microsoft-corp
How Do Investors Really Feel About Microso...
10/28/2025 14:00:49

microsoft-stock-moves-higher-on-new-deal-with-openai
Microsoft Stock Moves Higher On New Deal W...
10/28/2025 13:42:34

Microsoft Corp (NASDAQ:MSFT) shares are trading higher Tuesday morning after the company announced the next chapter of its part...

openai-says-openai-foundation-will-initially-focus-on-a-25b-commitment-across-health-and-curing-diseases-technical-solutions-to-ai-resilience-recapitalization-also-grants-the-foundation-additional-ownership-as-openais-for-profit-reaches-a-valuation-milestone
OpenAI Says OpenAI Foundation Will Initial...
10/28/2025 13:20:09

https://openai.com/index/built-to-benefit-everyone/

microsoft-says-api-products-developed-with-third-parties-will-be-exclusive-to-azure-can-now-independently-pursue-agi-alone-or-in-partnership-with-third-parties-contracted-to-purchase-incremental-250b-of-azure-services-co-will-no-longer-have-a-right-of-first-refusal-to-be-openais-compute-provider-openai-can-now-provide-api-access-to-us-government-national-security-customers-regardless-of-the-cloud-provider-openai-is-now-able-to-release-open-weight-models-that-meet-requisite-capability-criteria
Microsoft Says API Products Developed With...
10/28/2025 13:15:24

https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/

microsoft-says-following-recapitalization-co-holds-investment-in-openai-group-pbc-of-roughly-27-on-as-converted-diluted-basis-inclusive-of-all-owners-excluding-impact-of-openais-recent-funding-rounds-microsoft-held-a-325-stake-on-an-as-converted-basis-in-the-openai-for-profit-openai-remains-cos-frontier-model-partner-and-co-continues-to-have-exclusive-ip-rights--azure-api-exclusivity-until-agi-openai-can-now-jointly-develop-some-products-with-third-parties
Microsoft Says Following Recapitalization,...
10/28/2025 13:13:35

https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/

watching-microsoft-shares-spike-higher-traders-circulate-openai-contracted-to-buy-incremental-250b-of-azure-services
Watching Microsoft; Shares Spike Higher, T...
10/28/2025 13:06:21

nextera-energy-climbs-4-in-tuesday-pre-market-whats-going-on
NextEra Energy Climbs 4% In Tuesday Pre-Ma...
10/28/2025 08:47:56

NextEra Energy (NYSE: NEE) stock climbed 3.95% before the bell on Tuesday, after the company teamed up with Alphabet's Goog...

nvidia-alphabet-meta-microsoft-are-big-winners-with-rising-earnings-revisions-says-gary-black-ahead-of-earnings
Nvidia, Alphabet, Meta, Microsoft Are 'Big...
10/28/2025 08:06:59

Gary Black names Nvidia, Alphabet, Meta & Microsoft 'big winners' with rising earnings revisions as the Mag 7 repor...

oracles-500-debt-to-equity-ratio-signals-massive-borrowing-warns-jpmorgan-debt-levels-much-higher-than-ai-peers
Oracle's 500% Debt-To-Equity Ratio Signals...
10/28/2025 07:53:30

JPM's top strategist shifts stance on Oracle's debt, calling his viral 500% D/E chart "misleading" but notes D/...

microsoft-q1-preview-with-2-near-term-monopolies-analyst-says-outperformance-to-continue
Microsoft Q1 Preview: With 2 'Near-Term Mo...
10/27/2025 21:01:41

Microsoft is one of the biggest companies reporting this week and its Q1 results could highlight AI growth.

Core News & Articles
Overseas Markets Outperformed US YTD; Chin...
10/27/2025 16:53:56

Overseas Markets Outperforming

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