RT Brody Ford (@BrodyFord_)new: about 70% of Microsoft's AI revenue comes from OpenAI. not a great indicator for $msft attempt to diversify. with @mattmday https://t.co/K5wS5pxJAS ...

Market Trends & Industry Dynamics - Microsoft's performance served as an inflection point for the tech sector, highlighting modernization and hyperscalers as a monumental turning point [1] - The technology sector is currently in the early stages of the AI revolution, specifically positioned in the bottom of the second or third inning [6] - Hyperscaler growth and capital expenditure (CapEx) build-out continue to accelerate enterprise use cases, led by companies like Palantir and supported by massive chip demand ranging from 5 to 1 to 13 to 1 [8] - Bill Ackman's investment firm established a significant position in Microsoft, purchasing **5.7 million** shares valued at **2.1 billion** dollars, recognizing early potential in Azure monetization [5] Investment Opportunities & Financial Metrics - Hyperscalers have driven a **38%** increase in modernization metrics since the end of March [6] - Capital expenditure (CapEx) in the AI ecosystem generates a robust economic multiplier, where every dollar spent yields a **5 to 6 dollar** impact across the broader technology sector [13] - Chip demand ratios for hardware providers like AMD and Nvidia demonstrate a **5 to 1** up to **13 to 1** market demand advantage [8] - The AI infrastructure build-out creates a secondary and tertiary economic ripple, driving strong industrial and energy performance, exemplified by Caterpillar reporting exceptionally robust figures driven by data center construction [11][12]

There's something most of us spend our lives avoiding. Something we hype from. Something that hurts.Rejection. No, not the cliche, no pain, no gain. This is different. This is pain with purpose.Pain that turns fear into fuel if you know how to use it. So, let me start with this. Do you remember your first rejection.Or maybe not the first, but the most memorable one. That rejection email from the job you tried so hard for, or the awkward silence you got when you finally poured your heart out to someone you l ...

🚨 Capex Is Only Way to Musk’s AI Vision for SpaceX, Says Dan Ives@DivesTech says heavy CapEx is the only path to Elon Musk’s bigger AI vision for SpaceX.SpaceX is still behind OpenAI, Anthropic, Microsoft, and Amazon, but the long-term opportunity could go far beyond rockets and Starlink.The bet is that Elon Musk can turn massive AI spending today into a much bigger business tomorrow. $SPCX ...

And we're talking about an 18 billion figure here. Small numbers in a world where you've got the likes of Google, Amazon, almost Microsoft looking at about 200 billion for the year in terms of capex spending. >> It is indeed, but it was still enough to I think rattle investors over that capex figure.And Elon Musk and management doing as much as they could to lay some of those fears. You know, we heard the CFO talking about how they're very efficient and they're seeing payback within a year. You're talking a ...

Stocks are higher in the early going after the Dow and S&P 500 both closed at record highs yesterday and they have reached intraday record highs already today. The average is aiming to extend their winning streaks to 5 days. The Dow Jones Industrial Average is up 453 points at 54,538.The Nasdaq Composite with a 114 point gain and the S&P 500 jumping 48 points. Among stocks on the move this morning, SpaceX down more than 11%. Elon Musk's rocket and internet company did see its quarterly revenue nearly double ...

joining us now for more on SpaceX which uh Mark Mahaney Evercore head of internet research that's jumping it a little bit maybe uh but with Elon I don't know uh colonizing the universe is uh plan B is this or not plan B but step two it's amazing isn't it Margan and I understand the stock goes down and we didn't expect it to trade on numbers or we didn't we didn't know what to expect it to trade on when you can't really value it un unless you're a big thinker Well, okay. Yeah. And Musky is a big thinker.I I ...

Can you actually break down for me. Like, you know, the potential security risks posed by these AI agents. Yeah.So first of all, I think it's important to remember this was conducted during a testing phase. So it wasn't as though these chat bots or any of the chat bots regular people use, are going to break out of their systems and wreak havoc on the internet. Um, but as you were saying in your in your summary there, um, when they were tested by the UK's AI Security Institute, which is government run agency ...

>> NEWSMAKERS AND MARKET MOVERS, THIS IS "THE PULSE" WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING AND WELCOME. I'M FRANCINE LACQUA IN LONDON.GLOBAL STOCKS SET A NEW RECORD WITH AI AND RENEWED HOPES OF A MIDDLE EAST DEAL LIFTING OPTIMISM. WE WILL DISCUSS ALL OF THAT IN A SECOND BUT START WITH SPACEX WHICH IS UNDER PRESSURE THIS MORNING AFTER IT IS CLOSED HIGHER THAN EXPECTED SPENDING ON ITS AI BUSINESS. THAT HAS DAMPENED A REPORT THAT BROADLY SURPASSED WALL STREET FORECAST.ELON MUSK ALSO OUTLINED PLANS TO SI ...

Dan Ives of Yorkville Ives writing the following. The CapEx tug of war between SpaceX and investors is a necessary build out that will require patience. Dan joins us now for more.Dan, whose patience and how much pain will we see for the stock in between. Okay. I think and this is a barometer for what we're seeing across tech because the reality is this is an arms race.And when you think about what SpaceX is doing, the only way to get there is CapEx. And I think that's, look, that's a double edged sword as g ...