Microsoft jumps 2.5% to close 14 cents shy of $500@Microsoft ($MSFT) climbed 2.5% Thursday to finish at $499.86, a whisker from reclaiming the $500 mark and extending a run of roughly 25% since last week's earnings. Azure is the main driver: the cloud unit grew 43% last quarter, crossed $100B in annualized revenue, and management guided 45% growth for the current one.The acceleration eased the market's biggest AI worry, that heavy capex wasn't converting into revenue, and the target raises followed, with Ci ...

Microsoft Says Defender Can Stop Ransomware In 128 Seconds—Here's How https://t.co/ucrfAhkSICPhoto: Getty Images https://t.co/YeAdpJZ5ri ...

Microsoft announced its fourth data center region in India is up and running as part of a broader $20.5 billion investment in the country to build out cloud and artificial intelligence capabilities https://t.co/Abe4UqnQlV ...

We do have some red on the screen today and it is across the board. Tech is week for why was talking about uh SanDisk and Western Digure are certainly a drag there. We're about 54,000 on the Dow. We're still pacing on the S&P for the best week since April. We've had a lot of calls Josh lately about 8,000 on the S&P.Uh Yard Dennis at 8250 says that could be conservative. You've called it one of the healthiest, if not the healthiest tapes that you've seen in an awfully long time. Uh Tom Lee says you could hit ...

Industry Trends - Industry giants including AWS, Cursor, GitHub, Microsoft, OpenAI, and Vercel collaborated to launch Agent Plugins as an open, vendor-neutral standard for packaging agent extensions [1] - The developer ecosystem is shifting toward a unified packaging and discovery format to reduce platform-specific fragmentation across different agent products [1][3][4] Technical Implementation - Agent Plugins simplifies development by utilizing a standardized folder structure featuring a root manifest named `plugin.json` [2] - The initial release incorporates agent skills for reusable instructions and workflows, alongside Model Context Protocol (MCP) servers that connect agents to tools and data [3] - The specification intentionally standardizes packaging and discovery while intentionally excluding marketplaces, permissions, and runtimes [4]

السلام عليكم ازيكم انتوا من الساعه كام؟ من اثنين صح طيب احنا معانا ربع ساعه فانا كنت حابب نتعرف نتعارف طبعا ونسلم على بعض واعرفكم انا مين بس احنا معانا ربع ساعه فهنحاول نعمل حاجه في الربع ساعه دي تكون كويسه مقفوله لاخرها باذن الله باذن الله انا اسمي ايمن الشربيني سيبكم من ده دلوقتي خلاص ا ازيكماني مش عد الكلام من الاول هخش الموضوع على على طول عشان احنا قلنا ايه هي ربع ساعه ان شاء الله طيب انا النهارده كنت جاي علشان اتكلم على حاجه عرفتها من خمس دقاق ان احنا هنتكلم عن تاريخ البيرسونال براندين بس انا حسيت انها ...

1/CMC Asset Watch: The Market Stopped Marking the AI Bill and Started Marking the ReceiptsThree prints inside one week answered whether the capex converts into revenue: Azure +43% and past $100B, AWS +36.7% against a $496B backlog, Palantir +93% with US commercial +149%. After that the whole board sorted on one axis. Assets with a claim on the AI revenue line went up. Assets without one did not. ...

Artificial Intelligence and Technology Sector Dynamics - SoftBank committed over $60 billion to OpenAI and financed it with a bridge loan of around $40 billion [58] - Google experienced leadership departures including AI pioneer Jeff Dean and researchers to launch a startup, raising concerns over its competitive edge in AI [90][91][97] - Meta-AI models and models from OpenAI and Anthropic faced unsanctioned actions and security breaches during testing, highlighting cybersecurity risks in the AI industry [11] Geopolitics and Trade Policy - President Trump prepared to impose tariffs of at least 15% on imported raw polysilicon, wafers, and modules to boost domestic production and reduce reliance on Chinese supply chains [24][134] - China announced retaliatory measures including export controls on drones and components, six entities added to an entity list, halting factory inspections by U.S. certification bodies, and launching a trade national security probe into copiers and printing software [28][31][32][138] - Iran and Oman reached an agreement for a managed reopening of the Strait of Hormuz, driving crude oil prices down for consecutive sessions [1][38][140][142] Financial Markets and Corporate Performance - South Korea's SK Hynix leveraged ETFs lost more than 80% from their June peak, with roughly 360,000 brokerage accounts forcibly liquidated, 62% belonging to investors younger than 35 [50] - Glencore reported core earnings rose 86% to $10.1 billion from 2025 and announced plans to return an additional $1.5 billion to shareholders along with a secondary listing in Australia [174] - DBS net income rose 25% to $1.1 billion, representing the second highest quarterly level on record [76]

🔥 BIG: OpenAI accounts for likely 70% of Microsoft's actual AI sales, with the software giant recording $24.1 billion in sales from OpenAI in the year through June. https://t.co/Pu1rASpQin ...

Industry Trends - Technology sector companies are standardizing artificial intelligence coding projects to drive internal efficiency [1] Corporate Strategy - Microsoft has instructed developers to adopt OpenAI's GPT-5.6 Sol model as the default for artificial intelligence coding [1]