人民财讯10月28日电，美股三大指数小幅高开，道指涨0.65%，标普500指数涨0.31%，纳指涨0.54%， 均刷新历史新高。微软涨超3%，总市值重新站上4万亿美元。 ...

微软支持OpenAI推进公共利益公司（PBC）形式的成立。在OpenAI完成资本重组后， 微软对PBC的投资权益被明确估值在1350亿美元。按"转换稀释基准"并包含所有所有者（员工、投资 者及OpenAI基金会）计算，微软持有约27%的股权。微软对OpenAI模型和产品的知识产权授权延长 至2032年，其中包含了AGI实现之后的模型（需配备适当的安全护栏）。 OpenAI与其最大投资者微软已就合作架构达成新协议。 当地时间周二，微软和OpenAI发布联合声明。作为合作协议的关键部分，OpenAI承诺向微软追加采 购2500亿美元的Azure云计算服务。 微软支持OpenAI推进公共利益公司（PBC）形式的成立。在OpenAI完成资本重组后，微软对PBC的 投资权益被明确估值在1350亿美元。按"转换稀释基准"并包含所有所有者（员工、投资者及OpenAI基 金会）计算，微软持有约27%的股权。若不计算OpenAI近期融资轮的影响，微软在OpenAI营利实体 中的持股比例为32.5%（按转换基准计算）。 此外，OpenAI仍是微软的前沿模型合作伙伴。根据声明，微软对OpenAI模型和产品的知识产权授权 延长至20 ...

Group 1 - The three major U.S. stock indices opened slightly higher, with the Dow Jones Industrial Average rising by 0.64%, the S&P 500 increasing by 0.31%, and the Nasdaq Composite gaining 0.55%, all reaching new historical highs [1][2] - The current price of the Dow Jones Industrial Average is 47,850.11, with an increase of 305.52 points [2] - The Nasdaq index is at 23,767.65, up by 130.19 points [2] - The S&P 500 stands at 6,896.26, with a rise of 21.10 points [2] Group 2 - Microsoft shares rose over 3%, with a total market capitalization surpassing $4 trillion, following a new agreement with OpenAI to purchase an additional $250 billion worth of Azure services [2] - Microsoft supports the establishment of a nonprofit board for OpenAI, holding an investment stake valued at approximately $135 billion in the OpenAI nonprofit entity [2] - Apple shares increased by 0.3%, also reaching a market capitalization of $4 trillion [2] - United Parcel Service (UPS) shares surged over 10% after raising its full-year profit forecast for 2025 [2]

Core Insights - Microsoft and OpenAI have reached a deal for OpenAI to restructure into a public benefit corporation, valuing OpenAI at $500 billion and paving the way for its public trading [1] - Microsoft will hold a 27% stake in OpenAI Group PBC, valued at approximately $135 billion, which will be controlled by the OpenAI Foundation, a nonprofit [1] Analyst Reactions - Gil Luria, Head of Technology Research at DA Davidson, emphasized that the restructuring is a significant milestone for OpenAI's progress towards Artificial General Intelligence (AGI) and clarifies ownership rights with Microsoft, facilitating future fundraising [1] - Art Hogan, Chief Market Strategist at B Riley Wealth, noted that the recent developments around OpenAI are becoming a trend, with major players like Microsoft and Adobe positioning themselves as key contributors to the AI revolution [2]

Core Insights - Microsoft and OpenAI have reached a deal for OpenAI to restructure into a public benefit corporation, which values OpenAI at $500 billion [1] Group 1 - The restructuring will allow OpenAI to operate with a focus on public benefit while maintaining its innovative edge [1] - This deal signifies a strategic partnership between Microsoft and OpenAI, enhancing Microsoft's position in the AI sector [1] - The valuation of $500 billion reflects the growing importance and potential of AI technologies in the market [1]

This just crossing the wire. A new deal in pact between Microsoft and open air. It's a new stake in open air p, b, c.What does that mean. Well, joining us is Bloomberg Tech co-host Caroline Hyde. And, Caroline, with these new agreements, first of all, Microsoft immediately jumping on this news.But I just look through the headlines and I'm going to be honest, a lot of it is like a foreign language to me, but it just show that the two are coming closer together. What exactly is this. We knew that a memorandum ...

Market Performance - The three major U.S. stock indices opened slightly higher, with the Dow Jones Industrial Average rising by 0.64%, the S&P 500 increasing by 0.31%, and the Nasdaq Composite gaining 0.55%, all reaching new historical highs [1] - Current prices and changes for major indices are as follows: Dow Jones at 47850.11 (+305.52), Nasdaq at 23767.65 (+130.19), and S&P 500 at 6896.26 (+21.10) [2] Company Highlights - Microsoft shares rose over 3%, with its market capitalization surpassing $4 trillion. The company signed a new agreement with OpenAI to purchase an additional $250 billion worth of Azure services. Microsoft also supports the establishment of a public benefit corporation for OpenAI, holding an investment stake valued at approximately $135 billion in the OpenAI group [2] - Apple shares increased by 0.3%, with its market capitalization also reaching $4 trillion [3] - United Parcel Service (UPS) shares surged over 10% after raising its full-year profit forecast for 2025 [3]

Core Insights - Microsoft has entered into a new agreement with OpenAI, which includes a significant stake in OpenAI's Public Benefit Corporation (PBC) [1][2] - The partnership indicates a shift towards a for-profit model for OpenAI, which was originally established as a non-profit organization [2][3] - Microsoft holds a valuation stake of $135 billion in the PBC, which is larger than OpenAI's previous valuation of $100 billion for its philanthropic arm [3][4] Financial Implications - OpenAI has a contractual obligation to purchase $250 billion worth of Azure cloud services from Microsoft [5] - The deal allows OpenAI to jointly develop products with third parties while Microsoft retains exclusive intellectual property rights until the achievement of artificial general intelligence (AGI) [6][7] Strategic Developments - The agreement solidifies the relationship between Microsoft and OpenAI, addressing concerns about future collaboration and product development [7][8] - OpenAI is now able to source cloud services from other providers like Oracle and Google, indicating a diversification of its cloud infrastructure [6][7]

Core Insights - OpenAI's for-profit arm has officially transitioned into a public benefit corporation, indicating a commitment to balancing profit with social responsibility [1] - A significant partnership has been established with Microsoft, which will acquire a 27% stake in OpenAI, highlighting the tech giant's strategic investment in AI technology [1] Company Developments - The conversion to a public benefit corporation allows OpenAI to pursue its mission while also attracting investment [1] - The deal with Microsoft not only provides capital but also strengthens the collaboration between the two companies in advancing AI initiatives [1]

When you have stocks with market capitalizations that are larger than some count's GDPs, you can't ignore them. You have to handicap them. They're behemoths that deserve in-depth consideration before the report.If only to keep them on your radar screen. So, on a very good day where the Dow gained 337 points, S&P jumped 1.23%, NASDAQ pulled at 1.86%. Let's talk about the potential impact of the upcoming quarters from Alphabet, Microsoft, Meta Wednesday, Amazon, Apple Thursday, multi-trillion dollars, all uh ...