US stock market just gained $1,200,000,000,000 today. wild though
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Wall Street handed the win to the company that stopped pretending to build the future. Apple closed the week at $5.03 trillion, ahead of Nvidia's $4.93 trillion, and the September quarter explains why. Buybacks at Apple…
Apple buybacks vs the AI giants
Microsoft CEO Satya Nadella says every AI model carries security risks. He used to think tech would just naturally match human views, but now he insists on strict controls and guidance to stop potential disasters.
The part nobody expected: $MSFT capex landed at $45.2 billion, under its own $50 billion internal projection, and the reason is kind of mundane. A chunk of the shortfall traces to third-party capacity showing up late.…
🇺🇸 Microsoft to reduce headcount by 27%! First voluntary for a good offer … then likely forceful for nothing. AI keeps plowing through white collar jobs. #Microsoft
The absence of Call of Duty: Modern Warfare 4 reviews on Xbox has sparked a controversy that is putting pressure on Microsoft to enhance its review system.
Anthropic sits at the top of Microsoft's private AI holdings with a $965B valuation, and OpenAI trails at $852B. Across the fifteen companies in the portfolio, those stakes add up to $2.09 trillion in combined value.…
The background alone is doing a lot of work here: the claim is that Windows XP ended up with the most iconic desktop ever. It shipped from Microsoft on October 25, 2001, and that launch landed 25 years back from today.…
the argument that Microsoft over-hired doesn't really hold up. before, revenue growth always came with more employees, so headcount was a decent proxy for how the business was doing. since roughly 2024 that link has…
That hill is pure nostalgia
The background alone is doing a lot of work here: the claim is that Windows XP ended up with the most iconic desktop ever. It shipped from Microsoft on October 25, 2001, and that launch landed 25 years back from today. Nostalgia does the rest, sure. #Microsoft
A hole that had been sitting in PHP since 2014 got found by AI, and PHP runs something near 70% of websites. The researchers were the good guys, so the PHP team heard about it privately and could start fixing before…
AI finds PHP vulnerability from 2014
Start with the house. You've got to cover every entry point, and in some places that includes the toilet, because snakes come up through it. The robber just needs one that isn't locked. That's the asymmetry, and it's why…
AI hackers and the defender asymmetry
Microsoft needed 44 years to get to a $1 trillion market cap, which is the longest wait on this list. Flip it around and Bitcoin did the same thing in 12, the shortest. In between: Meta at 17, Tesla at 18, Google at 21,…
Reports point to Microsoft planning a next Xbox launch in late 2028. Internal projections suggest the device could land between $1,200 and $1,800 for consumers without subsidies. The pricing assumes they might choose to…
If the Alinea Analytics numbers hold up, Gears of War: E-Day is in a rough spot. A new report puts development past $500 million, and that's before marketing, which is already above the earlier $400 million figure. First…
