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OpenAI’s $500B Overhaul Rocks Tech World: Microsoft Snags $135B Stake and AI ‘Arms Race’ Ignites

OpenAI’s $500B Overhaul Rocks Tech World: Microsoft Snags $135B Stake and AI ‘Arms Race’ Ignites

Mission-Focused Overhaul On Oct. 28, OpenAI announced it had “completed its recapitalization” openai.com, simplifying its complex corporate structure. OpenAI – founded in 2015 as a nonprofit – now has two layers: the OpenAI Foundation (nonprofit) and the OpenAI Group PBC (public benefit corporation for-profit). The Foundation, chaired by Bret Taylor, “holds equity in the for-profit currently valued at approximately $130 billion” openai.com. Legally a public-benefit company, OpenAI Group must consider social good alongside profit, and the Foundation retains super-voting power to appoint the board. Crucially, the Foundation will funnel success back into public causes. It has earmarked $25 billion for two key
30 October 2025
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Tech Titans Hit Stratospheric Highs: Apple & Microsoft Smash $4T, Nvidia Eyes $5T Amid AI Frenzy

Tech Titans Hit Stratospheric Highs: Apple & Microsoft Smash $4T, Nvidia Eyes $5T Amid AI Frenzy

Tech Stocks Rally to Record Highs U.S. equity indexes opened the week with a bang as investors piled into 2025’s biggest winners. On Oct. 27 the Nasdaq jumped 1.4% and the S&P 500 0.8%, both closing at fresh all-time highs ts2.tech. Optimism over a looming Fed rate cut and a potential U.S.–China trade deal boosted sentiment ts2.tech ts2.tech. Most critically, Big Tech led the charge: Apple, Microsoft, Alphabet, Amazon and Meta (the so-called Magnificent Seven) are reporting earnings this week, and have collectively gained roughly $6 trillion in value this year ts2.tech. Investors point to strong fundamentals — about 87%
29 October 2025
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Nebius Stock Skyrockets 350% on $17B Microsoft AI Deal — Bubble or Breakthrough?

Nebius Stock Skyrockets 350% on $17B Microsoft AI Deal — Bubble or Breakthrough?

Nebius’s Meteoric Rise on AI Hype Nebius Group N.V. is an Amsterdam-based newcomer (spun out of Yandex) that builds GPU-powered cloud infrastructure for AI applications reuters.com. Since listing on Nasdaq last October around $14, it has been one of 2025’s hottest stories. This surge reflects the AI compute boom and a series of eye-popping contracts. The most dramatic was the Sept. 8 announcement that Nebius will supply Microsoft’s Azure with GPU capacity (from its upcoming Vineland, NJ data center) over five years ts2.tech reuters.com. That deal alone nearly doubled the stock overnight reuters.com. As BWS analyst Hamed Khorsand put it, the
28 October 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft’s Blockbuster October 2025: Stock Soars on AI Boom, Bold Deals, and New Tech Unveiled

Stock Surge and Market Sentiment in October October 2025 saw Microsoft’s stock (MSFT) extending its year-long rally and flirting with record highs. By October 17, MSFT shares closed around $513–$514, within striking distance of their all-time peak (~$555) ts2.tech. This puts Microsoft up roughly 23% from a year ago ts2.tech and about 25% higher year-to-date ts2.tech, handily outperforming the broader indices. The stock’s climb has added hundreds of billions to Microsoft’s market capitalization, now just under the $4 trillion milestone ts2.tech ts2.tech. Investors have been encouraged by Microsoft’s resilient growth and AI leadership, treating the company as a cornerstone of the
25 October 2025
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Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Cloud and AI Drive Momentum Microsoft’s Azure cloud has been the standout. In FY2025 Azure revenue surpassed $75B, growing ~34% ts2.tech ts2.tech. Analysts note Azure continues to accelerate: in Q4 it was up ~39%, handily beating AWS and Google Cloud ts2.tech. That dominance is a key reason for the stock’s rally. As TechStock² (TS2.Tech) reports, Wall Street “still sees $600–$650 [over 12 months]” for MSFT ts2.tech. Indeed, banks like UBS and Bank of America recently reiterated Buy ratings and raised targets to ~$650 and $640, respectively insidermonkey.com ts2.tech. UBS “highlighted accelerating Azure growth trends” in its $650 target insidermonkey.com, and
24 October 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft Nears $4 Trillion: AI Boom Propels Stock Rally, Analysts See $600 Ahead

What to Know Before Markets Open on October 20, 2025 Stock Near Highs on Strong Performance Microsoft’s stock has been on a tear in 2025, hovering near record levels after a robust year of growth. Shares ended last week around $513–$514 stockanalysis.com, not far from the all-time closing high of ~$555 set in late July ts2.tech. This rally has added hundreds of billions to Microsoft’s market capitalization, which now sits just under the $4 trillion milestone ts2.tech. The stock has climbed roughly 23% over the past 12 months ts2.tech, outpacing the broader market amid excitement over artificial intelligence and resilient demand
19 October 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft’s Big AI Gamble: Nadella Hands Over Commercial Reins to Focus on Datacenters and AI — What It Means for Customers, Partners and Competitors

A Seismic Shift in Leadership Satya Nadella’s memo announcing the promotion of Judson Althoff to CEO of Microsoft’s commercial business reads like a mission statement for the AI era. Nadella describes the generational platform shift to artificial intelligence as “tectonic” and argues that Microsoft must combine sales, marketing, operations and engineering to meet customer needs and build the new AI frontier blogs.microsoft.com. The reorganisation brings marketing chief Takeshi Numoto and chief operating officer Carolina Dybeck Happe (with a dotted line to Nadella) under Althoff’s oversight. Nadella emphasised that consolidating operations within the commercial organisation will “tighten the feedback loop” between customer needs and product delivery
2 October 2025
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Microsoft’s Copilot Unleashes AI ‘Office Agents’ That Write Your Spreadsheets and Slides

Microsoft’s Copilot Unleashes AI ‘Office Agents’ That Write Your Spreadsheets and Slides

Microsoft bills this era of AI-assisted work as “vibe working” – akin to its earlier “vibe coding” for apps. As Corporate VP Sumit Chauhan explains, “in the same way vibe coding has transformed software development, the latest reasoning models in Copilot unlock agentic productivity for Office artifacts” theverge.com. In practice, that means you start with a simple prompt (“Create a budget workbook and chart for me…”) and the AI agent orchestrates the multi-step process. The Microsoft blog calls it “the new pattern of work for human-agent collaboration” microsoft.com theverge.com. In Excel, for example, Agent Mode can automatically apply financial formulas, build
29 September 2025
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