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OpenAI May Raise $10 Billion From Amazon, The Information Says
OpenAI May Raise $10 Billion From Amazon, The Information Says: OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc ...
bloomberg.com/news/articles/2025-12-17/openai-in-talks-to-raise-10-billion-from-amazon-information
Alphabet becomes fourth company to reach $3 trillion market cap
Alphabet becomes fourth company to reach $3 trillion market cap: Google's parent company added hundreds of billions of dollars in value in September following a ...
cnbc.com/2025/09/15/alphabet-3-trillion-market-cap.html
Oracle stock gains 36% to post best day since 1992, tops $900 billion ...
Oracle stock gains 36% to post best day since 1992, tops $900 billion market cap
cnbc.com/2025/09/10/oracle-stock-cloud-backlog-ai.html
Inside Google’s Quiet Rebuild: Changes Outpace AI Hype
Inside Google’s Quiet Rebuild: Changes Outpace AI Hype: You can see Google's eye-popping capex. You can’t see the rewiring — yet.
thestreet.com/technology/inside-googles-quiet-rebuild-changes-outpace-ai-hype
Google's antitrust ruling has major impact on Apple
Google's antitrust ruling has major impact on Apple: A judge's ruling in the antitrust case sends Apple's stock rallying.
thestreet.com/technology/apple-is-a-winner-following-the-google-antitrust-ruling
Nvidia quietly buys more stock in AI infrastructure favorite
Nvidia quietly buys more stock in AI infrastructure favorite: This little-known firm is now Nvidia's largest outside stock holding
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Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 ...
Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion
cnbc.com/2025/07/30/microsoft-msft-q4-earnings-report-2025.html
Key FactsMicrosoft tops forecasts and reports Azure revenue for first time
Jul 30, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: cnbc.com
  • Microsoft reported EPS of $3.65 and revenue of $76.44 billion, both exceeding LSEG expectations.

  • Microsoft disclosed Azure’s dollar scale for the first time; fiscal-2025 revenue exceeded $75 billion, while quarterly growth reached 39%.

  • Finance chief Amy Hood forecast first-quarter revenue of $74.7 billion to $75.8 billion, above the $74.09 billion LSEG consensus.

  • Microsoft expects over $30 billion in first-quarter capital expenditures and assets acquired through finance leases, while data-center capacity remains constrained.
  • "I talked about it, my gosh, in January, and said I thought we'd be in better supply-demand shape by June," Hood said. "And now I'm saying I hope I'm in better shape by December."— Microsoft CFO Amy Hood, on a conference call with analysts, discussing the expected supply-demand balance and quarterly outlook.
Google Brain founder has an unexpected one-word message on AI
Google Brain founder has an unexpected one-word message on AI: One word from a tech insider shifts how we see the AI race.
trib.al/m1la6Bo
OpenAI makes shocking move amid fierce competition, Microsoft problems
OpenAI makes shocking move amid fierce competition, Microsoft problems : The company's latest move seems quite desperate.
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Why OpenAI and Google's surprising new alliance makes a lot of AI sense
Why OpenAI and Google's surprising new alliance makes a lot of AI sense: The partnership gives the ChatGPT-maker access to Google's cloud services for training ...
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ChatGPT could soon run on Google's servers instead of ...
ChatGPT could soon run on Google's servers instead of Microsoft's: It's been in the making for months
androidpolice.com/google-openai-deal/
Coreweave signs new $4 bln deal with OpenAI, filing shows
Coreweave signs new $4 bln deal with OpenAI, filing shows: Nvidia-backed AI company Coreweave has signed an additional agreement with OpenAI under which the ...
reuters.com/business/coreweave-signs-new-4-bln-deal-with-openai-filing-shows-2025-05-15/
Key FactsCoreWeave Outlook: CapEx and Lockup Risks
May 15, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: wccftech.com
  • CoreWeave reported Q1 2025 revenue of $981.632 million, beating consensus by 14%.

  • Guidance disappointed with projected Q2 CapEx of $3–3.5 billion alongside revenue guidance of $1.06–1.10 billion, and FY2025 revenue is forecast at $4.9–5.1 billion with CapEx of $20–23 billion.

  • The company added Google as a hyperscaler customer and carries an order backlog of $25.9 billion, including $11.2 billion from OpenAI.

  • DA Davidson downgraded CoreWeave to Underperform with a $36 price target, noting limited short-term downside due to a very small float and very high cost to borrow but warning risk may increase after lockup expirations and potential secondary offerings.
  • We realize shares may have limited short-term downside given the very small float and very high cost to borrow, but that may change upon the expiration of the lockup and likely need for secondaries.
    — Gil Luria, DA Davidson analyst, commenting on CoreWeave (CRWV) and the stock's limited downside due to its float
Microsoft has a secret weapon in war against Google, Amazon
Microsoft has a secret weapon in war against Google, Amazon: A surprising part of the company's business is demonstrating clear progress.
thestreet.com/technology/microsoft-could-have-major-advantage-over-big-tech-rivals
Only Google can run Chrome, company’s browser chief tells judge
Only Google can run Chrome, company’s browser chief tells judge: Google is the only company that can offer the level of features and functionality that its ...
latimes.com/business/story/2025-04-25/only-google-can-run-chrome-companys-browser-chief-tells-judge
'Everybody Wants to Be First': Nvidia CEO Says Demand for Its ...
'Everybody Wants to Be First': Nvidia CEO Says Demand for Its Blackwell AI Chip Is 'Insane'
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