Microsoft
Microsoft Corporation is an American multinational technology company that produces computer software, consumer electronics, personal computers, and associated services.
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Among the "Magnificent Seven" US tech stocks that have reported earnings, only Alphabet saw a post-market rise
Odaily Odaily reports: As four of the "Magnificent Seven" US tech giants released their earnings reports after the market close, only Alphabet (GOOGL.O) seemed to perform well enough to appease investors. Alphabet's fiscal first-quarter revenue rose 22%, reaching nearly $110 billion, surpassing analysts' expectations. Net profit was $62.6 billion, a year-over-year increase of 81%. Additionally, the company's fiscal 2025 sales reached a record $403 billion, with profits of approximately $132 billion. After exceeding earnings expectations, Alphabet's stock price rose 3.9%. Unsurprisingly, CEO Sundar Pichai attributed much of the company's growth to its underlying AI investments. Amazon, Meta Platforms, and Microsoft also reported strong growth, but their stock prices fell, with Meta declining over 5%. Meta's sales guidance was in line with expectations, and it also raised its capital expenditure plans for this year, reflecting higher component prices and, to a lesser extent, additional data center costs.
White House Trump Banquet Hall Total Investment Rises to $400 Million, Multiple Crypto Companies Previously Disclosed as Donors
Fortune magazine disclosed the total investment in the White House Trump Banquet Hall has risen from the initially estimated $200 million to $400 million. The funds primarily come from tax-deductible private donations, which will be managed through the non-profit organization Trust for the National Mall. Fortune previously revealed that multiple crypto industry companies and individuals have participated in the donations, including Coinbase, Ripple, Tether America (a subsidiary of Tether), as well as prominent figures in the crypto space such as Paxos co-founder Charles Cascarilla, Cameron Winklevoss, and Tyler Winklevoss. Additionally, major tech companies like Meta, Apple, Amazon, Google, and Microsoft are also on the donor list. Among them, Google's parent company Alphabet had previously reached a settlement with Trump and pledged $22 million of that amount towards the banquet hall's construction.
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OpenAI Announces a New Phase in Its Partnership with Microsoft
According to an official announcement from OpenAI, OpenAI has officially announced that its partnership with Microsoft has entered a new phase, with both parties reaching several key agreements on top of their existing collaboration. Per the announcement, Microsoft will continue serving as OpenAI’s primary cloud service partner and retain preferential access rights; Microsoft has also been granted a non-exclusive license to OpenAI’s intellectual property; furthermore, Microsoft will continue participating in OpenAI’s business growth as a major shareholder. OpenAI stated that this upgrade to the partnership aims to keep pace with the rapid innovation tempo currently unfolding across the AI field.
CFTC Chairman: AI to Be Used for Reviewing US Crypto Market Registration Applications and Enhancing Market Surveillance
CFTC Chairman Mike Selig, in an interview with CoinDesk, stated that the CFTC is developing tools leveraging AI to review registration applications for the U.S. crypto market and monitor trading activity. Mike Selig noted that due to federal government layoffs, which have reduced the agency's workforce by more than one-fifth, AI and automation technologies will be used to fill the manpower gap and improve the efficiency of document review. Currently, his employees are undergoing training on Microsoft Copilot, while the agency is also developing internal tools for reviewing swaps data and market surveillance.Furthermore, Mike Selig stated that the digital asset classification guide jointly released by the CFTC and the SEC is the most important initiative during his tenure, aimed at providing regulatory clarity for market participants. Regarding prediction markets, Mike Selig reiterated the CFTC's exclusive jurisdiction and emphasized that strict enforcement actions will be taken against violations such as insider trading.
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Gate Prediction Market: Market Expectations Highly Concentrated for Second-Largest Company by End of April, Alphabet Probability Reaches 99%
in the Gate Prediction Market event concerning the "Second-Largest Company by the End of April," Alphabet's current probability has reached 99%, significantly领先 over other options such as Apple, NVIDIA, Microsoft, Amazon, Tesla, and Saudi Aramco, indicating a highly concentrated market expectation. In terms of related asset trading, Gate's Perpetual Contract Stock Section has listed several popular tech stock perpetual contracts, including GOOGLXUSDT, NVDAXUSDT, and TSLAXUSDT, providing users with diverse participation pathways from event assessment to asset trading.Meanwhile, the Gate Prediction Market has completed multiple functional upgrades: added a one-stop search and intelligent recommendation mechanism, supporting keyword quick retrieval and category browsing; enhanced historical billing and filtering functions, making fund flows clearer and more traceable; added a multi-level category and breaking news section on the homepage to help users efficiently capture hot opportunities; and expanded the sports market to include more derivative gameplay, enhancing strategic flexibility while lowering participation barriers.Currently, Gate's performance within the Polymarket partnership channel continues to improve, with its market share ranking among the top two in the industry. Users can access the prediction market directly through the Gate App, enter the Polymarket page via the Alpha feature on the platform's homepage, and use USDT in their exchange account to participate in event predictions. This integration marks a key step for Gate in merging the crypto trading ecosystem with the prediction market, offering users a diversified market experience from expectation assessment to trading participation.
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Microsoft Adjusts OpenAI Partnership Agreement: Will No Longer Pay Revenue Share to OpenAI
Microsoft has officially announced an updated partnership agreement with OpenAI, further clarifying the long-term nature of their collaboration. Under the new agreement, Microsoft remains OpenAI’s primary cloud partner, and OpenAI products will continue to launch first on Azure—unless Microsoft is unable or chooses not to support the relevant capabilities. At the same time, OpenAI may now deploy all its products on any cloud service provider. The agreement also states that Microsoft holds a license to OpenAI’s model and product intellectual property through 2032; however, this license has changed from exclusive to non-exclusive. Microsoft will no longer pay revenue-sharing payments to OpenAI, while OpenAI’s revenue-sharing payments to Microsoft will continue through 2030 at the same percentage rate—but subject to an overall cap. Additionally, Microsoft will remain a significant shareholder and continue participating in OpenAI’s growth.
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Microsoft (MSFT.O) will no longer pay revenue sharing to OpenAI
Microsoft (MSFT.O) will no longer pay revenue sharing to OpenAI.OpenAI has announced an amendment to its agreement to streamline its partnership with Microsoft (MSFT.O).The licensing rights Microsoft (MSFT.O) holds from OpenAI will now become non-exclusive in nature.
QCP: BTC Monthly Gain Exceeds 14%; Geopolitical and Security Incidents Disrupt Market Sentiment
QCP Group’s analysis states that U.S.-Iran negotiations have once again collapsed, while the Middle East ceasefire continues, leaving the overall geopolitical landscape relatively static. A shooting incident occurred at the White House Correspondents’ Dinner, with Trump suspected as the target. Following Asia’s market open, BTC briefly surged past $79,000 and ETH above $2,400—but gains quickly reversed amid concerns triggered by news of Iran’s Foreign Minister traveling to Russia for talks with Putin. Since early April, BTC has rallied over 14% cumulatively, marking four consecutive weeks of positive closes. Spot ETFs recorded nine straight days of net inflows totaling approximately $2.11 billion. Strategy funds added over $3.8 billion worth of BTC in the past month. The current key resistance level for BTC lies near the CME gap around $82,000. BTC perpetual contract funding rates remain persistently negative; a breakout above this level could trigger short-covering. Implied volatility continues declining, and risk-reversal skew has narrowed somewhat, signaling gradually rising market interest in upside exposure. Key events this week: - April 29: Earnings reports from Microsoft, Amazon, Meta, and Google, plus the FOMC interest-rate decision. - April 30: Apple earnings report, U.S. Q1 GDP data, and March PCE inflation data.
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Jesse Pollak: AI Agents Are the Next Wave of Crypto Payments
Jesse Pollak, head of the Base chain, stated in an interview that AI agents are rapidly gaining autonomy and increasingly require native, programmable payment systems. Currently, approximately $48 million in payments have flowed through the x402 protocol, with about 95% of transactions occurring on the Base network. Jesse Pollak pointed out that x402, an open-source payment protocol co-developed by Coinbase in collaboration with Microsoft, Google, and Mastercard, enables on-demand API payments without the need for traditional subscription systems. Crypto infrastructure allows AI agents to move funds globally, instantly, and at low cost to pay for services such as data access, computation, or travel bookings. The long-term vision is to create an open service marketplace where software can discover and purchase digital services in real-time without human intervention.
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万事达卡
Microsoft had considered acquiring Cursor but ultimately locked in a partnership with SpaceX.
According to Techstartups, Microsoft had explored acquiring AI programming tools company Cursor but ultimately did not proceed with the deal. Subsequently, SpaceX swiftly secured an option to acquire Cursor at a $60 billion valuation. Cursor has now become one of the key players in the AI programming space, benefiting from strong developer demand for automated programming and productivity tools—where OpenAI and Anthropic are fiercely competing. Meanwhile, Microsoft faces another set of pressures, with its stock down 10% this year, underperforming its peers in the hyperscale data center sector.
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Vercel CEO: Attackers Stole API Keys via Malware, Impact Broader Than Initially Assessed
Vercel CEO Guillermo Rauch (@rauchg) announced that Vercel is conducting an in-depth investigation into the April 2026 security incident. The investigation revealed that the attackers initially breached Vercel’s systems via Context.ai’s account—a startup—but their activities extended far beyond this initial intrusion. Threat intelligence indicates that the attackers distributed malware to steal Vercel account credentials and API keys from other service providers, then used those keys to rapidly and extensively enumerate non-sensitive environment variables. To trace the root cause, Vercel has processed nearly 1 petabyte of network and API logs. Vercel is collaborating with industry partners—including Microsoft, AWS, and Wiz—to respond jointly and has proactively notified other potentially affected parties, urging them to rotate credentials and adopt security best practices.
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Anthropic Claude Mythos Discovers 271 Vulnerabilities in Firefox Browser
According to Decrypt, Mozilla recently revealed that Anthropic’s latest AI model, Claude Mythos, identified 271 security vulnerabilities during internal testing of the Firefox browser; all related vulnerabilities were patched this week. For comparison, a previous Anthropic model had detected only 22 security-sensitive vulnerabilities. Mozilla stated that all discovered vulnerabilities fell within the scope of what top human researchers could identify. Claude Mythos was officially launched in March 2026 and is Anthropic’s most powerful model to date for reasoning, coding, and cybersecurity. It is currently available exclusively to vetted partners—including Amazon, Apple, and Microsoft—under Anthropic’s “Project Glasswing” initiative.
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Anthropic Releases Claude Opus 4.7
According to Anthropic’s official announcement, Claude Opus 4.7 has been officially released and is now available across the entire Claude product suite, API, Amazon Bedrock, Google Cloud Vertex AI, and Microsoft Foundry. Its pricing remains unchanged from Opus 4.6: $5 per million input tokens and $25 per million output tokens.
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Binance Futures will launch perpetual contracts for Microsoft, Broadcom, and Alibaba on April 20.
According to the official announcement, Binance Futures will launch MSFTUSDT, AVGOUSDT, and BABAUSDT—three USDT-denominated perpetual contracts—in batches on April 20, 2026. These contracts track the stock prices of Microsoft (Nasdaq: MSFT), Broadcom (Nasdaq: AVGO), and Alibaba Group (NYSE: BABA), respectively. All three contracts offer a maximum leverage of 10x, a funding rate cap of ±2%, and funding settlements every 8 hours. They support 24/7 trading and multi-asset margin mode.
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阿里巴巴
OpenAI, Anthropic, and Google Join Forces to Curb AI Model Distillation by Chinese Entities
According to Bloomberg, OpenAI, Anthropic PBC, and Google—Alphabet’s subsidiary—have begun collaborating to curb attempts by Chinese competitors to extract outputs from cutting-edge U.S. AI models to enhance their own models’ capabilities. Sources familiar with the matter said the three companies are sharing information through the Frontier Model Forum, an industry nonprofit organization co-founded in 2023 by OpenAI, Anthropic, Google, and Microsoft, to identify adversarial data distillation attempts that violate terms of service.
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OpenAI Abandons Direct Leasing Plan for Norway's Stargate Data Center, Transfers Project to Microsoft
Odaily News: After pausing the UK Stargate project, OpenAI announced it has abandoned its plan to directly lease computing power from the "Stargate Norway" data center in Narvik, Norway. The project was originally being built by UK AI cloud service startup Nscale, with a planned capacity of 230MW. Sources familiar with the matter stated that OpenAI had considered leasing approximately half of the facility's computing power but ultimately did not reach an agreement with Nscale. The related computing power has now been taken over by Microsoft. OpenAI stated that it is negotiating with Microsoft to access Norwegian computing resources through its cloud services, a move that is more financially aligned with its existing expenditure arrangements. (CNBC)
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