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Microsoft Corporation is an American multinational technology company that produces computer software, consumer electronics, personal computers, and associated services.
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IREN Acquires Spanish AI Data Center Developer Nostrum, Enters European Market
IREN, an AI infrastructure company transformed from a Bitcoin mining firm, has announced the acquisition of Spanish AI data center developer Ingenostrum, S.L., also known as the Nostrum Group, officially entering the European market.The transaction adds approximately 490 megawatts of secured, grid-connected power resources for IREN and brings a pipeline of AI data center development projects in Spain. The Nostrum team comprises over 50 employees covering development, engineering, construction, and operations.IREN stated that Europe is one of the largest and fastest-growing AI infrastructure markets globally, and Spain, with its abundant renewable energy and strong fiber-optic connectivity, serves as a key gateway to enter the European market.This acquisition is also the latest move in IREN's transformation from a pure Bitcoin mining company into a global provider of AI and high-performance computing infrastructure. This follows IREN's recent announcement to build an 800-megawatt data center campus in South Australia, as well as signing a multi-billion dollar AI cloud agreement with Microsoft and establishing a partnership with Nvidia. Following the news, IREN's stock price rose nearly 4% on Monday to approximately $62.
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Microsoft CEO: Every company in the future must build both human capital and token capital
Microsoft Chairman and CEO Satya Nadella published a lengthy post on X titled "A frontier without an ecosystem is not stable."In the post, Nadella stated that every company in the future must build two forms of capital — Human Capital and Token Capital. Human capital encompasses employees' knowledge, judgment, networks, creativity, and pattern recognition abilities, while Token Capital refers to the AI capabilities that a company owns and constructs.More importantly, as Token Capital grows, human capital does not depreciate in value; on the contrary, it becomes even more critical. Human initiative will be the core driving force behind the growth of Token Capital. Humans are responsible for setting ambitious goals, connecting information across domains, building relationship networks, and identifying truly important patterns. Without human guidance, computational power merely runs in circles. Therefore, the real opportunity does not lie in choosing which model is best, but in building a learning loop around the model, allowing human capital and token capital to compound and grow together.
“White-Haired Stock Guru” Serenity: Bullish on Long-Term Opportunities in Chinese Stocks, Foreign Investor Perspectives May Be Underestimated by the Market
“White-Haired Stock Guru” Serenity posted on X platform, stating that the public often interprets his stock picks as “harvesting retail investors,” but he hopes his recommended targets can change the market’s perception that certain stocks are only suitable for short-term speculation, and prove that high-quality companies also possess long-term holding value.Serenity pointed out that the only Chinese concept stock he recommended last year was the optical module manufacturer Zhongji Innolight (Innolight), which has since hit an all-time high, achieving a cumulative gain in the triple digits. He stated that his investment logic is primarily based on Western institutional research frameworks, comprehensively referencing research views from institutions such as JPMorgan Chase and Goldman Sachs, and focusing closely on demand changes from US cloud computing giants like Google and Microsoft.Furthermore, Serenity mentioned that when researching individual stocks, he also continuously evaluates geopolitical and game theory factors, for example in his analysis of companies like AXT. He believes that the perspective of foreign investors can bring different types of Alpha to the Chinese stock market, and he looks forward to further exploration of investment opportunities in the Chinese stock market in the future.Regarding the rumor circulating in the market that there is a Chinese institutional team behind him, Serenity denied it, emphasizing that he is just an individual investor who shares his investment thoughts daily. English is his primary language, and since most of his content is posted via mobile phone, posting over 20 times a day, occasional spelling errors are normal.
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AI infrastructure company Nscale has raised nearly $4 billion in total funding, with a valuation of $14.6 billion
: AI infrastructure startup Nscale has disclosed a total of nearly $4 billion in funding. After its latest $2 billion Series C round, the company's valuation reached $14.6 billion. Nscale, formerly a spin-off from cryptocurrency mining company Arkon Energy, now focuses on building and operating AI data centers and leasing computing resources to enterprises. Its investors include tech giants such as Nvidia, Dell, and Nokia. Since 2026, Nscale has also secured $1.4 billion in GPU-backed loans and $790 million in credit facilities to support its AI infrastructure expansion plans.Nscale has previously participated in OpenAI's "Stargate" infrastructure project, deploying AI computing facilities in the UK and Norway. However, following adjustments to OpenAI's related plans, some projects have been taken over by Microsoft and Google. (Fortune)
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“New Stock God” Serenity: NBIS Market Cap Reaches $60 Billion, Approaching the Set Target of $100 Billion
"New Stock God" Serenity stated on the X platform that AI infrastructure company Nebius (NASDAQ: NBIS) has continued to show strong performance recently, not only outperforming the broader market but also surpassing the Neocloud concept stock basket composed of IREN, Cipher Mining (CIFR), and others. Serenity also described Nebius's recent market performance as having "anime plot armor," expressing optimism about its sustained upward momentum.After Microsoft's earnings report release last year, Serenity predicted that Nebius's market cap could reach $100 billion following the release of its Q4 results. Currently, Nebius's market cap has risen to approximately $60 billion, steadily approaching this target.
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Bitcoin mining company IREN completes $3.65 billion investment-grade GPU financing
Bitcoin mining company IREN announced the completion of a $3.65 billion investment-grade GPU financing to support its AI cloud contract signed with Microsoft. The financing includes $2.1 billion in US private placement bonds and $1.55 billion in delayed-draw term loans, with a blended debt cost of 6.00%. It is reported that this financing has been assigned ratings of A and A (low) by Fitch and DBRS, respectively, making it the highest-rated investment-grade GPU financing project publicly disclosed to date, as well as the first GPU financing case in the US private market. IREN stated that the financing is secured by GPU assets and related contract cash flows, which helps optimize its capital structure and supports the company's plan to expand its AI Cloud capacity to 480MW by the end of 2026.
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Billionaire Dan Loeb Dismisses AI Bubble Theory: AI Is Just Getting Started, Massive Capital Expenditure Will Pay Off
: Billionaire investor and founder of hedge fund Third Point, Dan Loeb, stated in a podcast that current market concerns over an AI "bubble" are greatly exaggerated, and the development phase of the AI industry is completely different from the dot-com bubble era.Loeb pointed out that the combined capital expenditures of tech giants including Alphabet, Microsoft, Amazon, and Meta have already exceeded $700 billion this year, and could reach $1 trillion next year, with the vast majority allocated to AI infrastructure construction. He indicated that not believing these capital expenditures can yield returns is equivalent to believing these companies are "burning cash for nothing," but currently these companies have strong profitability and ample cash flow, allowing them to rely on their own balance sheets to support investments.Loeb emphasized that this is different from the dot-com bubble period when "valuations were detached from fundamentals," and does not constitute a traditional valuation bubble. He also noted that AI companies like Anthropic are experiencing rapid revenue growth and accelerating product deployment, indicating the industry is still in its early expansion phase.According to reports, Anthropic's latest funding round valuation has approached nearly $965 billion, with annualized revenue surging from $14 billion to $47 billion, further strengthening market confidence in the commercialization potential of AI.However, some investors in the market, including Michael Burry, have expressed concerns about AI valuations overheating, believing that massive investments may struggle to generate corresponding returns. Loeb stated, "We haven't even scratched the surface of AI development," and believes it remains in the early stages of long-term growth. (BusinessInsider)
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Whale Evaded BTC and ETH Short Liquidations, Profited $1.77 Million, Then Increased Long Positions in Microsoft and Oracle
On-chain data shows that the whale Evaded made over $1.77 million in profits after closing short positions on Bitcoin and Ethereum, then shifted the funds to long positions in tech stocks.
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New Stock God Serenity: SIVE Deeply Tied to Ayar, Benefiting from the Global AI Rack-Scale Optical Interconnect Wave
Serenity, hailed as the "New Stock God," recently commented on its heavily weighted position SIVE. Ayar Labs and Wiwynn announced a partnership today, a move that could profoundly impact Sivers Semiconductors' (SIVE) efforts to drive the implementation of Co-Packaged Optics (CPO) technology at the rack level.Wiwynn services top-tier cloud providers such as Amazon, Meta, and Microsoft, and is also in talks with Google regarding TPU-related deployments. According to the reference architecture, a single rack needs to be equipped with over 512 Supernova light sources. If SIVE successfully becomes the primary laser array supplier, even a medium-scale rack deployment would bring significant revenue growth to the company.Serenity admitted that the current tri-party rack-level commercialization layout is still in its early stages, and related results have not yet been reflected in financial reports. However, this cooperation has already unlocked key pathways for the large-scale application of CPO, serving as a positive signal from the supply chain that deserves continued market attention.SIVE is currently listed on Nasdaq Stockholm in Sweden. The company is evaluating plans for a dual listing on the US Nasdaq and has not yet debuted on the US main board. The stock dropped sharply by 15.49% in the previous trading session. In response, Serenity stated that the pullback in the optical AI sector and SIVE is merely normal volatility during an upward trend, and it continues to increase its holdings.
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Anthropic may lease computing resources powered by Microsoft's self-developed AI chips
Anthropic is in talks with Microsoft to lease computing resources powered by Microsoft's self-developed AI server chips, aiming to meet the growing demand for its AI model training and inference.According to sources familiar with the matter, the discussions involve providing server computing services based on Microsoft's in-house chips through its data centers, which would become one of the key options for Anthropic to expand its computing power sources. If the deal is reached, it will be seen as a significant milestone in Microsoft's commercialization of AI chips. (The Information)
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AI collaboration assistant Viktor completes $75 million funding round, led by Accel
AI collaboration assistant Viktor has announced the completion of a $75 million funding round, led by Accel, with participation from Bek Ventures, Kaya VC, Tenacity Capital, and executives from companies such as Slack, Google DeepMind, and Figma. The company is currently building "AI virtual colleagues" embedded into Slack and Microsoft Teams. Unlike traditional personal AI assistant products, these AI colleagues can execute tasks across systems like Google Drive, Notion, Airtable, and Shopify, generate reports, and build organization-level memory. (Fortune)
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Duan Yongping’s First Position in Circle in Q1 2026, with a Market Value of $19.08 Million
Well-known investor Duan Yongping’s U.S.-based investment account, H&H International Investment, filed an SEC Form 13F for the first quarter of 2026, revealing that as of March 31, 2026, it held 19 securities with a total portfolio value of approximately $20.004 billion; all positions were independently decided. Specifically, the account held 28,945,607 shares of Apple (AAPL), valued at $7.346 billion; 9,147,796 shares of Berkshire Hathaway (BRK.B), valued at $4.384 billion; 13,843,775 shares of NVIDIA (NVDA), valued at $2.414 billion; 19,748,294 shares of Pinduoduo (PDD), valued at $2.018 billion; 3,408,900 shares of Tesla (TSLA), valued at $1.267 billion; and 1,016,000 shares of Microsoft (MSFT), valued at $376 million. Circle was newly disclosed as a position this quarter, with a holding of 200,000 shares valued at $19.082 million, representing approximately 0.1% of the portfolio.
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Gates Foundation Sold All Microsoft Shares in Q1, Worth $3.2 Billion
According to documents filed with the U.S. Securities and Exchange Commission (SEC), the Gates Foundation Trust sold its remaining approximately 7.7 million shares of Microsoft stock in the first quarter of 2026, valued at roughly $3.2 billion based on current share prices. As of the end of the quarter, the charitable foundation no longer holds any Microsoft stock. Market analysts believe this full divestment aligns with Bill Gates’ recent charitable planning direction. In May 2025, Gates announced that the foundation would gradually wind down its operations over the next 20 years and allocate all its assets to charitable purposes, with the goal of permanently closing the foundation by December 31, 2045; charitable expenditures during this period are projected to exceed $200 billion.
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Bill and Melinda Gates Liquidate All Microsoft Shares, Worth Over $3.2 Billion
Bill and Melinda Gates have sold all their Microsoft shares, totaling 7.7 million shares, worth over $3.2 billion. (Cointelegraph)
Cointelegraph
Trump fined $200 again for delayed disclosure of multi-million dollar stock trades
Odaily According to Trump's latest investment disclosure filing, he sold between $5 million and $25 million worth of Microsoft and Amazon stock this February, and repurchased shares in both companies in March. However, he failed to disclose these transactions within the statutory 45-day window, resulting in a $200 fine. This marks the third time this year he has been penalized for the same violation.Notably, Trump also purchased Nvidia stock on February 10th. Just days later, Nvidia announced a multi-year partnership agreement with Meta, causing its stock price to rise by approximately 2.5%. Furthermore, his purchases of Microsoft and Amazon stock preceded the Pentagon's announcement of contracts to deploy confidential computing network technology with both companies by several months. Trump has not sold any of his stock portfolio during his second term; his assets are held in a trust managed by his children, differing from the blind trust arrangements commonly adopted by previous presidents. Although members of both parties in Congress have repeatedly introduced legislation to prohibit officials from trading stocks while in office, progress on such legislation has stalled. (Washington Post)
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Trump Discloses At Least $220 Million in Securities Transactions Involving Nvidia, Apple, and Multiple U.S. Public Companies
According to Reuters, two newly released financial disclosure forms published Thursday by the U.S. Office of Government Ethics revealed that Donald Trump filed an ethics disclosure report detailing thousands of transactions involving securities of U.S. companies, with an estimated total value ranging from $220 million to $750 million. The disclosed transactions include holdings in Microsoft, Meta Platforms, Oracle, Broadcom, Bank of America, Goldman Sachs, and municipal bonds. Individual transaction values range from $1 million to $25 million and cover securities such as S&P 500 index funds, Nvidia, and Apple. The filings indicate that some transactions were executed through brokers, but do not specify the accounts used or the types of assets involved. His annual financial disclosure report is expected to be released in the coming months.
Apple
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Anthropic Launches Claude for Small Business, Further Deepening Its Presence in the Enterprise Software Market
According to Yahoo Finance, Anthropic has officially launched its AI product Claude for Small Business, designed specifically for small businesses. It supports integration with major applications such as QuickBooks, DocuSign, PayPal, Microsoft 365, and Google Workspace, enabling tasks including payroll management, account reconciliation, business insights, and trend identification. Daniela Amodei, President of Anthropic, stated that small businesses account for nearly half of the U.S. economy but have long lacked the resources available to large enterprises—AI is the first technology capable of truly bridging this gap.
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PayPal
Hackers Inject Malicious Code into Mistral AI Software Package
According to Decrypt, Microsoft’s Threat Intelligence team disclosed that attackers had injected malicious code into Mistral AI packages distributed via the PyPI platform. This malicious code automatically executes when developers use the packages on Linux systems, downloading and running a malicious file named <code>transformers.pyz</code> in the background—the filename deliberately mimics the widely used Hugging Face Transformers library to evade detection. Microsoft noted that the malware primarily steals developers’ login credentials and access tokens. It avoids execution on Russian-language systems and includes logic that can randomly delete files on devices located in Israel or Iran. This attack is linked to the “Shai-Hulud” supply-chain campaign launched in September. In response, Mistral stated that its investigation found the attack originated from compromised developer devices, and its corporate infrastructure was not breached.
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OpenAI Lawsuit Continues Trial, Sam Altman to Testify in Court
Odaily In a related lawsuit against OpenAI being heard at the U.S. District Court in Oakland, California, one of the highly anticipated key witnesses, OpenAI CEO Sam Altman, is expected to testify in court today.The case was filed by Elon Musk in 2024, accusing OpenAI and its management of violating their non-profit mission commitments and questioning whether their transition to a commercial structure breached charitable fiduciary duties.During the trial, OpenAI Board Chair Bret Taylor continued to testify, stating that the company was "on the brink of collapse" during the management turmoil in 2023. He noted that the restructured organization is now clearer, though the non-profit entity retains control.Meanwhile, Satya Nadella testified that when Microsoft invested over $13 billion in OpenAI in 2019, it "took on significant risk when no one else was willing to bet on them." He also stated that he had never received formal questions from Musk regarding the compliance of the investment.The case continues to focus on the legality of OpenAI's transition from a non-profit organization to a commercial structure. Altman's testimony is seen as a pivotal moment in this phase of the trial. (CNBC)
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Microsoft had planned to earn a $92 billion return from its early investment in OpenAI.
According to Bloomberg, Microsoft’s early 2023 planning documents set a target of generating $92 billion in returns from its early large-scale investment in OpenAI. This information was disclosed on May 11 local time during a trial at the U.S. Federal Court in Oakland, California, related to Elon Musk’s lawsuit against OpenAI and Microsoft. Microsoft CEO Satya Nadella stated in court that “the investment worked well because we took the risk.”