Microsoft
Microsoft Corporation is an American multinational technology company that produces computer software, consumer electronics, personal computers, and associated services.
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S&P warns hyperscale data center operators' AI debt could be higher than known levels.
According to Yonhap, Mark Habib, Global Head of Digital Infrastructure at S&P Global, said on October 19 at a roundtable meeting in London that hyperscale data center operators (hyperscalers) may carry more AI-related debt than currently known, citing the "interlinked financial structures" formed by their massive data center construction and funding guarantees for small AI companies as one reason. S&P Global projects that the six major hyperscale operators—Amazon, Microsoft, Alphabet, Oracle, Meta Platforms, and SpaceX—will invest over $7 trillion in capital expenditures for data centers and AI infrastructure between 2025 and 2030, with negative free cash flow expected to continue at least through next year. In July this year, S&P Global downgraded Oracle's credit rating by one notch to the lowest investment-grade tier of "BBB-", citing excessive AI spending and uncertain profit prospects. Habib stated that S&P credit ratings reflect a long-term outlook and that he currently does not view the divergence between the market and ratings as severe enough to require an immediate adjustment, but warned that this stance could shift if the scale of capital spending is definitively deemed unsustainable.
Bitgreen
Oracle
CBOE Expands U.S. Stock Options Trading Hours to Cover Popular Stocks Such as Robinhood and Major ETFs
According to PR Newswire, Cboe Global Markets, the parent company of the Cboe Options Exchange (Cboe), announced that Cboe has expanded trading hours for select individual US stocks and exchange-traded fund (ETF) options by adding premarket and afterhours sessions. For these options, the premarket trading session runs from 7:30 to 9:25 ET Monday through Friday, and the afterhours session runs from 16:00 to 16:15. The expansion covers popular individual stocks such as Apple, Nvidia, Tesla, Microsoft, Amazon, Google, Robinhood, and Intel, as well as major ETFs like SPY, QQQ, and GLD, currently encompassing 29 underlying instruments.
Apple
Major
Robinhood
特斯拉
White-Haired Stock Oracle Serenity: Microsoft's Exit from Nscale Partnership May Benefit Compute Providers Like Nebius and IREN
Odaily Report: White-Haired Stock Oracle Serenity posted on X platform that the market may have misinterpreted the impact of Microsoft (MSFT) exiting its partnership with Nscale. In his view, this event may actually constitute a positive catalyst for Neocloud (new cloud computing) companies such as Nebius (NBIS) and IREN (IREN) that possess powered data center capacity and compute delivery capabilities.Serenity noted that Microsoft's exit from the partnership does not mean it no longer needs AI compute, but rather that Nscale may have been unable to deliver on schedule. Microsoft still needs to find other suppliers to meet its compute demands, and therefore companies with readily available power resources and rapid delivery capabilities may gain new order opportunities. This event should not be simply interpreted as bearish for the entire Neocloud industry.Previously reported, Microsoft (MSFT.O) has withdrawn from a data center partnership project with UK emerging cloud service provider Nscale in Lawford, Essex, UK. Microsoft did not disclose the specific reasons for terminating the partnership, but the project had been facing a series of delays. Local authorities have informed Nscale that power is not expected to be supplied to the facility until the 2030s.
Oracle
Serenity
Microsoft Exits UK Data Center Project, Adding Further Uncertainty to Nscale's IPO Plans
According to The Daily Telegraph, Microsoft (MSFT.O) has pulled out of a data center partnership with UK emerging cloud provider Nscale in Laindon, Essex. The move adds further uncertainty to the startup's listing plans at a critical stage of its IPO preparations. The report noted that Microsoft did not specify the exact reasons for terminating the collaboration, but the project has faced a series of delays. Local authorities have informed Nscale that power supply for the facility is not expected until the 2030s.
Center
Microsoft Teams Up With Multiple Parties to Dismantle Phishing Network Accepting USDT Payments, Involving Over 75,000 Organizations
According to CryptoSlate, Microsoft and the cybersecurity organization Health-ISAC have obtained a U.S. court order to seize and redirect the domains supporting three services: YAM Store, CoGUI, and Iron Man. These three services sell stolen accounts and phishing tools to fraudsters. Since January this year, they have assisted in sending over 1 billion phishing messages, targeting more than 75,000 institutions across over 150 countries, generating tens of millions of dollars in revenue for operators. Microsoft has disabled more than 20,000 accounts associated with YAM Store and continues to block over 100,000 spoofing and fraudulent domains. According to Microsoft's investigation, these services accept payments in USDT (Tron network) and ETH, with Cloudflare noting that buyers can also pay using USDC. Blockchain analytics firm TRM Labs assisted investigators in locating and freezing related assets, though the frozen amount was not disclosed.
Circle
CryptoSlate
Ethereum
Iron
Tether
TRM Labs
Nscale Exposes Multiple Risks Ahead of IPO: Data Centers Barely Operational, Actual Compute Capacity Less Than 1% of Target
Odaily News: AI data center developer Nscale plans to raise up to $3 billion through an IPO as early as this month, but has been revealed to be facing challenges including construction delays, equipment failures, regulatory issues, and employee complaints. Its flagship project—originally planned to build a 30-megawatt data center—is approximately 6 months behind schedule overall, and to accelerate construction, the company arranged for hundreds of construction workers to stay in a floating hotel. Additionally, the project has experienced liquid cooling system leaks and transformer fires. Local safety inspections also identified 10 violations, including ungrounded exposed components in high-voltage systems.Nscale was spun off from crypto mining company Arkon Energy in 2024. It has secured over $103 billion in contracts but has almost no data centers in operation. As of August, its actually built target compute capacity was less than 1% of its overall plan, relying heavily on leased capacity from other data center operators to fulfill contracts. The company's IPO filings show that Microsoft and Anthropic account for approximately 85% of its contract scale; Anthropic has committed to spending approximately $44.6 billion on dedicated AI chip infrastructure for the Monarch campus in West Virginia, but Nscale has yet to secure the financing and long-term chip supply agreements needed to fulfill that contract.Meanwhile, Nscale is seeking an IPO valuation of up to $35 billion. CEO Josh Payne previously summarized its model as "owning land, power, data centers, chips, and software," but multiple projects have yet to achieve this vertically integrated model, with power supply, grid connection, construction progress, and customer delivery all constituting potential bottlenecks. (Bloomberg)
Arkon Energy
August
Meanwhile
Monarch
J.P. Morgan: Microsoft Maia 300 Inference Performance Up 40%, Million-Chip Deployment Cuts Costs
JPMorgan estimates that Maia becoming the primary inference system will improve Copilot performance and reduce cost per compute unit, with Microsoft Cloud's gross margin expected to improve; the firm maintains an Overweight rating with a $625 target price.
Inference
摩根大通
Microsoft launches third-generation Maia 300 AI chip, plans to reduce reliance on NVIDIA
According to CNBC, Microsoft officially released its third-generation in-house AI accelerator chip, the Maia 300, on October 12, announcing plans to use the Maia series as the primary architecture for running AI models to gradually reduce reliance on NVIDIA GPUs. The Maia 300 is slated for production in 2027, with each data center rack capable of hosting 96 chips (doubling over the previous generation), increasing AI token processing volume per rack by seven times and improving token processing efficiency per megawatt by 40% compared to GPUs. Microsoft aims to deploy multi-gigawatt-scale Maia chip clusters, with Microsoft 365 Copilot expected to be the first to benefit from the performance improvements. Analysts at Evercore ISI estimate that by Q1 2027, Maia chips will account for approximately 10% of Microsoft’s AI chip spending. Notably, Maia accelerators are currently reserved exclusively for internal use and are not available for external leasing; NVIDIA and AMD will continue to participate in Microsoft's model training operations.
GPU.Net
Node AI
NVIDIA
JPMorgan: IGV up 21% over two months, recommends Microsoft, ServiceNow, Snowflake
According to research, J.P. Morgan's report dated October 8, 2026 states that the Software Index ETF (IGV) has gained 21% since late June, infrastructure software is up 78% year-to-date, average revenue for infrastructure software beat estimates by 3.6% last quarter, and application software beat estimates by 1.4%. J.P. Morgan concludes that infrastructure software strength is driven by earnings upgrades, while application software strength comes from valuation re-rating. The bank recommends Microsoft, ServiceNow, Cloudflare, and Snowflake; expects Microsoft Copilot new seat additions to reach or exceed approximately 10 million, matching last quarter; notes ServiceNow's current remaining performance obligations exceeded expectations by roughly 200 basis points; downgrades HubSpot to Neutral with a lowered target price from $268 to $240; and raises Twilio's target price from $260 to $335.
June
Neutral
Snowflake
摩根大通
Microsoft CEO: The era of superintelligence requires a "controllable" architecture, and responsibility cannot be outsourced to AI
Odaily News: Microsoft CEO Satya Nadella published a long article stating that as Super Intelligence systems develop, the industry needs to re-examine AI trust architecture, and cannot simply rely on commitments from model providers, nor outsource the responsibility for AI behavior.Nadella said that over the past few decades, when traditional software systems were deployed across industries, developers could usually trace behavior to specific code paths. But today's frontier AI models have capabilities beyond traditional software systems, yet cannot clearly attribute model outputs to specific training data or model weight configurations. Enterprises are connecting AI systems with autonomous action capabilities to sensitive data and granting them permissions to perform critical tasks, so they need to build systems with observability, testability, and controllability, separating "intelligence supply" from "permission control."Nadella proposed that superintelligence should be governed through an engineering approach, constraining non-deterministic models through deterministic system design, human control, and operational processes, and managing AI systems as potential "insider risks," including limiting permissions, recording behavior, and establishing isolation boundaries. He also proposed that superintelligence systems should follow principles such as multi-model collaboration, end-to-end observability, continuous verification, independent control, independent auditing, risk isolation, and incident disclosure. Among them, he emphasized that model chain-of-thought (CoT) transparency is a baseline requirement, but CoT transparency alone is not enough, because model outputs themselves may still lack reliable interpretability.Nadella concluded by saying that the most trustworthy superintelligence system in the future is not the "most trustworthy model," but a "system that can still operate safely even if the model is not fully trusted."
Bloomberg ETF Analyst: Lack of Breadth in US Stock Market Is Not a Cause for Concern
Odaily News: Bloomberg ETF analyst Eric Balchunas posted on X platform that over the past 100 years, only 4% of stocks have contributed to all net wealth gains in the US market, and about half of companies have underperformed US Treasuries, so the lack of market breadth has always existed. Microsoft and Google each acquired 270 companies. He stated that these large companies are more like small nations, and investors should perhaps view the "Magnificent Seven" as the "Magnificent 700," as what currently leads the S&P 500 may be hundreds of companies.
Market
what
Securitize Brings 12 Tokenized US Stocks to Solana, Plans NYSE and OKXICE Listings
Odaily News: Digital asset securitization platform Securitize has brought 12 US stocks, including Apple, Nvidia, Tesla, and Microsoft, onto Solana. The tokens are pegged one-to-one to the underlying stocks and are designed to preserve shareholder rights.Trading will initially launch on Securitize's PropAMM platform, with Jump Trading providing liquidity and RQD supporting clearing, custody, and settlement. Listings on the New York Stock Exchange (NYSE) and OKXICE are planned for later.The US Securities and Exchange Commission (SEC) is exploring an innovation exemption for tokenized securities, and the ICE-OKX joint venture is also seeking to launch tokenized stock trading under the US regulatory framework. (CoinDesk)
Apple
CoinDesk
Ice Open Network
Securitize
Solana
Microsoft X account hacked to promote Clippy-themed Meme coin
Odaily reports: Microsoft's official X account was accessed without authorization on Thursday, briefly following and promoting accounts linked to an unofficial Meme coin, reposting related tweets, and changing its profile picture to Clippy.The related content was deleted approximately 30 minutes later. Microsoft subsequently confirmed that the account had been secured, the unauthorized posts had been removed, and that it would continue investigating. Microsoft stated that it never authorized anyone to use its intellectual property, including Clippy, to promote tokens, and plans to take legal action.The token is named CLIPPY. The account Clippy MSFT had promoted a liquidity pool valued at over $200,000. Some promoters claimed it was backed by Microsoft's actual stock, but this claim has not been verified and has no official association with Microsoft. (Bitcoin.com News)
Bitcoin
Bitcoin.com
Trump to Have AI Lunch with Musk and Other Tech Giants, Discussing Industry Regulation
Odaily News: U.S. President Trump and House Speaker Mike Johnson will hold a luncheon on Tuesday with several AI and tech industry executives to discuss the regulation of rapidly evolving AI technology. Attendees include Elon Musk, Jeff Bezos, Microsoft CEO Satya Nadella, Nvidia CEO Jensen Huang, Meta CEO Mark Zuckerberg, AMD CEO Lisa Su, Broadcom CEO Hock Tan, and Anthropic CEO Dario Amodei. The Trump administration favors industry-led AI safety governance, but pressure to strengthen government regulation continues to rise.
Jeff
Lunch
Aave V4 Launches Tokenized US Stock Collateral Lending, Non-US Users Can Borrow USDC Against 7 Coinbase Tokenized Stocks
Odaily News: Aave V4 has launched Equities Hub on Base, allowing eligible non-US users to borrow USDC using 7 tokenized US stocks issued by Coinbase as collateral, covering Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla. The market uses Chainlink to provide on-chain price data for tokenized stocks. The initial combined collateral cap for the 7 stocks is approximately $29 million, with a USDC supply cap of $32 million and a borrow cap of $21 million. Collateral ratios for different stocks range from 65% to 79%. Currently, these stocks can only be used as collateral. Aave stated that more Coinbase tokenized stocks and GHO as borrowable assets may be added in the future after governance and risk assessment approvals. (The Block)
Aave
Apple
Base
Block
Chainlink
Circle
Goldman Sachs: AI Infrastructure Spending by 5 Tech Giants Including Amazon, Microsoft, and Meta to Reach $800 Billion This Year
Goldman Sachs estimates AI infrastructure spending by Amazon, Google parent company Alphabet, Microsoft, Oracle, and Meta will reach $800 billion this year. Goldman Sachs notes that hyperscale cloud providers need approximately $300 billion in annual AI revenue to break even. However, rising financing demands and infrastructure constraints may weigh on the pace of future spending growth.
Oracle
Reach
Reach
Bernstein: Hyperscale Cloud Providers Diverge in Q2; Google Leads, Microsoft Holds Steady
According to Chaotian Research, a Bernstein research report dated September 22, 2026 highlights divergent second-quarter growth rates among hyperscale cloud providers. Google Cloud grew 82%, Oracle OCI grew 121%, Alibaba Cloud grew 44.9%, Microsoft Azure grew 43%, and Amazon AWS grew 37%. Google stands alone as the only provider with a vertically integrated stack of proprietary frontier models and custom TPU chips, holding a $514 billion cloud backlog. Microsoft is the only vendor forecasting positive free cash flow for fiscal year 2027 without requiring additional debt issuance. Bernstein initiated coverage of CoreWeave with an Underperform rating and a $74 price target. Bernstein argues that Google's vertical integration gives it an edge in AI cloud competitiveness, assigning a Market Perform rating and a $385 price target. Microsoft serves as a defensive play driven by self-funding and first-party applications, carrying a $660 price target. Oracle's growth is underpinned by $664 billion in remaining performance obligations, warranting an Outperform rating and a $325 price target. While CoreWeave benefits short-term from GPU scarcity, it faces long-term headwinds from high customer concentration and structurally constrained returns.
Agentwood Studios
CoreWeave
Diverge
GPU.Net
Market
Node AI
Skeptics Capitulate Again: Capital Flowing Back into AI Could Push US Tech Stocks to Accelerate Further
Odaily News: The AI boom has once again gained market funding support. Investors who had previously questioned AI investment returns and worried about excessively high tech stock valuations are now readjusting their views.As major tech companies continue to increase AI infrastructure spending and related companies maintain resilient performance, the market is beginning to search for the next stage of growth pathways in the AI industry.Over the past year, debates surrounding artificial intelligence have persisted. On one hand, companies such as Nvidia (NVDA), Microsoft (MSFT), Amazon (AMZN), and Google (GOOGL) have continued to invest hundreds of billions of dollars in building AI computing infrastructure, driving demand growth in chips, cloud computing, and data centers; on the other hand, some investors believe that while AI capital expenditure is enormous, actual commercial returns for enterprises still need time to be verified, and tech stock valuations have already priced in excessive optimism.Recent market performance shows that capital is flowing back into AI-related assets. Investors who had previously bet that the AI rally was overdone and that tech stocks would face a correction are now reducing their bearish positions, with some traders beginning to look for new upside potential. (WSJ)
Coinbase Helps Combat AI Phishing Platform EvilTokens, Operator Arrested
Coinbase disclosed that its global intelligence team assisted law enforcement agencies in dismantling the phishing-as-a-service platform EvilTokens. The platform leverages artificial intelligence to analyze victims’ email accounts and bypasses multi-factor authentication via Microsoft’s device code login mechanism to execute Business Email Compromise and fund transfer fraud.
Coinbase
Operator
UBS: US Tech Volatility Returns to Bubble Levels, Defensive Sectors Outperform
According to Chaoshang Research, UBS's research report dated September 21, 2026 indicates that the median 3-month rolling realized volatility for US-listed semiconductors reached 0.69, the technology sector stood at 0.5, software & services at 0.4, and financials at just 0.17. The share of total US capital expenditures accounted for by hyperscalers rose from less than 5% in 2015 to an estimated over 30% in 2026, increasing the risk of dilution to cash flow return on investment (CFROI). UBS identified US-listed equities with a fixed charge coverage ratio below 1x, including Alphabet, Microsoft, Amazon, SpaceX, Tesla, and Oracle.
Oracle
特斯拉