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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

AI has created an opportunity to rethink the way that companies are structured, according to Microsoft President Brad Smith. One of the most important potential changes is the return of the generalist, according to Smith.

Microsoft has lagged its AI peers all year. Goldman Sachs told investors that’s exactly the point.

Sept 24 (Reuters) - Wall Street futures dropped on Thursday as the Middle East conflict remained far from a resolution while investors also exercised caution ahead of a keenly watched summit between

CEO BRIEF NEWSLETTER Good morning—we have a packed CEO Brief for you today. First, Microsoft’s president has thoughts on the great AI safety debate and advice for CEOs. Then Lila has an exclusive on new CEO pay research from the Conference Board (yes, it climbed but there’s more to it than that).

Microsoft will spend $10 billion through 2030 in four Persian Gulf countries. The software giant will build out infrastructure and strengthen cyber security. Microsoft President Brad Smith spoke with Bloomberg's Ed Ludlow to discuss. He also spoke about AI saying that AI safety won't advance if we rely on two companies as well the need for independent evaluators.

Microsoft’s advice for saving your work turns it into something you can’t change
Investor expectations have become concentrated at unprecedented scale

Microsoft stock earned several positive analyst reports as the cloud computing and software giant grows its AI business.

By Stephen Nellis SAN FRANCISCO, Sept 22 (Reuters) - When Apple's new desktop computers start shipping Tuesday, the company's executives will make an unusual pitch to corporate buyers: They are

The British AI data center developer depends on tech giants Microsoft and Anthropic for most of its revenue.

A single quarter-point rate hike just wiped out hundreds of billions in NVIDIA's market value, and the forces behind that move are only getting more entangled with the AI buildout's financing structure.

The two companies account for $87.7 billion of the AI infrastructure firm's total contract value as it prepares to list in New York
Investing.com -- Concerns about artificial intelligence are shifting from hypothetical extinction scenarios toward evidence that increasingly capable models can already be used for weapons development and cyber operations, according to Yardeni Research.

IBM has raised its dividend for three decades straight, but the latest increase fits on a penny. Before counting on that income to keep pace with rising costs, retirees should understand what the streak actually delivers.

Bill Ackman's Pershing Square Inc., a recent IPO, broke out past a buy point Friday in a rocky market. The hedge fund billionaire's publicly traded investment vehicle, Pershing Square Inc., rallied an impressive 27% for the week after bullish analyst upgrades.

AI data center provider Nscale has submitted paperwork for a New York initial public offering to fund computing infrastructure.

Nscale, a developer of artificial intelligence data centers that counts Nvidia Corp. and Microsoft Corp. among its partners, filed for an initial public offering in New York to tap into AI’s insatiable demand for computing power.

Salesforce’s new AI layer could change how millions of workers access company data, and Benioff made sure Microsoft heard about it.

Higher interest rates threaten to prolong private equity’s record $349 billion backlog of “zombie funds,” making exits harder, squeezing fee income and potentially forcing some firms to shrink. The Federal Reserve’s decision to raise interest rates on Wednesday will deepen problems in their portfolios from a generation of buyouts that are stuck. The bigger the logjam gets, the harder it will be to raise new funds, reducing the fee income private-equity firms rely on, a cycle that can spiral.

Sept 18 (Reuters) - Futures tracking the Nasdaq 100 led Wall Street higher on Friday, putting the tech-heavy index on course for weekly gains as a drop in oil prices tempered inflation concerns.

The global debate over artificial intelligence risks entered a new phase this week amid clashing views from tech executives over whether frontier labs should slow the development of the technology. Leaders of Anthropic, OpenAI, SpaceX and Google DeepMind put forward the need for self-regulation checks on growth that give AI models more control. Meanwhile, Microsoft, Amazon and Meta said they're developing tools to check, control and regulate AI risks as US President Donald Trump called the alerts a "hoax". The call for caution saw a rotation out of tech stocks at the start of the week as investors questioned whether there's a need to reprice the pace of the booming AI buildout.

Executives at OpenAI and Microsoft acknowledged they could undermine their own content sources, according to a new filing in a New York Times copyright lawsuit.

Artificial intelligence has turned software development at Microsoft upside down, and the changes reflect how technology is accelerating a wholesale reconsideration of the way the entire company functions. On Thursday, Microsoft is releasing a playbook detailing how it is navigating the AI upheaval. It includes lessons that employees like Julia Gao, a 23-year-old software engineer, have had to learn quickly as their roles have radically changed in a matter of months.

📈 Follow our live markets data and coverage. You didn’t have to know the difference between yellowcake and pound cake to see that nuclear energy was a hot trade last year. Its future remains bright, but investors who chased the rally’s latter stages are nursing losses.

Morgan Stanley says the AI slowdown push changes nothing. It also banks almost every company doing the spending.



