Microsoft
Microsoft Corporation is an American multinational technology company that produces computer software, consumer electronics, personal computers, and associated services.
News Heat Trend
Related news
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
Kraken Plans to List Single-Stock Perpetual Futures Contracts via Bitnomial
According to disclosure documents from the U.S. Securities and Exchange Commission (SEC), Bitnomial Exchange, which has been acquired by Payward, the parent company of Kraken, has filed a rule change application proposing to establish common listing standards and related trading rules for cash-settled single-stock security futures. The exchange plans to launch cash-settled security futures based on individual stocks, including "perpetual security futures" with no fixed expiration date. These products will support 24/5 trading and employ a funding rate mechanism for payments between long and short positions. Additionally, Bitnomial intends to implement a daily cash settlement mechanism for security futures, specify that each contract represents 100 shares of the underlying stock, and set a standard maximum position limit of 200,000 contracts. Separately, Payward revealed plans to initially launch perpetual futures linked to 10 U.S. listed stocks, including Tesla, NVIDIA, Apple, Microsoft, and Amazon among others.
Apple
based
Bitnomial
Kraken
NVIDIA
特斯拉
Kalshi Files to Launch Single-Stock Perpetual Futures in the U.S.
Odaily News: Prediction market platform Kalshi has filed an application to offer perpetual futures tied to individual U.S. stocks to American traders. The company has submitted a proposed rule change to the U.S. Securities and Exchange Commission (SEC) and filed the application with the U.S. Commodity Futures Trading Commission (CFTC) for approval, which has not yet been granted.Kalshi stated that the contracts have no preset expiration date and will use periodic funding fees between long and short positions to keep prices aligned with the underlying stocks. The contracts will be treated as security futures products and cleared through its CFTC-registered clearinghouse, Kalshi Klear.Cryptocurrency exchange Coinbase filed a separate application on the same day to offer single-stock perpetual futures. Payward submitted a similar application through its Bitnomial Exchange, planning to initially cover 10 U.S. stocks including Tesla, Nvidia, Apple, Microsoft, and Amazon, and to advance toward 24-hour trading, 5 days a week. (Cointelegraph)
Apple
Bitnomial
Coinbase
Cointelegraph
Kalshi
特斯拉
AI compute company Crusoe completes $3.9 billion Series F funding, valued at $30.9 billion
AI compute infrastructure startup Crusoe has completed a $3.9 billion Series F funding round, with a post-investment valuation of approximately $30.9 billion. The round was co-led by Atreides Management, Valor Equity Partners, and Mubadala Investment Company, with participation from Founders Fund, TPG, and the Qatar Investment Authority (QIA), among others.Founded in 2018, Crusoe initially provided services to cryptocurrency miners before pivoting to AI compute infrastructure. The company previously spent two years building a large-scale AI data center in Abilene, Texas, to provide compute power for OpenAI and Microsoft. The company is now shifting toward producing a compact data center called "Spark," which involves loading prefabricated facilities onto trucks and deploying them to locations with idle power capacity to more quickly meet AI inference compute demand. (WSJ)
Company
Spark
Spark
Morgan Stanley: Microsoft Dividend Raised 8%, Price Target $600
According to Trend Research, a Morgan Stanley research report dated September 16, 2026 states that Microsoft will increase its quarterly dividend by 8% and maintain an Overweight rating, with a target price of $600 against a current price of $497.12, representing an upside potential of approximately 20.7%. Morgan Stanley expects the growth rate of Azure and other cloud services to accelerate from 40.7% in FY26 to 44.9% in FY27, while M365 commercial cloud growth will rise from 16.4% to 16.6%. The base case scenario assumes FY28 earnings per share of $24.06, applying a 25x P/E multiple.
Price
Trend
AI startup Arcee AI completes Series B funding round, valued at $1 billion.
According to Fortune, AI startup Arcee AI announced the completion of its Series B funding round, raising at least $150 million with a pre-money valuation of $1 billion. The round was led by Vista Equity Partners, Cambium Capital, and Emergence Capital, with participation from Microsoft M12, Hitachi, Wipro, and other investors. Founded in 2023 by Mark McQuade, an early employee at Hugging Face, Arcee AI focuses on developing open-weight models. The company trained four open-weight models, including the 400-billion-parameter model Trinity Large, for only about $20 million, achieving performance comparable to Meta’s Llama 3 and leading Chinese models. The funding will support new model R&D, product expansion, and deeper collaboration with the U.S. Department of Energy.
Emergence
Llama
Trinity
Bybit Launches IBIT, CONL, and MSFU Stock Perpetual Contracts Today
Odaily News: Bybit today added three stock perpetual contracts — iShares Bitcoin Trust ETF (IBITUSDT), GraniteShares 2x Long Coinbase ETF (CONLUSDT), and Direxion 2x Long Microsoft ETF (MSFUUSDT) — with leverage of up to 25x.During the launch period, limited-time fee discounts are available: 0% maker fee and 50% off taker fee.
Bitcoin
Bybit
Coinbase
IBIT
InfinityBit
Long
Central Bank Conducts 500 Billion-Yuan Reverse Repo; 10-Year U.S. Treasury Yield Surpasses 5%
The central bank today conducted a 500 billion yuan reverse repo operation and released August macroeconomic data. The yield on the 10-year U.S. Treasury bond surpassed 5%, reaching a three-year high. Microsoft and other firms have successively rolled out AI safety guidelines, while Kioxia is planning a multi-billion-dollar U.S. IPO.
August
Treasury
Microsoft Releases Interim Code of Conduct to Restrict AI Model Use
Odaily News: Microsoft (MSFT.O) has released an interim code of conduct imposing restrictions on AI models, just days after the heads of Anthropic and OpenAI agreed to slow down development pace.The company hopes to be seen as a responsible AI player, and it is one of the leading cloud service providers. "We've received feedback from people who want to see clearer commitments: that AI always serves humanity rather than trying to replace it," Mustafa Suleyman, who oversees the company's model development, said in an interview with CNBC. "We've received a great deal of feedback emphasizing that AI should not create dependency, should not be sycophantic, and should always promote human judgment, autonomy, and agency." Suleyman said that although these guidelines had been in the works for about five months, Microsoft chose to release them now given the recent discussions they have sparked. (CNBC)
Code
Code
Microsoft plans to expand data center capacity to 38 gigawatts by 2032.
According to Bloomberg, Microsoft plans to expand its global data center capacity by more than threefold, increasing it from approximately 12 gigawatts currently to over 38 gigawatts by 2032, surpassing New York State's peak electricity consumption. Previously, Microsoft had to turn down some AI and cloud business due to a shortage of computing power. This large-scale expansion aims to meet the continuously growing demand for AI and cloud computing.
DeepSeek Releases V4.1 Model, OpenAI Launches Financial Assistant
DeepSeek releases V4.1 Flash model, and OpenAI launches a financial AI assistant and a beta version of the Agents API. Alibaba leads investment in UniPat, valued at $2.5 billion, as Microsoft and TSMC increase investments in computing infrastructure.
OpenAI Announces Official Launch of Data Agent
OpenAI has announced the official launch of "Data Agent" in ChatGPT Work.
Sigma
Snowflake
Binance Stock Trading Launches US Stock DCA Feature
According to an official announcement, Binance has introduced its US stock recurring buy feature, enabling eligible users to set up automatic purchasing plans for designated US equities and Exchange-Traded Funds (ETFs) at fixed intervals, without the need to manually execute trades each time. The feature will support 100 stocks and ETFs starting from September 10, 2026, at 18:00 (UTC+8), including assets such as Apple, NVIDIA, Tesla, Microsoft, Amazon, and the S&P 500 ETF. Binance advises that related products or features may not be available in certain regions; users should verify any location-based restrictions and note that execution prices may differ from those indicated when creating the plan.
Apple
based
Binance
DCA
Feature
NVIDIA