The founder of Thiel LLC sold over 537,000 shares that constituted nearly 40% of his portfolio, while slashing his total reported equity holdings from $212 million in Q2 to $74.4 million in Q3—a reduction of almost two-thirds. The fund's dramatic restructuring left only three holdings: Tesla, Microsoft, and Apple, with turnover #PeterThiel #NVIDIA #AIStocks #MarketVolatility #TechInvesting #WallStreetexceeding 80% https://www.perplexity.ai/...
SPY- Why You Should Ignore Misguided "Bubble" Talk
Is the market in a bubble? We may be due for a sustained correction, but it will be just that — a correction. Stocks are in a secular bull market, analogous to the second half of the 1990s as we have argued for almost three years, writes Nancy Tengler, CIO of Laffer Tengler Investments.
https://finance.yahoo.com/news/spy-why-ignore-misguided-bubble-050100827.html
Microsoft CEO Satya Nadella urged the technology industry on November 15 to move away from zero-sum thinking in artificial intelligence development, calling for platforms that generate value for users rather than extract it. In a post on X, he emphasized that companies must build their own AI capabilities instead of inadvertently transferring core value to tech giants, invoking a principle articulated by Microsoft co-founder Bill Gates: "A platform is when the economic value of everybody that uses it exceeds the value of the company that creates it". #Microsoft #SatyaNadella #AISuperfactory #AIInfrastructure #TechLeadership #BillGates #AIPlatforms https://www.perplexity.ai/...
Satya Nadella calls for AI era built on shared economic gains, not extraction
Nadella stated that this shared infrastructure is now positioned to support startups and enterprises seeking to build AI-native capabilities.
https://www.storyboard18.com/brand-makers/satya-nadella-calls-for-ai-era-built-on-shared-economic-gains-not-extraction-84299.htm
https://www.perplexity.ai/...
'You’re going to burn...': Satya Nadella recalls Bill Gates' initial response to Microsoft investing in OpenAI | WATCH - Trending News | The Fina..
Despite the skepticism, Nadella pushed forward, believing in AI’s transformative potential.
https://www.financialexpress.com/trending/youre-going-to-burn-satya-nadella-recalls-bill-gates-initial-response-to-microsoft-investing-in-openai-watch/4025407/
Microsoft 365 Copilot Vulnerability Enables Attackers to Exfiltrate Sensitive Emails
Researchers found that by hiding secret instructions inside an Office document, attackers can force Copilot to fetch recent corporate emails
https://cyberpress.org/microsoft-365-copilot-vulnerability/
Nebius announces multi-billion dollar agreement with Microsoft for AI infrastructure
Nebius announces multi-billion dollar agreement with Microsoft for AI infrastructure. Under this multi-year agreement, Nebius will deliver dedicated capacity to Microsoft from its new data center in Vineland, New Jersey.
https://nebius.com/newsroom/nebius-announces-multi-billion-dollar-agreement-with-microsoft-for-ai-infrastructure
Claude Now Integrates Directly with Microsoft 365
Anthropic’s Claude is officially joining Microsoft 365, giving Teams, Outlook, and OneDrive users a powerful new copilot.
https://wersm.com/claude-now-integrates-directly-with-microsoft-365/
Vibe working: Introducing Agent Mode and Office Agent in Microsoft 365 Copilot | Microsoft 365 Blog
Microsoft Copilot introduces Agent Mode in Office apps, enabling smarter document creation, analysis, and collaboration across Excel, Word, and PowerPoint.
https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/29/vibe-working-introducing-agent-mode-and-office-agent-in-microsoft-365-copilot/
Nscale announces UK AI infrastructure commitment in partnership with Microsoft, NVIDIA and OpenAI | Press Release | Nscale
Nscale announces UK AI infrastructure commitment in partnership with Microsoft, NVIDIA and OpenAI . Press release from Nscale.
https://www.nscale.com/press-releases/nscale-uk-ai-infrastructure-announcement
