Independent thinking for complex markets and current events
Last quarter I rolled out Microsoft Copilot to 4,000 employees. $30 per seat per month. $1.4 million annually. I called it “digital transformation.” The board loved that phrase. They approved it in eleven minutes. No one asked what it would actually do. Including me. I told everyone it would “10x productivity.” That’s not a real …
500 Million Microsoft Users Say No To Windows 11 pic.twitter.com/uu0UUVmjey — Pirat_Nation 🔴 (@Pirat_Nation) December 8, 2025 Here’s the solution. You can still use Windows 10 enterprise until 2032 . You can download LTSC here: https://massgrave.dev/windows_ltsc_links Then follow this to activate: https://massgrave.dev/manual_hwid_activation h/t Empyreaan
Amazon joins Big Tech bond rush with $12bn debt sale Ecommerce group’s first US bond in three years comes as it cranks up spending on artificial intelligence infrastructure Amazon is seeking to raise $12bn in its first US bond sale in three years, becoming the latest big tech group to turn to debt markets to …
https://downdetector.com/ ZDNET’s key takeaways Microsoft Azure went down globally today. Microsoft customer-facing services such as Microsoft 365 and Outlook were affected. We don’t know why it happened or when it will be fixed. Last week, Amazon Web Services (AWS) went down, and many of us were miserable. This week, it’s Microsoft Azure’s turn to fall …
This might be an investment opportunity. Who will win the AI wars? It might be Microsoft and OpenAI. I would not bet against them. “Microsoft and OpenAI on Tuesday said they had reached a deal to allow the ChatGPT maker to restructure itself into a public benefit corporation, valuing OpenAI at $500 billion and clearing …
⚠️This is INSANE: Retail investors' options volume spiked to a RECORD HIGH in October, according to Citadel Securities data. Mom-and-pop investors are now trading options TWICE as FREQUENTLY as they did last year. Also, their activity in 0DTE options hit a record ~60%. pic.twitter.com/cf4T9EIv3P — Global Markets Investor (@GlobalMktObserv) October 27, 2025 BREAKING: 🇺🇲 Starting …
https://www.politico.com/news/2025/09/26/trump-microsoft-lisa-monaco-00583363 President Donald Trump is demanding that Microsoft fire former Biden Justice Department official Lisa Monaco, who Trump has previously blamed for federal investigations into his mishandling of classified documents and alleged election interference, furthering his retribution campaign against his former antagonists. Trump urged the software giant to remove Monaco, who it recently appointed as …
https://www.nbcnews.com/tech/tech-news/microsoft-ends-israel-military-units-access-cloud-service-rcna233723 Microsoft has cut off some services to a unit in Israel’s Defense Ministry after investigating allegations that it was using Microsoft cloud products for the mass surveillance of Palestinians. In a blog post published Thursday, Microsoft President Brad Smith said the move came after reviewing an Aug. 6 report from The Guardian that said …
Authored by Mike Shedlock via mishtalk, Prospects dwindle for tech jobs. The Tech Layoff Tracker has a nice set of tools and charts that track layoffs. The latest layoffs across all tech companies. So far in 2025, there have been 533 layoffs at tech companies with 144,926 people impacted (549 people per day). In 2024, there were 1,115 layoffs at tech companies w/ 238,461 people impacted (653 people per …
They are erasing humans from tech. The layoffs in 2025 are not a correction or a market blip. They are a purge. Executives stopped pretending this is about efficiency. Algorithms are taking over, and the speed is staggering. By mid-September, over 166,000 workers vanished across 400 tech companies. Each round of cuts names AI as …
Microsoft is sending employees back to the office at least three days a week. The first phase will be for employees who live near its Seattle-area headquarters in February. Business Insider reported last month that Microsoft’s was considering a stricter RTO policy. One of Big Tech’s last remaining RTO holdouts is officially sending employees back to the office. Microsoft is …
Microsoft has signed a deal with Nebius, the firm that spun out of Russian internet giant Yandex last year, to get artificial intelligence (AI) cloud computing power for the next seven years that could be worth nearly $20 billion. The Microsoft-Nebius deal is worth $17.4 billion and will run till 2031 but the terms allow …
For those who struggle to understand what’s happening here, what the original “ AI cartel” $MSFT – $NVDA is trying to achieve is to attract Lenders so debt can be raised to purchase GPUs ( $NBIS will try to use this contract as a guarantee). I wonder whether they are finally… https://t.co/1zXQ9oQbZI — JustDario 🏊♂️ …
Something ruptured under the surface and the quiet around it feels louder than the break itself. At 05:45 UTC on Saturday, multiple subsea cables were severed in the Red Sea, triggering internet outages across Pakistan, India, and the United Arab Emirates. Microsoft called it a “service degradation,” but the phrase barely hides the scale of …
The illusion is unraveling. The AI boom isn’t growth. It’s a public hemorrhage disguised as inevitability, a silent collapse dressed in corporate slogans. Every headline about funding, every press release about partnerships, every glossy demo conceals a truth the spreadsheets cannot hide. The titans are burning cash to keep the lights on, and the fire …
Certain Windows 365 Copilot users now have access to a new feature in Excel that lets you use Microsoft’s Copilot AI to generate formulas, but you might want to be careful how you use it. Microsoft is already warning users that the AI might not always be accurate. The new “COPILOT” function allows you to …
Meta and Microsoft just blew out earnings. But look past the headlines. Meta posted $47.5B in Q2 revenue, up 36%, and beat EPS by over $1.25. Microsoft hit $76.4B, up 18%, with a 24% profit beat. Cloud is booming. Azure grew 34%. AI is the story. But the bill is coming due. Microsoft spent $24.2B …
Microsoft crossed the $4 trillion market cap mark after reporting a strong quarter driven by cloud growth and AI adoption. The company’s revenue rose 12% year-over-year, underscoring its grip on enterprise software and cloud infrastructure. This milestone puts Microsoft in rare company alongside Nvidia, confirming its dominance. Market watchers caution that valuations this high carry …
The Microsoft SharePoint hack is serious and spreading fast. Hackers found a vulnerability and hit thousands of targets globally including governments, banks, hospitals, and big companies. Over 8,000 servers are at risk. More than 400 systems have been confirmed hacked, including the National Institutes of Health which had to shut down servers for safety. 🇺🇸 …
It started quiet. Then it spread. A zero-day flaw buried inside Microsoft’s SharePoint server software has been exploited in a sweeping cyberattack. The breach began July 18. It’s now confirmed that federal agencies, universities, energy firms, and banks have been compromised. The flaw allows remote code execution. No login needed. No warning. No patch for …
Years of experience no shield from Redmond purge. Whoa. Microsoft just laid off dozens of lawyers. At least 32 attorneys and 5 paralegals cut in Redmond. Up to 465 legal roles could be gone worldwide. In-house used to be safe. Not anymore. According to legal insiders, this is “unprecedented”… even veterans with 7+ years… — …
As the technology sector faces a wave of layoffs, demand for H-1B visas, which enable U.S. companies to employ skilled foreign professionals in specialized roles, continues unabated. Microsoft, a dominant force in the industry, is reportedly set to reduce its U.S. workforce by approximately 9,000 jobs in 2025, following an earlier elimination of over 6,000 positions in …
MetaMicrosoftNVIDIAGoogle As the formations near completion, extra vigilance is required. The next couple of weeks will be telling. Hope this helps. pic.twitter.com/lswIGwTgoc — The Great Martis (@great_martis) July 3, 2025 Microsoft is laying off 4% of its workforce mostly in gaming division. Candy Crush team is hit the hardest with 10% of workers fired. Most …
Same jobs lower pay offshore labor surge exposed… I'm just gonna drop this here here: 82% of those roles that Microsoft outsourced were below-market wage according to US DOL data. ALL filed through an Indian firm: Integreon Managed Solutions Pvt Ltd. — Amanda Goodall (@thejobchick) July 1, 2025
Tech layoffs explode but H-1B demand surges As tech layoffs surge, H-1B demand hasn’t slowed down. Microsoft just cut thousands of American workers…yet they’ve already requested 14,181 more H-1B workers this year, and it’s only Q2. If AI is the reason Americans are being let go, why are companies still asking for… pic.twitter.com/pK44zRVJsj — Alb …
Microsoft $MSFT is saying goodbye to the classic Blue Screen of Death after nearly 40 years. Starting later this summer, Windows 11 will feature a Black Screen of Death, dropping the blue hue, frowny face, and QR code. pic.twitter.com/nuOeDdBp4F — Wall St Engine (@wallstengine) June 26, 2025 The Blue Screen of Death (BSOD) has held …
They’re about to cut another 3,000 jobs next week and here’s who’s getting hit: – Xbox: EVERY division – Sales org: expect hefty cuts – Marketing: chopped up too – Europe ops: pulled out entirely!! This comes just weeks after: – 6,000 layoffs in May – 8,000 more announced this month -305 out of WA …
Big players are making moves on Bitcoin. BREAKING: Institutions are preparing to dump Bitcoin. BlackRock just moved another 1,249.68 BTC ($131.55M) to Coinbase, pushing their 2-day total to 5,362.37 BTC ($560.94M). This isn’t random. Big players transfer to exchanges when they’re ready to sell. If the world’s… pic.twitter.com/iw9DEvK8uZ — Jacob King (@JacobKinge) June 3, 2025 …
