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Microsoft and Nvidia unveiled the Surface Laptop Ultra on Wednesday, a $2,599 Windows machine with up to 128GB of memory designed to run AI agents without the cloud. Key Points: Microsoft and Nvidia launched the Surface Laptop Ultra from $2,599, with shipping set for Oct. 16. Satya Nadella pitched n

The Nasdaq closed at a record Monday as Nvidia reached a $5.76 trillion market value, Microsoft rose 1.5% and bets on an October Federal Reserve rate hike faded. Key Points: The Nasdaq Composite gained 1.1% to 27,477.31, its first record close since Sept. 22. Nvidia rose 2.1% to a $5.76 trillion mar

AI compute deal activity accelerated Thursday as ChronoScale said it will build Microsoft (MSFT) a 50-megawatt AI deployment in North America, underscoring how power capacity, not chip supply, now caps AI infrastructure growth. Key Takeaways ChronoScale will build Microsoft a 50-megawatt AI compute

CoreWeave delivered its strongest quarterly results since going public, posting $2.6 billion in Q2 2026 revenue that roughly doubled year-over-year, and coreweave stock climbed as much as 11% in extended trading Tuesday night. The surge silenced near-term skeptics who had braced for a rough reaction

Apple agreed to build iPhone to Windows copy and paste by fall 2027 after Microsoft filed an interoperability request under European Union rules. Key Points: Microsoft submitted the clipboard request on Mar. 25, and Apple confirmed on Jun. 26 that it would build a solution. Users would grant one-tim