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80% of Samsung's storage production for next year has already been locked in by long-term contracts

How expensive is AI computing power rental in the US? "Spot price" is twice that of long-term contracts, and four times the return threshold for cloud service providers.

The short-term spot leasing price for AI computing power reaches as high as $40 to $50 billion per gigawatt per year, while the price for long-term contracts is only $20 billion per year, and the breakeven threshold for supercomputing cloud operators is around $12 billion per year. However, according to Goldman Sachs, the fundamental reason why hyperscale cloud providers like Google rent computing power at such significant premiums is that their in-house capacity cannot keep up; once their own capacity catches up, the spot premium will disappear.

Nadella urges enterprises to treat AI models as internal threats and establish emergency braking mechanisms

Nomura warns: US stock indices are "seriously distorted", ten stocks contribute 70% of S&P gains, beware diesel brings new shocks

McElligott believes that the S&P 500 is experiencing a "delusional boom": 85% of its constituent stocks have already corrected (one-sixth have been cut in half). What's more dangerous is the current extremely low market correlation, a situation historically seen only on the eve of the 2007 financial crisis and during the 2018 "Volmageddon". The market is facing two major hidden risks: first, OpenAI's revenue shock (only reaching 30% of expectations) threatens the foundation of the AI narrative; second, structural shortages in refining mean that the "diesel crack spread = interest rate volatility", becoming an invisible time bomb.

Nvidia quietly redefines free cash flow, is there something fishy in the $100 billion buyback plan?

Nvidia has classified its equity investments in 242 companies, including OpenAI and Anthropic, as "strategic use" and deducted them from its free cash flow. After this adjustment, free cash flow for the first half of the fiscal year plummeted from the official figure of $69.9 billion to $21.7 billion, a decrease of nearly 70%. Meanwhile, the company added $24.9 billion in long-term debt to support buybacks, casting doubt on the sustainability of its $235 billion buyback plan.

Oracle Corp. Stock Climbs 4.6%, Outperforms Peers

This article was automatically generated by Dow Jones using technology from Automated Insights. Shares of Oracle Corp. rose 4.6% to $141.40 on what proved to be an all-around favorable trading session for the stock market, with the S&P 500 Index rising 0.6% to 7,811.54 and the Dow Jones Industrial Average rising 0.8% to 51,654.95. The stock's rise snapped a two-day losing streak. Oracle Corp. closed 56.2% short of its 52-week high of $322.54, which the company achieved on October 16th. The stock outperformed some of its peers, as Microsoft Corp. rose 2.4% to $535.07, Alphabet Inc. Cl C rose 0.9% to $347.86, and Alphabet Inc. Cl A rose 0.97% to $351.66. Trading volume totaled 25.4 million, compared to the 50-day average of 29.8 million. Data source: Dow Jones Market Data, FactSet (END) Dow Jones Newswires October 09, 2026 16:35 ET (20:35 GMT)

Microsoft launches high-speed decision AI model, 35 times faster than GPT-6 Sol

Microsoft has launched a dedicated AI model, Microsoft-Decision-1, designed specifically for structured decision-making tasks. This model can select the optimal solution from preset options and assign probability scores, supporting scenarios such as routing distribution, content classification, and task prioritization. Internal testing shows that its speed is 35 times faster than GPT-6 Sol, with an input cost of only $0.042 per million tokens and free output.

Sector Update: Tech Stocks Mixed Late Afternoon

03:47 PM EDT, 10/09/2026 (MT Newswires) -- Tech stocks were mixed late Friday afternoon with the State Street Technology Select Sector SPDR ETF (XLK) rising 0.5% and the State Street SPDR S&P Semiconductor ETF (XSD) easing 0.3%. The Philadelphia Semiconductor Index declined 0.3%. In corporate news, Microsoft (MSFT)-backed OpenAI expects annualized revenue to exceed $70 billion by the end of 2026, Bloomberg reported Friday. Sources told Bloomberg that annualized sales were roughly $50 billion at the end of September. Microsoft shares rose 2.5%. Nvidia (NVDA) plans to invest in rival d-Matrix, a developer of AI server chips, The Information reported. Nvidia shares shed 0.4%. SpaceX (SPCX) shares rose 0.7% after it agreed to acquire a nationwide low-band spectrum portfolio from investment firm Grain Management as it seeks to establish Starlink Mobile as a major US mobile carrier. Apple (AAPL) has asked some suppliers to cut production of components for its iPhone 18 Pro and Pro Max models, Nikkei Asia reported. October orders were down by at least 15% from initial requests amid rising memory chip costs and weaker demand, the report said. Apple shares were falling 1.2%.

Microsoft CEO says AI has already been tested internally for event response scenarios

Microsoft (MSFT.US) CEO: We have tested its application internally at Microsoft in scenarios such as incident response, quality control, and scientific discovery.

Microsoft launches fast decision-making model Decision-1

Microsoft (MSFT.US) CEO: Launches Decision-1, a new model designed for rapid decision-making.

Chipmaker earnings growth cools to 136% as AI boom lifts S&P 500

Microsoft names Kayleen Walters president of new Xbox XP division

Microsoft created XP, a new Xbox division, led by newly appointed President Kayleen Walters. XP will oversee film and TV, consumer products, strategic partnerships, live experiences under one unit to expand game franchises beyond gaming. Walters previously spent 13 years at Lucasfilm, worked on franchise growth and relaunch efforts. At Mojang, she oversaw Minecraft unit sales rising to over 425 million from 350 million. Her tenure included scaling merchandising into a top-20 global business, alongside film adaptation and theme park placements. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Microsoft Corporation published the original content used to generate this news brief on October 08, 2026, and is solely responsible for the information contained therein.

Social Buzz: Wallstreetbets Stocks Mostly Higher Pre-Bell Friday; SpaceX, Nebius Group to Advance

06:34 AM EDT, 10/09/2026 (MT Newswires) -- The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before Friday's opening bell. SpaceX (SPCX) rose by 4% in pre-bell activity, following a 4.2% fall from Thursday's session. SpaceX agreed to acquire a nationwide portfolio of licenses covering up to 14 megahertz of paired spectrum in the 800 MHz band to expand Starlink Mobile's coverage in the US. Nebius Group (NBIS) was 2.8% higher in premarket activity, after closing Thursday with a 7.4% decline. Micron Technology (MU) was up 1.9% premarket, swinging from a 4.8% decline at Thursday's close. Sandisk (SNDK) rose by 1.8% in pre-bell hours, after a 4.9% fall from Thursday's session. Applied Digital (APLD) advanced by 1.2% pre-bell, following a 0.2% increase from the previous session. Microsoft (MSFT) was 1% higher in premarket activity, swinging from a 1.4% decline at Thursday's close. Palantir Technologies (PLTR) was up 0.6% pre-bell, after a 2.4% increase from the previous session. AST SpaceMobile (ASTS) fell by 2.8% hours before the market open, after a 6.1% decline from the previous session.

Market Chatter: OpenAI Sees 2026 Annualized Sales Surpassing $70 Billion

05:26 AM EDT, 10/09/2026 (MT Newswires) -- Microsoft (MSFT)-backed OpenAI expects annualized revenue to exceed $70 billion by the end of 2026, Bloomberg reported Friday, citing unnamed people familiar with the matter. Sources told Bloomberg that annualized sales were roughly $50 billion at the end of September. The company shares the numbers with investors as part of discussions for its latest fundraising effort, the report said. OpenAI did not immediately respond to MT Newswires' request for comment. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Market Chatter: SoftBank Seeks Gulf Funding for New AI Investment Fund

05:03 AM EDT, 10/09/2026 (MT Newswires) -- SoftBank founder Masayoshi Son is seeking to raise up to $100 billion from Gulf investors to expand his artificial intelligence investments, the Financial Times reported Friday, citing unnamed people familiar with the matter. Son has held talks with the United Arab Emirates officials about raising funds for a vehicle to acquire companies and improve their operations using AI, with SoftBank's robotics business Roze expected to play a key role, according to the report. The fundraising comes as SoftBank expands its AI exposure, including a $65 billion investment in Microsoft-backed (MSFT) OpenAI, amid concerns over the delayed IPO and SoftBank's ability to fund further investments, the report added. SoftBank did not immediately respond to a request for comment. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Dow Jones Top Company Headlines at 5 AM ET: American Oil Refiners Are Printing Money as Wars Shrink Global Energy Supplies | Airtel ...

American Oil Refiners Are Printing Money as Wars Shrink Global Energy Supplies The earnings of independent fuel makers Valero Energy, Marathon Petroleum and Phillips 66 are set to crush the near-record results of the June quarter. ---- Airtel Money Shares Higher on Debut But Miss $7 Billion Valuation Shares in the African digital financial-services platform opened higher on its first trading day in London, but missed the targeted $8 billion to $9 billion valuation. ---- Scrapped IPO of Nvidia-Backed Company Points to Limits of AI Boom Australian cloud-computing firm Firmus Grid had sought a $30 billion valuation despite having only two operational data centers. ---- Porsche Deliveries Fell 16% in First Nine Months of Year Deliveries fell across all of its markets, with deliveries in its largest sales region of North America falling 13%. ---- Volkswagen Fined $1.3 Million by German Financial Watchdog The regulator said the automaker failed to disclose potentially market-moving news in a proper and timely manner. ---- For Walmart, Replacing Humans With Robots Is a Multibillion-Dollar Struggle Machines programmed to sort merchandise in warehouses hit kinks with cardboard boxes and turkeys. "We are kind of in this peak complexity." ---- SpaceX Makes Big Play to Become a Wireless Carrier Elon Musk's space company is buying spectrum licenses to help build a mobile network to compete with telecom giants. ---- Aritzia Raises Sales Outlook as U.S. Growth Accelerates The women's fashion retailer raised its full-year revenue outlook after U.S. sales surged 60% in its fiscal second quarter to C$779.4 million. ---- American Airlines Is the Worst for Bumping Passengers. Now It Says It Will Stop. The carrier, which was responsible for 60% of fliers who were involuntarily removed from flights, said test programs worked to curb the practice. ---- Trump Throws His Weight Behind Credit-Card Legislation Most Feared by Banks The bill could upend the system that moves billions of dollars in fees that merchants hate and banks use to po

U.S. Stocks Mixed as Oil Spikes, AI Profit Doubts Hit Tech -- Update

By Rob Curran U.S. stocks were mixed as oil futures jumped, volatility continued in bond markets and doubts surfaced about artificial-intelligence profits. The Dow Jones Industrial Average rose 51.77 points, or 0.1%, to 51231.64. Meanwhile the S&P 500 fell 36.41 points, or 0.47%, to 7765.36, and the tech-heavy Nasdaq Composite slipped 345.35 points, or 1.25%, to 27193.34. It was the latest turbulent session in a back-and-forth start to the fourth quarter for the U.S. stock market. In the tug of war between bears and bulls, each side is anchored by data. Bears can point to the surge in energy prices causing a lasting bout of higher inflation and interest rates. The bull case is frequently reinforced by statistics from the AI boom. Oil futures surged $3.21, or 3.6%, to $91.49 a barrel after Iran struck a vessel near Qatar in an attack likely to slow tanker traffic in the Strait of Hormuz once again, while the approach of Hurricane Isaias threatened production in the U.S. Gulf. Treasury yields fell after another well-subscribed auction, this time for 30-year bonds. That followed strong demand for a 10-year note auction Wednesday. The yield on the 10-year Treasury note fell 0.049 percentage point to 5.232%. The yield on the 30-year bond declined 0.055 percentage point to 5.606%, the lowest close since Oct. 1 after testing multiyear highs earlier in the session. The yield on the two-year Treasury slipped 0.008 percentage point to 4.753%. The selloff in bonds is even more pronounced in Europe. The yield on the French 10-year bond has risen by 0.6728 percentage point in the last month, compared to a 0.430 percentage point increase for the U.S. equivalent, according to Dow Jones Market Data. One strategist said the turmoil in sovereign-bond markets could cause widespread ripple effects because much of the AI-driven economic expansion is fuelled by credit. "Credit spreads are widening around the world, so the cost of capital is rising on two fronts: the risk-free rate is going up, and the spread on top of it is going up t

Oracle Corp. Stock Falls 5.5%, Underperforms Peers

This article was automatically generated by Dow Jones using technology from Automated Insights. Shares of Oracle Corp. slid 5.5% to $135.69 on what proved to be an all-around mixed trading session for the stock market, with the Dow Jones Industrial Average rising 0.1% to 51,231.64 and the S&P 500 Index falling 0.5% to 7,765.36. This was the stock's second consecutive day of losses. Oracle Corp. closed 57.9% short of its 52-week high of $322.54, which the company reached on October 16th. The stock underperformed when compared to some of its peers, as Microsoft Corp. fell 1.3% to $522.61, Alphabet Inc. Cl C fell 0.7% to $344.86, and Alphabet Inc. Cl A fell 0.63% to $348.29. Trading volume totaled 41.3 million, compared to the 50-day average of 29.5 million. Data source: Dow Jones Market Data, FactSet (END) Dow Jones Newswires October 08, 2026 16:34 ET (20:34 GMT)

Should You Buy Microsoft Stock (MSFT) in October? 3 Things Investors Need to Know

Sector Update: Tech Stocks Fall Late Afternoon

03:51 PM EDT, 10/08/2026 (MT Newswires) -- Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 2.1% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 4.1%. The Philadelphia Semiconductor index shed 3.8%. In sector news, OpenAI's annualized revenue is about $20 billion less than previously signaled to investors, the Financial Times reported Thursday, citing financial documents shared with backers. The company recently told investors its revenue was approaching $50 billion on an annualized basis at the end of September, well short of the $70 billion reported late last month based on information investors had provided, the report said. In corporate news, Nvidia-backed (NVDA) Firmus Grid is poised to delay its initial public offering amid slack investor demand, Bloomberg reported. The Australian data center company had been looking to raise as much as $5.5 billion including an over-allotment option, indicating a $30.4 billion valuation, and may consider a private funding round instead, the report said. Nvidia shares were down 2.9%. Apple (AAPL) CEO John Ternus is naming his longtime lieutenant Steve Smith as the company's mergers and acquisitions chief, Bloomberg reported. Smith will succeed Adrian Perica, who has run the tech giant's M&A and corporate development function for over a decade, the report said. Apple shares rose 1.4%. Microsoft (MSFT) and Adobe (ADBE) are being suspended from the Permanent Labor Certification Program due to "multiple active federal investigations," US Secretary of Labor Keith Sonderling said Thursday at a press conference. Microsoft shares were down 1.4%, and Adobe was up 3.1%. GlobalFoundries (GFS) struck a multi-year $2 billion deal to supply silicon interposers to Taiwan Semiconductor Manufacturing (TSM) amid growing demand for AI. GlobalFoundries shares were up 2.4%, and Taiwan Semiconductor was falling 3.5%.

Sector Update: Tech Stocks Fall Thursday Afternoon

01:38 PM EDT, 10/08/2026 (MT Newswires) -- Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 2% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 4.3%. The Philadelphia Semiconductor index shed 3.8%. In sector news, OpenAI's annualized revenue is about $20 billion less than previously signaled to investors, the Financial Times reported Thursday, citing financial documents shared with backers. The company recently told investors its revenue was approaching $50 billion on an annualized basis at the end of September, well short of the $70 billion reported late last month based on information investors had provided, the report said. In corporate news, Microsoft (MSFT) and Adobe (ADBE) are being suspended from the Permanent Labor Certification Program due to "multiple active federal investigations," US Secretary of Labor Keith Sonderling said Thursday at a press conference. Microsoft shares were down 1.3%, and Adobe was up 1.5%. GlobalFoundries (GFS) struck a multi-year $2 billion deal to supply silicon interposers to Taiwan Semiconductor Manufacturing (TSM) amid growing demand for AI. GlobalFoundries shares were up 0.4%, and Taiwan Semiconductor was falling 3.4%. Nvidia (NVDA) said Thursday it is committing $1 billion over the next five years to advance the US' capacity for super intelligence research and development in quantum computing, healthcare and energy security and other critical fields. Its shares were falling 2.7%.

Microsoft responds to U.S. suspension of PERM labor certification program, says it will provide more information

Microsoft (MSFT.US) responded to the U.S. government’s suspension of the PERM labor certification program by stating: “We look forward to providing the government with more information.”

Microsoft says that the vast majority of its employees in the US are American citizens

Microsoft (MSFT.US) stated regarding the U.S. government's suspension of the H-1B visa program that the vast majority of its employees in the United States are U.S. citizens.

Sector Update: Tech

01:16 PM EDT, 10/08/2026 (MT Newswires) -- Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 1.7% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 3.8%. The Philadelphia Semiconductor index shed 3.4%. In corporate news, Microsoft (MSFT) and Adobe (ADBE) are being suspended from the Permanent Labor Certification Program due to "multiple active federal investigations," US Secretary of Labor Keith Sonderling said Thursday at a press conference. Microsoft shares were down 1.1%, and Adobe was up 1%.

Vance says Microsoft needs to show that it puts American workers first

US Vice President Vance stated that Microsoft (MSFT.US) needs to demonstrate that they are serious about prioritizing American workers.

The United States suspends Microsoft’s PERM program, pressuring the company to hire American workers.

US Vice President Vance: The United States has suspended Microsoft’s (MSFT.US) “Permanent Labor Certification (PERM)” program. This move is intended to convey to Microsoft the message that it must hire American workers.

Microsoft Xbox Creates New Division Spanning Film, Television, Consumer Products, Live Events

10:22 AM EDT, 10/08/2026 (MT Newswires) -- Microsoft's (MSFT) Xbox unit said Thursday it has created a new division called XP that spans film and television, consumer products, partnerships, and live experiences. The new division formalizes four investment areas including film, television, and other forms of linear storytelling; creation of authentic products for fans; live events, immersive experiences and attractions; and partnerships with creators and brands, the company said. Xbox XP will be led by newly appointed president, Kayleen Walters, who has previously worked at Lucasfilm and Mojang Studios, according to a statement. Price: 530.66, Change: +0.90, Percent Change: +0.17

Microsoft expands Xbox film and television business with new division

Microsoft (MSFT.US) is expanding Xbox's film and television business through a new division.

Market Trend Analysis: Microsoft Is Set to Continue Its Rally

Christopher Romano, Reuters, October 8 – Since the software giant issued an upbeat earnings forecast in July (link), Microsoft’s stock price has been climbing rapidly, and technical analysis indicates there may still be room for further gains. Click here to view detailed technical analysis charts. (link) Technical analysis uses historical price trends on charts to help predict the market’s next moves. Microsoft’s weekly chart shows the stock is once again approaching its all-time high set in 2025. This peak currently sits less than 5% above the current price, and a breakout above this level could trigger a strong rally. When a stock like Microsoft rises quickly—up more than 50% since its June lows—it often pauses to consolidate. Early buyers may sell to lock in profits, while new investors position themselves for the next move upward. Microsoft consolidated in a tight range between early August and late September. Chart analysts refer to this pause as “consolidation,” viewing it as a healthy sign, similar to a runner catching their breath before the next sprint. This week, Microsoft’s stock price broke above its narrow consolidation range, suggesting the next leg upwards may have begun. At this stage, analysts turn to volatility and momentum indicators to determine whether the rally can continue. One such tool is the Bollinger Bands, which are lines drawn above and below a moving average of stock prices. As price volatility increases, the width of the Bollinger Bands expands, signaling fresh momentum. Microsoft’s 20-week Bollinger Band is displaying this widening pattern. Another indicator, the Moving Average Convergence Divergence (MACD), compares two moving averages of different periods to show whether buying pressure is strengthening or weakening. This indicator is also trending upward, suggesting Microsoft has the momentum to continue rising. According to London Stock Exchange Group (LSEG) data, Microsoft closed at $529.76 on Wednesday. To estimate the stock’s potential upside, analysts refer to the previous rise before the consolidation pattern and project similar gains upward. This suggests a possible target range of $700 to $750, provided the share price first breaks through the all-time high of $555.45. Previous highs, especially all-time tops, can slow or stop a rally as some investors choose to sell at those points. Breaking through these resistance levels often leads to faster gains. However, with overall market volatility rising recently due to high oil prices and increasing bond yields, there are risks. If Microsoft’s price drops below the $465 to $480 range, it would mean the current rally has come to an end. Microsoft has not yet responded to requests for comment by email. Chart summary: Microsoft shares have bounced back sharply from June lows. If the all-time high of $555.45 is breached, the target zone may be between $700 and $750. A drop below the $465-$480 range would indicate the rally is over. (“Market Chartbook” is a daily column written by Reuters reporters. This commentary is based on technical analysis of financial charts to help evaluate the likelihood of future price moves, but does not guarantee outcomes. This column does not constitute investment or trading advice.) (For the convenience of non-English speakers, Reuters automatically translates its reports into several other languages. As automated translations may contain errors or lack required context, Reuters does not guarantee the accuracy of automated translation texts; they are provided solely for the reader’s convenience. Reuters assumes no responsibility for any damages or losses resulting from the use of automated translation services.)

Is L'Oréal more reliable than the French government? Sell-off of French government bonds causes an inversion phenomenon, with yields of nearly 40% of high-rated corporate bonds lower than those of sovereign bonds.

Amid the sell-off of French government bonds, 215 billion euros worth of corporate bonds now yield less than government bonds, with the scale increasing 18 times this year as investors turn to high-quality corporate debt for risk aversion.