
To work on Defense Dept. computer systems, Microsoft engineers in China remotely instruct American “escorts,” who often lack advanced technical expertise. “We’re trusting that what they’re doing isn’t malicious, but we really can’t tell,” said one.
Market Brief
Daily market recaps with key events, stock movements, and global influences
Microsoft uses China-based engineers on Pentagon cloud; King cuts 200 jobs for AI; Windows 11 25H2 delays Windows 12 to 2026.
ProPublica reports China-based engineers help maintain Pentagon cloud, raising security concernsProPublica: Microsoft Uses China-Based Engineers on Pentagon Cloud, Stirring Security Alarm
San Francisco expands Copilot AI to 30,000 city workers after productivity gains in pilotSan Francisco Expands Microsoft Copilot AI to 30,000 City Workers
July Patch Tuesday fixes 130 vulnerabilities (12 critical); no zero-days exploited at releaseMicrosoft Patches 130 Vulnerabilities Including 12 Critical Flaws in SQL Server; CISA Confirms Active Exploitation of Citrix Bleed 2 and Wing FTP Server Bugs
$500M in annual savings from internal AI; 35% of new code now AI-generatedMicrosoft Says AI Delivers $500 Million Savings as Staff Cuts Continue
Windows 11 25H2 confirmed for 2025; Windows 12 delayed to 2026; Windows 11 now at 52% shareMicrosoft Confirms Windows 11 25H2 for 2025, Postponing Windows 12 DebutWindows 11 Surpasses Windows 10 with 52% Market Share Nearly Four Years After 2021 Release, Usage Declines in Spain
Direct operations in Pakistan ended amid restructuring; shift to partner-led modelMicrosoft Ends Direct Pakistan Operations After 25 Years Amid Global Restructuring
King to cut 200 jobs, shifting design roles to in-house AI; broader 9,000+ layoffs ongoingMicrosoft’s King Cuts 200 Jobs, Moves Design Work to In-House AIMicrosoft Slashes 9,000 Jobs, Cancels ‘Perfect Dark’ in Xbox Revamp
AI diagnostic tool MAI-DxO claims 85% accuracy on complex cases, not yet for clinical useMicrosoft AI Diagnostician Beats Doctors With 85% Accuracy on Complex CasesMicrosoft Unveils AI Diagnostic Tool Claiming 85% Accuracy on Complex Cases
Maia AI chip rollout delayed to 2026, extending reliance on external suppliersMicrosoft Delays Maia AI Chip Rollout to 2026
Shares closed at $505.82 (July 15); broker targets raised to $530–$600 on AI momentumMicrosoft Price Targets Climb to $600 as AI Adoption Accelerates
Tensions with OpenAI over AGI clauses and profit-sharing; antitrust complaints consideredMicrosoft Presses OpenAI to Drop AGI Clause as Tensions RiseOpenAI Seeks 33% Stake, Considers Antitrust Complaint as Microsoft May Walk Away from $14 Billion AI Partnership Talks
Multi-year AMD partnership to co-develop next-gen Xbox chips for consoles, handhelds, cloudMicrosoft and AMD Partner on Next-Gen Xbox Consoles with Ryzen, Radeon, Handheld Devices, AI, and Backward Compatibility
Microsoft remains in focus as it aggressively restructures around AI, cost control, and product integration. The ProPublica report on China-based engineers supporting Pentagon cloud contracts could heighten regulatory scrutiny and pose headline risk, especially for federal business. While Microsoft maintains that safeguards are in place, traders should monitor for any government response or contract reviews.
AI deployment is driving operational changes and cost savings. The company’s $500 million in annual AI-driven savings and 35% AI-generated code highlight rapid automation, with job cuts spanning gaming (notably King and Xbox) and other divisions. The Copilot rollout to 30,000 San Francisco city workers and the launch of the MAI-DxO diagnostic tool underscore expanding enterprise and healthcare AI use cases, although the latter is not yet commercialized.
Strategic uncertainty persists in Microsoft’s AI partnerships. Tensions with OpenAI over AGI-related contract terms and profit-sharing have escalated, with both sides considering restructuring and potential antitrust action. The existing contract secures access through 2030, but further public disputes or regulatory intervention could impact sentiment and the AI product roadmap.
On the product side, Windows 11’s 52% market share and the 25H2 update signal incremental OS upgrades, with Windows 12 pushed to 2026. The AMD partnership for next-gen Xbox chips supports gaming hardware ambitions, but the Maia chip delay means continued reliance on third-party silicon. July’s Patch Tuesday saw no active zero-day exploits, but ongoing security remains a watchpoint.
Shares remain near record highs, buoyed by analyst upgrades and AI optimism. Key risks to watch: regulatory fallout from security concerns, further OpenAI partnership developments, and execution on AI and gaming transitions.
Microsoft uses China-based engineers on Pentagon cloud; King cuts 200 jobs for AI; Windows 11 25H2 delays Windows 12 to 2026.
ProPublica reports China-based engineers help maintain Pentagon cloud, raising security concernsProPublica: Microsoft Uses China-Based Engineers on Pentagon Cloud, Stirring Security Alarm
San Francisco expands Copilot AI to 30,000 city workers after productivity gains in pilotSan Francisco Expands Microsoft Copilot AI to 30,000 City Workers
July Patch Tuesday fixes 130 vulnerabilities (12 critical); no zero-days exploited at releaseMicrosoft Patches 130 Vulnerabilities Including 12 Critical Flaws in SQL Server; CISA Confirms Active Exploitation of Citrix Bleed 2 and Wing FTP Server Bugs
$500M in annual savings from internal AI; 35% of new code now AI-generatedMicrosoft Says AI Delivers $500 Million Savings as Staff Cuts Continue
Windows 11 25H2 confirmed for 2025; Windows 12 delayed to 2026; Windows 11 now at 52% shareMicrosoft Confirms Windows 11 25H2 for 2025, Postponing Windows 12 DebutWindows 11 Surpasses Windows 10 with 52% Market Share Nearly Four Years After 2021 Release, Usage Declines in Spain
Direct operations in Pakistan ended amid restructuring; shift to partner-led modelMicrosoft Ends Direct Pakistan Operations After 25 Years Amid Global Restructuring
King to cut 200 jobs, shifting design roles to in-house AI; broader 9,000+ layoffs ongoingMicrosoft’s King Cuts 200 Jobs, Moves Design Work to In-House AIMicrosoft Slashes 9,000 Jobs, Cancels ‘Perfect Dark’ in Xbox Revamp
AI diagnostic tool MAI-DxO claims 85% accuracy on complex cases, not yet for clinical useMicrosoft AI Diagnostician Beats Doctors With 85% Accuracy on Complex CasesMicrosoft Unveils AI Diagnostic Tool Claiming 85% Accuracy on Complex Cases
Maia AI chip rollout delayed to 2026, extending reliance on external suppliersMicrosoft Delays Maia AI Chip Rollout to 2026
Shares closed at $505.82 (July 15); broker targets raised to $530–$600 on AI momentumMicrosoft Price Targets Climb to $600 as AI Adoption Accelerates
Tensions with OpenAI over AGI clauses and profit-sharing; antitrust complaints consideredMicrosoft Presses OpenAI to Drop AGI Clause as Tensions RiseOpenAI Seeks 33% Stake, Considers Antitrust Complaint as Microsoft May Walk Away from $14 Billion AI Partnership Talks
Multi-year AMD partnership to co-develop next-gen Xbox chips for consoles, handhelds, cloudMicrosoft and AMD Partner on Next-Gen Xbox Consoles with Ryzen, Radeon, Handheld Devices, AI, and Backward Compatibility
Microsoft remains in focus as it aggressively restructures around AI, cost control, and product integration. The ProPublica report on China-based engineers supporting Pentagon cloud contracts could heighten regulatory scrutiny and pose headline risk, especially for federal business. While Microsoft maintains that safeguards are in place, traders should monitor for any government response or contract reviews.
AI deployment is driving operational changes and cost savings. The company’s $500 million in annual AI-driven savings and 35% AI-generated code highlight rapid automation, with job cuts spanning gaming (notably King and Xbox) and other divisions. The Copilot rollout to 30,000 San Francisco city workers and the launch of the MAI-DxO diagnostic tool underscore expanding enterprise and healthcare AI use cases, although the latter is not yet commercialized.
Strategic uncertainty persists in Microsoft’s AI partnerships. Tensions with OpenAI over AGI-related contract terms and profit-sharing have escalated, with both sides considering restructuring and potential antitrust action. The existing contract secures access through 2030, but further public disputes or regulatory intervention could impact sentiment and the AI product roadmap.
On the product side, Windows 11’s 52% market share and the 25H2 update signal incremental OS upgrades, with Windows 12 pushed to 2026. The AMD partnership for next-gen Xbox chips supports gaming hardware ambitions, but the Maia chip delay means continued reliance on third-party silicon. July’s Patch Tuesday saw no active zero-day exploits, but ongoing security remains a watchpoint.
Shares remain near record highs, buoyed by analyst upgrades and AI optimism. Key risks to watch: regulatory fallout from security concerns, further OpenAI partnership developments, and execution on AI and gaming transitions.
5 posts • OpenAI (o3)
Published
Microsoft on Tuesday activated its “Stream Your Own Game” option inside the Xbox PC app, allowing members of the Xbox Insider Program to play cloud versions of the Xbox titles they already own without installing them locally.
The trial, available in the 28 markets that support Xbox Cloud Gaming, requires an Xbox Game Pass Ultimate subscription, which costs $20 a month. More than 250 games— including console-only releases such as Baldur’s Gate 3 and Star Wars Outlaws—are immediately eligible, with Microsoft promising to expand the catalog over time.
The PC rollout follows earlier expansions to Xbox consoles, smart TVs, browsers and Meta Quest headsets, and underscores the company’s strategy of making Game Pass content hardware-agnostic as it competes with Sony’s PlayStation. Streaming on PC can help players conserve storage space for large titles like Call of Duty: Black Ops 6, which demands 128 GB when installed.
10 posts • OpenAI (o3)
Published
Microsoft said its next annual client-operating-system release will be Windows 11 version 25H2, now available in preview to Windows Insider testers. Built on the same servicing branch as last year’s 24H2 build, the update will install as a small “enablement package” that replaces only the files that change, allowing most users to complete the upgrade with a single restart.
The decision effectively pushes back any launch of a full Windows 12 revision until at least 2026, ending speculation that a new numbered edition might ship this year. Microsoft has not detailed major new features, noting that code already sits dormant in existing monthly builds and will be activated closer to general availability in the second half of 2025. The leaner approach follows widespread complaints that 24H2 introduced bugs after a wholesale swap of system files.
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11 posts • OpenAI (o3)
Published
A ProPublica investigation reports that Microsoft has relied for almost a decade on engineers based in China and other countries to help maintain cloud systems used by the U.S. Department of Defense, including networks handling Impact Level 4 and 5 data considered vital to military operations. Because foreign nationals are barred from direct access, the company instructs China-based staff to relay technical commands to U.S. “digital escorts,” who then execute the actions inside Pentagon environments.
Read more
To work on Defense Dept. computer systems, Microsoft engineers in China remotely instruct American “escorts,” who often lack advanced technical expertise. “We’re trusting that what they’re doing isn’t malicious, but we really can’t tell,” said one.
What could possibly go wrong? 🚨🚨🚨 Microsoft has been using engineers in China to help maintain the Department of Defense’s computer systems — with minimal supervision by US personnel — leaving some of the nation’s most sensitive data vulnerable to hacking from China. The
Stunning @ProPublica investigation: Microsoft uses Chinese engineers to maintain Pentagon systems without much of a check in place. "Digital escorts" -- ex-military with little coding experience -- are supposed to guard against spying. But they can't keep up with foreign
Investigation: Microsoft uses engineers in China to help maintain US DOD systems, with minimal supervision by US personnel, leaving sensitive data vulnerable (ProPublica)
Microsoft “Digital Escorts” Could Expose Defense Dept. Data to Chinese Hackers — ProPublica
12 posts • OpenAI (o3)
Published
Microsoft-owned mobile-games studio King plans to eliminate about 200 positions and shift much of the affected work to artificial-intelligence systems the employees helped create, according to an internal memo and multiple staff accounts cited by industry outlet MobileGamer.biz.
The cuts target level designers, UX and narrative writers, user-research staff and portions of the London-based Farm Heroes Saga group, which sources say will lose roughly half its workforce. One staff member said “most of level design has been wiped,” adding that the generative-AI tools the teams spent years training will now “basically replace” them.
Read more
So the @CandyCrushSaga devs are being laid off and replaced with the AI agents they built. Sad because I used to work next door at the offices in Seattle. They were fun to have lunch with.
As part of the Xbox layoffs, King (developers of Candy Crush) laid off over 200 people. Now, a new internal memo revealed by @mobilegamerbiz states that those developers are going to be replaced by AI going forward.
Report: Laid-Off Staff At Candy Crush Maker Say They've Been Training Their AI Replacements
Candy Crush developer King has laid off 200 people as part of the Xbox layoffs Many of the staff cut will be replaced by the AI tools they built and trained
Staff laid off by Microsoft-owned Candy Rush developer King are being replaced by AI tools they helped create, former staff have claimed.
5 posts • OpenAI (o3)
Published
Federal Election Commission records show Rory Gates, the son of Microsoft co-founder Bill Gates and philanthropist Melinda French Gates, contributed $7,000 to Representative Thomas Massie’s campaign committee in June.
Massie, a libertarian-leaning Republican from Kentucky, is preparing for a 2026 primary contest against a challenger endorsed by former President Donald Trump. The lawmaker has recently said he will vote against Trump’s proposed tax legislation, setting up a rare intraparty clash.
Gates, 25, has signaled interest in becoming a significant donor to Democratic causes, making the cross-party contribution noteworthy as Massie seeks resources to defend his seat.
4 posts • OpenAI (o3)
Published
San Francisco has deployed Microsoft 365 Copilot Chat, an artificial-intelligence assistant powered by OpenAI’s GPT-4o, to roughly 30,000 municipal employees across all departments, Mayor Daniel Lurie announced on Monday. The move follows a six-month pilot involving more than 2,000 workers—including 311 call-center staff—that the city says boosted individual productivity by as much as five hours a week.
City officials expect the tool to automate tasks such as drafting reports, analyzing data and translating the more than 42 languages spoken by residents, allowing nurses, social workers and other frontline staff to focus on direct services. The rollout is covered by San Francisco’s existing enterprise agreement with Microsoft, meaning no incremental cost to taxpayers, according to the mayor’s office.
Lurie described the adoption as part of a broader effort to position San Francisco as a model for responsible use of generative AI in the public sector. With the launch, the city becomes one of the largest local governments worldwide to integrate large-language-model technology at scale.
As our city and the world embrace AI technology, San Francisco is setting the standard for how local government can responsibly do the same. @Microsoft
SAN FRANCISCO ROLLS OUT MICROSOFT’S $MSFT COPILOT AI FOR 30,000 CITY WORKERS - CNBC
San Francisco rolls out Microsoft's Copilot AI for 30,000 city workers
JUST IN: San Francisco’s city government is getting chatbot access as it continues to embrace artificial intelligence, Mayor Daniel Lurie said.
69 posts • OpenAI (o3)
Published
Artificial-intelligence startup Cognition AI said Monday it has signed a definitive agreement to acquire Windsurf, the AI-powered coding platform whose leadership decamped to Google late last week. The purchase covers Windsurf’s intellectual property, product, brand and the bulk of its roughly 250-person workforce. Financial terms were not disclosed, but Windsurf recently reported about $82 million in annual recurring revenue and more than 350 enterprise customers.
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On Thurs, the 40 ppl joining Google got notified in a special meeting- they got comp worth 2x’d their Windsurf shares On Fri, the rest found out & Windsurf execs started talking to multiple suitors about acquisition. Cognition acquired everything and accelerated vesting.
The Cognition-Windsurf combo now goes head-to-head with GitHub Copilot, Replit, Cursor, Google’s Gemini, and Visual Studio Code’s agent mode. Earlier, Devin drew attention by fixing GitHub tickets and finishing coding jobs on its own. Blending that skill with Windsurf’s
Summary of the latest news - OpenAI's $3 billion exclusive acquisition offer for Windsurf expired without agreement - Google is paying $2.4 billion for non-exclusive licensing rights to Windsurf's IP and hired CEO Varun Mohan, co-founder Douglas Chen, and key researchers -
Cognition is acquiring Windsurf! The deal includes Windsurf’s IP, product, and team — with full vesting and financial participation for all employees. Devin + Windsurf is shaping up to be a seriously powerful combo for agentic software development! 🔥
so windsurf tried and couldn’t sell to OpenAI because of MSFT, so Google paid a similar amount to poach leadership + talent + license, company equity was given to remaining employees, who were then acquired by Cognition is that right?
15 posts • GPT (4.1 mini)
Published
A recent study conducted by the nonprofit research organization METR has found that the use of AI coding tools can reduce the productivity of experienced software developers. The study tracked 16 veteran developers as they addressed 246 real GitHub issues within large codebases exceeding one million lines of code. Results showed that when AI tools such as Cursor and Claude were allowed, developers worked 19% slower compared to when they did not use AI assistance. The research highlights that AI may not accelerate development for complex, familiar coding tasks and could even hinder efficiency in certain contexts. This finding challenges the prevailing assumption that AI coding tools universally boost developer productivity. The study has attracted attention across multiple technology news outlets, emphasizing that while AI can be beneficial in some coding scenarios, it is not a guaranteed solution for improving software engineering speed.
8 posts • GPT (4.1 mini)
Published
Microsoft released its July 2025 Patch Tuesday update addressing 130 vulnerabilities across its products and Windows systems. Among these, 12 were classified as critical, including flaws in SPNEGO and SQL Server. Notably, none of the patched vulnerabilities were actively exploited in the wild at the time of release, marking the first time in 11 months without an exploited zero-day. One critical flaw with a CVSS score of 9.8 was identified as potentially wormable, reminiscent of the WannaCry vulnerability.
Separately, the U.S. Cybersecurity and Infrastructure Security Agency (CISA) confirmed active exploitation of a critical vulnerability known as 'Citrix Bleed 2' affecting Citrix NetScaler ADC and Gateway, which has been added to CISA's Known Exploited Vulnerabilities catalog. Additionally, a critical unauthenticated SQL injection vulnerability (CVE-2025-25257) in Fortinet's FortiWeb was disclosed and patched after reports of remote code execution risks. Another critical vulnerability, CVE-2025-47812, in Wing FTP Server is actively exploited via null byte injection, allowing attackers to execute commands as root through anonymous FTP access. Over 5,000 servers remain exposed to this flaw, prompting urgent calls for patching. These developments highlight ongoing cybersecurity challenges despite Microsoft's comprehensive monthly update.
34 posts • OpenAI (o3)
Published
Microsoft’s Outlook email platform suffered a widespread outage that began late Wednesday, 9 July, and extended well into Thursday, preventing many users around the world from signing in, loading inboxes or sending messages across web, desktop and mobile versions.
The company said on its Microsoft 365 status page that a configuration issue was disrupting authentication services. Outage tracker Downdetector recorded roughly 2,700 problem reports shortly before noon Eastern time on 10 July. Outlook, which serves more than 400 million users globally, experienced interruptions in multiple regions including North America, Europe and Australia.
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🇬🇧 OUTLOOK BROKE AND TOOK YOUR INBOX WITH IT Outlook crashed this morning and broke across phones, browsers, and the desktop app. Microsoft says a fix is rolling out asap, but good luck planning anything in the meantime. If you're seeing Error 500 or 401, congratulations -
🚨 Can't access your email? #Outlook is suffering a global downturn. Thousands of users report failures to log in, load inboxes or send emails. Microsoft is already working on a solution. 📧 Did it fail you too?
Thousands report issues with Microsoft Outlook email in apparent outage
Is Outlook down? Thousands of users report issues accessing their email
Is Outlook down? Thousands of users report issues accessing their email
15 posts • OpenAI (o3)
Published
Microsoft Corp. told employees this week that artificial-intelligence tools trimmed more than $500 million from operating costs last year, largely by automating tasks in its call-center operations, according to people familiar with a presentation by Chief Commercial Officer Judson Althoff.
Althoff said AI systems now generate 35% of the code for new products and are boosting productivity in sales, customer service and software engineering. The company’s GitHub Copilot programming assistant has reached about 15 million users, he added, while early use of AI for smaller customer accounts is already bringing in tens of millions of dollars in revenue.
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38 posts • OpenAI (o3)
Published
Microsoft on Wednesday announced a $4 billion package of cash, artificial-intelligence credits and cloud services aimed at expanding AI education worldwide. The five-year commitment, reported by the New York Times, includes the launch of Elevate Academy, a programme designed to help adults acquire AI skills. The company says the effort will enable 20 million people to earn industry credentials and will be supported by existing philanthropy units now consolidated under the Microsoft Elevate banner.
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37 posts • GPT (4.1 mini)
Published
The American Federation of Teachers (AFT), the second-largest teachers' union in the United States, is launching the National Academy for AI Instruction, a five-year initiative aimed at training 400,000 educators to integrate artificial intelligence into classroom teaching. The program, set to open in New York City this fall, is backed by $23 million in funding from major AI industry players Microsoft, OpenAI, and Anthropic. Microsoft is contributing approximately $12.5 million, OpenAI $10 million, and Anthropic $500,000. This initiative focuses on equipping teachers with skills to use AI tools such as ChatGPT, Copilot, and Khanmigo in educational settings. In a broader commitment to AI education, Microsoft has pledged over $4 billion in cash and technology services over the next five years to support AI learning and innovation globally, including K-12 schools. The collaboration reflects a growing effort to embed AI technologies into education and workforce training programs.
10 posts • OpenAI (o3)
Published
OpenAI is preparing to release an open-weight large language model as early as next week, according to people familiar with the plans. The forthcoming system, described as comparable in size and reasoning performance to the "o3 mini" model, would be the company’s first openly available set of model weights since it published GPT-2 in 2019. OpenAI intends to distribute the model through Microsoft Azure, Hugging Face and other cloud providers, giving developers and enterprises the ability to run it on their own infrastructure.
The move broadens access to OpenAI technology and could reshape the firm’s relationship with Microsoft, which secured exclusive sales rights for most OpenAI models under a 2023 pact that also gives each side a 20 percent share of the other’s AI revenues. By allowing rival cloud operators to host the software, the open-weight release may undercut Azure’s pricing power and intensify competition among cloud platforms just as the partners renegotiate their commercial arrangements.
According to The Verge, OpenAI is preparing to release an open-weight language model as soon as next week. Its first since GPT-2 in 2019, and the first since locking into an exclusive cloud deal with Microsoft. 🔹The new model is similar to o3-mini, with strong reasoning
The Verge Reported: OpenAI's first open-weight model will launch as soon as next week it will be available on Azure, Hugging Face, and other large cloud providers the model is "similar to o3-mini", with the advanced reasoning capabilities seen in openAI recent models
"Sources familiar with OpenAI’s plans tell me that CEO Sam Altman’s AI lab is readying an open-weight model that will debut as soon as next week" "Sources describe the model as “similar to o3 mini,” complete with the reasoning capabilities"
BREAKING 🚨: According to The Verge, OpenAI will release its open weight model next week and it will be performing at the o3-mini level.
Sources: OpenAI plans to launch an open-weight model as soon as next week on Hugging Face and other platforms, its first open-weight release since GPT-2 in 2019 (@tomwarren / The Verge)
7 posts • GPT (4.1 mini)
Published
America's largest power grid is facing challenges in meeting the increasing electricity demand driven by artificial intelligence (AI) technologies. Microsoft has reported a 168% surge in its energy consumption attributed to AI. According to Deloitte, U.S. investment in AI-related infrastructure is expected to exceed $1 trillion by 2029, with power demand projected to increase thirtyfold by 2035. The growth in AI infrastructure spending is closely linked to energy consumption, as for every dollar invested in high-end chips or cloud computing, an equivalent amount is spent on energy and minerals.
8 posts • GPT (4.1 mini)
Published
Oppenheimer upgraded Microsoft Corp. (MSFT) from Perform to Outperform, setting a price target of $600. The upgrade reflects strong confidence in Microsoft's artificial intelligence (AI) revenue growth and the continued momentum of its Azure cloud platform. Analyst Timothy Horan highlighted the scaling of AI revenue streams, Azure's infrastructure-as-a-service (IaaS) growth, and the company's Rule of 60 metric as key drivers for the premium valuation and long-term upside.
Other firms have also raised Microsoft's price targets recently, including Piper Sandler, which increased its target to $600 from $475 with an Overweight rating, citing bullish AI infrastructure spending and Azure momentum. BMO Capital also raised its price target to $550 from $485, maintaining an Outperform rating based on positive cloud transition insights. Following these upgrades, Microsoft shares rose 0.42% to $503.60, with options market data showing a put/call ratio of 0.76 and implied volatility indicating a potential daily move of $7.82. The consensus among analysts positions Microsoft as a long-term leader in AI and cloud computing software.
14 posts • OpenAI (o3)
Published
Oppenheimer & Co. upgraded Microsoft Corp. to Outperform from Perform and set a $600 price target, pointing to faster-than-expected growth in the company’s artificial-intelligence revenue and continued momentum in the Azure cloud platform. Analyst Timothy Horan wrote that investors are increasingly recognizing Microsoft as a long-term winner in software driven by AI adoption.
Microsoft shares rose about 0.8% in early New York trading after the call. The new target implies further upside for a stock that has already outperformed broader equity benchmarks this year as large-language-model services are integrated across the company’s Office and developer tools portfolios.
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$MSFT | 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 (MSFT): Oppenheimer upgrades to 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, sets 𝐏𝐓 𝐚𝐭 $𝟔𝟎𝟎 Analyst sees 𝐀𝐈 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐬𝐜𝐚𝐥𝐢𝐧𝐠, 𝐀𝐳𝐮𝐫𝐞 𝐦𝐨𝐦𝐞𝐧𝐭𝐮𝐦, and 𝐑𝐮𝐥𝐞 𝐨𝐟 𝟔𝟎 𝐬𝐜𝐚𝐥𝐞 as key drivers of premium valuation and long-term upside.
Premarket movers: Microsoft gains 0.8% after Oppenheimer raised the recommendation on the software company to outperform, citing potential upside as AI revenue grows quickly and “investors embrace Microsoft as one of the long-term AI winners in software.” Other Mag7 names are
Microsoft $MSFT gets upgrade from Oppenheimer on AI and cloud momentum, targets $600
BREAKING: Oppenheimer upgrades Microsoft $MSFT to Outperform with a $600 target, citing strong AI revenue growth and Azure's continued strength. Keefe Bruyette upgrades JPMorgan $JPM to Outperform, highlighting benefits of scale for large-cap banks. #Stocks #Investing
Microsoft was upgraded at Oppenheimer on Wednesday, adding to a growing consensus on Wall Street that the software giant is in a strong position within AI
11 posts • GPT (4.1 mini)
Published
Replit, an AI-powered software development platform founded in 2016, has entered into a strategic partnership with Microsoft to expand its presence in the enterprise software market. This collaboration will make Replit's platform available through the Microsoft Azure Marketplace and integrate its agentic development tools with Microsoft Azure cloud services. Replit's browser-native environments streamline the coding process by eliminating setup requirements, enabling businesses to build and deploy secure, production-grade applications more efficiently. The partnership aims to capitalize on the growing "vibe coding" trend, which is reshaping the tech industry.
This move is seen as a competitive challenge to Google Cloud, which has been a dominant player in cloud-based development platforms. Meanwhile, Amazon Web Services (AWS) has introduced Kiro, an AI-powered integrated development environment (IDE) that supports vibe coding by generating specifications, diagrams, and task lists before coding begins. AWS CEO Andy Jassy highlighted Kiro's potential to transform software development, positioning it as a competitor to Google's Windsurf IDE. Additionally, AI technologies continue to expand into gaming, with platforms like Verse8 enabling the creation of 2D and 3D multiplayer games from text prompts.
19 posts • GPT (4.1 mini)
Published
OpenAI, Microsoft, and Anthropic have collectively committed over $20 million to establish the National Academy for AI Instruction, a five-year initiative aimed at training educators across the United States to integrate artificial intelligence into classroom settings. This effort is being launched in partnership with the American Federation of Teachers (AFT), the second-largest U.S. teachers' union, which will lead the teacher training center. The initiative seeks to provide free AI training to educators nationwide, aiming to close technology gaps and create a national model for AI-integrated curricula.
Meanwhile, OpenAI CEO Sam Altman revealed he has not yet spoken with Meta CEO Mark Zuckerberg since Meta poached several of OpenAI’s top engineers, including four high-ranking staff members, but anticipates a discussion at the upcoming Sun Valley conference. This talent competition highlights ongoing rivalry among leading AI firms, including Meta and Elon Musk’s xAI. Additionally, Meta has been leveraging AI models from competitors like Anthropic to enhance its engineering capabilities. The collaboration between major tech companies and educators reflects a growing push to embed AI technologies in education while navigating competitive tensions within the AI industry.
17 posts • GPT (4.1 mini)
Published
Activision has temporarily removed the PC version of Call of Duty: WWII from the Microsoft Store and Xbox Game Pass following multiple reports of a remote code execution (RCE) vulnerability being exploited by hackers. This security flaw allowed attackers to hijack players' computers during live multiplayer matches, resulting in disruptive actions such as unexpected notepad pop-ups, forced PC shutdowns, and changes to desktop wallpapers. The issue appears to stem from an outdated and insecure version of the game being distributed through the Microsoft Store. Activision took the game offline over the weekend to address the threat and prevent further incidents while working on a patch to fix the vulnerability. The removal highlights ongoing concerns about the security and version management of PC games available on subscription services like Xbox Game Pass.
5 posts • OpenAI (o3)
Published
Microsoft on Tuesday activated its “Stream Your Own Game” option inside the Xbox PC app, allowing members of the Xbox Insider Program to play cloud versions of the Xbox titles they already own without installing them locally.
The trial, available in the 28 markets that support Xbox Cloud Gaming, requires an Xbox Game Pass Ultimate subscription, which costs $20 a month. More than 250 games— including console-only releases such as Baldur’s Gate 3 and Star Wars Outlaws—are immediately eligible, with Microsoft promising to expand the catalog over time.
The PC rollout follows earlier expansions to Xbox consoles, smart TVs, browsers and Meta Quest headsets, and underscores the company’s strategy of making Game Pass content hardware-agnostic as it competes with Sony’s PlayStation. Streaming on PC can help players conserve storage space for large titles like Call of Duty: Black Ops 6, which demands 128 GB when installed.
10 posts • OpenAI (o3)
Published
Microsoft said its next annual client-operating-system release will be Windows 11 version 25H2, now available in preview to Windows Insider testers. Built on the same servicing branch as last year’s 24H2 build, the update will install as a small “enablement package” that replaces only the files that change, allowing most users to complete the upgrade with a single restart.
The decision effectively pushes back any launch of a full Windows 12 revision until at least 2026, ending speculation that a new numbered edition might ship this year. Microsoft has not detailed major new features, noting that code already sits dormant in existing monthly builds and will be activated closer to general availability in the second half of 2025. The leaner approach follows widespread complaints that 24H2 introduced bugs after a wholesale swap of system files.
Read more
11 posts • OpenAI (o3)
Published
A ProPublica investigation reports that Microsoft has relied for almost a decade on engineers based in China and other countries to help maintain cloud systems used by the U.S. Department of Defense, including networks handling Impact Level 4 and 5 data considered vital to military operations. Because foreign nationals are barred from direct access, the company instructs China-based staff to relay technical commands to U.S. “digital escorts,” who then execute the actions inside Pentagon environments.
Read more
To work on Defense Dept. computer systems, Microsoft engineers in China remotely instruct American “escorts,” who often lack advanced technical expertise. “We’re trusting that what they’re doing isn’t malicious, but we really can’t tell,” said one.
What could possibly go wrong? 🚨🚨🚨 Microsoft has been using engineers in China to help maintain the Department of Defense’s computer systems — with minimal supervision by US personnel — leaving some of the nation’s most sensitive data vulnerable to hacking from China. The
Stunning @ProPublica investigation: Microsoft uses Chinese engineers to maintain Pentagon systems without much of a check in place. "Digital escorts" -- ex-military with little coding experience -- are supposed to guard against spying. But they can't keep up with foreign
Investigation: Microsoft uses engineers in China to help maintain US DOD systems, with minimal supervision by US personnel, leaving sensitive data vulnerable (ProPublica)
Microsoft “Digital Escorts” Could Expose Defense Dept. Data to Chinese Hackers — ProPublica
12 posts • OpenAI (o3)
Published
Microsoft-owned mobile-games studio King plans to eliminate about 200 positions and shift much of the affected work to artificial-intelligence systems the employees helped create, according to an internal memo and multiple staff accounts cited by industry outlet MobileGamer.biz.
The cuts target level designers, UX and narrative writers, user-research staff and portions of the London-based Farm Heroes Saga group, which sources say will lose roughly half its workforce. One staff member said “most of level design has been wiped,” adding that the generative-AI tools the teams spent years training will now “basically replace” them.
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So the @CandyCrushSaga devs are being laid off and replaced with the AI agents they built. Sad because I used to work next door at the offices in Seattle. They were fun to have lunch with.
As part of the Xbox layoffs, King (developers of Candy Crush) laid off over 200 people. Now, a new internal memo revealed by @mobilegamerbiz states that those developers are going to be replaced by AI going forward.
Report: Laid-Off Staff At Candy Crush Maker Say They've Been Training Their AI Replacements
Candy Crush developer King has laid off 200 people as part of the Xbox layoffs Many of the staff cut will be replaced by the AI tools they built and trained
Staff laid off by Microsoft-owned Candy Rush developer King are being replaced by AI tools they helped create, former staff have claimed.
5 posts • OpenAI (o3)
Published
Federal Election Commission records show Rory Gates, the son of Microsoft co-founder Bill Gates and philanthropist Melinda French Gates, contributed $7,000 to Representative Thomas Massie’s campaign committee in June.
Massie, a libertarian-leaning Republican from Kentucky, is preparing for a 2026 primary contest against a challenger endorsed by former President Donald Trump. The lawmaker has recently said he will vote against Trump’s proposed tax legislation, setting up a rare intraparty clash.
Gates, 25, has signaled interest in becoming a significant donor to Democratic causes, making the cross-party contribution noteworthy as Massie seeks resources to defend his seat.
4 posts • OpenAI (o3)
Published
San Francisco has deployed Microsoft 365 Copilot Chat, an artificial-intelligence assistant powered by OpenAI’s GPT-4o, to roughly 30,000 municipal employees across all departments, Mayor Daniel Lurie announced on Monday. The move follows a six-month pilot involving more than 2,000 workers—including 311 call-center staff—that the city says boosted individual productivity by as much as five hours a week.
City officials expect the tool to automate tasks such as drafting reports, analyzing data and translating the more than 42 languages spoken by residents, allowing nurses, social workers and other frontline staff to focus on direct services. The rollout is covered by San Francisco’s existing enterprise agreement with Microsoft, meaning no incremental cost to taxpayers, according to the mayor’s office.
Lurie described the adoption as part of a broader effort to position San Francisco as a model for responsible use of generative AI in the public sector. With the launch, the city becomes one of the largest local governments worldwide to integrate large-language-model technology at scale.
As our city and the world embrace AI technology, San Francisco is setting the standard for how local government can responsibly do the same. @Microsoft
SAN FRANCISCO ROLLS OUT MICROSOFT’S $MSFT COPILOT AI FOR 30,000 CITY WORKERS - CNBC
San Francisco rolls out Microsoft's Copilot AI for 30,000 city workers
JUST IN: San Francisco’s city government is getting chatbot access as it continues to embrace artificial intelligence, Mayor Daniel Lurie said.
69 posts • OpenAI (o3)
Published
Artificial-intelligence startup Cognition AI said Monday it has signed a definitive agreement to acquire Windsurf, the AI-powered coding platform whose leadership decamped to Google late last week. The purchase covers Windsurf’s intellectual property, product, brand and the bulk of its roughly 250-person workforce. Financial terms were not disclosed, but Windsurf recently reported about $82 million in annual recurring revenue and more than 350 enterprise customers.
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On Thurs, the 40 ppl joining Google got notified in a special meeting- they got comp worth 2x’d their Windsurf shares On Fri, the rest found out & Windsurf execs started talking to multiple suitors about acquisition. Cognition acquired everything and accelerated vesting.
The Cognition-Windsurf combo now goes head-to-head with GitHub Copilot, Replit, Cursor, Google’s Gemini, and Visual Studio Code’s agent mode. Earlier, Devin drew attention by fixing GitHub tickets and finishing coding jobs on its own. Blending that skill with Windsurf’s
Summary of the latest news - OpenAI's $3 billion exclusive acquisition offer for Windsurf expired without agreement - Google is paying $2.4 billion for non-exclusive licensing rights to Windsurf's IP and hired CEO Varun Mohan, co-founder Douglas Chen, and key researchers -
Cognition is acquiring Windsurf! The deal includes Windsurf’s IP, product, and team — with full vesting and financial participation for all employees. Devin + Windsurf is shaping up to be a seriously powerful combo for agentic software development! 🔥
so windsurf tried and couldn’t sell to OpenAI because of MSFT, so Google paid a similar amount to poach leadership + talent + license, company equity was given to remaining employees, who were then acquired by Cognition is that right?
15 posts • GPT (4.1 mini)
Published
A recent study conducted by the nonprofit research organization METR has found that the use of AI coding tools can reduce the productivity of experienced software developers. The study tracked 16 veteran developers as they addressed 246 real GitHub issues within large codebases exceeding one million lines of code. Results showed that when AI tools such as Cursor and Claude were allowed, developers worked 19% slower compared to when they did not use AI assistance. The research highlights that AI may not accelerate development for complex, familiar coding tasks and could even hinder efficiency in certain contexts. This finding challenges the prevailing assumption that AI coding tools universally boost developer productivity. The study has attracted attention across multiple technology news outlets, emphasizing that while AI can be beneficial in some coding scenarios, it is not a guaranteed solution for improving software engineering speed.
8 posts • GPT (4.1 mini)
Published
Microsoft released its July 2025 Patch Tuesday update addressing 130 vulnerabilities across its products and Windows systems. Among these, 12 were classified as critical, including flaws in SPNEGO and SQL Server. Notably, none of the patched vulnerabilities were actively exploited in the wild at the time of release, marking the first time in 11 months without an exploited zero-day. One critical flaw with a CVSS score of 9.8 was identified as potentially wormable, reminiscent of the WannaCry vulnerability.
Separately, the U.S. Cybersecurity and Infrastructure Security Agency (CISA) confirmed active exploitation of a critical vulnerability known as 'Citrix Bleed 2' affecting Citrix NetScaler ADC and Gateway, which has been added to CISA's Known Exploited Vulnerabilities catalog. Additionally, a critical unauthenticated SQL injection vulnerability (CVE-2025-25257) in Fortinet's FortiWeb was disclosed and patched after reports of remote code execution risks. Another critical vulnerability, CVE-2025-47812, in Wing FTP Server is actively exploited via null byte injection, allowing attackers to execute commands as root through anonymous FTP access. Over 5,000 servers remain exposed to this flaw, prompting urgent calls for patching. These developments highlight ongoing cybersecurity challenges despite Microsoft's comprehensive monthly update.
34 posts • OpenAI (o3)
Published
Microsoft’s Outlook email platform suffered a widespread outage that began late Wednesday, 9 July, and extended well into Thursday, preventing many users around the world from signing in, loading inboxes or sending messages across web, desktop and mobile versions.
The company said on its Microsoft 365 status page that a configuration issue was disrupting authentication services. Outage tracker Downdetector recorded roughly 2,700 problem reports shortly before noon Eastern time on 10 July. Outlook, which serves more than 400 million users globally, experienced interruptions in multiple regions including North America, Europe and Australia.
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🇬🇧 OUTLOOK BROKE AND TOOK YOUR INBOX WITH IT Outlook crashed this morning and broke across phones, browsers, and the desktop app. Microsoft says a fix is rolling out asap, but good luck planning anything in the meantime. If you're seeing Error 500 or 401, congratulations -
🚨 Can't access your email? #Outlook is suffering a global downturn. Thousands of users report failures to log in, load inboxes or send emails. Microsoft is already working on a solution. 📧 Did it fail you too?
Thousands report issues with Microsoft Outlook email in apparent outage
Is Outlook down? Thousands of users report issues accessing their email
Is Outlook down? Thousands of users report issues accessing their email
15 posts • OpenAI (o3)
Published
Microsoft Corp. told employees this week that artificial-intelligence tools trimmed more than $500 million from operating costs last year, largely by automating tasks in its call-center operations, according to people familiar with a presentation by Chief Commercial Officer Judson Althoff.
Althoff said AI systems now generate 35% of the code for new products and are boosting productivity in sales, customer service and software engineering. The company’s GitHub Copilot programming assistant has reached about 15 million users, he added, while early use of AI for smaller customer accounts is already bringing in tens of millions of dollars in revenue.
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38 posts • OpenAI (o3)
Published
Microsoft on Wednesday announced a $4 billion package of cash, artificial-intelligence credits and cloud services aimed at expanding AI education worldwide. The five-year commitment, reported by the New York Times, includes the launch of Elevate Academy, a programme designed to help adults acquire AI skills. The company says the effort will enable 20 million people to earn industry credentials and will be supported by existing philanthropy units now consolidated under the Microsoft Elevate banner.
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37 posts • GPT (4.1 mini)
Published
The American Federation of Teachers (AFT), the second-largest teachers' union in the United States, is launching the National Academy for AI Instruction, a five-year initiative aimed at training 400,000 educators to integrate artificial intelligence into classroom teaching. The program, set to open in New York City this fall, is backed by $23 million in funding from major AI industry players Microsoft, OpenAI, and Anthropic. Microsoft is contributing approximately $12.5 million, OpenAI $10 million, and Anthropic $500,000. This initiative focuses on equipping teachers with skills to use AI tools such as ChatGPT, Copilot, and Khanmigo in educational settings. In a broader commitment to AI education, Microsoft has pledged over $4 billion in cash and technology services over the next five years to support AI learning and innovation globally, including K-12 schools. The collaboration reflects a growing effort to embed AI technologies into education and workforce training programs.
10 posts • OpenAI (o3)
Published
OpenAI is preparing to release an open-weight large language model as early as next week, according to people familiar with the plans. The forthcoming system, described as comparable in size and reasoning performance to the "o3 mini" model, would be the company’s first openly available set of model weights since it published GPT-2 in 2019. OpenAI intends to distribute the model through Microsoft Azure, Hugging Face and other cloud providers, giving developers and enterprises the ability to run it on their own infrastructure.
The move broadens access to OpenAI technology and could reshape the firm’s relationship with Microsoft, which secured exclusive sales rights for most OpenAI models under a 2023 pact that also gives each side a 20 percent share of the other’s AI revenues. By allowing rival cloud operators to host the software, the open-weight release may undercut Azure’s pricing power and intensify competition among cloud platforms just as the partners renegotiate their commercial arrangements.
According to The Verge, OpenAI is preparing to release an open-weight language model as soon as next week. Its first since GPT-2 in 2019, and the first since locking into an exclusive cloud deal with Microsoft. 🔹The new model is similar to o3-mini, with strong reasoning
The Verge Reported: OpenAI's first open-weight model will launch as soon as next week it will be available on Azure, Hugging Face, and other large cloud providers the model is "similar to o3-mini", with the advanced reasoning capabilities seen in openAI recent models
"Sources familiar with OpenAI’s plans tell me that CEO Sam Altman’s AI lab is readying an open-weight model that will debut as soon as next week" "Sources describe the model as “similar to o3 mini,” complete with the reasoning capabilities"
BREAKING 🚨: According to The Verge, OpenAI will release its open weight model next week and it will be performing at the o3-mini level.
Sources: OpenAI plans to launch an open-weight model as soon as next week on Hugging Face and other platforms, its first open-weight release since GPT-2 in 2019 (@tomwarren / The Verge)
7 posts • GPT (4.1 mini)
Published
America's largest power grid is facing challenges in meeting the increasing electricity demand driven by artificial intelligence (AI) technologies. Microsoft has reported a 168% surge in its energy consumption attributed to AI. According to Deloitte, U.S. investment in AI-related infrastructure is expected to exceed $1 trillion by 2029, with power demand projected to increase thirtyfold by 2035. The growth in AI infrastructure spending is closely linked to energy consumption, as for every dollar invested in high-end chips or cloud computing, an equivalent amount is spent on energy and minerals.
8 posts • GPT (4.1 mini)
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Oppenheimer upgraded Microsoft Corp. (MSFT) from Perform to Outperform, setting a price target of $600. The upgrade reflects strong confidence in Microsoft's artificial intelligence (AI) revenue growth and the continued momentum of its Azure cloud platform. Analyst Timothy Horan highlighted the scaling of AI revenue streams, Azure's infrastructure-as-a-service (IaaS) growth, and the company's Rule of 60 metric as key drivers for the premium valuation and long-term upside.
Other firms have also raised Microsoft's price targets recently, including Piper Sandler, which increased its target to $600 from $475 with an Overweight rating, citing bullish AI infrastructure spending and Azure momentum. BMO Capital also raised its price target to $550 from $485, maintaining an Outperform rating based on positive cloud transition insights. Following these upgrades, Microsoft shares rose 0.42% to $503.60, with options market data showing a put/call ratio of 0.76 and implied volatility indicating a potential daily move of $7.82. The consensus among analysts positions Microsoft as a long-term leader in AI and cloud computing software.
14 posts • OpenAI (o3)
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Oppenheimer & Co. upgraded Microsoft Corp. to Outperform from Perform and set a $600 price target, pointing to faster-than-expected growth in the company’s artificial-intelligence revenue and continued momentum in the Azure cloud platform. Analyst Timothy Horan wrote that investors are increasingly recognizing Microsoft as a long-term winner in software driven by AI adoption.
Microsoft shares rose about 0.8% in early New York trading after the call. The new target implies further upside for a stock that has already outperformed broader equity benchmarks this year as large-language-model services are integrated across the company’s Office and developer tools portfolios.
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$MSFT | 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 (MSFT): Oppenheimer upgrades to 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, sets 𝐏𝐓 𝐚𝐭 $𝟔𝟎𝟎 Analyst sees 𝐀𝐈 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐬𝐜𝐚𝐥𝐢𝐧𝐠, 𝐀𝐳𝐮𝐫𝐞 𝐦𝐨𝐦𝐞𝐧𝐭𝐮𝐦, and 𝐑𝐮𝐥𝐞 𝐨𝐟 𝟔𝟎 𝐬𝐜𝐚𝐥𝐞 as key drivers of premium valuation and long-term upside.
Premarket movers: Microsoft gains 0.8% after Oppenheimer raised the recommendation on the software company to outperform, citing potential upside as AI revenue grows quickly and “investors embrace Microsoft as one of the long-term AI winners in software.” Other Mag7 names are
Microsoft $MSFT gets upgrade from Oppenheimer on AI and cloud momentum, targets $600
BREAKING: Oppenheimer upgrades Microsoft $MSFT to Outperform with a $600 target, citing strong AI revenue growth and Azure's continued strength. Keefe Bruyette upgrades JPMorgan $JPM to Outperform, highlighting benefits of scale for large-cap banks. #Stocks #Investing
Microsoft was upgraded at Oppenheimer on Wednesday, adding to a growing consensus on Wall Street that the software giant is in a strong position within AI
11 posts • GPT (4.1 mini)
Published
Replit, an AI-powered software development platform founded in 2016, has entered into a strategic partnership with Microsoft to expand its presence in the enterprise software market. This collaboration will make Replit's platform available through the Microsoft Azure Marketplace and integrate its agentic development tools with Microsoft Azure cloud services. Replit's browser-native environments streamline the coding process by eliminating setup requirements, enabling businesses to build and deploy secure, production-grade applications more efficiently. The partnership aims to capitalize on the growing "vibe coding" trend, which is reshaping the tech industry.
This move is seen as a competitive challenge to Google Cloud, which has been a dominant player in cloud-based development platforms. Meanwhile, Amazon Web Services (AWS) has introduced Kiro, an AI-powered integrated development environment (IDE) that supports vibe coding by generating specifications, diagrams, and task lists before coding begins. AWS CEO Andy Jassy highlighted Kiro's potential to transform software development, positioning it as a competitor to Google's Windsurf IDE. Additionally, AI technologies continue to expand into gaming, with platforms like Verse8 enabling the creation of 2D and 3D multiplayer games from text prompts.
19 posts • GPT (4.1 mini)
Published
OpenAI, Microsoft, and Anthropic have collectively committed over $20 million to establish the National Academy for AI Instruction, a five-year initiative aimed at training educators across the United States to integrate artificial intelligence into classroom settings. This effort is being launched in partnership with the American Federation of Teachers (AFT), the second-largest U.S. teachers' union, which will lead the teacher training center. The initiative seeks to provide free AI training to educators nationwide, aiming to close technology gaps and create a national model for AI-integrated curricula.
Meanwhile, OpenAI CEO Sam Altman revealed he has not yet spoken with Meta CEO Mark Zuckerberg since Meta poached several of OpenAI’s top engineers, including four high-ranking staff members, but anticipates a discussion at the upcoming Sun Valley conference. This talent competition highlights ongoing rivalry among leading AI firms, including Meta and Elon Musk’s xAI. Additionally, Meta has been leveraging AI models from competitors like Anthropic to enhance its engineering capabilities. The collaboration between major tech companies and educators reflects a growing push to embed AI technologies in education while navigating competitive tensions within the AI industry.
17 posts • GPT (4.1 mini)
Published
Activision has temporarily removed the PC version of Call of Duty: WWII from the Microsoft Store and Xbox Game Pass following multiple reports of a remote code execution (RCE) vulnerability being exploited by hackers. This security flaw allowed attackers to hijack players' computers during live multiplayer matches, resulting in disruptive actions such as unexpected notepad pop-ups, forced PC shutdowns, and changes to desktop wallpapers. The issue appears to stem from an outdated and insecure version of the game being distributed through the Microsoft Store. Activision took the game offline over the weekend to address the threat and prevent further incidents while working on a patch to fix the vulnerability. The removal highlights ongoing concerns about the security and version management of PC games available on subscription services like Xbox Game Pass.