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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thoughts](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 11 Aug 2026 - - - #### Microsoft $MSFT is planning a major ramp in its next-gen Maia 300 AI chips, with talks underway with TSMC to secure capacity for 300,000+ chips for 2027. Microsoft plans to unveil Maia 300 as soon as September and ultimately wants capacity for 1M+ chips. The goal is to reduce reliance on Nvidia and win major Azure customers like Anthropic. Its current Maia 200 chips are already 30%-40% cheaper to operate than cutting-edge Nvidia chips for OpenAI and Microsoft models. Source: The Information, Wall St Engine [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) ![Microsoft $MSFT is planning a major ramp in its next-gen Maia 300 AI chips, with talks underway with TSMC to secure capacity for 300,000+ chips for 2027.](https://blog.syzgroup.com/hubfs/1786395681126.jpg) ![Microsoft $MSFT is planning a major ramp in its next-gen Maia 300 AI chips, with talks underway with TSMC to secure capacity for 300,000+ chips for 2027.](https://blog.syzgroup.com/hubfs/1786395681126.jpg) 31 Jul 2026 - - - #### Yesterday, $MSFT just made history The company just set a new record for the largest single-day-market-value increase in history. Source: Yahoo Finance [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) ![Yesterday, $MSFT just made history](https://blog.syzgroup.com/hubfs/1785475685647.jpg) ![Yesterday, $MSFT just made history](https://blog.syzgroup.com/hubfs/1785475685647.jpg) 30 Jul 2026 - - - #### Earnings are out: $MSFT +8pct after-hours, $META -8pct after-hours Microsoft beat on the top line and saw a gain from its Anthropic stake. The software company’s Azure cloud business now exceeds $100 billion. Customers other than large model builders helped to expand Microsoft’s backlog. Meta shares dropped after the company reported second-quarter earnings that missed on earnings per share. The company’s revenue forecast also came in light. Meta narrowed its guidance for capital expenditures, keeping the top end of the range. Source: Stocktwits [#earnings|](https://blog.syzgroup.com/syz-the-moment/tag/earnings) [#meta|](https://blog.syzgroup.com/syz-the-moment/tag/meta) ![Earnings are out: $MSFT +8pct after-hours, $META -8pct after-hours](https://blog.syzgroup.com/hubfs/1785358113538.jpg) ![Earnings are out: $MSFT +8pct after-hours, $META -8pct after-hours](https://blog.syzgroup.com/hubfs/1785358113538.jpg) 29 Jan 2026 - - - #### $MSFT with a strong double beat in Q4. The stock is down 6% despite the strong results due to heavy spending. Microsoft delivered impressive headline numbers, with revenue jumping 17% to $81.3 billion and Azure cloud growth accelerating to 39%, driven by fierce AI demand. The Intelligent Cloud segment is now a massive engine, crossing $32.9 billion in sales. However, capital expenditure nearly doubled to ~$30 billion, raising fears about cash burn. Second, the massive 60% profit jump can be misleading as it includes a $7.6 billion paper gain from the OpenAI investment. Stripping that out, real profit growth was much lower, leaving investors worried that the costs of the AI boom are rising faster than the immediate cash returns. 🔹 EPS: $4.14 vs. $3.91 est. ✅ 🔹 Revenue: $81.27B vs. $80.31B est. ✅ Key takeaways: 🔸 Intelligent Cloud rev: +29% YoY 🔸 Productivity rev: +16% YoY 🔸 Computing rev: -3% YoY 🔸 MSFT Cloud rev: +26% YoY 🔸 Azure/Cloud: +39% YoY Source: KaizenInvestor @Kaizen\_Investor Barchart [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) ![$MSFT with a strong double beat in Q4. The stock is down 6% despite the strong results due to heavy spending.](https://blog.syzgroup.com/hubfs/10-Jan-29-2026-04-22-43-9531-PM.jpg) ![$MSFT with a strong double beat in Q4. The stock is down 6% despite the strong results due to heavy spending.](https://blog.syzgroup.com/hubfs/10-Jan-29-2026-04-22-43-9531-PM.jpg) 9 Dec 2025 - - - #### $MSFT & $ORCL are heavily tethered to OpenAI for their AI backlog. $AMZN is building AI demand without that dependence which makes AWS growth cleaner while the other two look like a leveraged bet on OpenAI. Source: Shay Boloor @StockSavvyShay FT [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) ![$MSFT & $ORCL are heavily tethered to OpenAI for their AI backlog.](https://blog.syzgroup.com/hubfs/13-Dec-09-2025-04-31-49-2402-PM.jpg) ![$MSFT & $ORCL are heavily tethered to OpenAI for their AI backlog.](https://blog.syzgroup.com/hubfs/13-Dec-09-2025-04-31-49-2402-PM.jpg) 28 Nov 2025 - - - #### It now looks as if the race between Microsoft and Google for the best AI strategy has been decided Source: HolgerZ, Bloomberg [#google|](https://blog.syzgroup.com/syz-the-moment/tag/google) [#microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) ![It now looks as if the race between Microsoft and Google for the best AI strategy has been decided](https://blog.syzgroup.com/hubfs/9-Nov-28-2025-02-49-08-1806-PM.jpg) ![It now looks as if the race between Microsoft and Google for the best AI strategy has been decided](https://blog.syzgroup.com/hubfs/9-Nov-28-2025-02-49-08-1806-PM.jpg) 11 Nov 2025 - - - #### Elon predicts that OpenAI will eat Microsoft alive and believes MSFT should stop supporting it. Source: The AI Investor @The\_AI\_Investor [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) ![Elon predicts that OpenAI will eat Microsoft alive and believes MSFT should stop supporting it.](https://blog.syzgroup.com/hubfs/3-Nov-11-2025-01-39-27-9942-PM.jpg) ![Elon predicts that OpenAI will eat Microsoft alive and believes MSFT should stop supporting it.](https://blog.syzgroup.com/hubfs/3-Nov-11-2025-01-39-27-9942-PM.jpg) 31 Oct 2025 - - - #### 💥 Microsoft’s latest SEC filing quietly revealed a lot about OpenAI’s finances. According to the numbers, OpenAI lost roughly $11.5 billion last quarter — a figure inferred from Microsoft’s own disclosures. 📊 With a 27% stake in OpenAI, Microsoft recorded a $3.1 billion hit to its net income, pointing to massive operating losses at its AI partner. 💸 The filing also shows Microsoft has now funded $11.6 billion of its $13 billion total commitment to OpenAI — and those losses are now being reflected directly in Microsoft’s earnings under equity accounting rules. 🤔 The takeaway: the AI boom is incredibly expensive, and even the biggest players are feeling the weight of the burn rate. [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) ![💥 Microsoft’s latest SEC filing quietly revealed a lot about OpenAI’s finances.](https://blog.syzgroup.com/hubfs/7-Oct-31-2025-03-11-17-7567-PM.jpg) ![💥 Microsoft’s latest SEC filing quietly revealed a lot about OpenAI’s finances.](https://blog.syzgroup.com/hubfs/7-Oct-31-2025-03-11-17-7567-PM.jpg) [1](https://blog.syzgroup.com/syz-the-moment/tag/microsoft/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/microsoft/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/microsoft/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/microsoft/page/4) [❯](https://blog.syzgroup.com/syz-the-moment/tag/microsoft/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/microsoft/page/4?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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