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Jensen Investment Management Reduces Microsoft Stake by 37%
Jensen Investment Management significantly cut its holdings in Microsoft (MSFT) during the second quarter of 2026, selling over 432,000 shares. The trades,...
OpenAI loses data center chief, amid IPO filing and executive exodus
Chris Malone departed his role as OpenAI’s head of data centers last week. Malone joined the company in March 2025. He previously managed data center...
OpenAI pivots to autonomous agents, merging ChatGPT and Codex for complex tasks
OpenAI Head of Product Thibault Sottiaux outlined a strategy to transition from chatbots to autonomous AI agents. The company plans to merge ChatGPT and the...
OpenAI Bans Russian Accounts, Citing Covert Pro-Kremlin Influence Campaign
OpenAI disabled a network of ChatGPT accounts linked to a Russian covert influence operation. These users employed VPNs to bypass regional access restrictions....
SpaceX Completes $60B Cursor Acquisition, Challenging Microsoft’s GitHub Dominance
SpaceX finalized its $60 billion all-stock acquisition of Anysphere, the parent company of AI code editor Cursor. The transaction officially closed in August...
OpenAI probed by Alabama AG, following autonomous Hugging Face hack
Alabama Attorney General Steve Marshall launched an investigation into OpenAI, issuing a subpoena regarding the company's security protocols. The probe...
Cantillon Capital Slashes Microsoft Stake by 94% Amid Portfolio Overhaul
William Von Mueffling's Cantillon Capital Management drastically reduced its stake in Microsoft by 93.8% during the second quarter of 2026, a move revealed in...
OpenAI CEO Sam Altman warns against AI concentration, fearing liberty loss
OpenAI CEO Sam Altman warned that a small group of companies or individuals could eventually control artificial intelligence. Speaking on the Founders...
Anthropic's Flagship AI Model 'Fable 5' Sees Slow Adoption as Customers Opt for Cheaper Alternatives
Anthropic's latest and most powerful AI model, Fable 5, has experienced sluggish demand from corporate clients since its launch in June. Data from spend...
AltaRock Boosts Payments & Software Bets, Trims Top Holding Amazon
In its latest 13F filing for the second quarter of 2026, AltaRock Partners reported a portfolio value of $4.24 billion. The firm, known for its highly...
Steve Cohen's Point72 Slashes Microsoft Stake by 91%
Steve Cohen's Point72 Asset Management drastically reduced its holding in Microsoft Corp. during the second quarter of 2026, selling an estimated $119 million...
OpenAI slashes GPT-5.6 Sol prices, pressuring Google and Anthropic
OpenAI announced a temporary price reduction of over 20% for its GPT-5.6 Sol model on Friday. The promotional pricing will remain in effect for the next three...
Anthropic launches Mythos 5 beta, opening elite vulnerability scanning to enterprises
Anthropic launched the public beta of Mythos 5 for Claude Security for Enterprise users. The model was previously restricted to vetted partners in Project...
Farallon Capital Management cut MSFT in latest 13F
Farallon Capital Management reported a reduced 13F position in MSFT for the quarter ended 2026-06-30. The reported shares moved from 2.34M to 1.11M, with...
Microsoft spends $116 billion on AI, driving record $678 billion backlog
Microsoft spent nearly $116 billion on capital expenditures during the fiscal year ending June 30. This figure represents a 79.6% increase compared to the...
Microsoft fixes critical Entra ID security flaw, following active cyberattacks
Microsoft patched a maximum severity security vulnerability in its Entra ID platform, formerly known as Azure Active Directory. The flaw, tracked as...
Polen Capital Trims Microsoft Stake by Over 26% in Active Quarter
Polen Capital Management reduced its position in Microsoft (MSFT) by 26.26% during the second quarter of 2026, selling an estimated $279 million worth of the...
OpenAI expands ChatGPT ads to Europe, aiming to offset infrastructure costs
OpenAI expands its ChatGPT advertising pilot to 31 European markets starting August 24. The rollout includes major economies such as Germany, France, Spain,...
David Tepper's Appaloosa Management Exits Microsoft (MSFT) Stake
Billionaire investor David Tepper's Appaloosa Management sold its entire stake in Microsoft (MSFT) during the second quarter of 2026, according to its latest...
Tech Giants Spend Billions, Fighting Local AI Data Center Backlash
U.S. technology companies are escalating public relations efforts to secure support for massive AI data centers. Local communities increasingly oppose these...