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Microsoft Surges 16% After Blowout Earnings, Adding Record $450B in Market Cap on Azure and AI Copilot Growth

Microsoft Surges 16% After Blowout Earnings, Adding Record $450B in Market Cap on Azure and AI Copilot Growth

Jul 31, 2026
The Deep View

Microsoft surges 16% in a single day, adding a record $450 billion in market cap after Q4 earnings crushed expectations, fueled by a 43% spike in Azure cloud revenue and over 30 million paid Microsoft 365 Copilot seats, signaling that AI efficiency and enterprise integration are now driving massive shareholder …

AI-Enabled Cyberattacks Surge 56%, Costing Enterprises $6M Per Breach While Security Teams Struggle to Keep Up

AI-Enabled Cyberattacks Surge 56%, Costing Enterprises $6M Per Breach While Security Teams Struggle to Keep Up

Jul 31, 2026
The Deep View

A new IBM report reveals AI-enabled cyberattacks have surged 56% year-over-year, costing enterprises an average of $6 million per breach, with critical infrastructure sectors hit hardest by deepfakes and AI-powered malware — yet companies using AI in their own security operations are slashing breach costs by $2 million.

OpenAI Bets $750 Billion on AI Infrastructure While Anthropic Struggles With Compute Shortages Ahead of IPOs

OpenAI Bets $750 Billion on AI Infrastructure While Anthropic Struggles With Compute Shortages Ahead of IPOs

Jul 27, 2026
The Deep View

OpenAI is betting $750 billion on AI infrastructure by 2030, including a $30 billion Georgia data center, while rival Anthropic faces user outages and compute shortages from its reliance on leased cloud resources, highlighting a growing divide in AI infrastructure strategy ahead of both companies' anticipated IPOs.

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