Microsoft and Amazon Are Downgraded as Redburn Breaks Ranks With Peers

In 2026, significant initial public offerings (IPOs) are anticipated from major tech companies, including SpaceX, OpenAI, and Anthropic, potentially transforming the financial landscape of Silicon Valley and Wall Street. SpaceX is reportedly aiming to raise over $30 billion, with a valuation target of approximately $1.5 trillion, which could make it the largest IPO in history.

Microsoft is reportedly spending nearly $500 million annually on Anthropic's AI models, positioning itself as one of Anthropic's largest customers despite its existing partnership with OpenAI. This strategic investment is likely aimed at enhancing Microsoft's negotiating power with OpenAI in the competitive AI landscape.

Microsoft has successfully shut down a scam website that facilitated the theft of millions by fraudsters leveraging pirated software. This action underscores the company's commitment to combating cybercrime and protecting its users from malicious activities.

A recent Microsoft study reveals that 64% of residents in the UAE are now utilizing generative AI, indicating a significant increase in AI adoption among the population. This trend reflects the growing integration of AI technologies into daily life and various sectors.

A recent leak regarding Windows 11 indicates that Microsoft is planning to deepen the integration of its AI feature, Copilot, within File Explorer, as evidenced by a hidden button discovered in Insider builds. This development suggests a shift towards enhancing user interaction with the operating system's file management system.

Heroic Games Launcher has successfully integrated libraries from Epic, GOG, and Amazon into a single, open-source client, eliminating the need for official launchers. This platform supports Proton and Wine, making it particularly popular among Linux and Steam Deck users, while also providing a streamlined experience for Windows and macOS users.

President Donald Trump announced that Microsoft will increase its payments for electricity used by its datacenters, as part of a broader initiative to ensure that large tech companies contribute fairly to the energy costs associated with their operations. This decision comes amid growing scrutiny of the impact of energy-intensive datacenters on electricity prices in the U.S.

President Donald Trump has issued a warning to Microsoft and other major tech companies, urging them not to pass the rising costs of electricity for AI data centers onto American consumers. This comes amid growing concerns over increasing electricity bills linked to the expansion of AI technologies.