Markets
SoftBank Surge on OpenAI IPO Buzz — Signals AI‑Led Equity Rotation
SoftBank shares jump 12% as OpenAI gears for a $120B IPO, nudging investors to re‑allocate toward AI‑heavy tech.
Microsoft News
All Cowlpane coverage tagged microsoft, sourced from global financial publications and updated continuously.
Trading
$1T AI Revenue Loop Exposed — Why Your Cloud Exposure May Be Overstated
A Reddit leak shows OpenAI and Anthropic generate over $1 trillion of the $2 trillion cloud backlog via a round‑trip revenue loop, threatening inflated valuations.
Tech
Microsoft Releases Earliest DOS Code — Developers Can Re‑engineer Legacy Systems
Microsoft unveils the oldest DOS source code ever found, opening doors for low‑level development and AI hardware emulation.
AI
Deepseek Prices Tokens 34× Below GPT‑5.5 — Margin Pressure on Western AI Providers
Deepseek made its 75% discount permanent, slashing output token costs to $0.435 per million and undercutting GPT‑5.5 by over 34‑times.
Tech
Microsoft Cancels Claude Code Licenses — Developers Lose a Key AI Tool
Microsoft halted Claude Code licenses, forcing AI startups to scramble for alternative coding assistants.
Tech
Microsoft Cuts Claude Code Access — Higher Compute Costs Threaten AI Dev Budgets
Microsoft terminates Claude Code integration after budget overruns, signaling a tightening era for high-cost AI development tools.
Tech
Microsoft Resumes Carbon Removal Purchases — Startups Regain Funding and AI Projects Stay Viable
Microsoft’s new carbon removal deal ends a feared pause, keeping CDR startups funded and preserving AI‑driven climate tech pipelines.
Trading
Gates Foundation Sells Final Microsoft Shares
The Bill & Melinda Gates Foundation has divested all remaining Microsoft stock, ending its long‑standing investment in the tech giant. The sale was disclosed in a March‑31 SEC filing released on May 18, 2026.
Economy
Elon Musk's lawsuit against OpenAI dismissed by French court
Tesla CEO Elon Musk’s legal action against OpenAI and Microsoft was rejected in France due to the statute of limitations. The court ruled the claims were time‑barred.
Tech
Windows 11 Reintroduces Classic Taskbar Features
Microsoft’s Windows 11 now offers a return of long‑missed taskbar options and a smaller, more customizable Start menu, according to Ars Technica.
Markets
BPTRX Shrinks as Musk‑Heavy Fund Loses $6B, Ackman Buys Microsoft at 26% Discount
BPTRX’s assets fell from $10.39B to $4.40B as investors pull out of its Musk‑heavy holdings, while Bill Ackman reportedly purchased Microsoft shares at a 26% discount. The moves highlight shifting investor sentiment toward tech exposure and AI bets.
Trading
GTA 6 Launch Sparks Debate Over TTWO Valuation and Platform Shareholders
Reports question Take-Two’s valuation ahead of GTA 6 release, noting that Sony and Microsoft will capture most revenue. Analysts weigh the game’s high projected cost against the platform owners’ 30% cut.
