Dell has won a $9.7 billion five-year contract to deliver Microsoft 365, cloud, and enterprise software across the U.S. Department of Defense, Intelligence Community, and Coast Guard.
U.S. President Donald Trump disclosed hundreds of millions in stock trades in Q1 2026 — heavy buys in Nvidia, Microsoft, Adobe, ServiceNow and more during the tech selloff.
Bill Ackman’s Pershing Square just took a big new stake in Microsoft. He calls the valuation “highly compelling” despite a 15% stock drop this year, citing huge AI upside in Azure, M365, and OpenAI.
Microsoft is buying AI startups to reduce reliance on OpenAI and build its own powerful AI systems for the future.
OpenAI & Broadcom chip project faces funding issues; banks want Microsoft guarantee. Deal still on, but could be delayed.
Nvidia fell as big tech boosts AI spending but builds its own chips, reducing reliance on Nvidia despite higher overall investment.
