According to @StockMKTNewz, Eli Lilly (LLY) became the first healthcare company to reach a $1 trillion market capitalization. Source: @StockMKTNewz. It is now the 10th US company to hit the $1T milestone, joining Nvidia (NVDA), Apple (AAPL), Google (GOOGL), Microsoft (MSFT), Amazon (AMZN), Broadcom (AVGO), and Meta Platforms. Source: @StockMKTNewz.

According to @StockMarketNerd, Microsoft’s CFO said this quarter that depreciation schedules and GPU useful-life estimates are directly tied to contracted bookings, indicating AI infrastructure capex and depreciation are aligned with signed demand rather than speculative buildout (source: @StockMarketNerd). For equity traders, this linkage means depreciation expense timing will more closely track revenue visibility, directly impacting gross margin and operating income as assets enter service under U.S. GAAP (source: Microsoft FY2024 Form 10-K; U.S. GAAP). For crypto-focused traders, hyperscaler signals on AI compute deployment are monitored as inputs to AI-compute narratives that can influence sentiment across AI-related themes, making this update relevant for risk positioning even outside equities (source: @StockMarketNerd).

According to @gdb, OpenAI and Microsoft co-designed AI infrastructure featuring clusters scaled to hundreds of thousands of GPUs with massive bandwidth between clusters (Source: @gdb on X, Nov 15, 2025). He states that compute directly determines model capability and whether the team can scale to meet oversubscribed demand (Source: @gdb on X, Nov 15, 2025). He describes the system as an AI superfactory ready to be put to use (Source: @gdb on X, Nov 15, 2025). The post names Microsoft as co-designer, a material detail for equity traders monitoring MSFT’s AI infrastructure involvement, while providing no vendor, cost, or deployment timeline specifics (Source: @gdb on X, Nov 15, 2025). The post links to Satya Nadella’s thread but does not reference cryptocurrencies or blockchain, so no direct on-chain impact is specified (Source: @gdb on X, Nov 15, 2025).

According to @StockMarketNerd, this week’s update compiles catch-up reviews on NET and MSFT, a brief RKLB snapshot, access to ONON, SE, and NU reviews from the week, SOFI conference coverage, tariff-news highlights, and an updated holdings/performance breakdown for trading context. Source: @StockMarketNerd. The inclusion of NU is notable for crypto-adjacent monitoring because Nu Holdings provides retail crypto trading via its Nucripto offering in Brazil, making NU relevant to equity investors tracking digital-asset adoption alongside fintech metrics. Source: Nu Holdings company announcements; @StockMarketNerd. Tariff developments are flagged as a macro catalyst for the covered names this week, which traders can incorporate into sector and factor positioning. Source: @StockMarketNerd.

According to Charlie Bilello, he publicly asked 'Are we in an AI bubble?' on X on Nov 11, 2025. source: Charlie Bilello on X, Nov 11, 2025 For traders, Bitcoin and U.S. tech equities have exhibited elevated positive correlations in 2022–2023, implying AI-sector shocks can transmit to BTC and ETH price action. source: IMF Global Financial Stability Report, October 2022; Kaiko Research, 2022–2023 NVIDIA and Microsoft are key AI bellwethers by market capitalization and guidance, and volatility around their results frequently drives the Nasdaq 100, a risk proxy that has at times correlated with BTC. source: S&P Dow Jones Indices Nasdaq 100 factsheet, 2023; NVIDIA and Microsoft investor relations; Kaiko Research, 2022–2023 Practical setup for risk management: monitor NVDA and MSFT earnings and guidance, Nasdaq 100 volatility and breadth, and BTC, ETH spot-volatility and derivatives funding to manage cross-asset spillovers during AI-theme repricing. source: Company investor relations calendars; Cboe Global Markets volatility data; major crypto derivatives exchanges funding data

According to @StockMKTNewz, citing The Wall Street Journal, Microsoft (MSFT) plans to invest more than $10 billion to expand its AI infrastructure in Portugal, a concrete capex figure relevant for AI-focused equity trading decisions (source: The Wall Street Journal via @StockMKTNewz). The report specifies the expansion is AI infrastructure in Portugal and frames a material investment scale for MSFT watchers tracking hyperscaler buildouts (source: The Wall Street Journal via @StockMKTNewz).

According to @StockMKTNewz, Nvidia (NVDA), Apple (AAPL), Microsoft (MSFT), Google (GOOGL), Amazon (AMZN), and Meta Platforms (META) together generate USD 1.1 million in profit every minute (source: @StockMKTNewz on X, Nov 10, 2025). The post lists the combined figure and tickers but does not provide timing context, methodology, or a per-company breakdown, so no additional earnings detail is offered in the source (source: @StockMKTNewz on X, Nov 10, 2025). The post includes a link to Blossom App on X for context, but no further data is summarized in the source text provided (source: @StockMKTNewz on X, Nov 10, 2025). The source does not reference cryptocurrencies such as BTC or ETH, so no direct crypto-market read-through is provided in the post (source: @StockMKTNewz on X, Nov 10, 2025).

According to @business, Bloomberg reports that hundreds of millions of people use chatbots and mounting evidence shows some users end up in very dark places, highlighting rising safety risks in consumer AI systems (source: Bloomberg/@business tweet on Nov 7, 2025). For trading, use this Bloomberg safety spotlight as a catalyst screen to monitor AI-exposed equities such as MSFT, GOOGL, META and NVDA, and AI-linked crypto tokens including RNDR, FET and AGIX for headline-sensitive volatility and sentiment shifts as the report by Bloomberg’s Ellen Huet circulates (source: Bloomberg/@business).

According to @CNBC, Microsoft has formed a new superintelligence team under AI chief Mustafa Suleyman with the stated mission "to serve humanity," source: CNBC. The announcement did not disclose budget, product roadmap, timeline, or revenue guidance, source: CNBC. The source did not reference cryptocurrencies, tokens, or blockchain initiatives, and it cited no immediate stock or crypto market impact, source: CNBC.

According to @DowdEdward, US equity indices are being held up by seven AI-focused mega-cap stocks that are on their last legs, and he warns of a looming Hoover moment unless the White House changes messaging and focus, source: Edward Dowd on X, Nov 6, 2025. For trading strategy, this highlights concentration risk and the need to track breadth via S&P 500 Equal Weight versus Cap-Weight performance and Nasdaq-100 advance–decline metrics, source: S&P Dow Jones Indices and Nasdaq Market Data. The leadership dynamic he references aligns with the widely cited Magnificent Seven dominance in index returns (NVDA, MSFT, AAPL, AMZN, GOOGL, META, TSLA), source: Goldman Sachs Research 2023. Because equity risk sentiment has shown stronger post-2020 linkage with crypto, a drawdown in AI mega-caps could raise volatility in BTC and ETH, source: BIS Quarterly Review 2022 and IMF Global Financial Stability Report 2022. Traders may monitor QQQ and SPY implied volatility term structures, NVDA and MSFT guidance quality, and BTC perpetual funding rates for early stress signals, source: Cboe Global Markets, company investor relations pages, and Deribit/CME derivatives data.

According to @StockMKTNewz, Microsoft CEO Satya Nadella said he has been using Voice in M365 Copilot every day and called it indispensable at work (Source: @StockMKTNewz on X, Nov 5, 2025). The post provides no usage metrics, pricing, rollout details, or financial guidance, indicating a qualitative endorsement rather than new quantitative information (Source: @StockMKTNewz on X, Nov 5, 2025). The post does not mention cryptocurrency or digital assets, indicating no direct crypto-market linkage in this update (Source: @StockMKTNewz on X, Nov 5, 2025).

According to Satya Nadella, he uses the Voice feature in Microsoft 365 Copilot every day and considers it indispensable at work; source: Satya Nadella on X, Nov 4, 2025. He stated customers can try the Voice feature now, indicating immediate availability to users; source: Satya Nadella on X, Nov 4, 2025. For traders, the confirmed catalyst is the CEO’s communication of immediate customer availability for M365 Copilot Voice, with no additional adoption metrics, pricing, or timelines disclosed; source: Satya Nadella on X, Nov 4, 2025. For crypto markets, this is an AI adoption signal rather than a blockchain or token-linked announcement, with no ties to BTC or ETH indicated by the source; source: Satya Nadella on X, Nov 4, 2025.

According to @satyanadella, Microsoft Azure achieved an industry record of 1.1 million tokens per second on a single rack of GB300 GPUs in its Azure fleet, enabled by long-standing co-innovation with NVIDIA and production-scale AI operations (source: Satya Nadella on X). According to Microsoft Tech Community, the milestone is documented under Azure ND GB300 v and showcases Azure’s high-performance AI infrastructure advances with NVIDIA hardware (source: Microsoft Tech Community). According to @satyanadella, the confirmation of Azure’s NVIDIA-powered scale is a fresh fundamental datapoint traders monitor for MSFT and NVDA positioning around AI-infrastructure momentum (source: Satya Nadella on X). According to the source, there was no mention of crypto integrations, indicating limited direct near-term impact on BTC or ETH flows while the AI-compute theme remains a broader market backdrop (source: Satya Nadella on X and Microsoft Tech Community).

According to @charliebilello, the combined revenues of Amazon (AMZN), Apple (AAPL), Google (GOOGL), and Microsoft (MSFT) reached a record $1.8 trillion over the last 12 months (source: @charliebilello). The reported breakdown is Amazon $691 billion, Apple $416 billion, Google $386 billion, and Microsoft $294 billion (source: @charliebilello). The total is described as larger than the GDP of all but 15 countries, underscoring the scale of these mega-cap leaders (source: @charliebilello). The source does not reference cryptocurrencies or digital asset market impacts (source: @charliebilello).

According to @CNBC, Reddit CEO Steve Huffman said the company "sees both sides" of lawsuits targeting AI firms for data scraping, signaling a balanced stance toward content owners and model developers, in comments highlighted on Oct 30, 2025. Source: CNBC. Reddit has monetized its corpus via licensing, including a deal with Google reported at about $60 million per year, creating a recurring high-margin revenue line that traders track for RDDT. Source: Reuters. Reddit also announced a partnership with OpenAI to integrate Reddit content into ChatGPT and provide API access for model training, reinforcing the strategic value of first-party data for AI. Source: Reddit Inc. (company blog/IR). Ongoing cases such as The New York Times v. OpenAI and Microsoft challenge the use of copyrighted material in training datasets and highlight legal risk around unlicensed scraping, a headline factor for AI-exposed equities. Source: The New York Times court filing; Reuters. Data licensing is disclosed as a revenue stream in Reddit’s SEC filings, making litigation outcomes directly relevant to RDDT’s revenue mix and potential pricing power for future content deals. Source: Reddit S-1/SEC filing. For mega-cap AI players, greater licensing requirements or adverse rulings would raise data acquisition and compliance costs that flow through to model training economics for GOOGL, MSFT, and META, which equity traders monitor as margin risk. Source: U.S. Congressional Research Service (Generative AI and Copyright). In crypto, AI-linked tokens such as RNDR and FET have shown sensitivity to major AI headlines, making this legal overhang a relevant thematic risk for the AI narrative in digital assets. Source: Kaiko Research.

According to @charliebilello, Microsoft reported record Q3 revenue of $78B (+18% YoY) and record net income of $28B (+12% YoY), while Azure and cloud services revenue rose 40% YoY and beat estimates, supporting a constructive read for $MSFT positioning (source: @charliebilello). Per @charliebilello, the Azure outperformance highlights ongoing cloud and AI momentum; traders can use this data point to gauge $MSFT-led tech risk appetite and monitor any correlation-driven sentiment shifts in crypto markets (source: @charliebilello).

According to @StockMKTNewz, Microsoft MSFT guided next-quarter revenue to $79.5B–$80.6B versus consensus of $79.7B, implying a modest beat at the midpoint. source: @StockMKTNewz According to @StockMKTNewz, Microsoft expects fiscal Q2 Azure revenue growth of 37% on a constant-currency basis, a key datapoint for traders tracking hyperscale cloud momentum. source: @StockMKTNewz No cryptocurrency-related details were mentioned in the update. source: @StockMKTNewz

According to @StockMKTNewz, Microsoft (MSFT) CEO Satya Nadella said AI features now reach 900 million monthly active users across products, providing a current scale marker for AI user reach within Microsoft's ecosystem as reported by @StockMKTNewz.

According to @KobeissiLetter, Microsoft (MSFT) fell over 5% despite reporting stronger-than-expected Q3 2025 earnings and $77.7 billion in quarterly revenue. Source: @KobeissiLetter on X, Oct 29, 2025.

According to @stocktalkweekly, Microsoft (MSFT) reported EPS of $4.13 versus the $3.66 consensus and revenue of $77.67B versus $75.39B, delivering a clean top- and bottom-line beat (EPS +$0.47 or +12.8%; revenue +$2.28B or +3.0%), source: @stocktalkweekly. Traders often treat simultaneous EPS and revenue beats at mega-cap tech as risk-on signals for broader equities, which can feed into crypto risk appetite via cross-asset flows, source: Coin Metrics, Kaiko. Bitcoin (BTC) has historically shown periods of positive rolling correlation with tech-heavy indices like the Nasdaq 100, so monitoring MSFT price action and Nasdaq futures into the next session may help gauge potential spillovers to BTC and ETH liquidity, sources: Coin Metrics, Kaiko, with earnings figures source: @stocktalkweekly.