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MACROTrump invokes U.S. Strait of Hormuz control after Saudi pipeline attackCRYPTORobinhood Crypto Volume Jumps 61%, but Prediction Markets Now Own the Revenue StoryDEALSPAI declares $0.0525 monthly cash dividend, payable October 30MACROAugust consumer price growth lifts rate-hike expectations in the United StatesDEALSWIA locks in monthly dividend at USD 0.052 per shareDEALSPayPal CEO signals turnaround commitment as buyout window closesMACROTrump invokes U.S. Strait of Hormuz control after Saudi pipeline attackCRYPTORobinhood Crypto Volume Jumps 61%, but Prediction Markets Now Own the Revenue StoryDEALSPAI declares $0.0525 monthly cash dividend, payable October 30MACROAugust consumer price growth lifts rate-hike expectations in the United StatesDEALSWIA locks in monthly dividend at USD 0.052 per shareDEALSPayPal CEO signals turnaround commitment as buyout window closes
Front Page/News/Markets
MarketsJuly 30, 2026

Microsoft's $41 billion capex bill is predominantly a chip order, and the pace is set to climb

The composition of Microsoft's capital spending is now explicit. Chief financial officer Amy Hood has stated that approximately two-thirds of the company's $41 billion in capital expenditures are allocated to…

ByFarida Karam
Read2 min
TickersMSFT
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Editorial. NewsNovo is independent. Nothing in this article is investment advice; treat figures and quotations as starting points for your own research.

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Markets
01

HDFC Bank shares climb as CEO steps away

A leadership departure at India's biggest private lender would normally be cause for concern. The market's reaction to HDFC Bank's chief executive announcing he would not seek reappointment was the opposite: shares…

Theo Sandoval · 2 min read

Markets
02

Goldman Sachs flags significant China AI demand, bets on hardware as inference costs fall

Goldman Sachs (GS) one-delta desk has a direct read on China's artificial intelligence market: demand is significant. The complication is that the firm's preferred expression of that demand is hardware investment

Cassandra Ilic · 2 min read

Markets
03

Moonshot AI courts Microsoft, Amazon, and Alphabet to host Kimi K3 as macro tensions build

China's Moonshot AI is in active negotiations with Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) to host its Kimi K3 model under revenue-sharing agreements. The commercial logic for those platforms is apparent…

Cassandra Ilic · 2 min read

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Updated September 12, 2026

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