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Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Microsoft Corporation and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 5 September 2025 in which we reassessed the appropriateness of the ratings in the con...

Pierre FerraguÊ
  • Pierre FerraguÊ

Could Oracle capture all OpenAI’s compute by 2027? Implications for Mi...

Oracle’s RPO jumped by $320bn QoQ, which the WSJ tied to a 4.5GW, $300bn, 5-year contract with OpenAI starting in 2027. In the note below, we show how this compares with leaked projections of OpenAI’s compute needs.

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

DRAM, Memory: Taiwan DRAM makers to eye 20-50% Q4 Px hikes amid DDR4 squeezeView: The Commercial Times suggests DDR4 contract prices could rise another 20%–50% in Q4 off of already elevated levels. Specifically, Nanya reportedly raised contract prices 70% Q/Q in Q3 and is set for another 50% increa

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

While this feature will only be offered in select cities (for now), comes with several limitations (to protect drivers and users) and is unlikely to represent a significant share of payments, we believe this will increase transport accessibility and reflects the continued relevance of cash for cert

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

Foxconn, NVDA: August sales suggest continued AI momentumView: While overall sales slipped slightly M/M, AI sales remained robust with Foxconn noting it saw customers pull in shipments and reiterating it expects rack shipments will increase 3X. We see this news as indicative that near-term momentum

 PRESS RELEASE

Visa Marks 28 Years with TIFF and Debuts Exclusive New Experiences for...

Visa Marks 28 Years with TIFF and Debuts Exclusive New Experiences for Cardholders From premium lounges to local programs, Visa opens the doors to TIFF for cardholders and the community Photo Credit: Ania Potyrala/For The Canadian Press Images TORONTO, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Visa Canada proudly returns for its 28th consecutive year as a sponsor of the Toronto International Film Festival (TIFF). This year’s sponsorship is a milestone as TIFF celebrates its 50th edition—a landmark moment for cinema, artists, and Canada’s film industry. “Visa is proud to support TIFF’s m...

 PRESS RELEASE

Visa souligne 28 années avec TIFF et présente de nouvelles expériences...

Visa souligne 28 années avec TIFF et présente de nouvelles expériences exclusives pour ses titulaires de carte De salons exclusifs à des programmes communautaires, Visa ouvre les portes du Festival international du film de Toronto à ses titulaires de carte et à la collectivité Crédit photo: Ania Potyrala/For The Canadian Press Images TORONTO, 04 sept. 2025 (GLOBE NEWSWIRE) -- Visa Canada est fière de revenir pour une 28e année consécutive en tant que commanditaire du Festival international du film de Toronto (TIFF). Ce partenariat tombe à un moment marquant puisque TIFF célèbre ce...

 PRESS RELEASE

One week to go before first phase of FIFA World Cup™ ticket sales open

One week to go before first phase of FIFA World Cup™ ticket sales open Entry period opens Wednesday, 10 September 2025 at 11:00 ET (17:00 CET) for Visa Presale DrawTickets will start at USD 60 for group-stage matchesInformation on additional phases also now available TORONTO, Sept. 03, 2025 (GLOBE NEWSWIRE) -- This time next week, the first phase of ticket sales for the FIFA World Cup 26™ will open with the Visa Presale Draw – giving fans their first chance to take action to experience the greatest yet. Fans looking to attend this historic event should register their interest and c...

 PRESS RELEASE

Plus qu’une semaine avant l’ouverture de la première phase de vente de...

Plus qu’une semaine avant l’ouverture de la première phase de vente de billets de la Coupe du Monde de la FIFA™ La vente de billets s’ouvre le mercredi 10 septembre 2025 à 11h00 ET (17h00 CET) par la phase de prévente VisaLe prix des billets débute à USD 60 pour les matches de groupesDiverses informations sur les différentes phases sont disponibles TORONTO, 03 sept. 2025 (GLOBE NEWSWIRE) -- Dans exactement une semaine, la première phase de vente de billets pour la Coupe du Monde de la FIFA 2026™ s’ouvrira à l’occasion du tirage au sort des préventes Visa. Les supporters et supportrices a...

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