Boomers haven't won us a single war. Vietnam was peak Boomer uselessness. They just banged Viet hookers and got hooked on heroin.
All their pacific coast fishing operations are goners too. That's like 40$ million per week in losses.
David Letterman Sides With Stephen Colbcancelled”
The former host unloads on his onetime employer in a chat with producer Barbara Gaines.
Former Late Show host David Letterman has made his first direct comments about the cancellation of the CBS late night franchise — and they aren’t positive.
Speaking with his former executive producer, Barbara Gaines, in a YouTube video Friday, Letterman called the axing of The Late Show With Stephen Colbert “pure cowardice” and said he doesn’t believe the official line from CBS that the decision was purely about economics (the show has reportedly become a money-loser for the network).
“The idea that they’re hiding behind money — they’ve given [Colbert] another 10 months, that’s another huge chunk of money they’re gonna lose, according to them,” Letterman says in the video (watch it in full below). “I don’t think it was money. I think it was all to make sure [Skydance head David Ellison, set to become CEO of Paramount when the two companies’ merger closes in early August] were solid spending dad’s money.”
(For much of the video, Letterman refers to Ellison as “the Ellison twins” and “the Oracle boys,” as in the software giant headed by Larry Ellison, David Ellison’s father. Co-host Mary Barclay corrects him at one point, noting that David Ellison is not a twin, but he continues with the bit.)
“If they were losing that kind of money — you’re telling me losing this kind of money happened yesterday?” Letterman continues. “I bet they were losing this money a month ago or six weeks ago. Or they were never losing that kind of money. They did not handle Stephen Colbert, the face of that network, in the way he deserves.”
Letterman’s comments are his first directly addressing the cancellation of The Late Show, which he originated on CBS in 1993 and hosted until 2015. Colbert announced the cancellation on his July 17 show, although The Late Show will continue through the 2025-26 season. Letterman’s YouTube channel, where his conversation with Gaines is posted, earlier this week shared a collection of Late Show clips featuring Letterman lambasting network brass.
Letterman calls the decision “sad,” though he jokes that it could be good for Colbert: “For Stephen, I love this, because he gets to be a martyr.”
He also relates the Late Show cancellation to CBS settling a lawsuit by Donald Trump against 60 Minutes for $16 million over the objections of the show’s staff.
“This is pure cowardice,” Letterman says. “You’re telling me 60 Minutes, the pinnacle of journalistic excellence and integrity for decades … they decided, ‘Aw, we’re sorry, let us give you $20 million.’ I believe this is in the wake of that.”
Letterman closes with one last swipe at CBS and Paramount management. “I think one day, if not today, the people at CBS who have manipulated and handled this are going to be embarrassed,” he says. “This is gutless.”
https://www.hollywoodreporter.com/tv/tv-news/david-letterman-cbs-late-show-cancellation-1236329976/
Donald J. Trump
@realDonaldTrump
Remember, while India is our friend, we have, over the years, done relatively little business with them because their Tariffs are far too high, among the highest in the World, and they have the most strenuous and obnoxious non-monetary Trade Barriers of any Country. Also, they have always bought a vast majority of their military equipment from Russia, and are Russia’s largest buyer of ENERGY, along with China, at a time when everyone wants Russia to STOP THE KILLING IN UKRAINE — ALL THINGS NOT GOOD! INDIA WILL THEREFORE BE PAYING A TARIFF OF 25%, PLUS A PENALTY FOR THE ABOVE, STARTING ON AUGUST FIRST. THANK YOU FOR YOUR ATTENTION TO THIS MATTER. MAGA!
https://truthsocial.com/@realDonaldTrump/posts/114942106248731470
Faytuks Network
@FaytuksNetwork
Drone footage shows the aftermath at the port of Severo-Kurilsk, Russia following the tsunami.
https://x.com/FaytuksNetwork/status/1950390121725121018
R A W S A L E R T S
@rawsalerts
🚨#BREAKING: Now, at least four whales have washed ashore along Japan’s coastline, just hours after a massive 8.8-magnitude earthquake rocked the region triggering tsunami Warnings watches and advisories
https://x.com/rawsalerts/status/1950398879670624739
Senate confirms Emil Bove to Third Circuit, as Dems fail to thwart Trump pick
Two Republicans voted against Bove, but it wasn't enough to tank his nomination.
Emil Bove, President Donald Trump’s former criminal defense attorney, has been confirmed to a lifetime seat on the Third Circuit Court of Appeals — the culmination of a tumultuous campaign from his detractors that ultimately fractured his support among the Senate GOP.
The Senate voted 50-49 to confirm Bove, with Republican Sens. Susan Collins of Maine and Lisa Murkowski of Alaska defecting from the rest of their party to join all Democrats in opposing.
Bove was plagued by reports of whistleblowers alleging that he recommended the administration ignore court orders that would disrupt Trump’s aggressive immigration agenda. His nomination became a flashpoint battle for Democrats, who argued the current principal associate deputy attorney general had made clear he valued fealty to the president over the law and was therefore unfit for the federal bench.
“Look at his record: Emil Bove has shown time and time again his disrespect for the very office he seeks to hold,” said Sen. Cory Booker (D-N.J.), pointing to the whistleblower’s allegations, during a recent speech on the Senate floor. “I don’t know of another case I have seen in my 14 years in the Senate where someone so unqualified for the bench is before us.”
Booker was among Bove’s chief antagonists, with New Jersey being among the states from where the newly-confirmed judge would hear appeals — along with Delaware, Pennsylvania and the Virgin Islands.
Trump has long taken pride in his selections for the federal judiciary, of which there were hundreds during his first term, and he has also indicated he expects from his judges, in turn, a degree of loyalty. That pressure has only become more acute during Trump’s second term, as he has taken to targeting federal judges who have presented obstacles to his administration’s agenda.
In plenty of ways, Bove fits the mold of Trump judicial nominees. But Bove’s allegiance to Trump goes deeper than those of Trump’s previous judicial picks. Before joining the DOJ as a top agency official, Bove represented Trump in criminal probes around the retention of classified documents and efforts to subvert the results of the 2020 election.
The cases were ultimately dismissed after Trump’s 2024 electoral victory, and not long after, some of his onetime attorneys, including Bove, joined the upper ranks of his administration. Todd Blanche, who worked with Bove on those cases, is now deputy attorney general.
Sen. Richard Blumenthal (D-Conn.) said in a brief interview last week he had urged his Democratic colleagues to make the case, as a party on the Senate floor, to the American people that Bove was unfit for the lifetime appointment due to his record and his loyalty to Trump.
“Essentially, it’s loyalty to Donald Trump … despite all of these utterly sickening failing[s],” Blumenthal said.
Democrats devoted significant time and resources to fighting the Bove nomination, from floor speeches to remarks at their weekly press conference led by Senate Minority Leader Chuck Schumer.
They pointed to Bove’s role in the dismissal of federal corruption charges against Eric Adams — a move that prompted questions over whether the Democratic mayor of New York City had engaged in a quid pro quo to have the case dropped in exchange for cooperating with federal immigration enforcement officials at the Rikers jail facility. Democrats also decried Bove’s role in the dismissal of prosecutors who worked on cases in the Biden administration tied to the Capitol riot on Jan. 6, 2021.
Judiciary Committee Democrats also staged a protest, walking out of the committee markup to advance the Bove nomination when committee chair Chuck Grassley said he would pause proceedings rather than allow members of the minority party to continue airing their grievances. At one point, Sen. Mazie Hirono (D-Hawaii) shouted that the committee had devolved into a “kangaroo court.”
Three whistleblowers also came forward over the course of Bove’s confirmation process to lodge allegations against the nominee. Erez Reuveni, a former Justice Department official who worked with Bove, detailed Bove’s recommendation to defy the immigration court orders. Democrats sought to hold a hearing where Reuveni could testify under oath. Grassley declined the request, and doubled down on the Senate floor Tuesday against insinuations that he was shirking his responsibility to thoroughly vet Bove’s credentials.
“No one can say that I don’t take whistleblower complaints seriously, or that I don’t investigate allegations in good faith,” said Grassley, the 91-year-old co-founder of the Senate Whistleblower Protection Caucus. “I’ve always said that my door is open to whistleblowers, and my efforts regarding the Bove nomination show this is true.”
Watch: The Conversation
Play Video
FDA head Marty Makary on food dyes, ultra-processed foods and the MAHA agenda | The Conversation
A second whistleblower, represented by the nonprofit group Whistleblower Aid, claimed to support the complaint, while Grassley’s staff met with attorneys for a third whistleblower Monday. Democrats said this was further proof that Bove’s nomination should be reconsidered — but Grassley countered that Democrats had mishandled the whistleblower’s allegations and questioned the late timing, given a final vote on Bove was poised to take place in the coming days.
“My message to the three whistleblowers is this: just because I may disagree with the conclusions in a whistleblower disclosure, it doesn’t mean that I don’t support a whistleblower’s right to come forward,” Grassley said Tuesday.
Democrats’ case against Bove resonated with Collins, who has split with Trump on a number of nominees more than seven months into the president’s second term.
“We have to have judges who will adhere to the rule of law and the Constitution and do so regardless of what their personal views may be,” she said in a statement. “Mr. Bove’s political profile and some of the actions he has taken in his leadership roles at the Department of Justice cause me to conclude he would not serve as an impartial jurist.”
But Democrats ultimately couldn’t peel off the two other Republicans necessary to thwart Bove’s confirmation. Republicans could have lost up to three senators in and still confirmed the nominee with Vice President JD Vance as the tiebreaking vote. Among the other potential defectors, Sen. Thom Tillis (R-N.C.), member of the Judiciary panel, had effectively sunk the confirmation chances for Trump’s previous U.S. attorney nominee for the District of Columbia. But in the case of Bove, Tillis said he was hesitant to place weight in the anonymous complaints.
Senate Judiciary ranking member Dick Durbin said he was not surprised by Bove’s inevitable confirmation. He pointed to the fact that Attorney General Pam Bondi made an appearance in person at his confirmation hearing — an unusual move for a judicial nominee that underscored the pressure Republicans were under to endorse Trump’s pick.
Still, he decried the lack of Republican interest in getting to the bottom of the allegations against Bove: “They can’t answer the basic question: why wouldn’t you allow a whistleblower under oath to tell their story as to what he did and lied about before our committee?” Durbin said of his Republican colleagues. “They’re not interested.”
https://www.politico.com/news/2025/07/29/senate-confirms-emil-bove-to-third-circuit-as-dems-fail-to-thwart-trump-pick-00482965
Eurasia's largest volcano erupts in Russia after massive earthquake
The Klyuchevskoy volcano in Kamchatka erupted on Wednesday after the earthquake in Kamchatka, Russia.
Images shared online show the glow of the explosion and lava descending from the volcano.
In a statement posted on Telegram, the Russian Academy of Sciences' United Geophysical Service said: 'A descent of burning hot lava is observed on the western slope. Powerful glow above the volcano, explosions.'
The volcano is located on the Kamchatka peninsula in Russia's Far East. It has erupted several times in recent years.
Located around 280 miles north of the regional capital, Petropavlovsk-Kamchatsky, Klyuchevskoy is one of the highest volcanoes in the world.
The Klyuchevskaya Sopka stands at 15,584 feet in the east of Russia’s Kamchatka region. Observers heard explosions and saw streams of lava on the volcano’s western slopes, the Kamchatka branch of the Russian Academy of Sciences’ geophysical service said.
Scientists have anticipated the eruption for some time, with the volcano’s crater filling with lava for several weeks and the mountain spitting out plumes of ash. Sometimes described as the 'land of fire and ice,' Kamchatka is one of the most active volcanic regions in the world. It has about 300 volcanoes, 29 of them still active, according to NASA Earth Observatory.
https://www.dailymail.co.uk/news/article-14952945/russia-earthquake-tsunami-warning-millions.html
Former Muslim Has a Chilling Warning About the Rise of Islam in the West
https://rumble.com/v6wur38-former-muslim-has-a-chilling-warning-about-the-rise-of-islam-in-the-west.html
Nissan closes first overseas plant in 60 years
Nissan has previously announced a sweeping global restructuring plan called Re:Nissan, aimed to restore profitability for the storied Japanese brand. Those included the slashing of global production volumes. And with it, the reduction of manufacturing sites.
Speaking of which, the latter have been making the headlines as Nissan confirmed they will cease production at its historic Oppama plant, as well as Nissan Shatai’s Shonan factory in Japan. Now, they have revealed the next production plant that’s set to turn its lights off.
Nissan will be ceasing operations at the CIVAC plant in Morelos, Mexico by the end of fiscal year 2025. It was the Japanese automaker’s first factory outside Japan when they were expanding their operations during the 60s.
The Nissan CIVAC plant produced more than 6.5 million vehicles since it first began operations in 1966, delivering Nissan vehicles not only in Mexico but also to various parts of the world. Currently, the CIVAC plant produces the NP300 Navara, Frontier, and Versa, and comprises 11% of Nissan’s total production in Mexico.
"For over 60 years, Nissan Mexicana has built a strong and trusted relationship with its stakeholders in Mexico, earning global recognition as one of the company’s flagship operations. Today, we have made the difficult but necessary decision, that will allow us to become more efficient, more competitive, and more sustainable. Throughout this transition, we remain deeply appreciative of the invaluable contributions made by our collaborators at the CIVAC Plant. Their dedication over the years has been instrumental to our success. I take this opportunity to reaffirm our commitment to our employees, customers, and to Mexico, which remains a strategic pillar for our company.” Said Nissan CEO Ivan Espinosa.
Under Re:Nissan, the brand aims to maintain a utilization rate of around 100%, and that aligns with Nissan’s plan to transition all vehicle production in Mexico to the Aguascalientes plant. This will centralize the manufacturing of both current and future models, making more efficient plant operations.
https://www.autoindustriya.com/auto-industry-news/nissan-to-close-down-its-first-ever-overseas-production-plant.html
'Australian teenagers under 16 to be blocked from using YouTube
https://www.youtube.com/watch?v=0fqofYNM8Ug
Treasury Sanctions Alexandre de Moraes
WASHINGTON — Today, the U.S. Department of the Treasury’s Office of Foreign Assets Control (OFAC) is sanctioning Brazilian Supreme Federal Court (STF) justice Alexandre de Moraes (de Moraes), who has used his position to authorize arbitrary pre-trial detentions and suppress freedom of expression.
“Alexandre de Moraes has taken it upon himself to be judge and jury in an unlawful witch hunt against U.S. and Brazilian citizens and companies,” said Secretary of the Treasury Scott Bessent. “De Moraes is responsible for an oppressive campaign of censorship, arbitrary detentions that violate human rights, and politicized prosecutions—including against former President Jair Bolsonaro. Today’s action makes clear that Treasury will continue to hold accountable those who threaten U.S. interests and the freedoms of our citizens.”
Today’s action is being taken pursuant to Executive Order (E.O.) 13818, which builds upon and implements the Global Magnitsky Human Rights Accountability Act and targets perpetrators of serious human rights abuse around the world. Today’s action follows the U.S. Department of State’s revocation of de Moraes’s visa and those of his immediate family members on July 18, 2025, for their complicity in aiding and abetting de Moraes’ unlawful censorship campaign against U.S. persons on U.S. soil.
''DE MORAES’ ABUSIVE JUDICIAL OVERREACH''
De Moraes was appointed to the STF in 2017. Since that time, de Moraes has become one of Brazil’s most powerful individuals, wielding immense authority through his oversight of expansive STF investigations. De Moraes has investigated, prosecuted, and suppressed those who have engaged in speech that is protected under the U.S. Constitution, repeatedly subjecting victims to long preventive detentions without bringing charges. Through his actions as an STF justice, de Moraes has undermined Brazilians’ and Americans’ rights to freedom of expression. In one notable instance, de Moraes arbitrarily detained a journalist for over a year in retaliation for exercising freedom of expression.
De Moraes has targeted opposition politicians, including former President Jair Bolsonaro; journalists; newspapers; U.S. social media platforms; and other U.S. and international companies. U.S.-based journalists and U.S. citizens have not been spared from de Moraes’ extraterritorial overreach. De Moraes has imposed preventive detention on and issued a series of preventive arrest warrants against journalists and social media users, some of whom are based in the United States. He has also directly issued orders to U.S. social media companies to block or remove hundreds of accounts, often those of his critics and other critics of the Brazilian government, including U.S. persons. De Moraes has frozen assets and revoked passports of his critics; banned accounts from social media; and directed Brazil’s federal police to raid his critics’ homes, seize their belongings, and ensure their preventive detention.
De Moraes is being sanctioned pursuant to E.O. 13818 for being a foreign person who is responsible for or complicit in, or has directly or indirectly engaged in, serious human rights abuse.
''GLOBAL MAGNITSKY''
Building upon the Global Magnitsky Human Rights Accountability Act, E.O. 13818 was issued on December 20, 2017, in recognition that the prevalence of human rights abuse and corruption that have their source, in whole or in substantial part, outside the United States, had reached such scope and gravity as to threaten the stability of international political and economic systems. Human rights abuse and corruption undermine the values that form an essential foundation of stable, secure, and functioning societies; have devastating impacts on individuals; weaken democratic institutions; degrade the rule of law; perpetuate violent conflicts; facilitate the activities of dangerous persons; and undermine economic markets. The United States seeks to impose tangible and significant consequences on those who commit serious human rights abuses or engage in corruption, as well as to protect the financial system of the United States from abuse by these same persons.
''SANCTIONS IMPLICATIONS''
As a result of today’s action, all property and interests in property of the designated or blocked person described above that are in the United States or in the possession or control of U.S. persons are blocked and must be reported to OFAC. In addition, any entities that are owned, directly or indirectly, individually or in the aggregate, 50 percent or more by one or more blocked persons are also blocked. Unless authorized by a general or specific license issued by OFAC, or exempt, OFAC’s regulations generally prohibit all transactions by U.S. persons or within (or transiting) the United States that involve any property or interests in property of blocked persons.
Violations of U.S. sanctions may result in the imposition of civil or criminal penalties on U.S. and foreign persons. OFAC may impose civil penalties for sanctions violations on a strict liability basis. OFAC’s Economic Sanctions Enforcement Guidelines provide more information regarding OFAC’s enforcement of U.S. economic sanctions. In addition, financial institutions and other persons may risk exposure to sanctions for engaging in certain transactions or activities involving designated or otherwise blocked persons. The prohibitions include the making of any contribution or provision of funds, goods, or services by, to, or for the benefit of any designated or blocked person, or the receipt of any contribution or provision of funds, goods, or services from any such person.
The power and integrity of OFAC sanctions derive not only from OFAC’s ability to designate and add persons to the Specially Designated Nationals and Blocked Persons List (SDN List), but also from its willingness to remove persons from the SDN List consistent with the law. The ultimate goal of sanctions is not to punish, but to bring about a positive change in behavior. For information concerning the process for seeking removal from an OFAC list, including the SDN List, or to submit a request, please refer to OFAC’s guidance on Filing a Petition for Removal from an OFAC List.
https://home.treasury.gov/news/press-releases/sb0211
Palo Alto Networks is acquiring Israeli identity security provider CyberArk in a deal valued at roughly $25 billion
Palo Alto Networks
will take over Israeli identity security provider CyberArk
in a deal valued at roughly $25 billion.
CyberArk shareholders, for each of their shares, will get $45 cash and 2.2005 shares of Palo Alto. The deal is expected to close during Palo Alto Networks’ fiscal 2026.
Shares of Palo Alto fell 5.6% on Wednesday, building on a 5% loss from Tuesday. CyberArk’s stock whipsawed.
Palo Alto Chairman and CEO Nikesh Arora said in an interview with CNBC’s “Squawk on the Street” on Wednesday that the company is entering the identity market as it hits an inflection point, which has always been its strategy.
“They are poised to go and disrupt this market and create the platform we need and also solve the upcoming problem with agentic AI,” he said. “From all those factors, we believe this is the right time to do something like this and be ready for the market in the next 12 to 18 months.”
Blockbuster cybersecurity deals have been a force in the mergers and acquisitions market in 2025 after a relatively slow period for deal-making. In March, Google shelled out $32 billion for cloud security startup Wiz in its biggest acquisition ever.
Palo Alto Networks intends to use the deal to officially penetrate the identity security market and improve its offering for customers. Arora told CNBC that Palo Alto’s scale can help accelerate the reach of CyberArk’s platform.
CyberArk, which went public a little over a decade ago, creates identity software tools that grant employees access to platforms and applications. Its biggest competitors in the space include Okta
and Microsoft
.
As artificial intelligence advances, these tools have become more critical to protecting businesses against cyber and ransomware threats.
Since taking the helm of the company in 2018, Arora has bolstered the cybersecurity provider’s offerings and swelled its market value to roughly $120 billion.
This year, Palo Alto bought startup Protect AI for an undisclosed amount to improve its AI tools. The company acquired Talon Cyber Security, Dig Security and Zycada Networks in 2023.
Arora said he expects ongoing consolidation in the cybersecurity space over the next five years.
“Our job is to get this done, execute, deliver to the market and show our shareholders that we have the ability to execute these kinds of transactions, which I firmly believe we do,” he said.
The Wall Street Journal reported Tuesday that both companies had discussed a potential deal, sending shares of CyberArk skyrocketing more than 13%.
https://www.cnbc.com/2025/07/30/palo-alto-networks-cyberark-deal.html
Daily Caller
@DailyCaller
NEW:
@HawleyMO's PELOSI Act, which bans congressional stock trading, just passed out of committee in an 8-7 vote.
https://x.com/DailyCaller/status/1950588001962389539
Jake Sherman
@JakeSherman
THE PROPOSED TEXAS CONGRESSIONAL MAP IS OUT!!!
https://x.com/JakeSherman/status/1950559459681374379
MichaeloKeeffe
@Mick_O_Keeffe
🚨 BREAKING!
The Court of Appeal has ruled that asylum seekers have no right to be housed in Ireland!
It overturns a previous decision from the High Court after the Irish Human Rights and Equality Commission took the state to court for failing to house asylum seekers.
This is great news.
The NGOs won't be happy today!
https://x.com/Mick_O_Keeffe/status/1950577540759683242
Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion
-Microsoft said revenue jumped 18% from a year earlier.
-The company reported revenue from Azure and cloud services for the first time, with sales exceeding $75 billion for fiscal 2025.
-The stock, which is trading near a record, passed the $550 mark in extended trading.
Microsoft shares jumped 9% in extended trading on Wednesday after the company reported better-than-expected earnings and revenue for the fiscal fourth quarter.
Here’s how the company performed in comparison with LSEG consensus:
-Earnings per share: $3.65 vs. $3.37 expected
-Revenue: $76.44 billion vs. $73.81 billion expected
Microsoft’s finance chief, Amy Hood, called for $74.7 billion to $75.8 billion in fiscal first-quarter revenue. The middle of the range, at $75.25 billion, surpassed LSEG’s $74.09 billion consensus. The company sees 37% Azure growth at constant currency. StreetAccount’s consensus was 33.7%.
The company’s fiscal first-quarter implied operating margin of 46.6% is wider than the 45.7% consensus among analysts surveyed by StreetAccount. Hood’s forecast included over $30 billion in capital expenditures.
Hood said Microsoft sees over $30 billion in fiscal first quarter capital expenditures and assets acquired through finance leases, which would work out to annual growth above 50%. Analysts surveyed by Visible Alpha had expected $24.23 billion.
Capital expenditures will grow in the new fiscal year, but more slowly than in the 2025 fiscal year that ended in June, Hood said.
The company continues to face data center infrastructure shortages as it ramps up capacity for running artificial intelligence models.
“I talked about it, my gosh, in January, and said I thought we’d be in better supply-demand shape by June,” Hood said. “And now I’m saying I hope I’m in better shape by December.”
If the spending were to be the same for each quarter of the new 2026 fiscal year, the total would be over $120 billion, indicating 36% growth, compared with Visible Alpha’s $100.50 billion consensus.
For the fiscal fourth quarter, which ended on June 30, revenue increased 18% in the fiscal fourth quarter ending June 30, up from $64.7 billion a year earlier, according to a statement. That’s the fastest growth in more than three years. Net income increased to $27.23 billion from $22.04 billion a year ago.
The company’s Intelligent Cloud unit, which includes the Azure cloud, produced $29.88 billion in revenue, up about 26% and beating the StreetAccount consensus of $28.92 billion.
For the first time, Microsoft disclosed the scale of its Azure business in dollars. In fiscal 2025, revenue from Azure and other cloud services exceeded $75 billion, up 34% from the prior year.
During the fiscal fourth quarter, revenue from Azure grew 39%. Analysts polled by StreetAccount and CNBC had anticipated Azure growth of 34.4% and 35.3%, respectively.
The company’s Productivity and Business Processes segment, which is home to Office productivity software and LinkedIn, delivered $33.11 billion in revenue, topping the $32.12 billion consensus among analysts polled by StreetAccount.
Microsoft’s AI bet, which includes its OpenAI stake and billions worth of Nvidia chips, is adding to business software sales. The company said adoption of the Microsoft 365 Copilot led to higher revenue per user for Microsoft 365 commercial cloud products such as Office productivity software bundles.
Microsoft said its Copilot products, including the Microsoft 365 Copilot for commercial customers and the Copilot consumer assistant in Windows, have 100 million monthly active users, CEO Satya Nadella said on a conference call with analysts.
The More Personal Computing unit, which encompasses Windows, search advertising, devices and video games, totaled $13.45 billion. The number was up 9% and higher than StreetAccount’s $12.68 billion consensus.
Microsoft said sales of devices and of Windows operating licenses to device makers increased 3%. Gartner, a company that researches the technology industry, estimated that PC shipments went up 4.4% in the quarter.
Microsoft and its megacap tech peers are racing to build data centers packed with chips for developing artificial intelligence models and running increasingly hefty workloads. Microsoft had $24.2 billion in capital expenditures and assets acquired through finance leases for the quarter, up 27% from a year earlier.
Last week, Alphabet, the parent company of Google, bumped up its 2025 capital spending forecast by $10 billion to $85 billion.
Meta said on Wednesday that capital expenditures will come in between $66 billion and $72 billion for the year, raising the low end of its previous estimate from $64 billion.
During the quarter, Microsoft celebrated its 50th anniversary, laid off more than 6,000 people and introduced a GitHub feature for assigning coding tasks to the Copilot assistant. The company also said LinkedIn chief Ryan Roslansky would take on added responsibility running Office productivity applications.
Microsoft said it had $1.71 billion in other expense during the quarter. That includes recognized losses on equity method investments such as OpenAI. Other expense in the prior quarter totaled $623 million.
As of Wednesday’s close, Microsoft shares were up 22% for the year and trading near a record, while the S&P 500 index had gained about 8%. Microsoft stock was trading above $550 after hours, pushing its market capitalization to about $4.1 trillion. That makes it the second company after Nvidia to cross the $4 trillion mark.
https://www.cnbc.com/2025/07/30/microsoft-msft-q4-earnings-report-2025.html
President Trump delivers remarks on health technology at the White House — 7/30/2025
https://www.youtube.com/watch?v=rr6GMpXxJVI
'Microsoft tops $4 trillion in market cap after hours, joining Nvidia in exclusive club
-Microsoft shares jumped in extended trading on Wednesday, pushing the company’s market cap past $4 trillion.
-The software giant reported better-than-expected quarterly results and said Azure’s annual revenue topped $75 billion.
-Nvidia became the first company to reach the $4 trillion mark earlier this month.
The $4 trillion club has a second member, at least based on after-hours trading.
Following a better-than-expected earnings report on Wednesday, Microsoft
shares jumped 8%, lifting the software giant’s market cap to about $4.1 trillion. Should the rally stick on Thursday, Microsoft would join chipmaker Nvidia
, which hit $4 trillion for the first time earlier this month.
Microsoft reported 18% revenue growth, its fastest rate of expansion in over three years, driven by its Azure cloud computing business. Microsoft disclosed Azure revenue in dollars for the first time, and said sales from Azure and other cloud services exceeded $75 billion in fiscal 2025, up 34% from the prior year.
As of the close on Wednesday, Microsoft shares were up 22% for the year, topping the S&P 500′s 8% gain. Microsoft hit a record close of $513.71 on July 25. The stock is above $553 in extended trading.
Nvidia and Microsoft, two of the biggest beneficiaries of the artificial intelligence boom, have zoomed past Apple
on the market cap leaderboard. Apple is third at about $3.2 trillion, with its stock having fallen 17% this year as investors worry that the iPhone maker is getting left behind in AI. Apple reports quarterly results after the bell on Thursday.
Among tech’s megacaps, Nvidia has been the best performer in 2025, up 33%. The chipmaker’s graphics processing units (GPUs) are the backbone of the large language models being developed by Microsoft, OpenAI, Google
, Meta
and others, and they’re filling up data centers being built by those same companies.
Nvidia is scheduled to report results in late August.
https://www.cnbc.com/2025/07/30/microsoft-market-cap-tops-4-trillion-after-hours-on-earnings-beat.html
NSA’s top lawyer ousted
The NSA’s top lawyer was removed from her role Friday, according to two people with direct knowledge of the move, just days after she came under fire in a conservative media outlet.
The removal of April Doss as general counsel at the powerful spy agency is the latest sign that the Trump administration is bent on ensuring officials across the sprawling U.S. intelligence community are sufficiently loyal to its agenda.
It follows the publication of an investigation last week from the Daily Wire that characterized Doss as a “transparently partisan activist,” and as Director of National Intelligence Tulsi Gabbard has ramped up her attacks on what Trump officials allege is rampant left-wing bias in the country’s spy ranks.
The Daily Wire’s reporting gained significant traction on X, and was retweeted at one point by Laura Loomer, the right-wing activist.
Doss, who has been in the position since 2022, was offered a separate role in the Pentagon, said the two people, though it is not clear if she intends to take it. Both were granted anonymity because they were not authorized to speak publicly on the move.
Spokespeople for the NSA and the Pentagon did not immediately reply to requests for comment on Doss’s removal, though her bio page on the NSA’s website has been taken down. Doss did not immediately respond to a request for comment. Loomer also did not respond to a request for comment.
The New York Times first reported on Doss’s removal.
The general counsel is a career civil servant position at the NSA, an agency whose vast surveillance powers over foreign mobile and internet data pose vexing civil liberties issues for Americans.
Doss held legal posts at NSA between 2003 and 2016, according to her LinkedIn profile. She then moved to the Senate Intelligence Committee, where she worked as the minority counsel for Democrats during the bipartisan investigation into Russian meddling in the 2016 election.
She held positions in the private sector and academia before returning to the NSA as the agency’s top lawyer.
Doss’s removal is not the only high-profile ouster at the signals intelligence agency that has been tied to pressure from right-wing activists.
In April, President Donald Trump fired the top two officials at the NSA without explanation, shortly after an Oval Office meeting with Loomer.
https://www.politico.com/news/2025/07/29/nsas-top-lawyer-ousted-00482687
Microsoft tops $4 trillion in market cap after hours, joining Nvidia in exclusive club
-Microsoft shares jumped in extended trading on Wednesday, pushing the company’s market cap past $4 trillion.
-The software giant reported better-than-expected quarterly results and said Azure’s annual revenue topped $75 billion.
-Nvidia became the first company to reach the $4 trillion mark earlier this month.
The $4 trillion club has a second member, at least based on after-hours trading.
Following a better-than-expected earnings report on Wednesday, Microsoft shares jumped 8%, lifting the software giant’s market cap to about $4.1 trillion. Should the rally stick on Thursday, Microsoft would join chipmaker Nvidia, which hit $4 trillion for the first time earlier this month.
Microsoft reported 18% revenue growth, its fastest rate of expansion in over three years, driven by its Azure cloud computing business. Microsoft disclosed Azure revenue in dollars for the first time, and said sales from Azure and other cloud services exceeded $75 billion in fiscal 2025, up 34% from the prior year.
As of the close on Wednesday, Microsoft shares were up 22% for the year, topping the S&P 500′s 8% gain. Microsoft hit a record close of $513.71 on July 25. The stock is above $553 in extended trading.
Nvidia and Microsoft, two of the biggest beneficiaries of the artificial intelligence boom, have zoomed past Apple on the market cap leaderboard. Apple is third at about $3.2 trillion, with its stock having fallen 17% this year as investors worry that the iPhone maker is getting left behind in AI. Apple reports quarterly results after the bell on Thursday.
Among tech’s megacaps, Nvidia has been the best performer in 2025, up 33%. The chipmaker’s graphics processing units (GPUs) are the backbone of the large language models being developed by Microsoft, OpenAI, Google, Meta and others, and they’re filling up data centers being built by those same companies.
Nvidia is scheduled to report results in late August.
https://www.cnbc.com/2025/07/30/microsoft-market-cap-tops-4-trillion-after-hours-on-earnings-beat.html
Noice delta we got here.
_Hot8
_Hot9
Red_Red_y
_FREEDOM_mark1-99_y
Pc_sigD
Conf_net[w1]
Package D-g
[ROUTE_REL_29182_y]
00:00:00+4
00:00:00+3
00:00:00+2
Donald J. Trump
@realDonaldTrump
Why would one “Republican,” Senator Josh Hawley from the Great State of Missouri, join with all of the Democrats to block a Review, sponsored by Senator Rick Scott, and with the support of almost all other Republicans, of Nancy Pelosi’s Stock Trading over the last 25 years. The information was inappropriately released just minutes before the Vote — Very much like SABOTAGE! The Democrats, because of our tremendous ACHIEVEMENTS and SUCCESS, have been trying to “Target” me for a long period of time, and they’re using Josh Hawley, who I got elected TWICE, as a pawn to help them. I wonder why Hawley would pass a Bill that Nancy Pelosi is in absolute love with — He is playing right into the dirty hands of the Democrats. It’s a great Bill for her, and her “husband,” but so bad for our Country! I don’t think real Republicans want to see their President, who has had unprecedented success, TARGETED, because of the “whims” of a second-tier Senator named Josh Hawley!
https://truthsocial.com/@realDonaldTrump/posts/114944074791548865