Stocks · News reference
https://www.businessinsider.com/microsoft-memo-satya-nadella-new-comms-plan-brad-smith-2026-9
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Alebex AI, a Vancouver-based company, has achieved 8th place in Artificial Analysis's international speech-to-text accuracy benchmark, outperforming models from Google, Microsoft, Nvidia, and Amazon. This marks the first Canadian company in this category on the leaderboard and represents a significant step toward Canadian AI sovereignty and voice infrastructure development.
The article compares two AI infrastructure companies: Applied Digital (APLD) and IREN (IREN). Applied Digital shows stronger margins (22.38% vs 9.84%) and lower P/S ratio (13.1x vs 23.0x) but faces customer concentration risk with CoreWeave. IREN has secured major contracts with Microsoft ($9.7B) and Nvidia ($3.4B) and is pivoting from crypto mining to AI cloud services, though it reported a massive net loss of $702.6M. The author recommends IREN for patient investors due to its stronger contracted revenue base and blue-chip customer relationships, despite both companies currently losing money.
Three sectors are higher and eight are lower in Thursday’s regular session, with growth, cyclical and defensive sectors each represented among the top three. The leaders are separated rather than