The Rundown Microsoft Enters $17.4B AI Deal with Nebius, StubHub Resumes IPO Plans
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Sep 9, 2025 Dive into a pivotal Supreme Court ruling that might hit U.S. finances hard. Discover Microsoft's hefty investment in Nebius and its ripple effect on the chip market. Explore StubHub's IPO ambitions despite financial turbulence. Take a nostalgic look at Pixar's rise with Toy Story and Steve Jobs' journey from creator to billionaire, while also examining the hurdles facing both Pixar and Apple today.
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Supreme Court Tariff Ruling Risk
- A Supreme Court ruling against reciprocal tariffs could force the U.S. to refund up to a trillion dollars.
- The longer the court delays, the larger potential refunds become as tariffs continue to be collected.
Nebius Lands Game-Changing Microsoft Deal
- Nebius' five-year Microsoft contract is the company's first major long-term deal with a hyperscaler.
- The stock jumped over 50% after the announcement as CEO hinted at more deals to come.
Renting GPU Capacity Beats Building
- Microsoft signed a multiyear $17.4 billion deal with Nebius to rent GPU capacity instead of building data centers.
- That outsourcing model accelerates AI work while funneling more demand to NVIDIA chips.