Microsoft has identified a global cyber campaign by the Russian hacking group Storm-2945, a subgroup of Midnight Blizzard, targeting hotel Wi-Fi networks. The attackers used adversary-in-the-middle techniques to redirect users to phishing infrastructure and distribute malware disguised as browser or operating system updates. The malware can steal credentials, collect files, log keystrokes, and provide remote access to infected systems. US and UK authorities have linked Midnight Blizzard to Russia's Foreign Intelligence Service (SVR).

Microsoft just disclosed that ~70% of its AI revenue comes from OpenAI. Microsoft recorded $24.1B in OpenAI sales in the year ended June, out of ~$34B in total AI revenue. The disclosure may be tied to OpenAI's IPO plans. $MSFT

MICROSOFT $MSFT JUST REPORTED Q4 EARNINGS - Adjusted EPS of $4.74 beating expectations of $4.25 🟢 - GAAP EPS of $4.81 - Revenue of $90.01B beating expectations of $87.72B 🟢 - Operating income of $40.60B beating expectations of $39.02B 🟢 - Cloud revenue of $59.3B beating expectations of $58.71B 🟢 - Intelligent Cloud revenue of $39.31B beating expectations of $38.17B 🟢 - Azure & other cloud revenue up 43% ex-FX, beating expectations of +39.6% 🟢