SpaceX Earnings, Microsoft AI Sales & NY Sues Kalshi — Bloomberg Businessweek Daily

Bullish Gator

Analysis of SpaceX earnings and investor risks, Microsoft’s AI revenue ties to OpenAI, fixed-income outlook, G Squared’s $2.3B fund, and Kalshi’s response to a New York lawsuit over alleged manipulative bets.

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What stands out

Microsoft disclosed that most of its AI sales come from OpenAI, a small sentence with outsized implications: it turns broad AI enthusiasm into a question about concentration and durability. Bloomberg paired that admission with SpaceX’s post-earnings AI spending and a bond-market briefing, forcing investors to weigh where cloud dollars are actually flowing. For anyone betting on AI as a steady revenue engine, the segment is a reminder that customer mix matters as much as headline growth.