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From 0:00 on 1 November 2026, TPBank will stop supporting face authentication on iPhones and iPads running iOS below 16.7, which may disrupt some transactions. Affected transfers and e-wallet top-ups are those over 10 million VND per transaction or exceeding 20 million VND per day, as well as bill payments above 100 million VND per transaction or per day. Actions that require face authentication, such as first-time logins, logins on other devices or via website, password resets, and changes to phone number or email, may also be affected. The bank asks customers to update to iOS 16.7 or later via Settings > General > Software Update before the deadline, or to use another compatible device if upgrading is not possible. The change does not lock all transactions on older devices; the impact mainly concerns operations that require face authentication.
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Micron (MU) shares have more than tripled so far in 2026, and the author believes the company could repeat that performance in 2027. Micron makes NAND and HBM memory chips, key components of AI data center hardware, and it and its peers have already sold out their production capacity for this year. Management expects memory market tightness to be worse in 2027 and 2028 than in 2026, even though new Micron facilities begin coming online in mid-2027. The company is also shifting to long-term supply agreements with price floors and ceilings, under which 35% of its revenue through 2030 is already known. The stock trades at under 5 times forward earnings; the author says it could triple again if it returns to the 15-times level it reached in June, and views the current low valuation as a favorable time for investors to get in.
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Google Cloud unveiled Google Multi-Party Compute, a key-signing service that splits control of a crypto key across several parties, such as a bank's own hardware, Google Cloud and a rival cloud provider, so no single provider holds the full key. The service is in private preview, with unnamed banks testing it and Alphabet using it for its Ethereum and Solana holdings. Customers set the signing threshold, such as 2-of-3 or 5-of-7, and a policy engine checks transactions against rules like spending caps; the article notes this verdict is advisory and enough signers can override a denial. General availability is targeted for early 2027 with no pricing disclosed, and the product puts Google up against BitGo, Fordefi and Fireblocks.
- Microsoft's strong quarter backs up its stock rebound. Here's our new price target
Microsoft shares edged higher after the company reported better-than-expected results across all key metrics, with Azure growth accelerating. Revenue for the quarter ended in September rose about 19% year over year to $92.28 billion, above the LSEG consensus of $90.69 billion, while adjusted EPS of $4.92 rose 32%, beating the $4.73 consensus. Azure revenue grew 48% to $33.17 billion from $22.38 billion a year earlier, ahead of FactSet estimates of about 44% and 45%. Capital expenditures of $45.2 billion came in below the $51 billion analysts had forecast and the $50 billion projected by management, partly due to delays in third-party capacity deliveries. The stock has gained roughly 51% from its late-June low through Wednesday's close and was up about 3% after hours.
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