FINWIRES · TerminalLIVE
FINWIRES
Microsoft

Microsoft

$MSFT
NASDAQTechnology

558 stories mentioning MicrosoftUpdated 9h ago

Rose with tech stocks in a broad rally; its Xbox studio Compulsion Games is reportedly planning to shut down.

What's the latest news on Microsoft?

Sectors

Sector Update: Tech Stocks Decline Late Afternoon

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) decreasing 0.2% and the State Street SPDR S&P Semiconductor ETF (XSD) falling 1.5%.The Philadelphia Semiconductor Index increased 0.3%.In corporate news, Amazon-backed (AMZN) Anthropic expects to equal or top SpaceX's (SPCX) outsized initial public offering, Bloomberg reported. The AI company is preparing to file publicly for its IPO as soon as the end of this month that it thinks may surpass SpaceX's record-setting $75 billion debut, the report said. Amazon shares were down 1.8%.Nvidia (NVDA) plans to start shipping small batches of an AI chip tailor-made for Chinese customers by yearend, The Information reported. The chip complies with US export control rules, but it's unknown whether China will allow them to be imported, the report said. Nvidia shares were shedding 0.2%.CrowdStrike's (CRWD) global Chief Technology Officer Elia Zaitsev has stepped down from his role to launch an early-stage venture capital fund focused on cybersecurity, Zaitsev said Thursday in a LinkedIn post. CrowdStrike shares fell 5.4%.Meta Platforms (META) has become one of Microsoft's (MSFT) largest AI customers, as the social media company is spending hundreds of millions of dollars per year to access AI models via Microsoft's Azure cloud service, Bloomberg reported. Meta shares were down 0.5%, and Microsoft decreased 0.3%.

$AMZN$CRWD$META$MSFT$NVDA
Sectors

Sector Update: Tech Stocks Decline Thursday Afternoon

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) decreasing 0.2% and the State Street SPDR S&P Semiconductor ETF (XSD) falling 1.5%.The Philadelphia Semiconductor index increased 0.1%.In sector news, Australia has passed a law ordering Meta Platforms' (META) Facebook and Instagram, Alphabet's (GOOGL) Google, Microsoft's (MSFT) LinkedIn and ByteDance's TikTok to pay millions of dollars if they don't forge commercial deals with media outlets for posting news on their platforms, Reuters reported.In corporate news, Meta Platforms has become one of Microsoft's largest AI customers, as the social media company is spending hundreds of millions of dollars per year to access AI models via Microsoft's Azure cloud service, Bloomberg reported. Meta shares were down 0.8%, and Microsoft decreased 0.3%.Alibaba's (BABA) fiscal Q1 earnings missed expectations even as revenue edged past Wall Street's views, while the company continued to spend heavily to build AI infrastructure. Alibaba shares were down 0.1%.SpaceX (SPCX) approached Cognition AI about a potential takeover, Bloomberg reported. There are currently no active deal talks between SpaceX and the AI coding startup, but they continue to discuss a potential partnership, the report said. SpaceX shares were down 6.5%.Micron Technology (MU) on Thursday unveiled Micron Research Labs, a research institution in Boise, Idaho, backed by a planned $10 billion investment over the next decade. Micron shares rose 2%.

$BABA$META$MSFT$MU$SPCX
Wire

Update: Market Chatter: Meta has Become One of Microsoft's Biggest AI Customers

(Updates with Microsoft's response to a request for comment in the final paragraph.)Meta Platforms Inc (META) has become one of Microsoft's (MSFT) largest artificial intelligence customers, as the social media company is spending hundreds of millions of dollars per year to access AI models through Microsoft's Azure cloud service, Bloomberg reported Thursday, citing a person familiar with the matter.The person reportedly said that Meta uses trillions of tokens -- the unit of consumption for AI computing -- each week via the platform.Microsoft declined to comment to. Meta didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $542.18, Change: $-3.86, Percent Change: -0.71%

$META$MSFT
Wire

Top Midday Stories: Treasury Yields Back on the Rise; Walmart Shares Fall After Full-Year EPS Guidance Undershoots Estimates

All three major US stock indexes were down in late-morning trading Thursday, as yields on Treasury bonds reversed course from their Wednesday drop following the Treasury's debt buyback announcement.In company news, Walmart (WMT) reported fiscal Q2 adjusted earnings Thursday of $0.81 per share, up from $0.68 a year earlier and above the FactSet consensus analyst estimate of $0.74. Fiscal Q2 revenue was $187.94 billion, up from $177.40 billion a year ago and above the FactSet consensus of $186.62 billion. For fiscal Q3, the company expects adjusted EPS of $0.62 to $0.64, below the FactSet consensus of $0.68. For fiscal 2027, Walmart expects adjusted EPS of $2.80 to $2.87, up from its prior outlook of $2.75 to $2.85 but below the FactSet consensus of $2.90. Full-year net sales are expected to grow 4% to 5%, compared with previous guidance of 3.5% to 4.5%. Walmart shares were down 9.4% around midday.Virtu Financial (VIRT) is exploring a potential sale of its brokerage and technology unit in a deal that could be worth up to $3.5 billion to $4 billion, Bloomberg reported Thursday, citing a person familiar with the matter. Sale talks are in early stages, and Virtu may decide to keep the division, the sources said. Virtu shares were down 0.6%.Meta Platforms (META) has become one of Microsoft's (MSFT) largest artificial intelligence customers, as the social media company is spending hundreds of millions of dollars per year to access AI models through Microsoft's Azure cloud service, Bloomberg reported Thursday, citing a person familiar with the matter. Meta shares were down 0.4%, while Microsoft shares were down 0.7%.Alibaba Group (BABA) reported fiscal Q1 non-GAAP earnings Thursday of 8.52 Chinese renminbi ($1.26) per diluted American depositary share, down from 14.75 renminbi a year earlier and below the FactSet consensus of 10.14 renminbi. Fiscal Q1 revenue was 268.95 billion renminbi, up from 247.65 billion renminbi a year ago and above the FactSet consensus of 268.48 billion renminbi. Alibaba shares were down 2.1%.SpaceX (SPCX) approached Cognition AI about a potential acquisition, Bloomberg reported late Wednesday, citing people familiar with the matter. There are currently no active deal talks between SpaceX and the AI coding startup, but they continue to discuss a potential collaboration, the report said. SpaceX shares were down 5.3%.Micron Technology (MU) on Thursday unveiled Micron Research Labs, a research institution in Boise, Idaho, backed by a planned $10 billion investment over the next decade. The facility will focus on critical memory technologies, advanced memory and compute architectures, packaging and future semiconductor manufacturing, Micron said, adding that it plans to begin construction in 2027. Micron shares were up 2.2%.Price: $103.61, Change: $-10.69, Percent Change: -9.35%

$BABA$META$MSFT$MU$SPCX$VIRT$WMT
Wire

OpenAI Unveils Safety Tool Compatible With Zero Data Retention

Microsoft-backed (MSFT) OpenAI is previewing Private Safety Processing, a system designed to detect misuse patterns across multiple interactions while remaining compatible with its Zero Data Retention offering, the artificial intelligence firm said Wednesday.The system extends existing safety checks to identify patterns across related sessions without giving OpenAI personnel access to underlying customer content, which remains encrypted or on customer-controlled infrastructure, the company said.When risks are flagged, OpenAI receives only a narrow signal about the activity type, not the content itself, the company said, adding that the system is being tested with early customers, with a broader rollout and technical white paper planned for September.Price: $483.76, Change: $+2.13, Percent Change: +0.44%

$MSFT
Marvell Technology Shares Jump on AI Chip Deal With Google
US Markets

Marvell Technology Shares Jump on AI Chip Deal With Google

Marvell Technology (MRVL) shares jumped Wednesday after the chip designer entered into a deal that would allow Alphabet's (GOOG, GOOGL) Google to purchase up to $12.18 billion of Marvell shares as part of a collaboration.In connection with the collaboration, Marvell issued a warrant to Google for the purchase of up to nearly 59 million common shares at an exercise price of $206.58 per share, according to a filing with the US Securities and Exchange Commission.Late last month, Marvell signed a commercial deal pertaining to its development of custom semiconductor products to Google. The expanded partnership covers various custom silicon programs linked to the tensor processing unit, or TPU, ecosystem, including artificial intelligence accelerators and storage controllers, Marvell said in the Wednesday filing.TPUs are Google's application-specific chips used to accelerate machine learning workloads.Roughly 1.4 million of the warrant shares vest in equal quarterly installments in the first year, while the rest vest based on discretionary purchases by or on behalf of Google and its affiliates from Marvell's fiscal 2027 third quarter through 2033, according to the filing.In April, Broadcom (AVGO) agreed to produce AI chips for Google. That deal included a supply assurance agreement for Broadcom to provide networking and other components for Google's next-generation AI racks through up to 2031.Marvell shares surged 8.4% in Wednesday late-afternoon trade, while Alphabet's class A and C shares were down 0.2% each. Broadcom shares fell 3.9%.Earlier this week, UBS Securities raised its estimates on Marvell ahead of its fiscal second-quarter results, citing accelerating AI spending by major hyperscalers, strong demand for optical and networking products, and momentum in its custom chip programs with Microsoft (MSFT) and Google."We continue to view (Marvell) as one of the more attractive ways to participate in the custom silicon, optical connectivity, and AI infrastructure buildout themes," the brokerage said in a note to clients.Marvell is scheduled to report its second-quarter results Aug. 27.Price: $233.29, Change: $+17.29, Percent Change: +8.00%

$AVGO$GOOG$GOOGL$MRVL$MSFT
Wire

Market Chatter: Nvidia Trying to Connect Firms With Its GPUs to Data Centers in Nordics

Nvidia (NVDA) has offered to connect data-center operators in the Nordics to companies with its graphics processing units in need of capacity, CNBC reported Wednesday, citing two sources familiar with the matter.Gigawatts of data-center capacity are due to be built in the Nordics in the coming years, and Nebius Group (NBIS) and Microsoft (MSFT) have inked deals in the region this year, the report said.Nvidia didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $218.98, Change: $-0.76, Percent Change: -0.35%

$MSFT$NBIS$NVDA
Wire

Zoom's Growth Reacceleration Is Durable as It Moves Beyond Meetings, BofA Says

Zoom Communications (ZM) shows a durable path to growth recovery as the company increasingly transitions from a single-product video-meetings provider into a broader communications and work platform, BofA Securities said in a Wednesday note.Zoom's newer product portfolio, including Phone, Contact Center, AI Companion and Workvivo, is reaching sufficient scale to help support enterprise net dollar expansion above 100%, BofA Securities said.While Microsoft (MSFT) Teams remains a competitor, Zoom does not need to beat Microsoft; it only needs to defend its installed base and drive wallet-share expansion through cross-selling, according to the note.BofA Securities further said returns of capital are a central part of its bull thesis on the company, noting that Zoom has a highly flexible balance sheet with about $7.7 billion in cash and marketable securities, zero debt and strong free-cash-flow generation, allowing the company to fund product investment, acquisitions and buybacks.BofA Securities reinstated coverage of the stock with a Buy rating and a $130 price target.Price: $107.86, Change: $+3.15, Percent Change: +3.00%

$MSFT$ZM
Wire

Market Chatter: AI Firms Still Waiting for Details on New AI Framework From White House

The White House has yet to share details on its new AI framework, leaving tech companies uncertain on how the government plans to handle the release of AI frontier models, The Information reported Wednesday, citing sources familiar with the matter.After meeting with companies such as OpenAI, Anthropic, and Google in an early August briefing, the Office of the National Cyber Director has not given more clarity on the framework, nor has it given details on a potential public AI event related to the framework, three of the sources told the media outlet.Tech companies are hoping the framework will give clear information on how frontier models are defined and open models are exempted, according to the report.Google, OpenAI, and Anthropic did not immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $482.16, Change: $+0.52, Percent Change: +0.11%

$AMZN$GOOG$GOOGL$MSFT
Wire

Market Chatter: Blackstone-Backed QTS Commences Bond Sale to Fund Data Center Construction

Blackstone-backed (BX) QTS Realty Trust units began a high-grade bond sale to help fund the construction of a data center tied to Microsoft (MSFT), Bloomberg reported Tuesday, citing a person familiar with the matter.The initial price talk on the five-year notes is for a yield of roughly 7.63%, while the financing is expected to be about $3.9 billion, or around $1 billion more than the size initially floated to investors, the report said, citing the person.Citigroup (C), Goldman Sachs (GS), JPMorgan Chase (JPM) and Morgan Stanley (MS) are running the sale, the person reportedly said.QTS didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $141.07, Change: $+0.50, Percent Change: +0.35%

$BX$MSFT
Wire

Blackstone-Backed QTS Commences Bond Sale to Fund Data Center Construction, Bloomberg Reports

Blackstone (BX)Price: $140.85, Change: $+0.28, Percent Change: +0.20%

$BX$MSFT
Wire

Top Midday Stories: Nvidia Investing $1.5 Billion in SB Energy; L3Harris Names Sam Mehta as CEO, Replacing Christopher Kubasik

The Nasdaq Composite was up, while the Dow Jones Industrial Average and S&P 500 Index were down in late-morning trading Monday, as oil prices rose amid ongoing tensions in the Middle East.In company news, Nvidia (NVDA) said Monday it is investing $1.5 billion in SB Energy to support its growth as an artificial intelligence infrastructure developer. The chipmaker has entered into a partnership with SB Energy to become the exclusive AI compute infrastructure provider at the PORTS-Pike Technology Campus in Pike County, Ohio. SB Energy will build, own and operate the data center under a 20-year lease to Microsoft-backed (MSFT) OpenAI, which will use the capacity, according to a statement. Nvidia shares were up 1.1%, while Microsoft shares were down 2.2%.L3Harris Technologies (LHX) said Monday it has appointed Sam Mehta as president and chief executive, replacing Christopher Kubasik, who stepped down as chairman and CEO following an investigation into conduct the company said was inconsistent with its code of conduct. Mehta, who joined L3Harris in 2023, most recently led the Space & Mission Systems and Communications & Spectrum Dominance segments. L3Harris shares were down 4.1%.Amazon-backed (AMZN) Anthropic told potential investors that its Q2 revenue jumped at least 14-fold from the year prior to over $11.5 billion, Bloomberg reported, citing internal documents it viewed. Amazon shares were down 0.4%.EyePoint (EYPT) said Monday its Phase 3 Lugano trial testing Duravyu in patients with wet age-related macular degeneration failed to achieve its primary endpoint. The drug missed the main visual acuity goal in the complete dataset because of a patient subgroup with vision loss unrelated to the condition, the company said. EyePoint shares were down 69.3%.Palantir Technologies (PLTR) Co-Founder Peter Thiel has acquired over 1.1 million American depositary shares in Vista Energy (VIST) worth about $75.9 million, according to a filing with the US Securities and Exchange Commission. Palantir shares were up 0.5%.Madison Air Solutions (MAIR) signed a definitive deal to acquire ebm-papst, which specializes in airflow technology, for $5.40 billion, or $5 billion net of future tax savings, the company said Monday. The deal is expected to close around the end of the year, Madison said. Madison Air shares were down 4.4%.Price: $227.00, Change: $+1.84, Percent Change: +0.82%

$AMZN$EYPT$LHX$MAIR$MSFT$NVDA$PLTR$VIST
Wire

Synchrony Financial Collaborates With OpenAI for AI-Native Shopping Experiences

Synchrony Financial (SYF) said Monday it entered a collaboration with Microsoft-backed (MSFT) OpenAI to bring financing and rewards into AI-native shopping and checkout experiences.Under the agreement, Synchrony will deploy the latest AI models from OpenAI across its enterprise via ChatGPT Work, Codex, and AWS Bedrock for enhanced engagement and more impactful product development, the company said.The company will also launch a ChatGPT plugin into the ChatGPT plugin directory, allowing consumers to explore savings and offers within the Synchrony Marketplace directly within ChatGPT, according to a statement.Price: $80.71, Change: $-0.29, Percent Change: -0.36%

$MSFT$SYF
Sectors

Sector Update: Tech Stocks Mixed Late Afternoon

Tech stocks were mixed late Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) decreasing 0.6% and the State Street SPDR S&P Semiconductor ETF (XSD) up 0.7%.The Philadelphia Semiconductor index shed 0.9%In corporate news, Applied Materials (AMAT) shares fell 5.3% after it reported late Thursday lower free cash flow for the first nine months of the fiscal year as capital expenditures climbed sharply.Microsoft-backed (MSFT) OpenAI is set to generate annualized revenue of more than $40 billion as per its current performance as the ChatGPT maker gears up for a market debut, Bloomberg reported. Microsoft shares were down 0.3%.Reddit (RDDT) will replace AvalonBay Communities (AVB) on the S&P 500 prior to the opening of trading on Aug. 18, S&P Dow Jones Indices said late Thursday. Reddit shares jumped past 12%.Sandisk (SNDK) shares climbed nearly 6% after Wells Fargo and RBC lifted their price targets for the company.

$AMAT$MSFT$RDDT$SNDK
Sectors

Sector Update: Tech

Tech stocks were mixed late Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) decreasing 0.6% and the State Street SPDR S&P Semiconductor ETF (XSD) up 0.7%.The Philadelphia Semiconductor index shed 0.9%In corporate news, Microsoft-backed (MSFT) OpenAI is set to generate annualized revenue of more than $40 billion as per its current performance as the ChatGPT maker gears up for a market debut, Bloomberg reported. Microsoft shares were down 0.3%.

$MSFT
Wire

Market Chatter: OpenAI Crosses $40 Billion in Annualized Revenue Ahead of IPO

Microsoft-backed (MSFT) OpenAI is set to generate annualized revenue of more than $40 billion as per its current performance as the ChatGPT maker gears up for a market debut, Bloomberg reported Friday, citing people familiar with the matter.The revenue growth represents almost a doubling of its run rate from the end of 2025, helped in part by strength in its AI coding software, the media outlet reported.OpenAI did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $495.94, Change: $-0.94, Percent Change: -0.19%

$MSFT
Nvidia Poised for Strong Quarterly Results, Outlook, UBS Says
US Markets

Nvidia Poised for Strong Quarterly Results, Outlook, UBS Says

Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlook as Vera Rubin begins to ramp, UBS Securities said Friday.The brokerage raised its second-quarter earnings outlook for the chipmaking giant to $2.13 a share from $2.09 and its revenue estimate to $93.55 billion from $91.91 billion. UBS projects third-quarter revenue in a range of $107 billion to $108 billion."Blackwell is holding stable, with Rubin units starting to layer in ahead of what should be a more substantial revenue step-up in (the fourth quarter), as Rubin sell-in accelerates toward (roughly 500,000 graphics processing unit) units/month and Blackwell starts to wind down," UBS analysts Timothy Arcuri and Natalia Winkler said in a note to clients Friday.Vera Rubin is Nvidia's next-generation artificial intelligence computing platform designed for large-scale agentic AI and advanced reasoning workloads.In a note to clients earlier this month, BofA Securities said it expected Nvidia to deliver a second-quarter revenue beat and issue an upbeat guidance amid Vera Rubin shipments and "solid" cloud capital expenditure trends.Recently, Amazon.com (AMZN) increased its full-year CapEx guidance, while Meta Platforms (META) raised the lower end of its own outlook range for the metric. Microsoft (MSFT) said it anticipated CapEx in its fiscal 2027 to increase year over year, while Alphabet (GOOG, GOOGL) indicated rising AI capital spending."Because the vast majority of hyperscaler CapEx increase this year is due mostly to memory price inflation, compute supply growth is even further from keeping pace with demand," Acuri and Winkler said Friday. "This is ultimately bullish for (Nvidia) and as a result, we may hear about another significant stair-step in backlog on this earnings call."Earlier this week, Nvidia signed memorandums of understanding with six major financial institutions, including Goldman Sachs (GS), BlackRock (BLK), Blackstone (BX) and KKR (KKR), to raise more than $500 billion in third-party capital for the development of AI infrastructure.UBS expects this to help address "demand durability concerns by unlocking substantial infrastructure capital, underscoring both the financeability of AI compute and the strength of (Nvidia's) ecosystem."The company's shares were little changed in Friday afternoon trade. The stock has jumped nearly 21% so far in 2026.Coming out of Nvidia's upcoming earnings call, UBS expects investors to gain "greater confidence" in a path to EPS of more than $15 in 2027 and $20 in 2028 -- "numbers that should keep the stock grinding higher," the analysts wrote.The technology bellwether company is scheduled to report results Aug. 26.Price: $225.37, Change: $+0.07, Percent Change: +0.03%

$AMZN$BLK$BX$GOOG$GOOGL$GS$KKR$META$MSFT$NVDA
Wire

Microsoft-Backed OpenAI Names Dali Rajic as Chief Revenue Officer

Microsoft (MSFT)-backed OpenAI has appointed Dali Rajic as chief revenue officer, succeeding Denise Dresser, the artificial intelligence firm said Thursday.Dresser will leave the company to pursue other opportunities following a transition period, OpenAI said.Rajic was most recently the chief operating officer and president of Wiz, which was recently acquired by Alphabet's (GOOG/GOOGL) Google, the company added.Price: $493.11, Change: $+0.68, Percent Change: +0.14%

$GOOG$GOOGL$MSFT
Wire

Cerebras Systems Powers OpenAI's GPT-5.6 Sol Ultrafast Mode

Cerebras Systems (CBRS) said Thursday it is powering Ultrafast mode, a new service tier in OpenAI's application programming interface for GPT-5.6 Sol.Ultrafast runs GPT-5.6 Sol at up to 750 output tokens per second and up to 14 times faster than Standard processing, the company said.GPT-5.6 Sol Ultrafast answered the full 2500-question set for Humanity's Last Exam, a benchmark including graduate-level chemistry, economics and literature, in just over 11 hours, achieving comparable accuracy nearly seven times faster than Claude Fable 5, the company added.Shares of Cerebras Systems were down nearly 14% in Thursday trading.Price: $226.18, Change: $-35.89, Percent Change: -13.69%

$CBRS$MSFT
Wire

Market Chatter: Microsoft Reduces Carbon Removal Credits by 80%

Microsoft (MSFT) bought 8.55 million metric tons of carbon removal credits year-to-date through mid-July, about 80% less than it bought over the same period last year, Bloomberg reported Thursday, citing calculations by BloombergNEF.Meanwhile, the company's carbon footprint has been growing, as the tech giant saw its emissions grow by 25% last year, the report said, citing Microsoft's latest sustainability report.Microsoft didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $496.81, Change: $+4.38, Percent Change: +0.89%

$MSFT

Showing 61-80 of 558

Track with the FINWIRES app suite

FolioX
FolioX
Track Microsoft in your portfolio
WheelAI
WheelAI
Analyze Microsoft options with the wheel strategy
StockInsider
StockInsider
See market sentiment on Microsoft