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281 stories mentioning MicrosoftUpdated just now

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

Sectors

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 3.2% and the State Street SPDR S&P Semiconductor ETF (XSD) climbing 5.3%.The Philadelphia Semiconductor index rose 5.2%.In corporate news, Amazon-backed (AMZN) Anthropic has signed a $1.8 billion computing deal with Akamai Technologies (AKAM), a cloud services provider, to help meet surging demand for its AI software, Bloomberg reported. Akamai shares surged 26%, and Amazon added 0.8%.Apple (AAPL) and Intel (INTC) have reached a preliminary agreement under which Intel will make some of the chips powering Apple devices, The Wall Street Journal reported Friday. Apple shares rose 2.2%, and Intel jumped past 13%.Apple and Meta Platforms (META) have publicly opposed a Canadian bill that could require them to break the encryption of their devices and services, Reuters reported. Canada's ruling Liberal Party proposed Bill C-22, which law enforcement officials claim would help them probe security threats earlier and take immediate action, the report said. Meta was down 1.1%.Hedge fund TCI cut its stake in Microsoft (MSFT) to 1% of its portfolio at the end of March from 10% at the end of last year, the Financial Times reported. Microsoft shares shed 1.5%.

$AAPL$AKAM$AMZN$INTC$META$MSFT
Sectors

Sector Update: Tech Stocks Gain Friday Afternoon

Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 3.1% and the State Street SPDR S&P Semiconductor ETF (XSD) climbing 4.7%.The Philadelphia Semiconductor index gained 5.1%.In corporate news, Apple (AAPL) and Intel (INTC) have reached a preliminary agreement under which Intel will make some of the chips powering Apple devices, The Wall Street Journal reported Friday. Apple shares rose 1.8%, and Intel jumped past 15%.Akamai Technologies (AKAM) shares surged 20% after the company reported Q1 results and Chief Executive Tom Leighton said a US-based frontier model provider has committed $1.8 billion over seven years for the company's cloud infrastructure services.Hedge fund TCI cut its stake in Microsoft (MSFT) to 1% of its portfolio at the end of March from 10% at the end of last year, the Financial Times reported. Microsoft shares shed 1.1%.

$AAPL$AKAM$INTC$MSFT
International

Top Midday Stories: Nvidia Chips Said at Center of Smuggling Probe; TCI Slashes Nearly All Its $8 Billion Microsoft Stake

All three major US stock indexes were up in late-morning trading Friday following a better-than-expected jobs report.Nonfarm payrolls rose by 115,000 in April, above the Bloomberg survey consensus estimate of 65,000, the Bureau of Labor Statistics said Friday. March payrolls were revised up to a 185,000-job gain, while February payrolls were revised down to a 156,000-job decrease, the BLS said. The unemployment rate remained at 4.3% in April, as expected, while the labor force participation rate fell to 61.8% from 61.9% in March, the agency said.In company news, Nvidia (NVDA) chips are at the center of a suspected $2.5 billion smuggling scheme involving Super Micro Computer (SMCI) servers diverted to China through Bangkok-based OBON, Bloomberg reported Friday, citing people familiar with the matter. Alibaba (BABA) is among the alleged end customers of the scheme, the report said. In a March indictment, US prosecutors outlined how Super Micro worked with a Southeast Asian company identified by sources as OBON to bypass trade restrictions, the report said. Nvidia shares were up 2.1% and Super Micro shares were up 4.5%, while Alibaba shares were marginally down.Hedge fund TCI cut its stake in Microsoft (MSFT) from 10% of its portfolio, or $8 billion, at the end of last year to 1% at the end of March, the Financial Times reported Friday, citing an investor letter it reviewed. Microsoft shares were down 1.1%.CoreWeave (CRWV) reported a Q1 net loss late Thursday of $1.40 per diluted share, narrowing from a loss of $1.49 a year earlier but below the FactSet consensus estimate of a loss of $1.18. First-quarter revenue was $2.08 billion, up from $982 million a year ago and above the FactSet consensus of $1.97 billion. CoreWeave shares were down 13%.Price: $216.03, Change: $+4.53, Percent Change: +2.14%

$BABA$CRWV$MSFT$NVDA$SMCI
Wire

Update: Market Chatter: Hedge Fund TCI Slashes Microsoft Stake to 1% of Portfolio

(Updates with Microsoft declines to comment in last paragraph.)Hedge fund TCI cut its stake in Microsoft (MSFT) to 1% of its portfolio at the end of March from 10% at the end of last year, the Financial Times reported Friday, citing an investor letter.TCI told investors that AI poses a threat to the tech giant's software products, the report said.Microsoft declined to comment to, while TCI didn't immediately reply to a 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: $416.08, Change: $-4.84, Percent Change: -1.15%

$MSFT
Wire

Market Chatter: Hedge Fund TCI Slashes Microsoft Stake to 1% of Portfolio

Hedge fund TCI cut its stake in Microsoft (MSFT) from 10% of its portfolio at the end of last year to 1% at the end of March, the Financial Times reported Friday, citing an investor letter it reviewed.TCI told investors that artificial intelligence poses a threat to the tech giant's software products, the report said, citing the letter.TCI and Microsoft didn't immediately reply to requests 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: $416.87, Change: $-4.05, Percent Change: -0.96%

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Wire

Hedge Fund TCI Slashes Microsoft Stake to 1% of Portfolio, Financial Times Reports

Hedge Fund TCI Slashes Microsoft Stake to 1% of Portfolio, Financial Times Reports

$MSFT
Wire

DBS Bank Adjusts Price Target on Microsoft to $573 From $678

Microsoft (MSFT) has an average rating of buy and mean price target of $558.68, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $425.28, Change: $+11.41, Percent Change: +2.76%

$MSFT
Wire

Update: Market Chatter: Microsoft Considers Shelving Clean Energy Target as Data Center Demand Rises

(Updates with an additional statement from Microsoft in the fourth paragraph.)Microsoft (MSFT) is mulling delaying or shelving its 2030 clean energy target as it attempts to remove obstacles in the race to build more data centers, Bloomberg reported Wednesday, citing people familiar with the matter.The company is still discussing the matter, and a decision has yet to be made, the report said. Microsoft targets to be carbon negative by 2030.A Microsoft spokesperson said that the company continues to look for opportunities to maintain its annual matching goal."At times, we may make adjustments to our approach toward our sustainability goals. Any adjustments we make are part of our disciplined approach-not a change in our long-term ambition," said Melanie Nakagawa, Chief Sustainability Officer at Microsoft.(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: $424.28, Change: $+10.41, Percent Change: +2.52%

$MSFT
Wire

Update: Market Chatter: Microsoft Considers Shelving Clean Energy Target as Data Center Demand Rises

(Updates with Microsoft's response in the third paragraph.)Microsoft (MSFT) is mulling delaying or shelving its 2030 clean energy target as it attempts to remove obstacles in the race to build more data centers, Bloomberg reported Wednesday, citing people familiar with the matter.The company is still discussing the matter, and a decision has yet to be made, the report said. Microsoft targets to be carbon negative by 2030.A Microsoft spokesperson said that the company continues to look for opportunities to maintain its annual matching goal.(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: $413.28, Change: $+1.93, Percent Change: +0.47%

$MSFT
Wire

Market Chatter: Microsoft Considers Shelving Clean Energy Target as Data Center Demand Rises

Microsoft (MSFT) is mulling delaying or shelving its 2030 clean energy target as it attempts to remove obstacles in the race to build more data centers, Bloomberg reported Wednesday, citing people familiar with the matter.The company is still discussing the matter, and a decision has yet to be made, the report said. Microsoft targets to be carbon negative by 2030.The company did not immediately respond 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: $412.21, Change: $+0.86, Percent Change: +0.21%

$MSFT
Wire

Wyndham Hotels & Resorts Launches Native ChatGPT App for Hotel Discovery, Booking

Wyndham Hotels & Resorts (WH) said Wednesday that it has launched a native ChatGPT app for hotel discovery and booking.The app operates within Microsoft-backed (MSFT) OpenAI's ChatGPT and allows users to explore hotels across Wyndham's global portfolio through map-based navigation, amenity filters and interactive hotel cards, the company said.Shares of Wyndham Hotels & Resorts were up 2.8% in Wednesday trading.Price: $82.70, Change: $+2.32, Percent Change: +2.88%

$MSFT$WH
Wire

ServiceNow Expands Strategic Agreements Across Multiple Partnerships

ServiceNow (NOW) said Tuesday it is significantly expanding its partnership with Nvidia (NVDA) to extend agentic artificial intelligence governance from desktops to data centers.This includes the introduction of Project Arc, a new enterprise autonomous desktop agent secured by the Nvidia OpenShell runtime, that will autonomously complete complex work for employees, according to the company.Also, ServiceNow entered an expanded multi-year strategic agreement with Lenovo to allow enterprises to cut costs, increase productivity, improve governance through AI-native workflow automation, according to a statement.ServiceNow and FedEx (FDX) are also expanding their collaboration by embedding trusted logistics intelligence from FedEx Dataworks directly into existing ServiceNow Source-to-Pay journeys, as well as building net-new supply chain management workflows, the company added.Additionally, ServiceNow announced an expansion of its strategic partnership with Microsoft (MSFT) for a deepened product integration between ServiceNow AI Control Tower and Microsoft Agent 365.Price: $91.54, Change: $-0.43, Percent Change: -0.47%

$FDX$MSFT$NOW$NVDA
Wire

Top Midday Stories: PayPal Q2 EPS Guide Undershoots Expectations, Plans 20% Workforce Cut; Palantir Shares Fall Despite Strong Earnings, Guidance

All three major US stock indexes were up in late-morning trading Tuesday, as oil prices slid despite new attacks in the Strait of Hormuz.In company news, PayPal (PYPL) reported Q1 non-GAAP earnings Tuesday of $1.34 per diluted share, up from $1.33 a year earlier and above the FactSet consensus estimate of $1.27. Net Q1 revenue was $8.35 billion, up from $7.79 billion a year ago and above the FactSet consensus of $8.05 billion. For Q2, the company said it expects to post a roughly 9% decline in non-GAAP EPS from $1.40 a year earlier to about $1.27. Analysts polled by FactSet expect $1.34. Additionally, PayPal is planning to cut around 20% of its workforce over the next two to three years, Bloomberg reported Tuesday, citing a person familiar with the matter. PayPal shares were down 8.1% around midday.Palantir Technologies (PLTR) reported Q1 adjusted earnings late Monday of $0.33 per diluted share, up from $0.13 a year earlier and above the FactSet consensus of $0.28. First-quarter revenue was $1.63 billion, up from $883.9 million a year ago and above the FactSet consensus of $1.54 billion. For Q2, Palantir said it expects revenue of $1.797 billion to $1.801 billion, above the FactSet consensus of $1.68 billion. For full-year 2026, the company said it expects revenue of $7.65 billion to $7.66 billion, above the FactSet consensus of $7.24 billion. Palantir shares were down 6.3%.Alphabet (GOOG, GOOGL) will raise at least 9 billion euros ($10.5 billion) from its biggest ever euro-denominated bond sale, Bloomberg reported Tuesday, citing a person familiar with the matter. Separately, Alphabet's Google DeepMind, Microsoft (MSFT) and xAI signed new agreements with the Center for AI Standards and Innovation to assess AI security issues before they are released, CAISI said Tuesday. Alphabet's Class C shares were up 1.4%, while its Class A shares were up 1.5%. Microsoft shares were down 0.8%.Apple (AAPL) has held early talks with Intel (INTC) and Samsung Electronics on producing key device processors in the US, Bloomberg reported Tuesday, citing people familiar with the matter. Apple shares were up 1.1%, and Intel shares were up 13.8%.Shopify (SHOP) reported a Q1 loss Tuesday of $0.45 per diluted share, narrowing from a loss of $0.53 a year earlier. Analysts surveyed by FactSet expected earnings of $0.24. First-quarter revenue was $3.17 billion, up from $2.36 billion a year ago and above the FactSet consensus of $3.11 billion. Shopify shares were down 11%.Pfizer (PFE) reported Q1 adjusted earnings Tuesday of $0.75 per diluted share, down from $0.92 a year earlier but above the FactSet consensus of $0.72. First-quarter revenue was $14.45 billion, up from $13.72 billion a year ago and above the FactSet consensus of $13.84 billion. The company reaffirmed its full-year 2026 EPS and revenue guidance ranges of $2.80 to $3.00 and $59.5 billion to $62.5 billion, respectively. Analysts polled by FactSet expect $2.96 and $61.38 billion, respectively. Pfizer shares were down 0.7%.Price: $46.33, Change: $-4.06, Percent Change: -8.06%

$AAPL$GOOG$GOOGL$INTC$MSFT$PFE$PLTR$PYPL$SHOP
Wire

Google DeepMind, Microsoft, xAI Sign AI Security Agreements With CAISI

Alphabet's (GOOG, GOOGL) Google DeepMind, Microsoft (MSFT), and Tesla (TSLA) Chief Executive Elon Musk's xAI signed new agreements with the Center for AI Standards and Innovation to assess artificial intelligence security issues before they are released, CAISI said Tuesday.The expanded collaborations allow the government to test the models before public release to improve security and establish best practices, the center said.The organization has completed more than 40 software assessments to date and frequently receives unrestricted versions of the programs to thoroughly investigate potential national security risks, according to a statement.The partnerships support information sharing and classified environment testing while remaining flexible enough to adapt to rapid technological advancements, CAISI said.These expanded industry collaborations will help the CAISI scale its work in the public interest at critical moments, CAISI Director Chris Fall said.Price: $383.25, Change: $+3.61, Percent Change: +0.95%

$GOOG$GOOGL$MSFT$TSLA
Sectors

Sector Update: Tech Stocks Mixed Late Afternoon

Tech stocks were mixed late Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) increasing 0.3% and the State Street SPDR S&P Semiconductor ETF (XSD) decreasing 0.1%.The Philadelphia Semiconductor index decreased 0.2%.In corporate news, Apple (AAPL) is planning to introduce a new feature for its next iPhone software update that will allow users to develop and personalize their own digital tickets and gift cards in the Wallet app, Bloomberg reported. The pass-building feature for iOS 27 Wallet is expected to address the issue of many services still not offering passes compatible with the Wallet platform, the report said. Apple shares were down 1.3%.Microsoft-backed (MSFT) OpenAI has secured more than $4 billion from investors for a new joint venture valued at $10 billion to expand adoption of its AI products, Bloomberg reported. Microsoft shares shed 0.5%.Cisco Systems (CSCO) shares rose 0.8% after the company said Monday it plans to buy Astrix Security to broaden its automated agent and non-human identity defense capabilities.Blaize (BZAI) said it signed a strategic partnership agreement with Winmate to integrate its AI chips into systems for defense and critical infrastructure, targeting about $15 million in first-year business. Blaize shares surged 20%.

$AAPL$BZAI$CSCO$MSFT
Sectors

Sector Update: Tech Stocks Edge Higher Monday Afternoon

Tech stocks edged up Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) increasing 0.2% and the State Street SPDR S&P Semiconductor ETF (XSD) marginally up.The Philadelphia Semiconductor index decreased 0.5%.In sector news, Cerebras Systems plans to kick off the roadshow for its proposed initial public offering as the AI chipmaker targets raising up to a little over $4 billion.In corporate news, Microsoft-backed (MSFT) OpenAI has secured more than $4 billion from investors for a new joint venture valued at $10 billion to expand adoption of its AI products, Bloomberg reported. Microsoft shares rose 0.1%.Cisco Systems (CSCO) shares rose 1% after the company said Monday it plans to buy Astrix Security to broaden its automated agent and non-human identity defense capabilities.Blaize (BZAI) said it signed a strategic partnership agreement with Winmate to integrate its AI chips into systems for defense and critical infrastructure, targeting about $15 million in first-year business. Blaize shares surged past 27%.

$BZAI$CSCO$MSFT
Sectors

Sector Update: Tech

Tech stocks were mixed Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) fractionally higher and the State Street SPDR S&P Semiconductor ETF (XSD) decreasing 0.2%.The Philadelphia Semiconductor index shed 0.7%.In corporate news, Microsoft-backed (MSFT) OpenAI has secured more than $4 billion from investors for a new joint venture valued at $10 billion to expand adoption of its AI products, Bloomberg reported. Microsoft shares decreased 0.1%.

$MSFT
US Markets

AI Chipmaker Cerebras Targets Raising Up To $4 billion in IPO

Cerebras Systems plans to kick off the roadshow for its proposed initial public offering as the artificial intelligence chipmaker targets raising up to a little over $4 billion.The company is looking to offer 28 million class A common shares at between $115 and $125 per share, according to a preliminary prospectus filed with the Securities and Exchange Commission on Monday. The underwriters will have a 30-day option to purchase up to an additional 4.2 million class A shares.The aggregate share count yields about $4.03 billion, based on the top end of the expected price range' calculations showed.Cerebras has applied to list its class A shares on the Nasdaq Global Select Market under the symbol "CBRS," according to the filing.The company in October 2025 dropped its plans to go public, shortly after it raised $1.1 billion in a funding round at $8.1 billion post-money valuation.Cerebras, which competes with companies including Nvidia (NVDA) and Advanced Micro Devices (AMD) in the hardware category, reported 2025 net income of $1.38 per share on revenue of $510 million. That compares with a loss of $9.90 per share and revenue of $290.3 million in 2024.It also competes with cloud service providers such as Amazon (AMZN) Web Services and Microsoft's (MSFT) Azure, according to the filing.In April, the company said it had raised $2.85 billion in capital over a period of eight months, including a new credit facility for up to $850 million.Price: $196.70, Change: $-1.76, Percent Change: -0.88%

$AMD$AMZN$MSFT$NVDA
Wire

Market Chatter: OpenAI Forms $10 Billion AI Deployment Venture With Private Equity Backing

Microsoft (MSFT)-backed OpenAI has secured more than $4 billion from investors for a new joint venture valued at $10 billion to expand adoption of its artificial intelligence products, Bloomberg News reported Monday, citing a person with knowledge of the matter.The venture, dubbed The Deployment Company, is backed by 19 investors, including TPG (TPG), Brookfield Asset Management (BAM), and Bain Capital, the source reportedly said.OpenAI will retain majority ownership and control, according to the report.The initiative is intended to use investor networks, which include more than 2,000 portfolio companies and clients, to accelerate enterprise uptake of OpenAI's technology, Bloomberg quoted the source as saying.The development comes as OpenAI and Anthropic compete to grow enterprise sales of AI software ahead of potential public listings, Bloomberg reported.OpenAI, TPG, Brookfield and Bain did not immediately respond to requests 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: $416.49, Change: $+2.30, Percent Change: +0.55%

$BAM$MSFT$TPG
US Markets

Nasdaq, S&P 500 Log Record Finish, Extend Streak of Weekly Gains

The Nasdaq Composite and the S&P 500 reached new peaks on Friday, scoring their fifth consecutive weekly gains.The Nasdaq Composite rose 0.9% to 25,114.4, while the S&P 500 advanced 0.3% to 7,230.1, both notching record closing highs. The Dow Jones Industrial Average lost 0.3% to 49,499.3. Barring technology and consumer discretionary, all sectors ended in the red, led by energy.This week, the Nasdaq gained 1.1%, while the S&P 500 added 0.9%, their fifth weekly rise in a row. The Dow is up 0.6% after last week's 0.4% loss.Apple (AAPL) shares jumped 3.2% on Friday, the second-biggest gainer on the Dow. Late Thursday, the tech giant logged fiscal second-quarter results above Wall Street's estimates as iPhone revenue came in stronger than expected.Apple's fiscal third-quarter revenue guidance was well above the Street's estimates despite supply constraints for Mac models that will likely continue for several months, Wedbush Securities said in a note.Several other tech names advanced, with Oracle (ORCL) up 6.5%, among the top gainers on the S&P 500, while Salesforce (CRM) climbed 4.1%, the best performer on the Dow. Shares of Intel (INTC), Microsoft (MSFT) and Amazon.com (AMZN) also rose.In other company news, Exxon Mobil (XOM) and Chevron (CVX) reported year-over-year declines in their first-quarter earnings amid supply disruptions due to the Middle East war, though the figures came in ahead of the Street's estimates. Exxon shares fell 1%, while Chevron lost 1.4%.West Texas Intermediate crude oil was down 2.7% at $102.20 per barrel in Friday late-afternoon trade, while Brent dropped 1.7% to $108.57. Both benchmarks, however, were on track for their second consecutive weekly advance."Brent crude remains elevated after touching a fresh wartime high late in April, supported by worsening physical tightness and rising concern about outright shortages in some regions," Saxo Bank Head of Commodity Strategy Ole Hansen said in a report. "The near closure of the Strait of Hormuz continues to prolong a disruption that is steadily tightening global energy markets, with flows through one of the world's most important oil arteries still severely restricted."US President Donald Trump said he is displeased with a new peace offer from Iran, CNBC reported Friday.Israel struck the Habbouch town in southern Lebanon, CNN reported, citing Lebanon's health ministry.US Treasury yields were mixed, with the 10-year rate up 1.3 basis points at 4.39% and the two-year rate little changed at 3.88%.In economic news, the US manufacturing sector saw continued growth in April, though inflationary pressures intensified amid disruptions caused by the Middle East conflict, separate surveys by the Institute for Supply Management and S&P Global (SPGI) showed.Three Federal Reserve officials who wanted language changes in the April monetary policy statement said Friday that risks to inflation and employment didn't warrant an inclusion of the so-called easing bias.On Wednesday, regional presidents Beth Hammack of Cleveland, Neel Kashkari of Minneapolis and Lorie Logan of Dallas supported the Fed's decision to keep its benchmark lending rate steady, but opposed including an easing bias in the Federal Open Market Committee statement.Gold was down 0.1% at $4,623.30 per troy ounce, while silver climbed 2.6% to $75.95 per ounce.

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