MSFT News

Latest updates and analysis for Microsoft Corporation

R40 Coverage

The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race

The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.

R40

Prediction Markets

Will Microsoft be the largest company in the world by market cap on March 31?

No100%

$1K 24hPolymarket

Will Microsoft be the largest company in the world by market cap on June 30?

No99%

$1K 24hPolymarket

Will Microsoft acquire TikTok?

No92%

$81 24hPolymarket

Will Microsoft be the largest company in the world by market cap on December 31?

No95%

$19 24hPolymarket

February 2026

NewsFeb 3

Microsoft Neutral Bias

Lower highs/lows, counter-trend bounces failing; momentum weak; loss of 420 opens deeper downside.

@TradingXtrades on X

NewsFeb 1

Microsoft Sentiment Trend Broke

Broken engine; underperformance from narrative instability—de-rating relative to sector.

@EmotionMarkets on X

January 2026

NewsJan 29

Microsoft Azure Growth Concerns

Stock dipped on slowing Azure growth and AI spending; positive on AI partnerships long-term.

@ThePragEng on X

NewsJan 22

Age of Copilots #71

Microsoft 365 Copilot updates for January 2026.

Sriram Balaji

NewsJan 18

New Study: Why AI Overreliance Hurts Skills

Microsoft shares plunged 10% on AI capex and deceleration.

DC The Median