MSFT News
11 R40 articles on Microsoft Corporation (MSFT). Latest, Sep 23, 2026: 79% of Microsoft's New Gulf Pledge Was Already Announced in November.
R40 Coverage
79% of Microsoft's New Gulf Pledge Was Already Announced in November
Microsoft pledged 'more than $10 billion' across four Gulf states to 2030. $7.9 billion of that was its November UAE pledge; about $2 billion is new money.
Microsoft's 30% Copilot Discount Is Already on Sale and Expires 30 September
The tape says Microsoft is cutting Copilot ~40%. Nobody reported 40%. The ladder is 30% above 1,000 seats, on sale since 1 July, and 50% above 10,000.
Microsoft's Code of Conduct Contains No Capex Number. The Market Repriced Capacity Prices Anyway.
Microsoft's MAI Code of Conduct runs 15,203 words and never says compute. The capacity sellers fell 5-7% on it; flat prices cost our bases 19.5% to 41.7%.
Microsoft Already Told You It Builds a Gigawatt a Quarter. The 26-Gigawatt Leak Is Six More Years of It.
Microsoft discloses a gigawatt a quarter and $41bn of capex behind it, never a fleet total. The leaked 26 GW is that rate continued, and costs about $1.07tn.
Anthropic Doesn't Trade. It Is Already a $53.4B Line in Amazon's Quarter and Two-Thirds of Microsoft's Beat.
Amazon booked $53.4 billion primarily from its Anthropic stake, and a $3.2 billion gain was two-thirds of Microsoft's beat. The IPO reprices both at once.
Europe's Cloud Is 70% U.S.-Run. AI Is Concentrating the Next Wave of Capacity.
Amazon, Microsoft and Google hold 70% of Europe's cloud market, versus 15% for local providers. Hyperscalers may drive 65–70% of 2028 data-center demand.
The Non-Linear Rise of AI Tokens: Why Cheaper Intelligence Creates More Demand
Token prices are collapsing while usage explodes. The cause is a sequence of demand regimes — chat, coding agents, persistent multi-agent systems — each bigger.
GitHub Was Microsoft's Best Acquisition. SpaceX Just Shipped Cursor's First Gem At It.
Microsoft's $7.5B GitHub ran 30 hours of incidents in a month, and SpaceX-owned Cursor shipped Origin during the outage. GitHub is under 1% of Microsoft.
The AI Capex Bet, Six Months In: What the Mag 7 Actually Spent (and What the Market Learned)
Our February call was a $700B AI capex arms race. Six months and a full Q2 earnings season later, actual guidance has blown past that number, free cash flow is cratering at multiple hyperscalers, and the market has started rewarding capex very differently depending on who's spending it. Here's what changed.
Microsoft Q4 FY2026: Azure Hits 43% Growth, Stock Jumps 8.9% — the Hyperscaler That Got It Right
Microsoft beat on every major line, Azure grew 43% and crossed $100B in annual revenue, and the stock rose nearly 9% the same week Alphabet and Meta fell on their own capex numbers. We unpack the real beat, the accounting nuance behind 'lower' capex, and why the market treated Microsoft differently.
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.
February 2026
Microsoft Neutral Bias
Lower highs/lows, counter-trend bounces failing; momentum weak; loss of 420 opens deeper downside.
Microsoft Sentiment Trend Broke
Broken engine; underperformance from narrative instability—de-rating relative to sector.
January 2026
Microsoft Azure Growth Concerns
Stock dipped on slowing Azure growth and AI spending; positive on AI partnerships long-term.
Age of Copilots #71
Microsoft 365 Copilot updates for January 2026.
New Study: Why AI Overreliance Hurts Skills
Microsoft shares plunged 10% on AI capex and deceleration.