Microsoft Corporation (MSFT) News
Track canonical SquawkNews coverage tagged to MSFT, Microsoft Corporation. This hub brings together deduplicated headlines about software, technology catalysts, earnings, analyst actions, and wider market events so traders can review how a developing story changed over time. It contains 492 indexed stories across 58 publication days and is ordered by the same first-publication timeline used by LiveCast.
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Google, Microsoft and Amazon Are Eyeing China's Hottest AI Model
Google, Microsoft and Amazon Are Eyeing China's Hottest AI Model
GEOPOLITICS | Aug 26, 2026, 10:56 PM UTC
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Microsoft Is Quietly Deepening Its AI Bet in the Middle East
Microsoft Is Quietly Deepening Its AI Bet in the Middle East
EQUITY | Aug 26, 2026, 10:56 PM UTC
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Nvidia stock jumps after early dip following results; AI fever is unabated
Nvidia stock jumps after early dip following results; AI fever is unabated
EARNINGS | Aug 26, 2026, 10:06 PM UTC
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Bill Gates Calls For Stronger Limits On AI As Risks Grow
Bill Gates Calls For Stronger Limits On AI As Risks Grow
EQUITY | Aug 26, 2026, 09:51 PM UTC
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Nvidia bounce shows Wall Street's AI obsession is far from over
Nvidia bounce shows Wall Street's AI obsession is far from over
EQUITY | Aug 26, 2026, 09:31 PM UTC
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How Meta’s AI workforce transformation plans went kaput
How Meta’s AI workforce transformation plans went kaput
EQUITY | Aug 26, 2026, 07:15 PM UTC
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Microsoft's 29% Sprint Leaves Cash Flow Behind
Microsoft's 29% Sprint Leaves Cash Flow Behind
EQUITY | Aug 26, 2026, 06:56 PM UTC
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Google, Microsoft and Amazon Could Open the Door to China's Hottest AI Model
Google, Microsoft and Amazon Could Open the Door to China's Hottest AI Model
GEOPOLITICS | Aug 26, 2026, 05:56 PM UTC
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Amazon, Microsoft and Google in early talks with Moonshot AI
Microsoft, Amazon and Alphabet are reportedly in early talks with China’s Moonshot AI over revenue-sharing deals for its Kimi K3 model, though the discussions are preliminary and may not produce agreements.
EARNINGS | Aug 26, 2026, 04:49 PM UTC
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Wall St awaits Nvidia's AI verdict after hot inflation data
Wall St awaits Nvidia's AI verdict after hot inflation data
MACRO | Aug 26, 2026, 04:25 PM UTC
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China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing, sources say
China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing, sources say
GEOPOLITICS | Aug 26, 2026, 02:43 PM UTC
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MSFT, AMZN, GOOGL Reportedly In Revenue-Sharing Talks With China's Moonshot AI Over Kimi K3 Model
MSFT, AMZN, GOOGL Reportedly In Revenue-Sharing Talks With China's Moonshot AI Over Kimi K3 Model
GEOPOLITICS | Aug 26, 2026, 12:46 PM UTC
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Momentum, leveraged trading keep software stocks on roller coaster
Momentum, leveraged trading keep software stocks on roller coaster
EQUITY | Aug 26, 2026, 12:43 PM UTC
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Microsoft Is Leaving Investors Flying Blind on Its AI Businesses - Heard on the Street — WSJ
Microsoft Is Leaving Investors Flying Blind on Its AI Businesses - Heard on the Street — WSJ
EQUITY | Aug 26, 2026, 09:30 AM UTC
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Microsoft, HUMAIN Collaborate To Enable AI Transformation In Saudi & Beyond
Microsoft, HUMAIN Collaborate To Enable AI Transformation In Saudi & Beyond
EQUITY | Aug 26, 2026, 08:31 AM UTC
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Bill Gates, alarmed by AI, has policy ideas he wants to discuss with China's Xi
Bill Gates, alarmed by AI, has policy ideas he wants to discuss with China's Xi
GEOPOLITICS | Aug 26, 2026, 08:17 AM UTC
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Microsoft internal spreadsheet shows Cloud and AI stock awards up to $1.4 million
A reported internal compensation spreadsheet reviewed by Business Insider showed Microsoft Cloud + AI employees self-reporting stock awards as high as $1.4 million, alongside wide ranges for base pay, bonuses and equity.
EARNINGS | Aug 26, 2026, 08:04 AM UTC
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Key facts: MSFT $678B commercial obligations; Teams APAC degraded
Key facts: MSFT $678B commercial obligations; Teams APAC degraded
EQUITY | Aug 26, 2026, 07:14 AM UTC
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Bill Gates, alarmed by AI, has policy ideas he wants to discuss with China's Xi Jinping
Bill Gates, alarmed by AI, has policy ideas he wants to discuss with China's Xi Jinping
GEOPOLITICS | Aug 26, 2026, 07:01 AM UTC
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Nvidia fiscal Q2 results may test AI infrastructure demand
Nvidia Corp. is set to report fiscal second-quarter results Wednesday after the bell, with Wall Street expecting $2.07 in adjusted EPS on $91.91 billion in revenue and the company guiding to $91 billion, plus or minus 2%
EARNINGS | Aug 25, 2026, 08:23 AM UTC
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DHS proposes $103,265 H-1B fee for cap petitions
The U.S. Department of Homeland Security proposes a $103,265 fee for employers filing H-1B petitions subject to the annual statutory cap, including the 20,000 advanced-degree exemption.
REGULATION | Aug 25, 2026, 07:46 AM UTC
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Marvell stays JPMorgan top chip pick on AI demand
Marvell Technology remains one of JPMorgan’s top semiconductor picks, with the firm expecting fiscal second-quarter results in line with or slightly above consensus and third-quarter revenue guidance above the Street est
EARNINGS | Aug 24, 2026, 04:22 PM UTC
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Salesforce heads into Q2 report with investors skeptical on H2 acceleration
Salesforce Inc is due to report fiscal second-quarter results on Wednesday, Aug. 26, with BTIG's Allan Verkhovski saying channel checks point to mixed results and possible third-quarter guidance around 11% revenue growth
EARNINGS | Aug 24, 2026, 03:24 PM UTC
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Hugging Face fields M&A interest, deal said worth at least $13B
Hugging Face has been fielding M&A interest for a deal worth at least $13B, according to the raw item.
MNA | Aug 24, 2026, 10:37 AM UTC
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Nvidia in talks to invest in Perplexity funding round
Nvidia is in discussions to invest in AI startup Perplexity as part of a funding round valuing the company at over $30 billion.
MNA | Aug 24, 2026, 09:12 AM UTC
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Nvidia AI server prices reportedly rise more than 15% on memory costs
Nvidia customers have reportedly been told server prices for AI chip systems could rise more than 15% for shipments in early 2027, with the increase tied to chip generation and memory configuration.
EARNINGS | Aug 24, 2026, 09:07 AM UTC
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Trump backs U.S. data-center buildout, says communities are mistaken
President Donald Trump says communities rejecting data-center projects are “making a mistake,” arguing the facilities bring jobs, investment and tax revenue and that the U.S. leads China in AI “by a lot.”
EARNINGS | Aug 24, 2026, 06:16 AM UTC
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Moody's affirms Microsoft's AAA rating, outlook stable
Moody's affirms Microsoft's AAA rating and keeps the outlook stable for Microsoft.
EQUITY | Aug 21, 2026, 06:29 PM UTC
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coming out of earnings for most, valuations not very stretched vs history; standard deviations above/below 10-year weekly average forward P/
coming out of earnings for most, valuations not very stretched vs history; standard deviations above/below 10-year weekly average forward P/E (ex. covid period): AAPL 1.58, WMT 1.37, JPM 1.26, AVGO 0.19, TSLA 0.07, LLY -
EARNINGS | Aug 21, 2026, 06:17 PM UTC
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U.S. Treasury buyback move lifts TLT from danger zone
The article says Treasury Secretary Bessent’s increased buyback of long-dated securities has helped iShares 20+ Year Treasury Bond ETF TLT bounce out of the danger zone, while the initial euphoria faded.
MACRO | Aug 21, 2026, 04:52 PM UTC
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Currie flags Treasury buybacks, commodity scarcity as 'debasement trade'
Jeffrey Currie says the Treasury's decision to at least double long-term bond buybacks to $4 billion next quarter, alongside rising scarcity in commodities, points to a 'debasement trade.'
MACRO | Aug 21, 2026, 04:19 PM UTC
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Global long-end bond yields rise as central banks normalize
The 30-year Treasury yield touched 5.33%, its highest since June 2007, while long-dated government yields also rose in Japan, Germany, France and the UK.
MACRO | Aug 21, 2026, 12:43 PM UTC
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Apple, Amazon, Meta, Microsoft, Nvidia face voice-training lawsuits
Apple, Amazon, Meta, Microsoft, Nvidia and other tech giants face lawsuits alleging they used thousands of hours of human voices without permission to train AI.
REGULATION | Aug 21, 2026, 12:41 AM UTC
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Meta becomes one of Microsoft's largest AI customers
Meta has quietly become one of Microsoft's largest AI customers, according to the source item, with no catalyst or magnitude supplied.
EQUITY | Aug 20, 2026, 11:01 AM UTC
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Microsoft counts Meta among largest AI customers
Microsoft now counts Meta as one of its largest AI customers, according to the raw feed item, with no catalyst, pricing, or timing details supplied.
EQUITY | Aug 20, 2026, 11:00 AM UTC
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Australia passes law to levy Meta, Alphabet and Microsoft
Australia passes a law enabling levies on Meta, Alphabet (GOOGL) and Microsoft (MSFT) if they fail to pay for local news, according to the feed.
REGULATION | Aug 20, 2026, 10:38 AM UTC
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US Treasury doubles long-bond buybacks, El-Erian calls it a band-aid
Mohamed El-Erian says the U.S. Treasury’s move to at least double liquidity-support buybacks for long-dated bonds is a short-term “Band-Aid,” while Treasury says the change runs Sept. 9 through Nov. 4.
EARNINGS | Aug 20, 2026, 05:32 AM UTC
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Microsoft announces strategic partnership with OpenAI for enterprise AI
Microsoft announces a strategic partnership with OpenAI to accelerate enterprise AI adoption, according to Hammerstone MarketTalk, with no specific terms or metrics provided.
GEOPOLITICS | Aug 19, 2026, 01:08 PM UTC
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MSFT QQQ OpenAI’s Second-Quarter Sales Show Tepid Growth Compared With Anthropic The ChatGPT-maker’s revenue disappointed some investors, al
MSFT QQQ OpenAI’s Second-Quarter Sales Show Tepid Growth Compared With Anthropic The ChatGPT-maker’s revenue disappointed some investors, although the company told them its growth accelerated in the third quarter Link To
EQUITY | Aug 19, 2026, 10:49 AM UTC
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MSFT OpenAI pauses Frontier inference in research clusters
OpenAI, backed by Microsoft, paused Frontier model inference in research clusters for runs that could execute code immediately after a Hugging Face incident, per a website report.
REGULATION | Aug 18, 2026, 06:09 PM UTC
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AI borrowing boom competes with Treasury bond demand
Reuters and other reports say AI-related debt supply from Amazon, Alphabet, Meta, Oracle and Microsoft is swelling, widening hyperscaler spreads and adding to pressure in long-dated Treasuries.
EARNINGS | Aug 18, 2026, 04:00 PM UTC
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JPMorgan's Bill Eigen Warns the AI Boom Is Starting to Resemble the 2008 Housing Crash: 'What I'm Terrified of Is…'
J.P. Morgan Asset Management’s Bill Eigen is growing increasingly cautious about the financial architecture underpinning the artificial intelligence boom, warning that investors should watch the pace of AI growth, spendi
MACRO | Aug 18, 2026, 08:24 AM UTC
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China moves to remove Microsoft Windows from state agencies
China is axing Microsoft Windows from state agencies ahead of plan, according to a BBG report, without providing any figures, timeline detail, or stated rationale in the feed.
REGULATION | Aug 18, 2026, 06:53 AM UTC
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China removes Microsoft Windows from state agencies ahead of planned rollout
China is axing Microsoft Windows from state agencies ahead of a planned rollout, according to Pro, with Microsoft (MSFT) referenced in the alert.
REGULATION | Aug 18, 2026, 05:44 AM UTC
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New York factory activity jumps to 4-year high in August
The New York Fed’s Empire State manufacturing index rose to 20.6 in August from 15.6 in July, above the 10.0 consensus estimate, while new orders, shipments and employment remained positive.
EARNINGS | Aug 17, 2026, 04:24 PM UTC
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Dow Jones opens 0.29% lower as McDonald's, UnitedHealth fall
The Dow Jones Index opens 0.29% lower, down 158 points, with McDonald's, UnitedHealth and Microsoft leading losses while Cisco Systems, Caterpillar and Goldman Sachs rise.
EQUITY | Aug 17, 2026, 01:40 PM UTC
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Eisman says AI boom has Achilles' heel, but no short yet
Steve Eisman says AI depends heavily on OpenAI and Anthropic and calls that an “Achilles’ heel,” but says it is too early to short the boom without evidence of deterioration.
EARNINGS | Aug 17, 2026, 01:39 PM UTC
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NVIDIA launches open-source Nemotron model, ties free AI to chips
NVIDIA releases Nemotron 3.5 Lightning, a lightweight open-source model that runs on a single GPU, alongside NeMo Switchyard and new AI safety partnerships.
EARNINGS | Aug 14, 2026, 12:16 PM UTC
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Microsoft, Alphabet, Meta free-cash-flow outlooks flagged for 2027
Microsoft is highlighted as the strongest projected free-cash-flow generator among hyperscalers in 2027, while Alphabet and Meta are projected to remain negative and Amazon thinly positive, based on third-party estimates
EARNINGS | Aug 14, 2026, 10:42 AM UTC
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Nebius says customer prepayments help fund AI infrastructure
Nebius said on its second-quarter earnings call that customer prepayments are becoming an increasingly important source of funding for its AI infrastructure expansion, with roughly 70% of Q2 deals including upfront prepa
EARNINGS | Aug 13, 2026, 07:03 PM UTC
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Microsoft commits to Texas data center standards, Gov. Abbott says
Texas Gov. Abbott says Microsoft will comply with Texas data center standards, citing $MSFT in the statement.
REGULATION | Aug 13, 2026, 02:22 PM UTC
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Dow Jones opens 0.23% higher as Cisco, Chevron lag
The Dow Jones Index is up 122 points, or 0.23%, on Thursday, with Walt Disney (+1.10%), Microsoft (+1.06%) and McDonalds (+0.92%) leading gains and Cisco Systems (-9.01%) among biggest decliners.
EQUITY | Aug 13, 2026, 01:40 PM UTC
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U.S. data calendar puts PPI, jobless claims, Fed remarks in focus
U.S. markets face the 8:30AM ET release of July PPI measures and weekly jobless claims, with Cleveland Fed President Beth Hammack and Richmond Fed President Thomas Barkin also scheduled to speak.
MACRO | Aug 13, 2026, 12:59 PM UTC
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IREN delivers Horizon 1 to Microsoft (MSFT)
IREN delivers Horizon 1 to Microsoft ($MSFT), according to Pro, with no additional details on scope, timing, or business terms supplied.
MNA | Aug 13, 2026, 11:54 AM UTC
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Former Bridgewater CIO says AI stocks are priced to perfection
Bob Elliott, former Bridgewater Associates executive and CIO of Unlimited, says AI stocks are priced for an extraordinary future of productivity growth, dissaving and interlinked spending among technology companies.
EARNINGS | Aug 13, 2026, 11:06 AM UTC
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Dow Jones Index Closes 0.07% Lower
The Dow Jones Index fell 37 points to 53755
EQUITY | Aug 12, 2026, 08:35 PM UTC
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US Stocks Rise on AI Gains
US stock indices closed mostly higher on strong AI results and tame CPI
EARNINGS | Aug 12, 2026, 08:10 PM UTC
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MSFT Moves Down
MSFT is moving down, no magnitude or catalyst supplied
EQUITY | Aug 12, 2026, 07:59 PM UTC
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US Inflation Eases
US headline CPI rose 0.1% in July, bringing annual inflation to 3.4% from 3.5% in June
EARNINGS | Aug 12, 2026, 07:33 PM UTC
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S&P 500 May Reach 9,000
S&P 500 may reach 9,000 driven by AI adoption boom
EARNINGS | Aug 12, 2026, 06:45 PM UTC