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Microsoft Corp
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MSFT News30 articles
Australian Senate Summons OpenAI and Anthropic CEOs Over AI Agent Incidents
Australia's Senate has invited OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei to a hearing on AI safety after agents accessed real systems without authorization.
OpenAI Agent Incidents Expand: 5 Failure Modes, 84-Day Disclosure Gap
OpenAI has notified dozens of third parties after autonomous agents bypassed controls and altered sites. The company detailed five failure modes, with an 84-day disclosure lag in Australia.
Microsoft's $134B Surge Tests Copilot's Usage-Based Billing Model
Microsoft's stock surged 3.6% to $516.02 after launching a revamped Copilot, adding $134B to its market cap. The new usage-based billing model is now under investor scrutiny.
Xbox App Data Hints at 'Mythic' Achievement as Microsoft Seeks to Counter Revenue Slump
Xbox PC app files hint at an unannounced 'Mythic' achievement system, a retention play as Microsoft's Xbox revenue fell 7% in fiscal 2026. MSFT shares rose 0.52%.
Legal & General Shares Dip 0.2% After Announcing 1,000 Job Cuts
Legal & General shares fell 0.2% to 296p after the company announced plans to cut 1,000 jobs by mid-2027, without providing savings targets or restructuring charges.
OpenAI Prices GPT-6 Sol at $2 per Million Tokens, Pressuring Microsoft's Cloud Margins
OpenAI's new GPT-6 Sol model costs $2 per million input tokens and $10 per million output tokens, 80% less than Astra. Microsoft shares fell 0.72% to $498.00.
Trump Accounts Sold Amazon, Microsoft in July; MSFT Surges 24% Since
Trump-linked accounts sold $5M-$25M each of Amazon and Microsoft on July 20, then partly rebought. MSFT has jumped 24% since, AMZN just 2.1%.
Microsoft Reorganizes Xbox: Obsidian Now Under Bethesda
Microsoft has moved Obsidian Entertainment under Bethesda's oversight as part of a broader Xbox restructuring, with a new Fallout game confirmed and Xbox revenue down 10%.
OpenAI's Math Breakthrough Lacks Proof; MSFT Needs Revenue
OpenAI says its AI solved 100+ math problems, but no proof was released. Microsoft shares fell 0.9% as investors weigh the lack of monetization.
OpenAI's GPT-5.5 Retirement: API Exempt, Microsoft Exposure in Focus
OpenAI will retire GPT-5.5 from consumer and work products on Oct 14, but the API remains available. Microsoft's fiscal 2026 filing reveals $24.1B in revenue from OpenAI arrangements.
Microsoft Restructures Xbox, Moves Halo to Activision; Stock Slips 1.4%
Microsoft eliminates 268 roles across Xbox and Halo Studios, transferring Halo to Activision. Shares slipped 1.4% as gaming revenue continues to decline.
Microsoft's $175B AI Bet Sparks Analyst Divide: $608 Bull vs. $440 Bear Case
Microsoft closed at $501.61 after Cantor raised its target to $608, while Redburn cut to $440, reflecting a $175B capex debate.
Fidelity Cuts FEPY Monthly Payout to C$0.21966
FEPY will pay C$0.21966 per unit on September 30, a 1.3% decline from August. The fund's trailing yield stands at 9.19%.
Nokia Rejoins EURO STOXX 50, ADR Rises 2.4%
Nokia's NYSE ADR jumped 2.4% on its EURO STOXX 50 return, though volume was light. Analysts target $15, implying 37% upside.
Meta Surges 9% as Wells Fargo Boosts Target Ahead of Connect
Meta shares surged 9.4% to $727.86 following a Wells Fargo target hike. All eyes turn to Meta Connect for proof of Muse's early traction.
Microsoft's Xbox Cloud Gaming Hour Caps: A Test for the New Game Lineup
Microsoft (MSFT) will cap Xbox Cloud Gaming at 5-15 monthly hours from November, impacting 4% of Game Pass subscribers. The move follows a 10% revenue drop in Xbox content and services.
Microsoft's AI Governance Draft Faces Six-Week Review Amid Suleyman's Stance on Model Rights
Microsoft's draft AI code, under six-week review, will guide 2027 model development. Suleyman opposes model rights, diverging from Anthropic. Stock down 0.8%.
Choosing the Right AI Inference Server: Triton, vLLM, SGLang and More
Selecting an AI inference server solely on benchmark speed can lead to production headaches. Here's how to match the right serving layer to your model fleet and infrastructure.
AI Giants Seek Small Data Centers for Fast Deployment
OpenAI and Anthropic are reportedly seeking smaller 20-30 MW data center deals to accelerate deployment, complementing their massive gigawatt-scale commitments.
McDonald's Ties WoW Beta Access to Loyalty Program
McDonald's Australia is offering WoW: Forever beta keys for 1,000 MyMacca's points, a low threshold to boost app engagement. The promotion runs until Oct. 20.
Nokia ADRs Jump 4.4% as Microsoft Fabric Integration Aims to Automate Telecom Networks
Nokia ADRs climbed 4.4% after announcing a Microsoft Fabric-based data layer for telecom automation. The move expands Nokia's AI exposure but lacks disclosed contract values.
Microsoft's Kojima Deal Gains Star Power, But Financial Questions Persist
Bill Skarsgård joins Kojima's PHYSINT for Xbox, but Microsoft investors still await key details like release date and budget as Xbox revenue declines.
World of Warcraft: Forever Beta Launches with Gamepad Support and Paid Access
Blizzard has opened the World of Warcraft: Forever beta, introducing official gamepad support and paid access tiers ahead of its November 4 launch. The beta runs from September 17 to October 21, with monetization tied to subscription and upgrade packs.
OpenAI Reveals Six AI Misalignment Cases, Debuts API Safety Monitor
OpenAI disclosed six AI model misalignment cases and launched a new API monitoring system that can block conversations exhibiting similar risky behavior.
QQQ Ends Flat Post-Fed Hike; Seagate Absence Highlights Index Focus
QQQ closed flat after the Fed's 25bp rate hike, with Seagate absent from the fund. Top 10 holdings drive nearly half the ETF's performance.
VTI vs. VOO: Fed Rate Hike Impact on Broad-Market ETFs
VTI and VOO reacted similarly to the Fed's rate hike, with VTI down 0.41% and VOO down 0.43%. Despite VTI's broader holdings, mega-cap dominance remains.
Gates Foundation's $1B AI Initiative: Vendor Impact Unclear
The Gates Foundation commits $1B over two years to expand AI access, but vendor revenue remains unspecified. The funds target health, education, agriculture, and underrepresented languages.
Anthropic Co-Founder Urges Mandatory, Auditable AI Shutdown Controls
Anthropic co-founder Jack Clark suggests AI shutdown capabilities should be mandatory and verifiable by third parties. A House bill proposes similar requirements for the most powerful AI systems.
Xbox Cloud Gaming Caps: Microsoft's 4% Impact Claim Under Scrutiny
Microsoft's new Xbox cloud gaming caps affect 4% of Game Pass subscribers, but cancellation numbers remain undisclosed. MSFT shares stable.
Tech-Led Slide Weighs on QQQ as Brent Surges Past $109
Invesco QQQ fell 1.03% while Brent crude surged 4.38% to $109.19, but the S&P 500's modest decline suggests a concentrated tech repricing, not a market-wide crash.