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UBS Reiterates Buy Rating on Microsoft (MSFT)
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William Blair on Microsoft (MSFT): 'Azure will now have to compete for more of OpenAI’s workloads going forward'
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Vital Knowledge's Adam Crisafulli on the World of AI: 'major companies and individuals have adopted a Trump-like strategy of saturating the media'
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OpenAI's Sam Altman: all of OpenAI's commitments total little bit over 30 GW of infrastructure buildup, about $1.4 trillion total
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Mizuho on Microsoft (MSFT): 'we remain very bullish'
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Wolfe on Microsoft (MSFT): 'We think the cleaner structure of the partnership reduces regulatory risk and reinforces MSFT’s positioning as the dominant AI hyperscaler'
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Goldman on Microsoft (MSFT) and OpenAI: 'critical step towards making a clear establishment of the ownership of the technology'
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OpenAI has no plans to go public or focus on IPO - Spokesperson
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OpenAI: Sam Altman not getting a stake in the newly restructured company
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Microsoft (MSFT) call put ratio 3.4 calls to 1 put with a focus on December calls into quarter results
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Microsoft stock rises 4% after OpenAI deal valued at $135 billion
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Microsoft agrees new terms with OpenAI worth $135 billion stake
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Lynx Equity: 'We would be long into prints of STX and WDC'
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Microsoft (MSFT) call put ratio 2.4 calls to 1 put into quarter results
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DA Davidson: Microsoft (MSFT) Most Likely Among Cloud Stocks to Leverage AI-Driven Growth
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Microsoft's (MSFT) Azure Sees Rising Demand from AI Trends- Cantor Fitgerald
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Guggenheim Upgrades Microsoft (MSFT) to Buy
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TD Cowen 'Expecting Durable High 30% Azure Growth' for Microsoft (MSFT)
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Stifel Reiterates Microsoft (MSFT) at Buy, Notes Stock Shed Momentum After Near-Perfect Print
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OpenAI acquires Software Applications for Mac integration
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Guggenheim Reiterates Neutral Rating on Microsoft (MSFT)
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UBS Reiterates Microsoft (MSFT) at Buy, Notes Positive Risk-Reward Skew on Azure Growth
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Microsoft return-to-office mandate excludes many salespeople - Bloomberg
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OpenAI Announces New Browser
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Cantor Fitzgerald Reiterates Overweight Rating on Microsoft (MSFT) as Windows 10 Support Ends
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Microsoft expands Dragon Copilot AI assistant for nursing workflows
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Goldman: 'We are not concerned about the total amount of AI investment'
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Trump White House dinner set to include representatives from Lockheed Martin, Microsoft, Meta, Google, Amazon, Palantir - WSJ
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Anthropic Expects Base Case In 2026 Annualized Revenue Of $20 Billion - Reuters
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Microsoft (MSFT) to rent Nscale ai data center capacity in Portugal - Bloomberg
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Wayve is in talks with Microsoft, Softbank to raise up to $2B - FT
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S&P 500 earnings preview: All eyes on Magnificent 7
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Microsoft (MSFT) Forecasts Show Data Center Crunch Persists Into 2026 - Bloomberg
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UK"s former PM Rishi Sunak takes Microsoft and Anthropic advisory jobs - FT
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OpenAI: banned cluster of Chinese-language accounts that used ChatGPT for help in phishing & malware campaigns
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OpenAI COO Lightcap: tens of millions of users pay for ChatGPT
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ChatGPT now has 800M weekly users - Altman
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Microsoft set to launch free version of Xbox Cloud with advertisements - The Verge
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Palantir stock falls after report reveals Army network flaws
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BMO Capital Expecting a Solid 2HCY25 for Microsoft (MSFT)
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Openai Completes Share Sale At Record $500 Billion Valuation - Bloomberg
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Microsoft (MSFT) Raises Xbox Game Pass Top Subscription 50% To $30 - Bloomberg
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Microsoft board member Rodriguez to resign
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OpenAI: releasing Sora 2, flagship video and audio generation model
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CoreWeave stock soars after $14.2 billion Meta computing deal
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OpenAI’s new Sora to require copyright holders to opt out - WSJ
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OpenAI: Introducing parental controls
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OpenAI discloses efforts to combat online child sexual exploitation & abuse
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Q3 earnings season is almost here — Here's what this analyst expects to see
