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MSFT stock news & analysis

Everything Pomegra has published on MSFT: 30 news articles and 22 market briefs, newest first.

Market briefs on MSFT

MSFT news

Nebius Q3 2026 Earnings: What NBIS Must Show Thursday
Technology
NOTABLE
5h ago5 min read

Nebius Q3 2026 Earnings: What NBIS Must Show Thursday

Nebius (NBIS) reports third-quarter 2026 results before the open Thursday, with options pricing a roughly 20% move after a sharp Wednesday rally.

AI Stocks Slide as Data-Center Backlash Sweeps Midterms
Technology
MAJOR
17h ago7 min read

AI Stocks Slide as Data-Center Backlash Sweeps Midterms

AI stocks fell sharply after the midterms as voters backed data-center limits in 40 of 41 measures and Democrats won Texas, Ohio and Georgia governorships.

OpenAI Q3 2026 Revenue Tops $10B as Loss Widens to $10.9B
Technology
MAJOR
1d ago5 min read

OpenAI Q3 2026 Revenue Tops $10B as Loss Widens to $10.9B

OpenAI's Q3 2026 revenue topped $10 billion, up about 50% from Q2, but its operating loss widened to $10.9 billion, testing the economics behind AI stocks.

Nvidia Stock Hits Lowest Since March After Huang Probe
Technology
MAJOR
1d ago4 min read

Nvidia Stock Hits Lowest Since March After Huang Probe

Nvidia (NVDA) shares fell about 4% Monday and 5.5% Tuesday to a low since March as the board probes CEO Jensen Huang and a new shareholder suit lands.

Nebius Q3 2026 Earnings: AI Stocks Face a Key Test
Technology
NOTABLE
1d ago4 min read

Nebius Q3 2026 Earnings: AI Stocks Face a Key Test

Nebius (NBIS) reports third-quarter results before the open Thursday, with revenue seen near $905M and the shares about 55% below their June high.

MSFT Falls 3% as Anthropic Launches Claude Sheets
Technology
MAJOR
1d ago5 min read

MSFT Falls 3% as Anthropic Launches Claude Sheets

Microsoft shares fell about 3% after Anthropic unveiled Claude Sheets, Whiteboards and Data, AI workplace tools aimed at Office and Excel ahead of its IPO.

Securitize (SECZ) Q3 2026: Shares Rise 10% on Results
Business & Earnings
NOTABLE
2d ago5 min read

Securitize (SECZ) Q3 2026: Shares Rise 10% on Results

Securitize (NYSE: SECZ) rose about 10% after hours on its third-quarter results, as tokenized assets on its platform grew 9% to $4.8 billion.

CoreWeave (CRWV) Q3 2026: Debt and Backlog in Focus
Technology
MAJOR
2d ago5 min read

CoreWeave (CRWV) Q3 2026: Debt and Backlog in Focus

CoreWeave reports Q3 2026 results after the bell as investors weigh $3.5B in expected revenue against heavy debt, interest costs and a $104B backlog.

Fed Rate Hike Odds Slip to 66% Ahead of Jobs Report
Economy
MAJOR
6d ago5 min read

Fed Rate Hike Odds Slip to 66% Ahead of Jobs Report

Fed rate hike odds for December fell to about 66% after the midterms and a 4.4% S&P 500 rout, with October payrolls forecast at 65,000 in today's jobs report.

Microsoft, Amazon Surge 6% as AI Stocks Rebound
Technology
MAJOR
Nov 56 min read

Microsoft, Amazon Surge 6% as AI Stocks Rebound

Microsoft and Amazon each gained about 6% on Wednesday as investors rotated back into mega-cap AI leaders, helped by Azure's 48% growth and lower-than-expected capital spending.

Trump Media, Tesla, SpaceX Slide as Democrats Take Congress
Markets
MAJOR
Nov 56 min read

Trump Media, Tesla, SpaceX Slide as Democrats Take Congress

Trump Media, Tesla and SpaceX shares fell as Democrats won Congress, even as the Dow gained 3% in the stock market on reduced election uncertainty.

Dow Industrials Average Jumps 3% to 53,356 on Midterms
Markets
MAJOR
Nov 44 min read

Dow Industrials Average Jumps 3% to 53,356 on Midterms

Wall Street erased overnight losses after the Democratic midterm sweep, with the Dow up about 3% to 53,356 and Apple and Microsoft at record highs.

Nasdaq QQQ Slides as Democrats Sweep 2026 Midterms
Markets
MAJOR
Nov 45 min read

Nasdaq QQQ Slides as Democrats Sweep 2026 Midterms

Nasdaq QQQ futures fell as much as 2% and S&P 500 futures 1.3% after Democrats won the House and Senate, lifting AI, data center and fiscal policy risk.

Oracle (ORCL) Falls 5% on $20B Stock and Bond Sale
Technology
MAJOR
Nov 25 min read

Oracle (ORCL) Falls 5% on $20B Stock and Bond Sale

Oracle shares dropped about 5% after the company filed to raise $20 billion in new equity and debt, reviving investor concern over how the AI buildout is financed.

OpenAI Cuts Funding Target to $20B at $1.25T Valuation
Technology
MAJOR
Nov 25 min read

OpenAI Cuts Funding Target to $20B at $1.25T Valuation

OpenAI trimmed its funding round target to as much as $20 billion from about $30 billion at a $1.25 trillion valuation as the AI selloff deepens spending doubts.

Alphabet (GOOGL) Q3 2026: Worst Day on Record Explained
Technology
SEISMIC
Nov 16 min read

Alphabet (GOOGL) Q3 2026: Worst Day on Record Explained

Alphabet shares fell 12.6% on Oct. 29, their worst day on record, after a search revenue miss, negative free cash flow and $51.4B in quarterly capex.

Microsoft Q1 2027: Azure Up 48% as Capex Lags Forecasts
Business & Earnings
MAJOR
Oct 305 min read

Microsoft Q1 2027: Azure Up 48% as Capex Lags Forecasts

Microsoft (MSFT) beat first-quarter fiscal 2027 estimates as Azure grew 48%, while $39 billion of capex undershot forecasts and kept AI returns in focus.

Alphabet (GOOGL) Q3 2026: Worst Day Ever on AI Capex
Business & Earnings
SEISMIC
Oct 305 min read

Alphabet (GOOGL) Q3 2026: Worst Day Ever on AI Capex

Alphabet (GOOGL) lost about $500 billion in value on its worst day ever as a revenue miss, negative free cash flow and $300 billion capex plan hit AI stocks.

Anthropic S-1: $16.3B Revenue, $80.7B Loss, ANT Listing
Business & Earnings
SEISMIC
Oct 296 min read

Anthropic S-1: $16.3B Revenue, $80.7B Loss, ANT Listing

Anthropic's S-1 shows $16.3B in first-half 2026 revenue and an $80.7B net loss, mostly non-cash, ahead of a Nasdaq listing as ANT and a mid-November roadshow.

Nasdaq Amazon and Intel Earnings: $220B Capex in Focus
Technology
MAJOR
Oct 295 min read

Nasdaq Amazon and Intel Earnings: $220B Capex in Focus

Amazon and Intel report third-quarter results after the close on October 29, with options pricing moves of about 7% and 9% as investors test AI spending and returns.

Oracle (ORCL) jumps 11% on $225B fiscal 2030 revenue target
Technology
MAJOR
Oct 295 min read

Oracle (ORCL) jumps 11% on $225B fiscal 2030 revenue target

Oracle shares rose about 11% after the company set a fiscal 2030 revenue target of at least $225 billion and capped new fundraising at $20 billion, easing concern over its AI spending.

Microsoft Q3 2026: Azure Up 48% as Earnings Beat
Business & Earnings
MAJOR
Oct 284 min read

Microsoft Q3 2026: Azure Up 48% as Earnings Beat

Microsoft (MSFT) beat revenue and earnings forecasts, with Azure growth accelerating to 48% and the shares rising about 4% after hours.

Coca-Cola, Boeing, UPS, Visa Earnings Open Big Week
Business & Earnings
MAJOR
Oct 276 min read

Coca-Cola, Boeing, UPS, Visa Earnings Open Big Week

Coca-Cola and UPS raised 2026 guidance while Boeing posted a wider core loss, as Visa reports after the close ahead of Microsoft and Alphabet on Wednesday.

AI Stocks Face Proof Test as MSFT, GOOGL, AMZN Report
Business & Earnings
MAJOR
Oct 275 min read

AI Stocks Face Proof Test as MSFT, GOOGL, AMZN Report

Microsoft, Alphabet and Amazon report earnings on Oct. 28-29 as investors look for proof that AI stocks' record capex is producing cloud revenue and profit growth.

Anthropic IPO Filing: ANT Nasdaq Listing Lifts AI Stocks
Technology
MAJOR
Oct 265 min read

Anthropic IPO Filing: ANT Nasdaq Listing Lifts AI Stocks

Anthropic's public S-1 shows $16.3B in first-half revenue and an $80.7B net loss, and Nvidia, Broadcom and Micron rallied as the ANT listing came into view.

CoreWeave Stock Falls 30% in October on $50B Debt Fears
Technology
MAJOR
Oct 266 min read

CoreWeave Stock Falls 30% in October on $50B Debt Fears

CoreWeave (CRWV) shares are down about 30% in October as a $50 billion debt load and bond yields above 15% raise doubts over AI infrastructure funding.

Stock Market Today: Earnings, Fed and Midterms Collide
Markets
MAJOR
Oct 266 min read

Stock Market Today: Earnings, Fed and Midterms Collide

Microsoft, Alphabet and Amazon report as the Fed decides on rates Wednesday, with PCE data due Thursday and midterms on Nov. 3 shaping the stock market today.

Nasdaq Meta falls 7% as $34.9B AI capex drains cash
Technology
MAJOR
Oct 256 min read

Nasdaq Meta falls 7% as $34.9B AI capex drains cash

Nasdaq Meta (META) fell about 7% after Q3 2026 results showed record AI spending and negative free cash flow. A new nonvoting share class also unsettled the market.

Nasdaq drops 2.6% as AI spending fears hit megacaps
Markets
MAJOR
Oct 236 min read

Nasdaq drops 2.6% as AI spending fears hit megacaps

The Nasdaq fell 2.6% on Thursday, its worst day since June, as AI spending fears and an oil spike hit Amazon, Nvidia and Alphabet while Apple gained.

3M Amazon Warrant: 3.16M Shares Tied to $6B Spend
Business & Earnings
NOTABLE
Oct 205 min read

3M Amazon Warrant: 3.16M Shares Tied to $6B Spend

3M issued Amazon a warrant for up to 3.16M shares at $164.89, vesting with $6B of data-center purchases, lifting MMM about 5.5% in overnight trading.