Microsoft (MSFT) Stock News

NiSource (NI) announced a long-term energy agreement with Microsoft for its northwest Indiana data center. The 20-year deal starting in 2028 adds ~1,100 MW of generation and 600 MW of battery storage. Total expected savings for existing NIPSCO electric customers rises to ~$1.75 billion, or up to $140 per customer annually. Microsoft fully funds all generation and transmission required for its load. The structure is designed to protect existing ratepayers from incremental costs.

MSFT at $549.22, up 1.49%. The stock is on track for a record closing high, the first since Oct. 28, 2025. Intraday high $551.13. Up seven of the past eight sessions and up 5.09% over a three-day stretch.

Marvell, Microsoft, and Oracle have formed an OCP working group to standardize a silicon-based, attested integrated HSM for cloud and hyperscale data centers.

Marvell, Microsoft and Oracle will collaborate with the broader Open Compute Project community to publish a joint technical specification for in-server data center security. The initial draft is targeted for release around the 2026 OCP Global Summit.

Chipotle fell 3.8% after reports that Starbucks dismissed speculation it might buy the burrito chain. Microsoft rose 1.1% after announcing new AI chips to reduce reliance on Nvidia. Salesforce gained 2.1% after a Bank of America upgrade. IREN turned lower after earlier popping on a report of an Anthropic deal. SWI Capital surged 16% after raising $900 million for asset upgrades. Valero and Marathon Petroleum edged up on US moves to boost diesel supplies. Stellantis slipped in Europe after the EU agreed to cut China car exports. Volkswagen fell after Q3 deliveries declined on China weakness.

Microsoft announced the Maia 300 AI chip, a 96-processor server rack for inference workloads. Deployment begins in 2027. The company claims 40% better token efficiency per megawatt versus leading GPUs. Maia will be the primary inference system for Microsoft products. Azure revenue growth is forecast at 43% in fiscal 2027.

Cisco says Microsoft has begun production on systems powered by the Cisco Silicon One P200 chip. The claim comes from a Cisco statement. No further details on scale or timeline.

Microsoft's market capitalization has reached $4 trillion.

Microsoft CEO Satya Nadella warned Saturday that AI models should be assumed compromised and containable. Cybersecurity stocks showed no broad rally Monday. Cloudflare, CrowdStrike, Palo Alto Networks edged lower. Fortinet rose slightly. Microsoft shares ticked up 0.3%.

Microsoft plans to begin production deployments of its Maia 300 AI chip in 2027, according to a report.

Microsoft CEO Satya Nadella said a new model delivers top performance on structured decision tasks, outperforming both LLMs and other decision models in latency and quality. The model is being tested at Microsoft for applications including incident response, quality control, and scientific discovery.

Nadella: Microsoft already testing new model across company.

Nadella introduces Microsoft-decision-1, new AI model.

Vance's antifraud task force targets Microsoft, Adobe, and recruiting firms, alleging widespread visa system abuse. Microsoft says most U.S. employees are citizens and defends its H-1B filings. Nine universities also face investigation over J-1 visa program.

Microsoft announced that its 137B-parameter Mai-Code-1.1 Flash model can now run on-device, coinciding with growing prominence of AI agents.

Microsoft announced the Surface Laptop Ultra ($2,599-$5,899), a new AI-centric laptop with Nvidia's RTX Spark chip, plus Hybrid Intelligence software that mixes on-device and cloud AI. Preorders open now, shipping Oct 16. Meta's Muse is coming to Windows.

Microsoft will report FY2027 Q1 results after market close on Oct. 28, 2026, with a webcast at 2:30 p.m. PT.

A Microsoft executive said RTX Spark-based machines with Nvidia chips are faster than Apple's fastest chips at generating images. The machines will begin shipping next week.

Microsoft released execution containers, a security feature that prevents AI agents from accessing unauthorized data. OpenAI and Anthropic will adopt the technology for agent containment.

Microsoft introduced an AI coding model that runs on individual laptops. Nvidia unveiled its Nemotron model for laptops and PCs. Separately, DeepSeek's V4 Flash model runs on 60GB machines and outperforms GPT-5 on some coding tasks.

Melius analyst Ben Reitzes upgraded Microsoft to buy, citing the company's role as the 'adults in charge' of AI amid industry fears. He raised the price target to $665 from $465. Shares rose 1.5% to $525.18.

Melius Research upgraded Microsoft to Buy with a $665 target, saying AI safety fears make the company the trusted 'adults in charge' for enterprises. Shares rose 1.6% to $525.65, nearing $4 trillion market cap. Analysts are overwhelmingly bullish.

EU regulators are preparing deeper scrutiny of Microsoft and Amazon's cloud businesses.

Microsoft's new AI transcription streaming service is priced at $0.54 per hour. The product is part of the MAI family. No further details on launch date or capabilities.

Azure revenue topped $100 billion annual. Stifel upgraded to Buy. Technical analyst sees potential rally to $649 by mid-2027 and $750 by end-2027. Microsoft's strength is positive for software peers.

Microsoft CEO Satya Nadella says the company wants to extend its AI 'Autopilot' agent to consumers. Built on a hardened version of OpenClaw, the agent can work continuously on delegated tasks with memory and identity. Nadella says trust is key for consumer adoption and predicts consumer agents could cut out middlemen, while enterprise agents could dwarf the cloud market.

Dow rises 400 points as Microsoft rallies; oil drop weighs on Chevron.

Microsoft launched a revamped Copilot with new AI capabilities targeting corporate users. Separately, the company continues its quantum computing push, opening a new research center in Maryland and partnering with Atom Computing on a system for Denmark.

The Dow Jones Industrial Average rose about 347 points (0.7%) on Friday afternoon, with Microsoft and Boeing contributing roughly 25% of the gain. Microsoft shares gained 3.5%, Boeing rose 1.8%. Other contributors include Sherwin-Williams, Caterpillar, and 3M. Salesforce was a notable laggard.

Microsoft updated its Copilot app on Friday, adding the ability to create Office files directly and introducing Autopilot, an autonomous agent. The company also changed pricing to a seat-and-consumption model. Shares gained 3.6%.

Microsoft shares near highest close since November 2025, up 3.18%.

Microsoft CEO Satya Nadella announced the largest Copilot update yet. The product is rebuilt as an AI layer across work with four components: Autopilot, Code, Home, and Office. Copilot is now embedded in Office apps and Teams. A new 'Today' command center proactively surfaces and acts on M365 information.

Microsoft is adding code and Copilot managed runtime to Agent 365 cost management. Copilot Studio support is scheduled for October.

Microsoft said the 'Today' feature in Home will begin a private preview of Copilot in October. Copilot will also be available in Outlook and Teams soon.

Microsoft announced a preview of Code in Copilot for Microsoft 365 Premium and Pro subscribers later this year. The feature brings coding assistance to a wider audience within the 365 ecosystem.

Microsoft announced the public preview of Copilot Managed Runtime, which will be integrated into code. The tool extends AI-assisted coding capabilities.

Hitachi Solutions has been named to the 2026-2027 Microsoft AI Business Solutions Inner Circle, a recognition based on top-tier sales achievement. The company has been in the Inner Circle for 23 years and holds 59 Microsoft Partner of the Year Awards. The award includes access to strategy sessions with Microsoft executives.

Microsoft plans to invest more than $10 billion across Saudi Arabia, Kuwait, Qatar and the UAE by 2030. The commitment includes a previously announced $7.9 billion UAE pledge, meaning roughly $2 billion in new spending. About $400 million will go toward undersea cables and related infrastructure. President Brad Smith also said the company will adjust its 2030 climate goals as AI data center power demand rises and confirmed plans to use 200 megawatts of computing capacity at its planned UAE facility.

Microsoft President Brad Smith said AI safety should involve independent evaluators and multiple layers of oversight, arguing that relying on only two companies will not advance safety.