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← Microsoft (MSFT) stock news

Microsoft (MSFT) Stock News: October 2026

$MSFT · 25 stories in October 2026

October 2026

newest first · direct subject stories only

Policydeveloping · 2 wiresOct 16 · 7:54 AM ET

Microsoft could face tougher UK scrutiny over business software dominance

The UK CMA said it could designate Microsoft as having strategic market status in business software, citing concerns over market power in tools like Excel, Word, and Copilot. The regulator cited barriers to switching and bundling practices. Microsoft disagreed. Feedback period ends Nov 13, decision by Feb 13.

neutral 50 · impact 30

Microsoft business software dominance under UK scrutiny: a heavy stone block with a grid icon sits on a bowing floor under the tension of a thick rope.

BORSA News Sentiment is a news-derived editorial measure, separate from price action and not investment advice.

News Calendar Reports Stocks Sign in

Corporate

developing · 4 wires

Oct 16 · 7:18 AM ET

NiSource and Microsoft sign 20-year energy agreement for Indiana data center campus

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.

bullish 75 · impact 70

NiSource signs a 20-year energy agreement with Microsoft, showing a battery block connected to a data center tower.

MacroOct 13 · 9:51 AM ET

Microsoft on Track for Record Closing High

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.

bullish 70 · impact 60

EarningsOct 13 · 9:16 AM ET

Marvell, Microsoft, Oracle to collaborate with broader OCP community on data center security spec

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.

bullish 65 · impact 40

Marvell, Microsoft, and Oracle collaborate on a data center security specification, shown as a server rack with a lock and a draft document.

Corporatedeveloping · 2 wiresOct 13 · 9:07 AM ET

Marvell, Microsoft, Oracle Form OCP Working Group on Secure Hardware Security Module

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

bullish 65 · impact 40

Marvell and partners standardizing secure hardware: a silicon microchip with two interlocking padlocks integrated into its circuitry.

EarningsOct 12 · 4:51 PM ET

Chipotle Falls 3.8% After Starbucks Dismisses Buyout Speculation; Microsoft, Salesforce Rise

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.

neutral 50 · impact 30

Chipotle burrito with a coffee cup turned away and microchips nearby.

Corporatedeveloping · 3 wiresOct 12 · 11:46 AM ET

Microsoft unveils Maia 300 AI chip, plans 2027 deployment

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.

neutral 50 · impact 70

Microsoft Maia 300 AI chip deployment: a tall server rack with a grid of ninety-six processors and a glowing power cable on ivory paper.

CorporateOct 12 · 11:04 AM ET

Microsoft moves to production on systems using Cisco Silicon One P200

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.

bullish 65 · impact 30

Microsoft moves to production on systems using Cisco Silicon One P200, depicted as a chip on a server rack.

CorporateOct 12 · 10:32 AM ET

Microsoft market cap reaches $4 trillion

Microsoft's market capitalization has reached $4 trillion.

bullish 70 · impact 60

Microsoft reaches a $4 trillion market cap: a large computer window frame stands on a high mountain peak above the clouds.

EarningsOct 12 · 10:28 AM ET

Microsoft CEO Nadella's AI warning draws muted reaction from cybersecurity stocks

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%.

neutral 50 · impact 20

Microsoft CEO's AI warning and cybersecurity stocks: a large server rack with a jagged spark on a coiled cable at its base, surrounded by unlit server shapes.

Corporatedeveloping · 2 wiresOct 12 · 9:04 AM ET

Microsoft Maia 300 production deployments to begin in 2027

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

neutral 50 · impact 30

Microsoft plans Maia 300 AI chip production deployments in 2027, depicted as a server chip on a circuit board with a stack of chips nearby.

Earningsdeveloping · 2 wiresOct 9 · 3:32 PM ET

Microsoft CEO Nadella: new model outperforms LLMs on structured decision tasks

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.

bullish 70 · impact 60

Microsoft's new decision model outperforming LLMs: a sharp, faceted geometric block leading a group of smaller blocks on a path.

CorporateOct 9 · 2:42 PM ET

Nadella introduces Microsoft-decision-1, new AI model

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

bullish 65 · impact 30

Microsoft introduces the Microsoft-decision-1 AI model: a hand adjusts a slider on a glowing geometric tile next to a large central node.

CorporateOct 9 · 2:41 PM ET

Nadella: Microsoft already testing new model across company

Nadella: Microsoft already testing new model across company.

neutral 50 · impact 30

Microsoft testing a new AI model: a large geometric monolith at the center of an office floor connected to surrounding silhouetted workers by glowing lines.

PolicyOct 9 · 9:18 AM ET

US suspends Microsoft, Adobe from green card program over H-1B abuse claims

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.

bearish 30 · impact 60

Microsoft and Adobe face green card program suspension: a large green card is partially blocked by a heavy black barrier next to tech industry server equipment.

CorporateOct 8 · 8:50 PM ET

Microsoft: 137B-parameter Mai-Code-1.1 Flash model can now run on-device as AI agents gain prominence

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

bullish 65 · impact 40

Microsoft Mai-Code-1.1 Flash model running on-device: a stylized digital hand emerges from a handheld tablet to manipulate a floating geometric data cube.

Earningsdeveloping · 7 wiresOct 7 · 6:24 PM ET

Microsoft Unveils Surface Laptop Ultra, Hybrid Intelligence at AI Event

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.

bullish 70 · impact 70

Microsoft Surface Laptop Ultra and an AI microchip: a sleek open laptop sits next to a highlighted semiconductor chip on a minimalist surface.

EarningsOct 7 · 4:17 PM ET

Microsoft sets Oct. 28 for fiscal Q1 2027 earnings release

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

neutral 50 · impact 30

Microsoft's upcoming earnings release is symbolized by a large stone slab with a smaller slab leaning against it.

EarningsOct 7 · 1:58 PM ET

Microsoft executive: RTX Spark machines with Nvidia chips faster than Apple's fastest at image generation, shipping next week

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.

neutral 50 · impact 50

Microsoft RTX Spark machines with Nvidia chips competing with Apple: a powerful desktop workstation outpaces a laptop on a track using light beams.

Productdeveloping · 2 wiresOct 7 · 1:26 PM ET

Microsoft launches execution containers to block agent data access

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.

bullish 65 · impact 50

Microsoft AI security: a stylized AI agent silhouette is contained within a large industrial shipping container, separated from external data tiles.

Productdeveloping · 2 wiresOct 7 · 1:23 PM ET

Microsoft, Nvidia launch laptop AI models; DeepSeek V4 Flash beats GPT-5 on coding tasks

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.

bullish 65 · impact 40

Microsoft and Nvidia AI models for local devices: a laptop with two glowing microchips on its keyboard representing local AI processing.

EarningsOct 6 · 6:27 AM ET

Microsoft nears $4 trillion market cap as AI safety fears drive enterprise demand

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.

neutral 50 · impact 40

Microsoft nears a $4 trillion market cap as AI safety fears drive demand: a massive stone monolith with a four-pane motif stands as a solid, secure vault.

EarningsOct 6 · 5:00 AM ET

Microsoft upgraded to buy at Melius Research; price target raised to $665

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.

bullish 75 · impact 60

Microsoft upgraded to buy as a stabilizing force in AI: a solid stone pillar stands firm while smaller geometric blocks tilt on uneven ground.

Policydeveloping · 2 wiresOct 2 · 7:19 AM ET

Microsoft and Amazon cloud arms set to face deeper EU scrutiny

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

bearish 35 · impact 45

Microsoft and Amazon cloud businesses under EU scrutiny: a giant magnifying glass examines two massive server racks.

CorporateOct 1 · 12:15 PM ET

Microsoft MAI-Transcribe-2-Streaming priced at $0.54 per hour

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.

neutral 50 · impact 20

Microsoft MAI-Transcribe-2-Streaming pricing: a large microphone with a continuous paper ribbon flowing from its base, weighted by a single coin.

More Microsoft coverage$MSFT

Latest MSFT stock news · September 2026 · August 2026

BORSA News Sentiment is a news-derived editorial measure, separate from price action and not investment advice.