MSFT
Microsoft Corporation
Coverage of MSFT(15)
MSFT Q3 2026: filings, holdings, and macro context
S&P 500 win streak at risk as AI stocks retreat and Iran talks stall before payrolls
A cautious European session dominated by AI equity weakness, a eurozone GDP contraction revision, stalled US-Iran talks, and positioning ahead of US non-farm payrolls.
Microsoft unveils Majorana 2 chip with 1,000x reliability gain
Microsoft launched its Majorana 2 topological quantum chip at Build 2026, claiming 1,000x greater qubit reliability and pulling its commercial quantum target forward to 2029.
Microsoft unveils MAI-Thinking-1 and Project Solara at Build 2026
Microsoft launched its first in-house reasoning model, MAI-Thinking-1, alongside a new Android-based OS for AI agent devices and an always-on enterprise assistant at Build 2026 on June 2.
Dell unveils redesigned XPS 13 at $699 at Computex 2026, $599 for students
Dell launched a redesigned XPS 13 at Computex 2026, priced at $699 ($599 for students), competing with Apple's MacBook Neo.
Florida sues OpenAI and Altman over alleged ChatGPT safety failures
Florida became the first US state to sue OpenAI and CEO Sam Altman on 1 June 2026, filing an 83-page complaint alleging ChatGPT harmed minors and aided mass shooters.
US-Iran deal uncertainty keeps oil elevated; Trump proposes 25% Brazil tariff
A moderately active overnight session dominated by Hormuz supply concerns, a new US-Brazil tariff proposal, and commodity moves in aluminum and LNG.
US intercepts Iranian missiles over Kuwait as ceasefire talks stall
A tense European session dominated by escalating US-Iran military exchanges, rising oil prices, and divergent equity moves tied to Nvidia's PC chip launch.
Israel expands Lebanon ground offensive; oil rises above $93 on ceasefire uncertainty
An active overnight session dominated by Middle East escalation, with oil prices rising sharply, yen weakness persisting, and emerging Asian equities reaching record highs on AI demand.
MSFT Q3 2026: filings, holdings, and macro context
US-Iran ceasefire MOU reached as Hormuz shipping collapses to 10% of normal
A volatile weekend dominated by competing US-Iran diplomatic and military signals, major oil inventory warnings, and a sharp tech earnings divergence centred on Dell and Zscaler.
Brent posts largest monthly decline in six years amid US-Iran deal expectations
A volatile week shaped by alternating military escalation and diplomacy in the Strait of Hormuz, sharp moves in crude, and a strong technology earnings season.
Brent falls below $100 as US-Iran Hormuz deal seen imminent
An active overnight session dominated by US-Iran nuclear deal optimism, sharp oil price declines, and mixed Asian equity moves amid thin holiday liquidity.
MSFT Q3 2026: filings, holdings, and macro context
Iran conflict reshapes global energy supply as Hormuz flows hit 5% of normal
A turbulent weekend dominated by Middle East energy disruption, a hawkish Fed leadership change, record Nvidia earnings, and late-breaking US-Iran peace signals