MSFTMicrosoft Corporation
Microsoft Corporation (MSFT) is a NASDAQ-listed equity covered by Valdrans. Last close $535.07, +2.38% on the day; +3.39% over 1 week, +7.96% over 4 weeks, +44.27% over 6 months (prices as of 9 Oct 2026). Valdrans Insider Activity Signal: Negative — 0 buys vs 16 sells disclosed in the last 90 days.
- Last close (9 Oct 2026)
- $535.07
- Today
- +2.38%
- 1 week
- +3.39%
- 4 weeks
- +7.96%
- 6 months
- +44.27%
- Insider signal
- Negative
Coverage of MSFT(20)
IBM shares fell over 25% after Q2 revenue missed expectations
IBM shares dropped more than 25% on 14 July 2026 after the company reported Q2 revenue of $17.2bn, representing 1% year-over-year growth. Microsoft shares and the iShares Expanded Tech-Software Sector ETF (IGV) also fell in the same session.
MSFT Q3 2026: filings, holdings, and macro context
UK regulators granted oversight of Amazon, Google, Microsoft, Oracle from July 2026
HM Treasury formally designated Amazon Web Services, Google Cloud, Microsoft Azure, and Oracle Cloud as critical third parties under a new UK statutory framework; supervisory powers over their services to UK financial institutions take effect on 13 July 2026.
Microsoft signs 20-year nuclear deal; Amazon acquires $650m data centre
Microsoft entered a 20-year agreement to restart the Three Mile Island nuclear plant and Amazon completed a $650 million data centre acquisition, both reported by Oilprice on 8 July 2026 as responses to U.S. grid capacity constraints driven by AI power demand.
Microsoft cuts 4,800 jobs and divests four Xbox studios
Microsoft is eliminating approximately 4,800 roles, about 2.1% of its workforce, with Xbox bearing the heaviest burden as the gaming division plans to cut 3,200 jobs and divest four studios.
MSFT Q3 2026: filings, holdings, and macro context
US-Iran ceasefire reports; S&P 500 and Nasdaq 100 futures gained
S&P 500 futures (ES) and Nasdaq 100 futures (NQ) rose on 28 June 2026 following reports that the US and Iran remained within an existing ceasefire framework, avoiding further military escalation.
OpenAI delays GPT-5.6 launch after White House request
The Trump administration asked OpenAI to stagger the release of GPT-5.6 on national security grounds; CEO Sam Altman told staff access will be approved customer by customer during a limited preview.
Google, Microsoft, Amazon compete for grid capacity amid AI data centre expansion
Oilprice reporting from 25–26 June 2026 described major tech companies competing for electrical grid capacity for AI data centres, with per-facility infrastructure costs of $100m–$500m. Rystad Energy forecast fuel cell revenues rising from $2.8bn in 2025 to $30bn by 2030.
Micron, Intel, AMD gained $2 trillion market cap in Q2 2026
Micron (MU), Intel (INTC), and AMD collectively added $2 trillion in market capitalisation in Q2 2026, while the Magnificent Seven technology stocks lost a combined $2.3 trillion over the same period, according to CNBC TOP.
MSFT Q3 2026: filings, holdings, and macro context
Kospi falls 10%; Nasdaq 100 loses $1.3 trillion over two days
South Korea's Kospi fell 10% on 23 June 2026 in its worst single session since March 2020, with Samsung Electronics and SK Hynix leading losses; Nasdaq 100 constituents lost approximately $1.3 trillion in combined market capitalisation over the two-day period ending 24 June 2026.
Google, Meta, Amazon, Microsoft cut buybacks amid $750bn AI capex surge
Google, Meta, Amazon, and Microsoft allocated ~$750bn to AI infrastructure capex in 2024, nearly double prior levels, while substantially reducing share buyback programmes. Technology, cloud, and semiconductor supply chains were named in coverage.
AI executives met G7 leaders on governance; no market moves reported
Executives from Anthropic, OpenAI, and Google DeepMind attended G7 Summit discussions on 17–18 June 2026 covering AI standards, frontier risks, and infrastructure. Alphabet (GOOGL) was named in coverage due to DeepMind's participation; no concrete market price movements were reported in connection with the summit.
MSFT Q3 2026: filings, holdings, and macro context
MSFT Q3 2026: filings, holdings, and macro context
MSFT Q3 2026: filings, holdings, and macro context
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.