Latest intelligence

MRVL: Microsoft, Marvell and Utimaco to Deliver Industry-first Secure, Cloud-scale Payments Solution · The solution aims to provide secure, cloud-scale payment processing capabilities.

Nokia Shares Jump as Microsoft Partnership Expands Data Offering · Nokia's partnership with Microsoft expands to enhance its data services.

MSFT: Quorum Cyber Announces Intent to Acquire Ontinue, Building a Microsoft-First Agentic SOC · Quorum Cyber, an award-winning Microsoft-centric cybersecurity services provider, today announced it has signed a definitive agreement.

MSFT: Microsoft announces quarterly dividend increase · Microsoft Corp. announced an increase in its quarterly dividend.

Notable Tuesday Option Activity: DELL, NVDA, MSFT · Significant options activity was observed on Tuesday involving Dell, Nvidia, and Microsoft.

MSFT: Microsoft Issues Interim Code of Conduct to Restrict AI Model Use · According to US media, Microsoft has issued an interim code of conduct to restrict the use of its AI models.

MSFT: Microsoft Sets Guidelines for About 5 Months · According to CNBC, Microsoft has established guidelines spanning approximately 5 months.

MSFT: Microsoft Issues Code of Conduct for AI Model Use · According to CNBC, Microsoft has released a code of conduct to restrict the use of its AI models.

US hyperscale cloud stocks fall premarket after AI leaders urge slowdown · Meta Platforms (META.O) fell 1.3%, Amazon (AMZN.O) fell 1%, Oracle (ORCL.N) fell 2.7%, Alphabet (GOOG.O) fell 0.8%, and Microsoft (MSFT.O) fell 0.6%.

MSFT: Microsoft plans 38 gigawatts of data center capacity by 2032, Bloomberg News reports

Microsoft plans to reach 38 gigawatts of data center capacity by 2032, according to Bloomberg News. This move aims to meet growing demand for AI and cloud services. The expansion highlights massive infrastructure investment by the tech giant.

MSFT: Microsoft Plans Data Center Push to Triple Computing Power

Microsoft announced a major expansion of its data centers to triple its computing capacity. This move underscores the company's expectation of strong demand for cloud and AI services. The investment aims to strengthen Microsoft's position in tech infrastructure.

Microsoft (MSFT) Q4 2026 Earnings Call Transcript · Microsoft released the transcript of its Q4 2026 earnings call.

MSFT: Talkdesk and Microsoft expand partnership to accelerate AI automation for enterprise contact centers

Talkdesk and Microsoft are expanding their partnership to accelerate AI automation for enterprise contact centers. The move combines their technologies to help businesses improve customer service efficiency. It reflects growing demand for AI-driven automation in the contact center sector.

MSFT: Google joins Microsoft and TikTok in betting on Finland as Europe's data center capital

Google is joining Microsoft and TikTok in committing $30.2 billion to Finland. The move underscores Finland's role as a European data center hub and could shape regional cloud and digital infrastructure competition.

MSFT: Microsoft's OpenAI Partnership Faces New Legal Challenges · Two new lawsuits deepen legal troubles for Microsoft's partnership with OpenAI. Investors find it difficult to price this risk.

MSFT: CISA Confirms Active Exploitation of Microsoft Windows Vulnerability CVE-2026-81963

A link following vulnerability in the Microsoft Windows Update Stack allows a local attacker to escalate privileges to SYSTEM. CISA has confirmed active exploitation. This could be used for local privilege escalation, so users should apply patches promptly.

MSFT: Seattle Times, Newsday Sue OpenAI, Microsoft Over Copyright Claims

The Seattle Times and Newsday have filed a lawsuit against OpenAI and Microsoft, alleging unauthorized use of their news content. The case highlights copyright disputes between AI companies and content creators.

MSFT: Microsoft Brings Arabic AI Models to Its Ecosystem

Microsoft and HUMAIN announced a collaboration to bring Arabic-language AI models into Microsoft's ecosystem for customers in the Middle East and Africa. The partnership focuses on regional AI adoption and co-engineering support for enterprise clients seeking tailored Arabic-language AI solutions. HUMAIN's Arabic AI models will be accessible through Microsoft platforms, enabling organizations to deploy and customize tools for local use cases.

AMZN: AWS and Microsoft Azure Partner to Expand Multi-Cloud Networking

Amazon Web Services (AWS) and Microsoft (MSFT.O) Azure announced a partnership to expand multi-cloud networking capabilities. This move aims to enhance interoperability and customer flexibility across cloud platforms. The collaboration is significant for the evolution of multi-cloud strategies.

MSFT: Microsoft 365: Investigating Reports of Exchange Online Issues · Microsoft 365 said it is investigating reports of issues with Exchange Online. This indicates the company is actively addressing potential service disruptions affecting users.

NVDA: Nvidia Stock Slips After-Hours on Report of Pausing Cloud Revenue-Share Deals

The Wall Street Journal reported that Nvidia last week backed away from parts of a financing program it unveiled in early July, citing people familiar with the matter. This caused its after-hours stock to slip. The report said Nvidia paused some cloud revenue-share deals.

CHRN: ChronoScale Holdings Stock Rises 7% on Microsoft AI Deployment Plan · ChronoScale Holdings' stock rose 7% after Microsoft announced an AI deployment plan. This suggests potential benefits from the partnership. The market reacted positively.

MSFT: CISA Confirms Active Exploitation of Microsoft SQL Server Vulnerability CVE-2019-1068

CISA has confirmed active exploitation of a remote code execution vulnerability in Microsoft SQL Server, identified as CVE-2019-1068. The flaw could allow an attacker to execute code in the context of the SQL Server Database Engine service account. This highlights the urgency of patching critical infrastructure software.

MSFT: Microsoft and Humain Form Long-Term Partnership to Boost AI in Saudi Arabia

Microsoft and Humain announced a long-term strategic collaboration to accelerate AI transformation in Saudi Arabia and the wider region. The partnership leverages their combined strengths to advance AI adoption and innovation locally. This move is expected to enhance regional digitalization and drive industrial upgrades.

AMZN: Amazon, Apple, Microsoft, Dell Raise Prices; Memory Shortage May Last Until 2027

Several tech giants have collectively raised prices due to global memory supply constraints. Analysts predict the shortage could persist until 2027. This will impact consumer costs and business operations.