The Fly | MSFT

Today

Moderately bullish activity in Microsoft with shares up 0.29%

MSFT

4:26 PM

AI Daily: OpenAI launches GPT-5.6 family of models for general availability

+13

2:04 PM

Xbox layoffs hitting Bethesda staff working on next 'Elder Scrolls,' IGN reports

MSFT

1:53 PM

Midday Fly By: PepsiCo reports mixed Q2, Levi Strauss posts 'beat and raise'

+25

12:00 PM

Private Markets: Joulent’s $1.75B round leads week of private company raises

+28

11:31 AM

Starbucks taps AI to ease reliance on Microsoft, IBM software, Bloomberg says

8:12 AM

Yesterday

Xbox's Obsidian cuts a quarter of staff, will work on 'Fallout,' Bloomberg says

MSFT

Yesterday, 1:58 PM

AI Daily: OpenAI to launch GPT-5.6 model after delayed rollout

Yesterday, 1:53 PM

Tuesday

What You Missed On Wall Street On Tuesday

+26

Jul 7, 4:15 PM

AI Daily: DeepSeek developing own chip to reduce reliance on Nvidia

Jul 7, 2:17 PM

Game On: Xbox to lay off 3,200 people through FY27

Jul 7, 1:18 PM

Microsoft to replace OpenAI, Anthropic with own AI in some apps, Bloomberg says

MSFT

Jul 7, 1:01 PM

Microsoft replacing Anthropic, OpenAI with own AI in some apps, Bloomberg says

Jul 7, 12:21 PM

Microsoft price target lowered by $15 at BMO Capital, here's why

MSFT

Jul 7, 8:08 AM

Monday

What You Missed On Wall Street On Monday

+27

Jul 6, 4:20 PM

AI Daily: Microsoft launches $2.5B AI deployment business Frontier

Jul 6, 2:11 PM

Midday Fly By: SK Hynix targets U.S. listing, Lockheed to acquire Ultra Maritime

+28

Jul 6, 1:20 PM

Microsoft's Xbox to divest from five studios, Bloomberg says

MSFT

Jul 6, 11:41 AM

Microsoft price target lowered by $45 at Wolfe Research, here's why

MSFT

Jul 6, 10:47 AM

Microsoft Xbox unit cutting one-fifth of staff, CNBC reports

MSFT

Jul 6, 9:44 AM

Over a week ago

What You Missed On Wall Street On Thursday

+22

Jul 2, 4:15 PM

AI Daily: OpenAI discusses giving U.S. government 5% stake

Jul 2, 2:55 PM

Microsoft merging consumer, enterprise versions of AI chatbot, Information says

MSFT

Jul 2, 1:44 PM

Microsoft launches $2.5B AI deployment business Microsoft Frontier

MSFT

Jul 2, 12:41 PM

Private Markets: Plaid weighs IPO, Minted explores sale

+20

Jul 2, 10:14 AM

Dominant Software Ecosystem: Windows and Office suite create powerful network effects and deep customer lock-in across billions of users and enterprises.

Leading Cloud Infrastructure: Azure's robust, enterprise-grade cloud services provide a critical platform for businesses, driving recurring revenue and sticky customer relationships.

Deep Enterprise Relationships: Decades of serving large organizations have built trust, deep integrations, and a well-established sales and support network.

Regulatory Scrutiny and Antitrust Challenges: Microsoft faces ongoing regulatory oversight and potential antitrust actions due to its market dominance in various segments, including cloud computing and recent acquisitions.

Intense Competitive Pressure Across Markets: Fierce competition in cloud computing, artificial intelligence, gaming, and productivity software from well-funded rivals could erode market share and revenue growth.

Cybersecurity Threats and Data Breaches Risk: As a major software vendor and cloud provider, Microsoft is a prime target for sophisticated cyberattacks, potentially leading to data breaches, service disruptions, and reputational damage.