Topic
Microsoft
Everything Briefed has filed against Microsoft, most recent first.
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Microsoft added more value in a day than most stock markets holdA single-day market cap gain of this scale means Microsoft's Azure and Copilot numbers landed well ahead of whatever Wall Street had modelled, and investors are pricing in years of AI monetisation …Microsoft's Xbox cuts land as another gaming bloodbathXbox staff calling this round of layoffs a bloodbath tells you Microsoft is still treating gaming as a cost centre to trim rather than a strategic bet to protect, more than a year after its Activis…Microsoft and Chevron are building a gas-powered data centre in West Texas. The greenwashing risk is priced in already.Microsoft and Chevron are partnering on one of the largest gas-powered data centre projects in the United States, sited in West Texas where Chevron has direct access to Permian Basin supply. The de…Microsoft's stock slide revives activist investor specterValueAct Capital's successful 2013 campaign against Microsoft offers a playbook for today's activists eyeing the software giant's recent decline. The firm secured a board seat by pressuring CEO Ste…OpenAI distances itself from Microsoft as AI battle lines hardenOpenAI is simultaneously attacking Anthropic and backing away from Microsoft — a two-front war that suggests the AI leadership is feeling cornered. The public spat with Anthropic isn't about techno…