MSFT·NasdaqGS·US
Microsoft
Microsoft is a global technology giant offering cloud computing (Azure), software, and enterprise services, generating highly recurring revenue streams. Its relevance in the compute supply chain stems from its use of AMD processors and GPUs to power Azure infrastructure, making it a key demand driver for semiconductor partners while benefiting investors through its dominant, diversified platform position.
Recent Activity
Updated Oct 31, 2026
–Microsoft reported September-quarter revenue up 19% to $92.3 billion, with Microsoft Cloud revenue reaching $63.9 billion, and beat expectations on revenue and profit, fueled by its Azure cloud business.
–Microsoft is offering Voluntary Exit Offer buyouts to around 60,000 employees, more than 25% of its workforce, in markets including India, the US, Canada and the UK, amid its AI investments.
–Microsoft reported Azure revenue in dollars for the first time while spending heavily to expand AI infrastructure capacity.
–Volkswagen Group has equipped more than 330,000 employees with Microsoft Copilot after a phased rollout that began with Copilot Chat, Microsoft said on Oct. 21.
–Microsoft researchers developed an AI tool that diagnoses patients step by step like a doctor and was more than twice as accurate as general physicians at solving complex cases.
–Microsoft said China-aligned group Storm-0940 used the ARTEX AI agent framework to breach ConnectWise's Cloud Backup service and reach customers' Microsoft 365 tenants.
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