Latest intelligence

MSFT: US Government Suspends Green Card Applications for Foreign Employees at Microsoft and Other Tech Firms · The US government has suspended green card applications for foreign employees at Microsoft and other technology companies.

MSFT: US suspends Microsoft, Adobe and others from green card program citing abuse

Vice President JD Vance said Thursday that the U.S. government had suspended Microsoft, Adobe and others from a green card pathway for skilled foreign workers seeking permanent residency, citing abuse.

MSFT: Microsoft Announces Quarterly Earnings Release Date · Microsoft Corp. announced the date for its quarterly earnings release.

Microsoft (MSFT.O) New Premium Laptop Starting Price · Microsoft (MSFT.O) new premium laptop has a starting price of 2,599 USD.

Microsoft (MSFT.O): New Nvidia (NVDA.O) Nemotron model to run on a single laptop and PC · Microsoft said the new Nvidia (NVDA.O) Nemotron model will be able to run on a single laptop and PC.

Microsoft launches AI coding model for personal laptops · Microsoft (MSFT.O) launched an artificial intelligence coding model that can run on personal laptops.

MSFT: Microsoft Stock Nears Record High as Xbox Seeks Exclusive GTA VI Streaming Rights, Report Says · Microsoft is reportedly reshaping Xbox Cloud Gaming with new streaming limits and a pay-as-you-go option ahead of GTA VI’s launch.

MSFT: Jim Cramer: Microsoft’s “Monster” Data Center Play Is Starting to Pay Off · Jim Cramer said Microsoft’s “monster” data center play is starting to pay off.

MSFT: M365 Con 27 Brings 120+ Microsoft Experts Together · M365 Con 27 brings 120+ Microsoft experts together.

Meta and Microsoft Push to Reduce Employee Reliance on Anthropic Claude · According to The Information, Meta Platforms and Microsoft are working to help employees move away from relying on Anthropic's Claude.

MSFT: Integrated Systems Market Report 2026: Global Size, Share, Trends and Forecast to 2030 · The global integrated systems market is experiencing rapid expansion as enterprises increase investments in unified, scalable and centrally managed IT infrastructure.

MSFT: Global Virtual Machine Market Report 2026: Trends and Forecast to 2030 · Microsoft, Amazon, Google, Alibaba, and Dell are accelerating AI and hybrid cloud initiatives, with a projected CAGR of 15.5%.

MSFT: Microsoft, Amazon Cloud Units Face Stricter EU Scrutiny · Market reports say Microsoft's and Amazon's cloud businesses will face stricter scrutiny from the European Union.

SPCX: SpaceX AI unit reportedly held talks to lease compute from Microsoft · Citing people familiar with the matter, The Information reported that SpaceX's AI unit held talks during the summer to lease compute from Microsoft.

MSFT: askpolly Now Integrated With Microsoft Copilot Cowork to Connect Social Insights With Sales Data · Companies can combine statistically valid social insights and their own sales data without uploading sensitive information to the cloud.

MSFT: Microsoft Just Had Its Best Quarter Since 1991 · Whether November's earnings confirm a breakout or expose a false start depends on one number.

AMZN: Warren Demands Answers on $96 billion Federal Revenue Lost as Amazon, Google, Meta, Microsoft Claim Tax Breaks · The tech giants received generous tax breaks as programs like Social Security and SNAP are under strain.

CRM: “The New Clippy”: Benioff Uses Salesforce’s Biggest Product Launch in Years to Challenge Microsoft · The Salesforce CEO announced AIforce at the company’s flagship annual conference in San Francisco, marking its biggest product launch in years, and again referenced Microsoft.

MSFT: Microsoft Plans Up to Half-Off Copilot Enterprise Discount, Launches AI 'Super App' · Microsoft plans to offer enterprise customers up to a half-price discount on Copilot and launch an AI 'super app' simultaneously.

MSFT: Microsoft to Increase Copilot Discounts and Launch AI Super App · According to The Information, Microsoft plans to increase discounts on its Copilot product and launch an AI super app.

MSFT: Microsoft to retire 35-year-old Office app in 1 · Your files won't be deleted, but that's not the good news it sounds like.

MSFT: Oppenheimer Revamps Microsoft Price Target to 2027 · Oppenheimer has revised its price target for Microsoft to 2027.

AMZN: Amazon, Alphabet, and Microsoft: 2 Cloud Giants I'm Buying in September and 1 I'm Avoiding · Alphabet and Amazon are seeing their cloud computing growth rates quickly accelerate.

MSFT: Microsoft's Biggest AI Customer Is Also Its Biggest Risk · Microsoft's largest AI customer also poses its biggest risk.

MSFT: Microsoft Patent Hints at Contextual In-Game Ads · Microsoft has filed a patent application for an 'ad credit' system designed to contextually deliver ads to gaming players during 'stopping points.'