MSFT catalysts
Catalysts and events linked to MSFT, newest first.
See today's live cards
2 live catalysts on MSFT are in Desk now. Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.
DateCardAvg 5d
- 2026-10-19Microsoft stays firm as AI infrastructure skepticism buildsMSFT
- 2026-10-19Microsoft Azure Reaches $100B Annual Run-Rate as Copilot Hits 30M Paid UsersMSFT SPY
- 2026-10-19Microsoft AI cloud growth and Copilot adoption support the AI tradeMSFT NVDA
- 2026-10-19Microsoft Azure Hits $100B Run Rate as Copilot Reaches 30M Paid SeatsMSFT NVDA
- 2026-10-19Hyperscaler AI capex seen near $780B in 2026AMZN GOOG META MSFT
- 2026-10-19Microsoft Azure Hits $100B Run Rate as Copilot Reaches 30M Paid SeatsMSFT NVDA
- 2026-10-19Alphabet TPU monetization gets a direct price target lift from JPMorganGOOG MSFT NVDA
- 2026-10-19Microsoft Azure Reaches $100B Annual Run-Rate as Copilot Hits 30M Paid UsersMSFT SPY
- 2026-10-19Microsoft Azure growth and Copilot adoption support the AI capex tradeMSFT NVDA SPY
- 2026-10-19Microsoft Azure Reaches $100B Annual Run-Rate as Copilot Reaches 30M Paid SubscribersMSFT SPY
- 2026-10-19Microsoft stays firm as AI infrastructure skepticism buildsMSFT NVDA
- 2026-10-19Microsoft AI cloud growth and Copilot adoption support the AI tradeMSFT NVDA
- 2026-10-19Nvidia faces November seasonality against slower hyperscaler cloud growthMSFT NVDA
- 2026-10-19Microsoft stands out as AI spending skepticism hits peersMSFT NVDA
- 2026-10-18Morgan Stanley flags a 32 GW U.S. data-center power shortageAMZN META MSFT+0.84%
- 2026-10-18Microsoft's $175B capex keeps margin pressure in viewMSFT+0.84%
- 2026-10-18Microsoft $175 Billion Capex Drive Pressures Cloud Operating MarginsAMZN MSFT+0.84%
- 2026-10-18Morgan Stanley flags a 32 GW U.S. data-center power shortageAVGO MSFT NVDA+0.84%
- 2026-10-18Morgan Stanley flags a 32GW U.S. data-center power shortageAVGO META MSFT NVDA+0.84%
- 2026-10-18Morgan Stanley flags a 32 GW U.S. data-center power shortageAMZN AVGO META MSFT+0.84%
- 2026-10-18Gartner projects 80% neocloud failure rate by 2030 citing $4.9T AI revenue shortfallCRWV MSFT+0.84%
- 2026-10-18Microsoft's $175B capex keeps margin pressure in viewAMZN GOOG MSFT+0.84%
- 2026-10-18Broadcom AI chip growth remains tied to hyperscaler spendingAVGO MSFT+0.84%
- 2026-10-18Microsoft's $175 billion AI capex keeps margin pressure in focusMSFT+0.84%
- 2026-10-18Microsoft's $175B capex raises margin questionsAMZN MSFT+0.84%
- 2026-10-16CoreWeave CDS hits 1,038 bps as debt funding stress risesCRWV MSFT NVDA+0.84%
- 2026-10-16Arista AI networking piece frames switch demand as data-center bottleneckANET MSFT+0.84%
- 2026-10-15Anthropic Reaches $16.8B Q3 Revenue and $67B Annualized Run RateAMD MSFT-3.94%
- 2026-10-15Anthropic Reaches $16.8B Q3 Revenue and $67B Annualized Run RateAMD MSFT NVDA-3.10%
- 2026-10-13Microsoft Intelligent Cloud Posts $39.3 Billion Revenue with 32% GrowthMSFT NVDA-2.48%
- 2026-10-13Microsoft Intelligent Cloud hits $39.3B with 32% growth — MSFT Azure AI monetization repricesMSFT-1.80%
- 2026-10-13Microsoft Intelligent Cloud rises 32% to $39.3B revenue — MSFT Azure margin validationMSFT-1.80%
- 2026-10-13Microsoft Intelligent Cloud Posts $39.3 Billion Revenue with 32% GrowthMSFT NVDA-2.48%
- 2026-10-13Microsoft Intelligent Cloud grows 32% to $39.3B — MSFT Azure AI monetization supports marginsMSFT-1.80%
- 2026-10-13Microsoft Intelligent Cloud Reaches $39.3B on 32% YoY ExpansionMSFT-1.80%
- 2026-10-13Microsoft Intelligent Cloud Generates $39.3B on 32% Year-Over-Year Revenue GrowthMSFT-1.80%
- 2026-10-13Microsoft Intelligent Cloud Revenue Expands 32% to $39.3B on Sustained AI CapexMSFT NVDA-2.48%
- 2026-10-13Microsoft Intelligent Cloud Generates $39.3B on 32% Year-Over-Year Revenue GrowthMSFT-1.80%
- 2026-10-13Microsoft Intelligent Cloud revenue reaches $39.3B on 32% annual expansionMSFT-1.80%
- 2026-10-13Microsoft Intelligent Cloud Revenue Reaches $39.3B on 32% Year-Over-Year GrowthMSFT SPY-1.44%
- 2026-10-13Microsoft Intelligent Cloud Revenue Expands 32% to $39.3B on Sustained AI CapexMSFT NVDA-2.48%
- 2026-10-13Microsoft Intelligent Cloud Reaches $39.3B on 32% YoY ExpansionMSFT-1.80%
- 2026-10-13Microsoft Intelligent Cloud Revenue Reaches $39.3B on 32% Year-Over-Year GrowthMSFT NVDA-2.48%
- 2026-10-13Microsoft Intelligent Cloud Posts $39.3 Billion Revenue with 32% GrowthMSFT NVDA-2.48%
- 2026-10-13Microsoft Intelligent Cloud Revenue Hits $39.3B on 32% Year-Over-Year GrowthMSFT SPY-1.44%
- 2026-10-13Microsoft Intelligent Cloud Revenue Expands 32% to $39.3 Billion on AI DemandMSFT-1.80%
- 2026-10-12Microsoft Faces 40% Azure Growth Benchmark Ahead of October 28 EarningsMSFT QQQ-0.87%
- 2026-10-12Microsoft Faces 40% Azure Growth Benchmark Ahead of October 28 EarningsMSFT-1.41%
- 2026-10-12Microsoft approaches Oct 28 earnings with Azure 40% growth benchmarkMSFT-1.41%
- 2026-10-12Microsoft Faces 40% Azure Growth Hurdle Ahead of Oct 28 ResultsMSFT XLK-1.41%
See today's live cards
Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.