MSFT catalysts
Catalysts and events linked to MSFT, newest first.
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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
- 2026-10-03Cybersecurity Spending Forecast at $244B by 2026 as AI Security Demand GrowsCRWD MSFT PANW+3.39%
- 2026-10-03Meta Rallied 25% in September Following Meta Muse AI Subscription LaunchMETA MSFT+1.05%
- 2026-10-02Microsoft Azure AI Reaches $100B Run Rate as Copilot Subscriptions Hit 30MGOOGL MSFT+3.19%
- 2026-10-02Microsoft, UAE Cyber Security Council and Core42 announce AI-powered security deployment across UAE government entitiesDXB MSFT UAE+2.21%
- 2026-10-02Microsoft Azure AI Reaches $100B Run Rate as Copilot Subscriptions Hit 30MGOOGL MSFT+3.19%
- 2026-10-02Microsoft Azure AI Reaches $100B Run Rate as Copilot Subscriptions Hit 30MGOOGL MSFT+3.19%
- 2026-10-01Nvidia Eyes October Hyperscaler 2027 Capex Revisions as Spend Expands to $1.3 TrillionMSFT NVDA+0.87%
- 2026-10-01Anthropic draft IPO filing reveals $518B cloud plan with $110B AWS dealAMZN MSFT+2.13%
- 2026-10-01Hyperscaler Capex Projections Toward $1.3T Drive AI Semiconductor OutlookAVGO MSFT NVDA TSM+1.57%
- 2026-10-01Anthropic Plans $518B Cloud Spending with $110B Committed to AWSAMZN AVGO MSFT NVDA+2.23%
- 2026-10-01Nvidia targets 70% FY2028 growth as hyperscaler capex climbs to $1.3TARKK MSFT NVDA+0.87%
- 2026-09-30TomTom Expands Microsoft Partnership to Embed Geospatial Data in FabricMSFT TMOAY+3.29%
- 2026-09-30Cygnet.One Completes Migration of Insurance Platform to Microsoft AzureMSFT+3.29%
- 2026-09-30TomTom Integrates Location Intelligence into Microsoft FabricMSFT+3.29%
- 2026-09-30Zscaler Report Shows AI-Aided Ransomware Attacks Up 275%MSFT ZS+3.29%
- 2026-09-30TomTom Expands Microsoft Partnership to Embed Geospatial Data in FabricMSFT TMOAY+3.29%
- 2026-09-30Zscaler Report Cites 275% Rise in AI Ransomware and $328M in ExtortionMSFT ZS+3.29%
- 2026-09-30TomTom Integrates Location Intelligence into Microsoft FabricMSFT+3.29%
- 2026-09-30Cygnet.One Completes Migration of Insurance Platform to Microsoft AzureMSFT+3.29%
- 2026-09-30Zscaler Report Shows 275% Jump in AI-Assisted Ransomware AttacksMSFT ZS+3.29%
- 2026-09-30Microsoft and TomTom Expand Partnership for Fabric Geospatial AI IntegrationMSFT TMOAY+3.29%
- 2026-09-28Palantir Lifts Guidance Over $8B on 134% US Commercial Revenue GrowthMSFT+3.13%
- 2026-09-28Microsoft Reports 43% Azure Growth with AI Backlog Reaching $678 BillionMSFT QQQ+2.90%
- 2026-09-28Palantir Lifts Guidance Over $8B on 134% US Commercial Revenue GrowthMSFT PLTR+2.08%
- 2026-09-28Microsoft Discloses 43% Azure Expansion and $678 Billion AI Contract BacklogMSFT NVDA+3.76%
- 2026-09-28Microsoft Azure Delivers 43% Growth with $678 Billion AI Backlog Amid Margin ScrutinyMSFT SPY+2.17%
- 2026-09-27WeAreDevelopers Congress Concludes in San Jose Focusing on AI Production ScalingAMZN MSFT+0.50%
- 2026-09-27Microsoft Q2 Shows 43% Azure Expansion Alongside $678 Billion AI BacklogMSFT NVDA TSM+3.04%
- 2026-09-27MAGS ETF Hits Record $72.20 as Member Divergence Widens Across Mega-Cap TechMAGS MSFT+0.09%
- 2026-09-27Morgan Stanley Forecasts $1.4 Trillion in Hyperscaler Data Center Capex by 2028IREN MSFT VRT-10.44%
- 2026-09-27Magnificent Seven ETF Reaches New Record High of $72.20 on NVDA and AAPL StrengthMAGS MSFT NVDA+1.38%
- 2026-09-27Morgan Stanley Projects $1.4T in Hyperscaler Data Center AI Capex by 2028MSFT NVDA VRT+2.10%
- 2026-09-27U.S. Grid Demand Projected to Grow 60% by 2045 on AI Data Center LoadCCJ CEG MSFT+0.26%
- 2026-09-27Magnificent Seven ETF Hits Record $72.20 Led by Hardware and AI OutperformanceMAGS MSFT NVDA+1.38%
- 2026-09-27Microsoft Q2 Shows 43% Azure Expansion Alongside $678 Billion AI BacklogMSFT NVDA TSM+3.04%
- 2026-09-27MAGS ETF Hits Record $72.20 as Mega-Cap Valuation Dispersion WidensMSFT NVDA TSLA+1.27%
- 2026-09-27WeAreDevelopers Congress Concludes in San Jose Focusing on AI Production ScalingAMZN MSFT+0.50%
- 2026-09-26Goldman Sachs flags hyperscaler capex scaling to $1.1T as Meta reversesMETA MSFT-1.44%
- 2026-09-26Hyperscaler Capex Run-Rate Faces ROI Scrutiny After Meta ReversalMETA MSFT-1.44%
- 2026-09-25Goldman Sachs stays bullish on AI spending as cloud giants' capex heads toward $1.2 trillionMSFT QQQ SMH+1.63%
- 2026-09-25CoreWeave revenue climbs 167.9% to $5.1B alongside 8.9x debt-to-equity leverageCRWV MSFT-1.31%
- 2026-09-25Vancouver AI Startup Alebex Beats Big Tech Models in International BenchmarkGOOGL MSFT+0.26%
- 2026-09-25IREN locks in $9.7B Microsoft data center compute infrastructure contractIREN MSFT-10.44%
- 2026-09-25IREN Operates Under $9.7B Cloud Computing Infrastructure Agreement with MicrosoftAPLD IREN MSFT-10.44%
- 2026-09-25Alebex Ranks 8th in Global Speech-to-Text Benchmark, Surpassing Big Tech ModelsGOOGL MSFT NVDA+2.10%
- 2026-09-25Oracle declares force majeure on New Mexico data center amid power supply shortagesMSFT NVDA ORCL+1.06%
- 2026-09-25Bloom Energy discloses $20B backlog and plans 2GW factory expansion by year-end 2026BE MSFT+0.26%
- 2026-09-25IREN secures $9.7B Microsoft AI contract while Applied Digital expands marginsAPLD IREN MSFT-10.44%
- 2026-09-25IREN Secures $9.7B Microsoft Deal for High-Performance AI Data Center HostingAPLD IREN MSFT-10.44%
- 2026-09-25IREN Secures $9.7B AI Infrastructure and Cloud Compute Contract with MicrosoftIREN MSFT-10.44%
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.