MSFT Microsoft Corporation
Company Analysis
Latest News
OpenAI Faces California AG Subpoena Over Reported Hugging Face Hack
California Attorney General Rob Bonta has issued an investigative subpoena to OpenAI as part of a widening inquiry into cybersecurity risks and incidents...
OpenAI Adds Virtual Try-On to ChatGPT, Expanding Its Shopping Role
OpenAI has introduced a virtual try-on feature for clothing and accessories in ChatGPT. Users can upload a photo of themselves to see how products might look...
Microsoft Launches AI Transcription Models, Wells Fargo Raises Target to $725
Microsoft announced three new AI models for voice transcription and other applications on October 1, 2026. One of them, MAI-Transcribe-2-Streaming, is designed...
Microsoft Announces LinkedIn Chief Roslansky's 2026 Exit as Role Shifts to Redmond
Ryan Roslansky, Microsoft’s executive vice president for Microsoft 365 and LinkedIn, will leave the company at the end of 2026. CEO Satya Nadella announced the...
OpenAI Dismisses Three Researchers Over Alleged Sharing of Confidential Information
OpenAI confirmed it dismissed three researchers, saying they violated company policies for handling sensitive information. Sources cited by The Wall Street...
Wells Fargo Raises Microsoft Target to $725, Citing AI Catalysts
Wells Fargo added Microsoft to its Tactical Ideas list for the fourth quarter and raised its price target to $725 from $700, while reiterating its Overweight...
Microsoft Faces New AI Rivalry as Meta Enters Enterprise Market
Meta Platforms launched its AI agent, Muse, and a broader Meta Enterprise Platform. This challenges Microsoft in the artificial intelligence space. The move...
Xbox CEO Asha Sharma Rules Out Gaming Division Sale Amid Restructuring
In a New York Times profile, Xbox CEO Asha Sharma said, “Xbox is not for sale,” responding to speculation that Microsoft might sell its gaming division. Since...
FTC Expands AI Probe Into OpenAI, Anthropic Over Consumer and Competition Concerns
The U.S. Federal Trade Commission (FTC) is expanding its investigation into leading AI labs, including OpenAI and Anthropic, over potential consumer harms and...
Microsoft Gets $610 Price Target From Piper Sandler on Copilot
Piper Sandler raised its Microsoft price target to $610 from $550 and reiterated its Overweight rating. The bank cited the revenue potential of Microsoft's...
OpenAI and Anthropic Allies Spend $55.7M to Shape Midterm AI Rules
Groups aligned with AI leaders at OpenAI and Anthropic have spent approximately $55.7 million on advertising and voter outreach for the 2026 U.S. midterm...
OpenAI Delays IPO Until It Can Make Confident AI Safety Claims
OpenAI CEO Sam Altman said the company will not go public until it can make confident safety claims about its AI models. Speaking at OpenAI’s DevDay...
OpenAI and Baseten Let Enterprises Use Commitments to Pay for Open Models
OpenAI is partnering with Baseten to let enterprise customers use their existing financial commitments to OpenAI to pay for open-source models. Announced as...
OpenAI Adds App-Like Features and Automation to ChatGPT Plugins
At its DevDay 2026 conference, OpenAI announced plugin extensions that let developers build more integrated, app-like experiences in ChatGPT. The extensions...
OpenAI Reportedly Seeks at Least $30B at $1.4T Valuation
OpenAI is seeking to raise at least $30 billion in a new funding round, Bloomberg reported. The round would value the company at approximately $1.4 trillion...
OpenAI Launches Dots, Always-On AI Agents for Autonomous Tasks
OpenAI has announced Dots, a new class of proactive, always-on AI agents designed to manage tasks autonomously. The company unveiled them at its annual DevDay...
OpenAI Brings GPT-4.5 Back to API at DevDay 2026
At its annual DevDay conference on September 29, OpenAI announced it would bring GPT-4.5 back to its API for developers. The model debuted in early 2025 but...
OpenAI Kicks Off DevDay 2026, Teasing 20-Plus Announcements
OpenAI’s annual developer conference, DevDay 2026, began today in San Francisco. CEO Sam Altman delivered the opening keynote, and the company teased more than...
Microsoft Joins Apache Ossie to Standardize AI and Analytics Data
Microsoft announced at its FabCon 2026 conference that it is joining Apache Ossie, an industry-wide effort to create a vendor-neutral open standard for AI and...
OpenAI nears $70 billion in annualized revenue as enterprise sales surge
OpenAI's annual recurring revenue (ARR) is approaching $70 billion, according to sources familiar with the company's finances. Enterprise sales have increased...