• Microsoft (MSFT) guides Q4 revenue $86.7B–$87.8B and forecasts Azure revenue growth of 39%–40% in constant currency; market revenue and EPS expectations were around $87.67B and $4.24 per share.
  • Microsoft (MSFT) reports fiscal Q4 earnings Wednesday. Traders watch cloud and enterprise software revenue and guidance as indicators of IT spending trends; MSFT is a major weight in software ETFs.
  • Microsoft (MSFT) launched MAI-Cyber-1-Flash, an AI model for real-time codebase security. It integrates with MDASH and Perception's multi-agent system to monitor threats and deploy patches.
  • Microsoft (MSFT) to expand cloud and AI capacity in Thailand in H1 2026, investing in data center and infrastructure buildout—timing and scale relevant for MSFT cloud growth and capacity tracking
  • Synopsys showed two AI workflows using Fusion Compiler with Microsoft Azure: automated closed‑loop debug for chip verification and automated implementation optimization.
  • Microsoft (MSFT) set to report quarterly earnings soon; company declined to comment ahead of release. Traders note timing, potential revenue and cloud segment results, and any guidance updates.