Microsoft (MSFT)
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Microsoft to make Agent 365 available from UAE data centre starting October
At GISEC Global 2026 Microsoft announced Agent 365 will be available to customers in the UAE data centre starting in October, providing a control plane for discovery, governance and security of AI agents. The expansion targets enterprise customers seeking governance as agentic AI adoption scales in the region.
via TabTab1d agoSource
Quantum Financial Partners reports new stake in Microsoft in Q2 13F filing
Quantum Financial Partners LLC reported buying 4,445 shares of Microsoft during the second quarter in its latest 13F filing, a position valued around $1.66 million. The filing is an institutional holding disclosure and does not indicate company activity or insider transactions.
via TabTab1d agoSource
Rep. Thomas H. Kean Jr. discloses sale of Microsoft (MSFT) shares
A MarketBeat alert reports that Representative Thomas H. Kean Jr. disclosed a sale of Microsoft shares in a filing made public September 12. The filing says the sale, executed on August 27, was between $15,001 and $50,000 and occurred in a State Street Bank & Trust Co. account. Such congressional disclosures are routine but relevant for transparency in officials' holdings.
via TabTab2d agoSource
Microsoft raises quarterly dividend 8% to $0.98 per share
Microsoft’s board approved an 8% increase in its quarterly cash dividend to $0.98 per share, payable Dec. 10, 2026 to holders of record on Nov. 19, 2026. The raise continues Microsoft’s pattern of returning cash to shareholders while the company balances elevated AI and data‑center investment. This is a company press release distributed via PR Newswire and picked up by regional outlets.
via TabTab2d agoSource
Bank of America raises Microsoft price target to $600, stirring market chatter
Reports cite a Bank of America upgrade boosting Microsoft’s price target to $600, with the move drawing social and trading interest tied to Azure momentum and Copilot adoption. Analyst target changes can influence near‑term positioning but do not themselves change company fundamentals.
via TabTab2d agoSource
Microsoft publishes draft AI code requiring human oversight and opens six‑week consultation
Microsoft released an interim/draft code of conduct for its advanced AI models that mandates human oversight, accepts shutdown commands and rejects AI personhood, and said the framework will be open for a six‑week public consultation. The move is notable amid broader industry calls to slow frontier AI development and could shape Microsoft’s model‑training and deployment practices.
via TabTab2d agoSource
Microsoft plans to more than double global data‑center capacity to ~38 GW by 2032
Reports say Microsoft is planning a major data‑center expansion that could increase compute capacity to about 38 gigawatts by 2032; the announced intent underpins expectations of continued Azure demand and heavy capital spending. This matters because it signals sustained, large-scale capex commitments to support AI and cloud growth.
via TabTab3d agoSource
Azure annual revenue tops $100 billion and commercial backlog jumps to $678 billion
Coverage citing Microsoft’s latest quarter reports Azure has surpassed $100 billion in annualized revenue and commercial remaining performance obligations (backlog) rose about 84% to $678 billion, highlighting strong contracted demand for cloud services. These metrics provide evidence of durable enterprise commitments that support Microsoft’s cloud monetization thesis.
via TabTab3d agoSource