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MSFTMICROSOFT CORP

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Delayed market data for orientation only — verify before relying on it.

Event exposure history (8 maps)

ai7216 Jun 2026
Cerebras Lands Multi-Billion OpenAI Deal & Amazon Partnership
mixedModeratein Cloud & AI Platform Distribution7d -6.8%30d +1.2%
“Microsoft's Azure is OpenAI's primary cloud; Cerebras deal may reduce Azure's exclusive lock on OpenAI compute.”
ai8214 Jun 2026
Amazon's $17.5B AI Debt Raise Signals $200B Capex Supercycle
benefitsStrongin Hyperscaler & Cloud Infrastructure Spenders7d -2.9%30d -1.1%
“Azure AI demand justifies parallel capex race; Amazon's commitment validates Microsoft's own $80B spend.”
semis7212 Jun 2026
Microsoft Unveils Majorana 2 Quantum Chip, Targets Commercial Viability by 2029
benefitsDirectin Quantum Platform & Chip Developers7d -2.5%30d +1.0%
“Majorana 2 positions Microsoft as a topological qubit leader ahead of 2029 commercial target.”
ai7811 Jun 2026
Neura Robotics Raises $1.4B Led by Nvidia & Amazon
benefitsModeratein Cloud, Software & AI Platforms7d -2.8%30d -1.3%
“Azure cloud and OpenAI models underpin robot training pipelines and digital twin simulation.”
cloud8211 Jun 2026
Oracle Plans $70B AI Spending After Cloud Revenue Jumps 93%
mixedStrongin Cloud & AI Platform (Direct Beneficiary/Spender)7d -2.8%30d -1.3%
“Oracle's cloud surge validates enterprise AI spending but intensifies hyperscaler competition.”
ai9510 Jun 2026
OpenAI files for IPO at a reported $852B valuation
benefitsDirectin Stakeholders & Strategics7d -4.8%30d -3.1%
“Its multibillion OpenAI stake gets a public mark — and Azure keeps the workloads.”
consumer8110 Jun 2026
Apple ships Gemini-powered Siri and opens iPhone to third-party AI
hurtModeratein The Deal Principals7d -4.8%30d -3.1%
“OpenAI's privileged iPhone position dissolves into a multi-assistant marketplace.”
semis8410 Jun 2026
NVIDIA unveils Vera CPU and RTX Spark, invading the PC processor market
benefitsModeratein Memory & OEMs7d -4.8%30d -3.1%
“Windows-on-ARM finally gets silicon worth switching for; Copilot PCs get teeth.”

Educational analysis only — not financial advice.