Microsoft (MSFT): Microsoft запускает суперприложение Copilot для бизнес-ИИ

Движение акции сверх рынка по сессиям

В обычных днях (σ): движение MSFT сверх её обычной связи с QQQ. Тёмные столбцы — дни с событием сюжета; R — окно отчёта.

Хронология

События сюжета в порядке прихода в нашу ленту, время нью-йоркское. Событие — один факт; показан первый заголовок и до трёх других сообщений о нём.

1. 25.09 08:01

   CNBCMicrosoft объединяет корпоративный AI в едином приложении в попытке конкурировать с Anthropic

   FORT08:34Microsoft представляет суперприложение Copilot с ИИ-агентами для бизнес-пользователей

   SA09:25Microsoft обновляет Copilot с фокусом на корпоративных клиентов и контроль расходов на ИИ

   IBD12:54Microsoft, акция дня IBD, совершает бычий шаг: софтверный гигант запускает ИИ-суперприложение

   всего сообщений: 8

2. 28.09 08:31

   PRNDrugBank интегрирует биомедицинскую аналитику в Microsoft Copilot

   всего сообщений: 3

3. 28.09 10:56

   YFНовый шаг Microsoft с Copilot получил $550 от Уолл-стрит

4. 28.09 12:40

   SAОбновление Copilot от Microsoft укрепляет долгосрочные позиции: Jefferies

5. 29.09 02:32

   SICitizens подтвердил рейтинг «Лучше рынка» для Microsoft (MSFT): новая версия Copilot поднимает акции

6. 29.09 13:22

   YFАкции Microsoft снижаются на 1,2% несмотря на расширение платных возможностей Copilot

7. 01.10 09:10

   YFAskPolly интегрирован с Microsoft Copilot Cowork для объединения социальных инсайтов с данными о продажах

   всего сообщений: 2

8. 05.10 08:18

   GNWWood Mackenzie подключает надёжную энергетическую аналитику к Microsoft Copilot

   всего сообщений: 2

9. 06.10 07:48

   YFMicrosoft ограничивает Copilot Business до 4 000 кредитов на пользователя по умолчанию

10. 06.10 13:05

    BENZMicrosoft вводит вторую ИИ-оплату: Copilot переходит на модель Pay-Per-Use

11. 07.10 12:43

    YFПлохие новости для Microsoft: большинство сотрудников «практически не используют» Copilot с ИИ

Оценки по вечерам

Каждый вечер в 22:00 UTC, пока у сюжета были новости за последние три дня. Модель видела только события, пришедшие к этому времени, и дневные движения акции сверх рынка.

Company: MSFT (Microsoft). Now: 2026-10-07 22:00 UTC (Wednesday).
Storyline: Microsoft launches Copilot super app for business AI
Chronology (UTC):
- 09-25 12:01 Microsoft packages business AI in single app as it tries to compete with Anthropic (+6 similar)
- 09-28 12:31 DrugBank Brings Grounded Biopharma Intelligence to Microsoft Copilot
- 09-28 14:56 Microsoft's New Copilot Push Gets a $550 Vote From Wall Street
- 09-28 16:40 Microsoft's Copilot upgrade strengthens long-term conviction: Jefferies
- 09-29 06:32 Microsoft (MSFT) Reiterated at Market Outperform by Citizens New Version of Copilot Lifts Stock
- 09-29 17:22 Microsoft Stock Slips 1.2% Although Copilot Super-App Expands Paid Workflows
- 10-01 13:10 askpolly Now Integrated With Microsoft Copilot Cowork to Connect Social Insights With Sales Data
- 10-05 12:18 Wood Mackenzie connects trusted energy intelligence with Microsoft Copilot
- 10-06 11:48 Microsoft Caps Copilot Business at 4,000 Credits per User by Default
- 10-06 17:05 Microsoft Sets up a Second AI Paycheck as Copilot Shifts To Pay-Per-Use
- 10-07 16:43 Bad News for Microsoft: “Basically Zero” AI Use for Most Employees on Copilot
Stock move beyond the market by session, in typical days (sigma): 09-30 +0.4, 10-01 -0.1, 10-02 +0.3, 10-05 +0.6, 10-06 +0.3, 10-07 +0.1

Company: MSFT (Microsoft). Now: 2026-10-06 22:00 UTC (Tuesday).
Storyline: Microsoft launches Copilot super app for business AI
Chronology (UTC):
- 09-25 12:01 Microsoft packages business AI in single app as it tries to compete with Anthropic (+6 similar)
- 09-28 12:31 DrugBank Brings Grounded Biopharma Intelligence to Microsoft Copilot
- 09-28 14:56 Microsoft's New Copilot Push Gets a $550 Vote From Wall Street
- 09-28 16:40 Microsoft's Copilot upgrade strengthens long-term conviction: Jefferies
- 09-29 06:32 Microsoft (MSFT) Reiterated at Market Outperform by Citizens New Version of Copilot Lifts Stock
- 09-29 17:22 Microsoft Stock Slips 1.2% Although Copilot Super-App Expands Paid Workflows
- 10-01 13:10 askpolly Now Integrated With Microsoft Copilot Cowork to Connect Social Insights With Sales Data
- 10-05 12:18 Wood Mackenzie connects trusted energy intelligence with Microsoft Copilot
- 10-06 11:48 Microsoft Caps Copilot Business at 4,000 Credits per User by Default
- 10-06 17:05 Microsoft Sets up a Second AI Paycheck as Copilot Shifts To Pay-Per-Use
Stock move beyond the market by session, in typical days (sigma): 09-29 -0.1, 09-30 +0.4, 10-01 -0.1, 10-02 +0.3, 10-05 +0.6, 10-06 +0.3

Company: MSFT (Microsoft). Now: 2026-10-05 22:00 UTC (Monday).
Storyline: Microsoft launches Copilot super app for business AI
Chronology (UTC):
- 09-25 12:01 Microsoft packages business AI in single app as it tries to compete with Anthropic (+6 similar)
- 09-28 12:31 DrugBank Brings Grounded Biopharma Intelligence to Microsoft Copilot
- 09-28 14:56 Microsoft's New Copilot Push Gets a $550 Vote From Wall Street
- 09-28 16:40 Microsoft's Copilot upgrade strengthens long-term conviction: Jefferies
- 09-29 06:32 Microsoft (MSFT) Reiterated at Market Outperform by Citizens New Version of Copilot Lifts Stock
- 09-29 17:22 Microsoft Stock Slips 1.2% Although Copilot Super-App Expands Paid Workflows
- 10-01 13:10 askpolly Now Integrated With Microsoft Copilot Cowork to Connect Social Insights With Sales Data
- 10-05 12:18 Wood Mackenzie connects trusted energy intelligence with Microsoft Copilot
Stock move beyond the market by session, in typical days (sigma): 09-28 -0.5, 09-29 -0.1, 09-30 +0.4, 10-01 -0.1, 10-02 +0.3, 10-05 +0.6

Company: MSFT (Microsoft). Now: 2026-10-03 22:00 UTC (Saturday).
Storyline: Microsoft launches Copilot super app for business AI
Chronology (UTC):
- 09-25 12:01 Microsoft packages business AI in single app as it tries to compete with Anthropic (+6 similar)
- 09-28 12:31 DrugBank Brings Grounded Biopharma Intelligence to Microsoft Copilot
- 09-28 14:56 Microsoft's New Copilot Push Gets a $550 Vote From Wall Street
- 09-28 16:40 Microsoft's Copilot upgrade strengthens long-term conviction: Jefferies
- 09-29 06:32 Microsoft (MSFT) Reiterated at Market Outperform by Citizens New Version of Copilot Lifts Stock
- 09-29 17:22 Microsoft Stock Slips 1.2% Although Copilot Super-App Expands Paid Workflows
- 10-01 13:10 askpolly Now Integrated With Microsoft Copilot Cowork to Connect Social Insights With Sales Data
Stock move beyond the market by session, in typical days (sigma): 09-25 +1.9, 09-28 -0.5, 09-29 -0.1, 09-30 +0.4, 10-01 -0.1, 10-02 +0.3

Company: MSFT (Microsoft). Now: 2026-10-02 22:00 UTC (Friday).
Storyline: Microsoft launches Copilot super app for business AI
Chronology (UTC):
- 09-25 12:01 Microsoft packages business AI in single app as it tries to compete with Anthropic (+6 similar)
- 09-28 12:31 DrugBank Brings Grounded Biopharma Intelligence to Microsoft Copilot
- 09-28 14:56 Microsoft's New Copilot Push Gets a $550 Vote From Wall Street
- 09-28 16:40 Microsoft's Copilot upgrade strengthens long-term conviction: Jefferies
- 09-29 06:32 Microsoft (MSFT) Reiterated at Market Outperform by Citizens New Version of Copilot Lifts Stock
- 09-29 17:22 Microsoft Stock Slips 1.2% Although Copilot Super-App Expands Paid Workflows
- 10-01 13:10 askpolly Now Integrated With Microsoft Copilot Cowork to Connect Social Insights With Sales Data
Stock move beyond the market by session, in typical days (sigma): 09-25 +1.9, 09-28 -0.5, 09-29 -0.1, 09-30 +0.4, 10-01 -0.1, 10-02 +0.3

Company: MSFT (Microsoft). Now: 2026-10-01 22:00 UTC (Thursday).
Storyline: Microsoft launches Copilot super app for business AI
Chronology (UTC):
- 09-25 12:01 Microsoft packages business AI in single app as it tries to compete with Anthropic (+6 similar)
- 09-28 12:31 DrugBank Brings Grounded Biopharma Intelligence to Microsoft Copilot
- 09-28 14:56 Microsoft's New Copilot Push Gets a $550 Vote From Wall Street
- 09-28 16:40 Microsoft's Copilot upgrade strengthens long-term conviction: Jefferies
- 09-29 06:32 Microsoft (MSFT) Reiterated at Market Outperform by Citizens New Version of Copilot Lifts Stock
- 09-29 17:22 Microsoft Stock Slips 1.2% Although Copilot Super-App Expands Paid Workflows
- 10-01 13:10 askpolly Now Integrated With Microsoft Copilot Cowork to Connect Social Insights With Sales Data
Stock move beyond the market by session, in typical days (sigma): 09-24 -0.3, 09-25 +1.9, 09-28 -0.5, 09-29 -0.1, 09-30 +0.4, 10-01 -0.1

Company: MSFT (Microsoft). Now: 2026-09-30 22:00 UTC (Wednesday).
Storyline: Microsoft launches Copilot super app for business AI
Chronology (UTC):
- 09-25 12:01 Microsoft packages business AI in single app as it tries to compete with Anthropic (+6 similar)
- 09-28 12:31 DrugBank Brings Grounded Biopharma Intelligence to Microsoft Copilot
- 09-28 14:56 Microsoft's New Copilot Push Gets a $550 Vote From Wall Street
- 09-28 16:40 Microsoft's Copilot upgrade strengthens long-term conviction: Jefferies
- 09-29 06:32 Microsoft (MSFT) Reiterated at Market Outperform by Citizens New Version of Copilot Lifts Stock
- 09-29 17:22 Microsoft Stock Slips 1.2% Although Copilot Super-App Expands Paid Workflows
Stock move beyond the market by session, in typical days (sigma): 09-23 +0.4, 09-24 -0.3, 09-25 +1.9, 09-28 -0.5, 09-29 -0.1, 09-30 +0.4

Company: MSFT (Microsoft). Now: 2026-09-29 22:00 UTC (Tuesday).
Storyline: Microsoft launches Copilot super app for business AI
Chronology (UTC):
- 09-25 12:01 Microsoft packages business AI in single app as it tries to compete with Anthropic (+6 similar)
- 09-28 12:31 DrugBank Brings Grounded Biopharma Intelligence to Microsoft Copilot
- 09-28 14:56 Microsoft's New Copilot Push Gets a $550 Vote From Wall Street
- 09-28 16:40 Microsoft's Copilot upgrade strengthens long-term conviction: Jefferies
- 09-29 06:32 Microsoft (MSFT) Reiterated at Market Outperform by Citizens New Version of Copilot Lifts Stock
- 09-29 17:22 Microsoft Stock Slips 1.2% Although Copilot Super-App Expands Paid Workflows
Stock move beyond the market by session, in typical days (sigma): 09-22 -0.5, 09-23 +0.4, 09-24 -0.3, 09-25 +1.9, 09-28 -0.5, 09-29 -0.1

Company: MSFT (Microsoft). Now: 2026-09-28 22:00 UTC (Monday).
Storyline: Microsoft launches Copilot super app for business AI
Chronology (UTC):
- 09-25 12:01 Microsoft packages business AI in single app as it tries to compete with Anthropic (+6 similar)
- 09-28 12:31 DrugBank Brings Grounded Biopharma Intelligence to Microsoft Copilot
- 09-28 14:56 Microsoft's New Copilot Push Gets a $550 Vote From Wall Street
- 09-28 16:40 Microsoft's Copilot upgrade strengthens long-term conviction: Jefferies
Stock move beyond the market by session, in typical days (sigma): 09-21 +0.4, 09-22 -0.5, 09-23 +0.4, 09-24 -0.3, 09-25 +1.9, 09-28 -0.5

Company: MSFT (Microsoft). Now: 2026-09-27 22:00 UTC (Sunday).
Storyline: Microsoft launches Copilot super app for business AI
Chronology (UTC):
- 09-25 12:01 Microsoft packages business AI in single app as it tries to compete with Anthropic (+6 similar)
Stock move beyond the market by session, in typical days (sigma): 09-18 -0.5, 09-21 +0.4, 09-22 -0.5, 09-23 +0.4, 09-24 -0.3, 09-25 +1.9

Company: MSFT (Microsoft). Now: 2026-09-26 22:00 UTC (Saturday).
Storyline: Microsoft launches Copilot super app for business AI
Chronology (UTC):
- 09-25 12:01 Microsoft packages business AI in single app as it tries to compete with Anthropic (+6 similar)
Stock move beyond the market by session, in typical days (sigma): 09-18 -0.5, 09-21 +0.4, 09-22 -0.5, 09-23 +0.4, 09-24 -0.3, 09-25 +1.9

Company: MSFT (Microsoft). Now: 2026-09-25 22:00 UTC (Friday).
Storyline: Microsoft launches Copilot super app for business AI
Chronology (UTC):
- 09-25 12:01 Microsoft packages business AI in single app as it tries to compete with Anthropic (+6 similar)
Stock move beyond the market by session, in typical days (sigma): 09-18 -0.5, 09-21 +0.4, 09-22 -0.5, 09-23 +0.4, 09-24 -0.3, 09-25 +1.9

Как модель собирала сюжет

Для каждого события модель видела активные сюжеты компании и выбирала: продолжить один из них, начать новый или считать событие разовым.

1. 25.09 08:01

   Новый сюжет · Microsoft объединяет корпоративный AI в едином приложении в попытке конкурировать с Anthropic

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: MSFT (Microsoft)
   New event (09-25 12:01 UTC): Microsoft packages business AI in single app as it tries to compete with Anthropic
     also reported: Microsoft unveils Copilot super app, targeting business users with AI agents
     also reported: Microsoft revamps Copilot with focus on enterprise clients, AI spend management
   
   Storylines:
   1. Brad Smith to lead communications department
      first (09-24 17:59): Microsoft memo satya nadella new comms plan brad smith
   2. Microsoft granted White House access
      first (09-24 16:13): MS NOW and CNN says they have been granted access to White House
   3. Microsoft recasts internal culture around AI
      first (09-24 13:07): Microsoft Recasts Culture Around AI
   4. Data center backlash
      first (09-23 17:48): Microsoft, Google Confront Data Center Fears as Backlash Grows
      latest (09-24 11:33): LinkedIn Co-Founder Backs Local Control Over Data Center Development: 'Communities That Will Live Alongside a Data center...'
   5. Microsoft ends ICC cooperation over US sanctions
      first (09-24 04:45): Microsoft ends cooperation with ICC over US sanctions
   6. Microsoft Gulf region investment
      first (09-23 16:38): Microsoft Pledges to Spend Additional $2 Billion in Gulf Region
   7. Microsoft partners with Photonic Inc. on quantum resource estimation
      first (09-23 11:03): Photonic Inc. Advances Quantum Resource Estimation Capabilities with Microsoft
   8. Microsoft Copilot deep discounts for large companies
      first (09-23 10:18): Microsoft Chases Mass Copilot Adoption With Deep Discounts for Large Companies
   9. Microsoft quantum system access for DARPA
      first (09-22 20:09): Microsoft to give DARPA hands-on access to quantum system at new Maryland site
   10. Asha Sharma's Xbox overhaul
      first (09-15 20:30): Is she Xbox’s executioner or its savior? �� After taking over as Xbox CEO in February, outsider Asha Sharma quickly set out to overhaul the brand with hard truths, 3,200 job cuts, and a focus on double-digit profit margins. While pending layoffs have left staff on edge, she’s winning over players by scrapping an unpopular AI assistant, easing disc-to-digital upgrades, and even handling customer support tickets herself, the Wall Street Journal reports. Her next big goal? 1 billion daily users.
      latest (09-22 14:35): Xbox Cuts Jobs, Moves Game Studios Under Activision
   11. Microsoft new round of job cuts
      first (09-22 14:06): Microsoft starts a new round of job cuts
   12. Microsoft CEO attends Trump-Xi meal with OpenAI, Nvidia bosses
      first (09-21 21:55): Microsoft CEO to Join OpenAI, Nvidia Bosses at Trump-Xi Meal
   
   → {"story": 0, "title": "Microsoft launches Copilot super app for business AI"}

2. 28.09 08:31

   Продолжение сюжета · DrugBank интегрирует биомедицинскую аналитику в Microsoft Copilot

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: MSFT (Microsoft)
   New event (09-28 12:31 UTC): DrugBank Brings Grounded Biopharma Intelligence to Microsoft Copilot
   
   Storylines:
   1. Sen. Warren probes AI tax subsidies at Microsoft and other tech firms
      first (09-28 12:04): Meta, Google, Amazon, Microsoft draw Sen. Warren questions about AI tax subsidies
   2. Microsoft's vast data center expansion plan
      first (09-28 00:32): Microsoft (MSFT) Reportedly Plans a Vast Data Center Expansion. Can Azure Justify the Cost?
   3. Asha Sharma's Xbox overhaul
      first (09-15 20:30): Is she Xbox’s executioner or its savior? �� After taking over as Xbox CEO in February, outsider Asha Sharma quickly set out to overhaul the brand with hard truths, 3,200 job cuts, and a focus on double-digit profit margins. While pending layoffs have left staff on edge, she’s winning over players by scrapping an unpopular AI assistant, easing disc-to-digital upgrades, and even handling customer support tickets herself, the Wall Street Journal reports. Her next big goal? 1 billion daily users.
      latest (09-27 20:39): Gears of War story director laid off mere days after E-Day went gold
   4. Xbox's Physint deal budget lower than rumored
      first (09-27 20:08): Despite widespread rumors, Xbox insiders say the PHYSINT deal cost “significantly less” than $400 million
   5. Microsoft reboots Copilot, abandons personal AI chatbot race
      first (09-25 12:04): Microsoft Abandons Personal AI Chatbot Race With Copilot Reboot
      latest (09-27 19:42): Microsoft (MSFT) Puts GitHub’s Coding Engine Inside the App Office Workers Already Use
   6. Microsoft launches Copilot super app for business AI
      first (09-25 12:01): Microsoft packages business AI in single app as it tries to compete with Anthropic
   7. Brad Smith to lead communications department
      first (09-24 17:59): Microsoft memo satya nadella new comms plan brad smith
   8. Microsoft granted White House access
      first (09-24 16:13): MS NOW and CNN says they have been granted access to White House
   9. Microsoft recasts internal culture around AI
      first (09-24 13:07): Microsoft Recasts Culture Around AI
   10. Data center backlash
      first (09-23 17:48): Microsoft, Google Confront Data Center Fears as Backlash Grows
      latest (09-24 11:33): LinkedIn Co-Founder Backs Local Control Over Data Center Development: 'Communities That Will Live Alongside a Data center...'
   11. Microsoft ends ICC cooperation over US sanctions
      first (09-24 04:45): Microsoft ends cooperation with ICC over US sanctions
   12. Microsoft Gulf region investment
      first (09-23 16:38): Microsoft Pledges to Spend Additional $2 Billion in Gulf Region
   
   → {"story": 6}

3. 28.09 10:56

   Продолжение сюжета · Новый шаг Microsoft с Copilot получил $550 от Уолл-стрит

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: MSFT (Microsoft)
   New event (09-28 14:56 UTC): Microsoft's New Copilot Push Gets a $550 Vote From Wall Street
   
   Storylines:
   1. Meta's enterprise AI push threatens Microsoft
      first (09-28 13:56): Meta's new enterprise push hits ServiceNow, Salesforce and Microsoft
   2. Asha Sharma's Xbox overhaul
      first (09-15 20:30): Is she Xbox’s executioner or its savior? �� After taking over as Xbox CEO in February, outsider Asha Sharma quickly set out to overhaul the brand with hard truths, 3,200 job cuts, and a focus on double-digit profit margins. While pending layoffs have left staff on edge, she’s winning over players by scrapping an unpopular AI assistant, easing disc-to-digital upgrades, and even handling customer support tickets herself, the Wall Street Journal reports. Her next big goal? 1 billion daily users.
      latest (09-28 12:59): Satya Nadella Says Xbox Is on Track for a Comeback After Major Layoffs — ‘I Feel Fantastic’ About Its Gaming IP
   3. Microsoft launches Copilot super app for business AI
      first (09-25 12:01): Microsoft packages business AI in single app as it tries to compete with Anthropic
      latest (09-28 12:31): DrugBank Brings Grounded Biopharma Intelligence to Microsoft Copilot
   4. Sen. Warren probes AI tax subsidies at Microsoft and other tech firms
      first (09-28 12:04): Meta, Google, Amazon, Microsoft draw Sen. Warren questions about AI tax subsidies
   5. Microsoft's vast data center expansion plan
      first (09-28 00:32): Microsoft (MSFT) Reportedly Plans a Vast Data Center Expansion. Can Azure Justify the Cost?
   6. Xbox's Physint deal budget lower than rumored
      first (09-27 20:08): Despite widespread rumors, Xbox insiders say the PHYSINT deal cost “significantly less” than $400 million
   7. Microsoft reboots Copilot, abandons personal AI chatbot race
      first (09-25 12:04): Microsoft Abandons Personal AI Chatbot Race With Copilot Reboot
      latest (09-27 19:42): Microsoft (MSFT) Puts GitHub’s Coding Engine Inside the App Office Workers Already Use
   8. Brad Smith to lead communications department
      first (09-24 17:59): Microsoft memo satya nadella new comms plan brad smith
   9. Microsoft granted White House access
      first (09-24 16:13): MS NOW and CNN says they have been granted access to White House
   10. Microsoft recasts internal culture around AI
      first (09-24 13:07): Microsoft Recasts Culture Around AI
   11. Data center backlash
      first (09-23 17:48): Microsoft, Google Confront Data Center Fears as Backlash Grows
      latest (09-24 11:33): LinkedIn Co-Founder Backs Local Control Over Data Center Development: 'Communities That Will Live Alongside a Data center...'
   12. Microsoft ends ICC cooperation over US sanctions
      first (09-24 04:45): Microsoft ends cooperation with ICC over US sanctions
   
   → {"story": 3}

4. 28.09 12:40

   Продолжение сюжета · Обновление Copilot от Microsoft укрепляет долгосрочные позиции: Jefferies

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: MSFT (Microsoft)
   New event (09-28 16:40 UTC): Microsoft's Copilot upgrade strengthens long-term conviction: Jefferies
   
   Storylines:
   1. Microsoft launches Copilot super app for business AI
      first (09-25 12:01): Microsoft packages business AI in single app as it tries to compete with Anthropic
      latest (09-28 14:56): Microsoft's New Copilot Push Gets a $550 Vote From Wall Street
   2. Meta's enterprise AI push threatens Microsoft
      first (09-28 13:56): Meta's new enterprise push hits ServiceNow, Salesforce and Microsoft
   3. Asha Sharma's Xbox overhaul
      first (09-15 20:30): Is she Xbox’s executioner or its savior? �� After taking over as Xbox CEO in February, outsider Asha Sharma quickly set out to overhaul the brand with hard truths, 3,200 job cuts, and a focus on double-digit profit margins. While pending layoffs have left staff on edge, she’s winning over players by scrapping an unpopular AI assistant, easing disc-to-digital upgrades, and even handling customer support tickets herself, the Wall Street Journal reports. Her next big goal? 1 billion daily users.
      latest (09-28 12:59): Satya Nadella Says Xbox Is on Track for a Comeback After Major Layoffs — ‘I Feel Fantastic’ About Its Gaming IP
   4. Sen. Warren probes AI tax subsidies at Microsoft and other tech firms
      first (09-28 12:04): Meta, Google, Amazon, Microsoft draw Sen. Warren questions about AI tax subsidies
   5. Microsoft's vast data center expansion plan
      first (09-28 00:32): Microsoft (MSFT) Reportedly Plans a Vast Data Center Expansion. Can Azure Justify the Cost?
   6. Xbox's Physint deal budget lower than rumored
      first (09-27 20:08): Despite widespread rumors, Xbox insiders say the PHYSINT deal cost “significantly less” than $400 million
   7. Microsoft reboots Copilot, abandons personal AI chatbot race
      first (09-25 12:04): Microsoft Abandons Personal AI Chatbot Race With Copilot Reboot
      latest (09-27 19:42): Microsoft (MSFT) Puts GitHub’s Coding Engine Inside the App Office Workers Already Use
   8. Brad Smith to lead communications department
      first (09-24 17:59): Microsoft memo satya nadella new comms plan brad smith
   9. Microsoft granted White House access
      first (09-24 16:13): MS NOW and CNN says they have been granted access to White House
   10. Microsoft recasts internal culture around AI
      first (09-24 13:07): Microsoft Recasts Culture Around AI
   11. Data center backlash
      first (09-23 17:48): Microsoft, Google Confront Data Center Fears as Backlash Grows
      latest (09-24 11:33): LinkedIn Co-Founder Backs Local Control Over Data Center Development: 'Communities That Will Live Alongside a Data center...'
   12. Microsoft ends ICC cooperation over US sanctions
      first (09-24 04:45): Microsoft ends cooperation with ICC over US sanctions
   
   → {"story": 1}

5. 29.09 02:32

   Продолжение сюжета · Citizens подтвердил рейтинг «Лучше рынка» для Microsoft (MSFT): новая версия Copilot поднимает акции

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: MSFT (Microsoft)
   New event (09-29 06:32 UTC): Microsoft (MSFT) Reiterated at Market Outperform by Citizens New Version of Copilot Lifts Stock
   
   Storylines:
   1. Microsoft and Nokia expand AI partnership
      first (09-28 21:51): Nokia (NOK) and Microsoft (MSFT) are Expanding Their AI Reach. Can the Opportunity Translate into Returns?
   2. Microsoft deepens restructuring with hundreds more job cuts
      first (09-28 17:16): Microsoft cuts hundreds more jobs as restructuring deepens
   3. Microsoft's vast data center expansion plan
      first (09-28 00:32): Microsoft (MSFT) Reportedly Plans a Vast Data Center Expansion. Can Azure Justify the Cost?
      latest (09-28 17:00): ChronoScale: 50MW Microsoft Win Is A Start, But More Capacity May Be Needed
   4. Microsoft launches Copilot super app for business AI
      first (09-25 12:01): Microsoft packages business AI in single app as it tries to compete with Anthropic
      latest (09-28 16:40): Microsoft's Copilot upgrade strengthens long-term conviction: Jefferies
   5. Meta's enterprise AI push threatens Microsoft
      first (09-28 13:56): Meta's new enterprise push hits ServiceNow, Salesforce and Microsoft
   6. Asha Sharma's Xbox overhaul
      first (09-15 20:30): Is she Xbox’s executioner or its savior? �� After taking over as Xbox CEO in February, outsider Asha Sharma quickly set out to overhaul the brand with hard truths, 3,200 job cuts, and a focus on double-digit profit margins. While pending layoffs have left staff on edge, she’s winning over players by scrapping an unpopular AI assistant, easing disc-to-digital upgrades, and even handling customer support tickets herself, the Wall Street Journal reports. Her next big goal? 1 billion daily users.
      latest (09-28 12:59): Satya Nadella Says Xbox Is on Track for a Comeback After Major Layoffs — ‘I Feel Fantastic’ About Its Gaming IP
   7. Sen. Warren probes AI tax subsidies at Microsoft and other tech firms
      first (09-28 12:04): Meta, Google, Amazon, Microsoft draw Sen. Warren questions about AI tax subsidies
   8. Xbox's Physint deal budget lower than rumored
      first (09-27 20:08): Despite widespread rumors, Xbox insiders say the PHYSINT deal cost “significantly less” than $400 million
   9. Microsoft reboots Copilot, abandons personal AI chatbot race
      first (09-25 12:04): Microsoft Abandons Personal AI Chatbot Race With Copilot Reboot
      latest (09-27 19:42): Microsoft (MSFT) Puts GitHub’s Coding Engine Inside the App Office Workers Already Use
   10. Brad Smith to lead communications department
      first (09-24 17:59): Microsoft memo satya nadella new comms plan brad smith
   11. Microsoft granted White House access
      first (09-24 16:13): MS NOW and CNN says they have been granted access to White House
   12. Microsoft recasts internal culture around AI
      first (09-24 13:07): Microsoft Recasts Culture Around AI
   
   → {"story": 4}

6. 29.09 13:22

   Продолжение сюжета · Акции Microsoft снижаются на 1,2% несмотря на расширение платных возможностей Copilot

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: MSFT (Microsoft)
   New event (09-29 17:22 UTC): Microsoft Stock Slips 1.2% Although Copilot Super-App Expands Paid Workflows
   
   Storylines:
   1. ClickHouse expands collaboration with Microsoft
      first (09-29 07:43): ClickHouse Expands Collaboration With Microsoft, Bringing Fabric Integration, Deeper OneLake Interoperability, and Enterprise Deployment Flexibility
   2. Telmai Data Reliability Workload for Microsoft Fabric GA
      first (09-29 07:02): Telmai Data Reliability Workload for Microsoft Fabric Now Generally Available
   3. Microsoft launches Copilot super app for business AI
      first (09-25 12:01): Microsoft packages business AI in single app as it tries to compete with Anthropic
      latest (09-29 06:32): Microsoft (MSFT) Reiterated at Market Outperform by Citizens New Version of Copilot Lifts Stock
   4. Microsoft and Nokia expand AI partnership
      first (09-28 21:51): Nokia (NOK) and Microsoft (MSFT) are Expanding Their AI Reach. Can the Opportunity Translate into Returns?
   5. Microsoft deepens restructuring with hundreds more job cuts
      first (09-28 17:16): Microsoft cuts hundreds more jobs as restructuring deepens
   6. Microsoft's vast data center expansion plan
      first (09-28 00:32): Microsoft (MSFT) Reportedly Plans a Vast Data Center Expansion. Can Azure Justify the Cost?
      latest (09-28 17:00): ChronoScale: 50MW Microsoft Win Is A Start, But More Capacity May Be Needed
   7. Meta's enterprise AI push threatens Microsoft
      first (09-28 13:56): Meta's new enterprise push hits ServiceNow, Salesforce and Microsoft
   8. Asha Sharma's Xbox overhaul
      first (09-15 20:30): Is she Xbox’s executioner or its savior? �� After taking over as Xbox CEO in February, outsider Asha Sharma quickly set out to overhaul the brand with hard truths, 3,200 job cuts, and a focus on double-digit profit margins. While pending layoffs have left staff on edge, she’s winning over players by scrapping an unpopular AI assistant, easing disc-to-digital upgrades, and even handling customer support tickets herself, the Wall Street Journal reports. Her next big goal? 1 billion daily users.
      latest (09-28 12:59): Satya Nadella Says Xbox Is on Track for a Comeback After Major Layoffs — ‘I Feel Fantastic’ About Its Gaming IP
   9. Sen. Warren probes AI tax subsidies at Microsoft and other tech firms
      first (09-28 12:04): Meta, Google, Amazon, Microsoft draw Sen. Warren questions about AI tax subsidies
   10. Xbox's Physint deal budget lower than rumored
      first (09-27 20:08): Despite widespread rumors, Xbox insiders say the PHYSINT deal cost “significantly less” than $400 million
   11. Microsoft reboots Copilot, abandons personal AI chatbot race
      first (09-25 12:04): Microsoft Abandons Personal AI Chatbot Race With Copilot Reboot
      latest (09-27 19:42): Microsoft (MSFT) Puts GitHub’s Coding Engine Inside the App Office Workers Already Use
   12. Brad Smith to lead communications department
      first (09-24 17:59): Microsoft memo satya nadella new comms plan brad smith
   
   → {"story": 3}

7. 01.10 09:10

   Продолжение сюжета · AskPolly интегрирован с Microsoft Copilot Cowork для объединения социальных инсайтов с данными о продажах

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: MSFT (Microsoft)
   New event (10-01 13:10 UTC): askpolly Now Integrated With Microsoft Copilot Cowork to Connect Social Insights With Sales Data
   
   Storylines:
   1. Xbox segment revamp
      first (09-30 13:27): Microsoft: The Xbox Segment Revamp
      latest (10-01 04:06): 'This Is Your Dreamcast Moment' — Former PlayStation Boss Offers New Xbox CEO Some Words of Advice
   2. Microsoft's vast data center expansion plan
      first (09-28 00:32): Microsoft (MSFT) Reportedly Plans a Vast Data Center Expansion. Can Azure Justify the Cost?
      latest (09-30 08:21): Did Microsoft Really Cut Its Capex? Here’s the Accounting Move Behind the Headline
   3. IntuigenceAI launches Sovereign Industrial AI Workload on Microsoft Fabric GA
      first (09-30 07:15): IntuigenceAI Announces General Availability of Sovereign Industrial AI Workload on Microsoft Fabric
   4. Semarchy publishes Intelligent Data Products on Microsoft Fabric
      first (09-30 07:15): Semarchy Publishes Intelligent Data Products and Semantic Context to Microsoft Fabric
   5. Cygnet.One and The Unlimited modernize core insurance platform on Microsoft Azure
      first (09-30 06:54): Cygnet.One and The Unlimited Modernize Core Insurance Platform on Microsoft Azure
   6. xMentium becomes launch partner for IQ Sharing in Microsoft Fabric
      first (09-30 06:14): xMentium Document Intelligence Platform Enables AI-Ready Data Foundations as a Launch Partner for IQ Sharing in Microsoft Fabric
   7. Microsoft integrates OpenAI's Dots AI workers into enterprise via Agent 365
      first (09-29 17:36): OPENAI'S ALTMAN SAYS IT IS WORKING WITH MICROSOFT TO INTEGRATE SPECIALIST DOTS WITH THEIR ENTERPRISE GOVERNANCE AND SECURITY CONTROLS IN AGENT 365.
   8. Microsoft launches Copilot super app for business AI
      first (09-25 12:01): Microsoft packages business AI in single app as it tries to compete with Anthropic
      latest (09-29 17:22): Microsoft Stock Slips 1.2% Although Copilot Super-App Expands Paid Workflows
   9. ClickHouse expands collaboration with Microsoft
      first (09-29 07:43): ClickHouse Expands Collaboration With Microsoft, Bringing Fabric Integration, Deeper OneLake Interoperability, and Enterprise Deployment Flexibility
   10. Telmai Data Reliability Workload for Microsoft Fabric GA
      first (09-29 07:02): Telmai Data Reliability Workload for Microsoft Fabric Now Generally Available
   11. Microsoft and Nokia expand AI partnership
      first (09-28 21:51): Nokia (NOK) and Microsoft (MSFT) are Expanding Their AI Reach. Can the Opportunity Translate into Returns?
   12. Microsoft deepens restructuring with hundreds more job cuts
      first (09-28 17:16): Microsoft cuts hundreds more jobs as restructuring deepens
   
   → {"story": 8}

8. 05.10 08:18

   Продолжение сюжета · Wood Mackenzie подключает надёжную энергетическую аналитику к Microsoft Copilot

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: MSFT (Microsoft)
   New event (10-05 12:18 UTC): Wood Mackenzie connects trusted energy intelligence with Microsoft Copilot
   
   Storylines:
   1. Integral Ad Science to measure brand safety in ChatGPT ads
      first (10-05 11:07): Integral Ad Science to Provide Brand Safety and Suitability Measurement in ChatGPT Ads
   2. LinkedIn layoffs and promotions
      first (10-04 09:02): Loud working job security layoffs linkedin promotions
   3. Xbox segment revamp
      first (09-30 13:27): Microsoft: The Xbox Segment Revamp
      latest (10-03 19:26): Ex-PlayStation lead says it's "impossible" for devs to make a profit on Game Pass
   4. Microsoft enters smart home via appliances
      first (10-02 20:31): Microsoft Entered the Smart Home Through Your Washing Machine, Not Your Phone
   5. Microsoft integrates OpenAI's Dots AI workers into enterprise via Agent 365
      first (09-29 17:36): OPENAI'S ALTMAN SAYS IT IS WORKING WITH MICROSOFT TO INTEGRATE SPECIALIST DOTS WITH THEIR ENTERPRISE GOVERNANCE AND SECURITY CONTROLS IN AGENT 365.
      latest (10-02 14:44): Microsoft’s Agent 365 GCC Ships a Governance Moat
   6. EU regulatory scrutiny on Microsoft cloud services
      first (10-02 11:17): Microsoft & Amazon cloud arms set to face deeper EU scrutiny $MSFT $AMZN
   7. Microsoft's vast data center expansion plan
      first (09-28 00:32): Microsoft (MSFT) Reportedly Plans a Vast Data Center Expansion. Can Azure Justify the Cost?
      latest (10-02 01:28): Why Is Microsoft (MSFT) Joining An AI Data Center Coalition Now?
   8. Gears of War: E-Day studio layoff fears
      first (10-01 22:19): Gears of War: E-Day studio reportedly fears post-launch layoffs and Microsoft withholding bonuses
   9. Executive departures at Microsoft
      first (10-01 16:12): Former LinkedIn chief Roslansky to leave Microsoft, following other exec departures
   10. Microsoft launches Copilot super app for business AI
      first (09-25 12:01): Microsoft packages business AI in single app as it tries to compete with Anthropic
      latest (10-01 13:10): askpolly Now Integrated With Microsoft Copilot Cowork to Connect Social Insights With Sales Data
   11. IntuigenceAI launches Sovereign Industrial AI Workload on Microsoft Fabric GA
      first (09-30 07:15): IntuigenceAI Announces General Availability of Sovereign Industrial AI Workload on Microsoft Fabric
   12. Semarchy publishes Intelligent Data Products on Microsoft Fabric
      first (09-30 07:15): Semarchy Publishes Intelligent Data Products and Semantic Context to Microsoft Fabric
   
   → {"story": 10}

9. 06.10 07:48

   Продолжение сюжета · Microsoft ограничивает Copilot Business до 4 000 кредитов на пользователя по умолчанию

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: MSFT (Microsoft)
   New event (10-06 11:48 UTC): Microsoft Caps Copilot Business at 4,000 Credits per User by Default
   
   Storylines:
   1. Microsoft ends support for popular product on Oct 13
      first (10-05 23:26): Microsoft cutting off a best-seller with no extension on Oct. 13
   2. Microsoft reduces reliance on Anthropic's Claude
      first (10-05 18:15): $META $MSFT | Meta and Microsoft Work to Wean Staff Off Anthropic’s Claude — @TheInformation
   3. Executive departures at Microsoft
      first (10-01 16:12): Former LinkedIn chief Roslansky to leave Microsoft, following other exec departures
      latest (10-05 17:50): Amazon hires former microsoft copilot cto ai agent push
   4. OpenAI legal problems impact Microsoft AI future
      first (10-05 14:20): AI Future Of Microsoft and Google Face OpenAI Big Legal Problems
   5. LinkedIn adopts Clockwork.io's GPU resilience software
      first (10-05 13:01): Clockwork.io Raises $31M as LinkedIn, Together AI and WhiteFiber Adopt Its Resilience Software to Stop Wasting GPU-Hours
   6. Microsoft launches Copilot super app for business AI
      first (09-25 12:01): Microsoft packages business AI in single app as it tries to compete with Anthropic
      latest (10-05 12:18): Wood Mackenzie connects trusted energy intelligence with Microsoft Copilot
   7. Integral Ad Science to measure brand safety in ChatGPT ads
      first (10-05 11:07): Integral Ad Science to Provide Brand Safety and Suitability Measurement in ChatGPT Ads
   8. LinkedIn layoffs and promotions
      first (10-04 09:02): Loud working job security layoffs linkedin promotions
   9. Xbox segment revamp
      first (09-30 13:27): Microsoft: The Xbox Segment Revamp
      latest (10-03 19:26): Ex-PlayStation lead says it's "impossible" for devs to make a profit on Game Pass
   10. Microsoft enters smart home via appliances
      first (10-02 20:31): Microsoft Entered the Smart Home Through Your Washing Machine, Not Your Phone
   11. Microsoft integrates OpenAI's Dots AI workers into enterprise via Agent 365
      first (09-29 17:36): OPENAI'S ALTMAN SAYS IT IS WORKING WITH MICROSOFT TO INTEGRATE SPECIALIST DOTS WITH THEIR ENTERPRISE GOVERNANCE AND SECURITY CONTROLS IN AGENT 365.
      latest (10-02 14:44): Microsoft’s Agent 365 GCC Ships a Governance Moat
   12. EU regulatory scrutiny on Microsoft cloud services
      first (10-02 11:17): Microsoft & Amazon cloud arms set to face deeper EU scrutiny $MSFT $AMZN
   
   → {"story": 6}

10. 06.10 13:05

    Продолжение сюжета · Microsoft вводит вторую ИИ-оплату: Copilot переходит на модель Pay-Per-Use

    Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

    Company: MSFT (Microsoft)
    New event (10-06 17:05 UTC): Microsoft Sets up a Second AI Paycheck as Copilot Shifts To Pay-Per-Use
    
    Storylines:
    1. Microsoft partners with Marvell and Nvidia in alliance to challenge ALAB and AVGO
       first (10-06 15:09): MRVL's Alliance With NVDA & MSFT: Can It Challenge ALAB & AVGO ?
    2. Microsoft launches Copilot super app for business AI
       first (09-25 12:01): Microsoft packages business AI in single app as it tries to compete with Anthropic
       latest (10-06 11:48): Microsoft Caps Copilot Business at 4,000 Credits per User by Default
    3. Microsoft ends support for popular product on Oct 13
       first (10-05 23:26): Microsoft cutting off a best-seller with no extension on Oct. 13
    4. Microsoft reduces reliance on Anthropic's Claude
       first (10-05 18:15): $META $MSFT | Meta and Microsoft Work to Wean Staff Off Anthropic’s Claude — @TheInformation
    5. Executive departures at Microsoft
       first (10-01 16:12): Former LinkedIn chief Roslansky to leave Microsoft, following other exec departures
       latest (10-05 17:50): Amazon hires former microsoft copilot cto ai agent push
    6. OpenAI legal problems impact Microsoft AI future
       first (10-05 14:20): AI Future Of Microsoft and Google Face OpenAI Big Legal Problems
    7. LinkedIn adopts Clockwork.io's GPU resilience software
       first (10-05 13:01): Clockwork.io Raises $31M as LinkedIn, Together AI and WhiteFiber Adopt Its Resilience Software to Stop Wasting GPU-Hours
    8. Integral Ad Science to measure brand safety in ChatGPT ads
       first (10-05 11:07): Integral Ad Science to Provide Brand Safety and Suitability Measurement in ChatGPT Ads
    9. LinkedIn layoffs and promotions
       first (10-04 09:02): Loud working job security layoffs linkedin promotions
    10. Xbox segment revamp
       first (09-30 13:27): Microsoft: The Xbox Segment Revamp
       latest (10-03 19:26): Ex-PlayStation lead says it's "impossible" for devs to make a profit on Game Pass
    11. Microsoft enters smart home via appliances
       first (10-02 20:31): Microsoft Entered the Smart Home Through Your Washing Machine, Not Your Phone
    12. Microsoft integrates OpenAI's Dots AI workers into enterprise via Agent 365
       first (09-29 17:36): OPENAI'S ALTMAN SAYS IT IS WORKING WITH MICROSOFT TO INTEGRATE SPECIALIST DOTS WITH THEIR ENTERPRISE GOVERNANCE AND SECURITY CONTROLS IN AGENT 365.
       latest (10-02 14:44): Microsoft’s Agent 365 GCC Ships a Governance Moat
    
    → {"story": 2}

11. 07.10 12:43

    Продолжение сюжета · Плохие новости для Microsoft: большинство сотрудников «практически не используют» Copilot с ИИ

    Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

    Company: MSFT (Microsoft)
    New event (10-07 16:43 UTC): Bad News for Microsoft: “Basically Zero” AI Use for Most Employees on Copilot
    
    Storylines:
    1. Xbox segment revamp
       first (09-30 13:27): Microsoft: The Xbox Segment Revamp
       latest (10-07 15:10): State Of Decay 3 Was Announced Early To Keep Undead Labs On Microsoft’s Radar
    2. Beazley Security becomes Microsoft Solutions Partner for AI security
       first (10-07 13:02): Beazley Security Strengthens AI Security Capabilities with Microsoft Solutions Partner Designation
    3. Microsoft October 7 event announcement
       first (10-07 01:00): Dear Microsoft Stock Fans, Mark Your Calendars for October 7
       latest (10-07 10:11): Microsoft, Nvidia CEOs to unveil new AI laptop at San Francisco event
    4. Microsoft joins energy consortium with Google, Amazon, Meta
       first (10-06 20:44): Google Joins Microsoft, Amazon, and Meta on Constellation’s Energy Roster
    5. Microsoft launches Copilot super app for business AI
       first (09-25 12:01): Microsoft packages business AI in single app as it tries to compete with Anthropic
       latest (10-06 17:05): Microsoft Sets up a Second AI Paycheck as Copilot Shifts To Pay-Per-Use
    6. Microsoft partners with Marvell and Nvidia in alliance to challenge ALAB and AVGO
       first (10-06 15:09): MRVL's Alliance With NVDA & MSFT: Can It Challenge ALAB & AVGO ?
    7. Microsoft ends support for popular product on Oct 13
       first (10-05 23:26): Microsoft cutting off a best-seller with no extension on Oct. 13
    8. Microsoft reduces reliance on Anthropic's Claude
       first (10-05 18:15): $META $MSFT | Meta and Microsoft Work to Wean Staff Off Anthropic’s Claude — @TheInformation
    9. Executive departures at Microsoft
       first (10-01 16:12): Former LinkedIn chief Roslansky to leave Microsoft, following other exec departures
       latest (10-05 17:50): Amazon hires former microsoft copilot cto ai agent push
    10. OpenAI legal problems impact Microsoft AI future
       first (10-05 14:20): AI Future Of Microsoft and Google Face OpenAI Big Legal Problems
    11. LinkedIn adopts Clockwork.io's GPU resilience software
       first (10-05 13:01): Clockwork.io Raises $31M as LinkedIn, Together AI and WhiteFiber Adopt Its Resilience Software to Stop Wasting GPU-Hours
    12. Integral Ad Science to measure brand safety in ChatGPT ads
       first (10-05 11:07): Integral Ad Science to Provide Brand Safety and Suitability Measurement in ChatGPT Ads
    
    → {"story": 5}