MSFT Equity Research 2026 | Independent Analysis Independent Equity Research Published: February 27, 2026 Analyst: Lead Equity Research Coverage Initiation Report MSFT NASDAQ · Technology Microsoft CorporationIndependent Equity Research The AI Infrastructure Paradox: World-Class Franchise, Near-Term FCF Compression Current Price $401.80 Market Cap ~$2.98T 52-Wk High $555.45 52-Wk Low $344.79 YTD Return -17.7% Fwd P/E… […]
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‘Irresponsible failure’: Google, Meta, Snap and Microsoft slam EU over child sexual abuse law lapse
Experts warn lapse could sharply reduce reports of abuse, echoing a 58% drop during a similar legal gap in 2021Sign up for the Breaking News US email to get newsletter alerts in your inboxThe European parliament has blocked the extension of a law that permits big tech firms to scan for child sexual exploitation on
Anthropic keeps new AI model private after it finds thousands of external vulnerabilities
Anthropic’s most capable AI model has already found thousands of AI cybersecurity vulnerabilities across every major operating system and web browser. The company’s response was not to release it, but to quietly hand it to the organisations responsible for keeping the internet running. That model is Claude Mythos Preview, and the initiative is called Project Glasswing.
Anthropic locked down its most powerful AI Model over cybersecurity fears–then put it to work
Anthropic’s most capable AI model has already found thousands of AI cybersecurity vulnerabilities across every major operating system and web browser. The company’s response was not to release it, but to quietly hand it to the organisations responsible for keeping the internet running. That model is Claude Mythos Preview, and the initiative is called Project Glasswing.
Microsoft open-source toolkit secures AI agents at runtime
A new open-source toolkit from Microsoft focuses on runtime security to force strict governance onto enterprise AI agents. The release tackles a growing anxiety: autonomous language models are now executing code and hitting corporate networks way faster than traditional policy controls can keep up. AI integration used to mean conversational interfaces and advisory copilots. Those
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Tech companies are cutting jobs and betting on AI. The payoff is far from guaranteed
AI experts say we’re living in an experiment that may fundamentally change the model of workSign up for the Breaking News US email to get newsletter alerts in your inboxHundreds of thousands of tech workers are facing a harsh reality. Their well-paying jobs are no longer safe. Now that artificial intelligence (AI) is here, their
Tech companies are cutting jobs and betting on AI. The payoff is far from guaranteed Read More »
Why an up-and-coming indie developer is returning Microsoft’s money
In this week’s newsletter: the creator of All Will Rise standing up to the tech giant –and joining the No Games for Genocide movement• Don’t get Pushing Buttons delivered to your inbox? Sign up hereVideo games are in a funding crisis. Investor money flowed freely during the pandemic gaming boom, but now the well has
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Microsoft backs AI firm Anthropic in legal battle against Pentagon
Tech company filed amicus brief in support of Anthropic’s effort to overturn an aggressive Pentagon designationMicrosoft has thrown its weight behind Anthropic’s legal challenge against the US Pentagon, filing a court brief in support of the AI company’s effort to overturn an aggressive designation that effectively bars it from government work.In an amicus brief submitted
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AI chatbots point vulnerable social media users to illegal online casinos, analysis shows
Tech firms condemned for lack of controls with Meta AI and Gemini even offering advice on how to bypass UK gambling and addiction checksAI chatbots are recommending illegal online casinos to vulnerable social media users, putting them at increased risk of fraud, addiction and even suicide.Analysis of five AI products, owned by some of the
US tech firms pledge at White House to bear costs of energy for datacenters
Companies will pay for upgrades and new electricity generation in agreement to mitigate concerns of rising billsGoogle, Microsoft, Meta, Amazon and several artificial intelligence companies signed a pledge at the White House on Wednesday to bear the cost of new electricity generation to power their datacenters.The agreement is meant to help mitigate concerns that big
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