MSFT News & Events

Mixed options sentiment in Microsoft (MSFT), with shares up $7.37, or 1.79%, near $418.59. Options volume running well above average with 993k contracts traded and calls leading puts for a put/call ratio of 0.38, compared to a typical level near 0.79. Implied volatility (IV30) dropped 0.46 near 37.8, in the highest 10% of observations over the past year, suggesting an expected daily move of $9.97. Put-call skew steepened, indicating increased demand for downside protection.Looking ahead: Microsoft (MSFT) will report earnings after the close on 2026-04-29.Option markets are pricing in a 50% probability of a move greater than 6.04% or $25.26.

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.CLAUDE OPUS 4.7:Anthropic said that its latest model, Claude Opus 4.7, is now generally available. "Opus 4.7 is a notable improvement on Opus 4.6 in advanced software engineering, with particular gains on the most difficult tasks. Users report being able to hand off their hardest coding work-the kind that previously needed close supervision-to Opus 4.7 with confidence. Opus 4.7 handles complex, long-running tasks with rigor and consistency, pays precise attention to instructions, and devises ways to verify its own outputs before reporting back," the company said. Anthropic also invited security professionals who wish to use Opus 4.7 for legitimate cybersecurity purposes - such as vulnerability research, penetration testing, and red-teaming - to join the new Cyber Verification Program.MAJOR UPDATE:Microsoft-backed OpenAI said it is releasing a major update to Codex, making it a "more powerful partner" for the more than 3M developers who use it every week to accelerate work across the full software development lifecycle. "Codex can now operate your computer alongside you, work with more of the tools and apps you use everyday, generate images, remember your preferences, learn from previous actions, and take on ongoing and repeatable work," the company said. "The Codex app also now includes deeper support for developer workflows, like reviewing PRs, viewing multiple files & terminals, connecting to remote devboxes via SSH, and an in-app browser to make it faster to iterate on frontend designs, apps, and games. With background computer use, Codex can now use all of the apps on your computer by seeing, clicking, and typing with its own cursor. Multiple agents can work on your Mac in parallel, without interfering with your own work in other apps. For developers, this is helpful for iterating on frontend changes, testing apps, or working in apps that don't expose an API. Codex is also beginning to work natively with the web. The app now includes an in-app browser, where you can comment directly on pages to provide precise instructions to the agent. This is useful for frontend and game development today, and over time we plan to expand it so Codex can fully command the browser beyond web applications on localhost. Codex can now use gpt-image-1.5 to generate and iterate on images. Combined with screenshots and code, it is helpful for creating visuals for product concepts, frontend designs, mockups, and games inside the same workflow. We're also releasing more than 90 additional plugins, which combine skills, app integrations, and MCP servers to give Codex more ways to gather context and take action across your tools. Some of the new plugins developers will find most useful include Atlassian Rovo to help manage JIRA, CircleCI, CodeRabbit, GitLab Issues, Microsoft Suite, Neon by Databricks, Remotion, Render, and Superpowers." Starting today, these updates are rolling out to Codex desktop app users who are signed in with ChatGPT.STRATEGIC COLLABORATION:Stellantisand Microsoftannounced a five-year strategic collaboration aimed at accelerating Stellantis' digital transformation through the co-development of advanced AI, cybersecurity and engineering capabilities. "Building on a longstanding alliance, this collaboration will bring together Stellantis' automotive engineering expertise, multi-brand scale and global operations with Microsoft's cloud, AI and security capabilities to accelerate stronger, more agile, more connected digital processes across its ecosystem," the company said.CLASSIFIED AI DEAL:Googleis negotiating a deal with the U.S. DOD that would let the Pentagon deploy Gemini AI models in classified settings, reversing its previous stance, The Information's Erin Woo, citing sources.BEST POSITIONED NEOCLOUD:Wolfe Research initiated coverage of CoreWeavewith an Outperform rating and $150 price target. The firm views CoreWeave as the best positioned neocloud to continue expanding capacity with a positive FY26 catalyst path and believes its financing engine is "a key differentiator that sets it apart" from peers, Wolfe tells investors. In the growing neocloud ecosystem, four things are important - relationship with supplier, who you get demand from, capacity, and how you fund projects - and CoreWeave "leads in all four," the firm added.

Microsoft-backed OpenAI said it is releasing a major update to Codex, making it a "more powerful partner" for the more than 3M developers who use it every week to accelerate work across the full software development lifecycle. "Codex can now operate your computer alongside you, work with more of the tools and apps you use everyday, generate images, remember your preferences, learn from previous actions, and take on ongoing and repeatable work," the company said. "The Codex app also now includes deeper support for developer workflows, like reviewing PRs, viewing multiple files & terminals, connecting to remote devboxes via SSH, and an in-app browser to make it faster to iterate on frontend designs, apps, and games. With background computer use, Codex can now use all of the apps on your computer by seeing, clicking, and typing with its own cursor. Multiple agents can work on your Mac in parallel, without interfering with your own work in other apps. For developers, this is helpful for iterating on frontend changes, testing apps, or working in apps that don't expose an API. Codex is also beginning to work natively with the web. The app now includes an in-app browser, where you can comment directly on pages to provide precise instructions to the agent. This is useful for frontend and game development today, and over time we plan to expand it so Codex can fully command the browser beyond web applications on localhost. Codex can now use gpt-image-1.5 to generate and iterate on images. Combined with screenshots and code, it is helpful for creating visuals for product concepts, frontend designs, mockups, and games inside the same workflow. We're also releasing more than 90 additional plugins, which combine skills, app integrations, and MCP servers to give Codex more ways to gather context and take action across your tools. Some of the new plugins developers will find most useful include Atlassian Rovo to help manage JIRA, CircleCI, CodeRabbit, GitLab Issues, Microsoft Suite, Neon by Databricks, Remotion, Render, and Superpowers." Starting today, these updates are rolling out to Codex desktop app users who are signed in with ChatGPT.