Microsoft

Halo: Campaign Evolved launches July 28 on PS5, the first mainline Halo ever on a Sony console. On Xbox it's included with Game Pass.

Asha Sharma's reset memo front-loads a 3% margin and a $500M revenue slide. The clearest admission yet that the $69B Activision deal is a cost problem, not a growth story.

MAI-Thinking-1 outperforms GPT-5.5 at one-tenth the cost, trained from scratch with zero OpenAI data. The partnership isn't dead yet — but it just became optional.

Microsoft shipped Master Chief to PlayStation and locked Gears: E-Day to Xbox on the same day. That's not a contradiction. The most coherent thing Xbox has said in three years.

Microsoft, Google, and xAI signed pre-deployment testing agreements with NIST this week. The industry is calling it accountability. It's closer to controlled access.

Microsoft posted a $37 billion annualized AI run rate, up 123% year-over-year. Satya Nadella said Copilot is now used like Outlook. That sentence deserves more attention than it got.

OpenAI isn't just missing targets — it's losing its status as the inevitable center of the AI universe. When the exclusivity ends and the burn rate stays, the IPO math stops working.

Xbox admitted players are frustrated. The rebrand itself is cosmetic — but the candor behind it might actually be different.