JPMorgan Chase & Microsoft
58 shared events · Importance 7 · Last updated Aug 17, 2026
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Tech
JPMorgan Chase: JPMorgan Chase analysts flagged supply tightness on TSMC's N3 process and CoWoS packaging as a risk to Microsoft's Maia 300 ramp through 2027.
Microsoft: Microsoft is the developer and potential launcher of the Maia 300 AI chip, aiming to scale its custom silicon to reduce reliance on Nvidia. The event could enhance its AI infrastructure capabilities and cost efficiency, with shares indicated up about 0.7% premarket.
Aug 10, 2026 · 20 articles
Business
JPMorgan Chase: JPMorgan published a note on the unwinding of technology trades, highlighting the impact on hedge funds.
Microsoft: Microsoft is part of the Roundhill Magnificent Seven ETF, with nearly 44% of institutional filers trimming their holdings in the group, reflecting reduced exposure to megacap tech.
Aug 14, 2026 · 13 articles
Tech
JPMorgan Chase: JPMorgan Chase contributed to the development of the ADG Framework through its practitioners and advisory board members, benefiting from improved AI governance standards.
Microsoft: Microsoft contributed to the development of the ADG Framework through its practitioners and advisory board members, benefiting from improved AI governance standards.
May 28, 2026 · 8 articles
Business
JPMorgan Chase: JPMorgan provided $20 billion in debt financing for the deal, earning fees and taking on lending risk, which is a significant but routine banking activity.
Microsoft: Microsoft's prior acquisition of Activision Blizzard is referenced as a benchmark; the EA deal does not directly affect Microsoft.
Aug 05, 2026 · 6 articles
Business
JPMorgan Chase: JPMorgan strategist Nikolaos Panigirtzoglou suggested the gap between Mag 7 and chipmakers will resolve as hyperscalers improve monetization.
Microsoft: Microsoft is down 20% in 2026, with June its worst month since 2000, due to concerns over aggressive AI spending and vulnerability as a software maker. It plans to eliminate 3,200 Xbox jobs and divest four studios.
Jul 07, 2026 · 13 articles
Business
JPMorgan Chase: J.P. Morgan participated as a syndicate bank in the credit facility, earning fees and strengthening its relationship with Nscale.
Microsoft: Microsoft is collaborating with Nscale on data centers in Portugal and Norway, leveraging Nscale's infrastructure for AI workloads.
Jul 07, 2026 · 8 articles
Business
JPMorgan Chase: JPMorgan Securities is a joint book-running manager for the offering, earning fees and enhancing its investment banking relationship with Intel.
Microsoft: Microsoft is a major cloud provider increasing AI infrastructure spending, indirectly driving demand for Intel's chips and contributing to the market context.
Aug 10, 2026 · 14 articles
Business
JPMorgan Chase: JPMorgan economists estimate memory chip costs may have soared by as much as 400% between 2024 and end of 2026.
Microsoft: Microsoft raised Xbox price by $100 due to memory costs; its Azure AI investments also drive memory demand.
Jun 17, 2026 · 199 articles
Business
JPMorgan Chase: Brokerage that raised its price target on Amazon, reflecting positive analyst sentiment.
Microsoft: Peer in cloud and AI; its strong cloud results and cash-generative outlook contributed to the positive sentiment around AI investments.
Jul 30, 2026 · 48 articles
Business
JPMorgan Chase: OpenAI>>> has reportedly spoken with banks including JPMorgan Chase>>> regarding its IPO plans, indicating potential involvement in the offering.
Microsoft: Microsoft>>> is a significant backer of OpenAI>>>, having invested billions and amended their partnership to allow OpenAI>>>'s transition to a for-profit structure, potentially benefiting from the IPO.
May 20, 2026 · 212 articles
Business
JPMorgan Chase: J.P. Morgan is a joint book-running manager, playing a key role in the largest tech bond sale of the year.
Microsoft: Microsoft is among Big Tech firms expected to spend heavily on AI, though not directly involved in this bond sale.
Jul 07, 2026 · 7 articles
Business
JPMorgan Chase: JPMorgan Chase analysts viewed Oracle Corporation's spending as a necessary trade-off for long-term growth but noted execution risks.
Microsoft: Microsoft is a competitor to Oracle Corporation in the cloud-computing industry, with its own AI cloud offerings and spending plans.
Apr 20, 2026 · 15 articles
Regulatory
JPMorgan Chase: JPMorgan Chase also imposed limits on Claude Code, similar to Goldman Sachs, reflecting caution among financial institutions.
Microsoft: Microsoft reduced use of Claude Code, encouraging its own GitHub Copilot CLI, but the move is less directly tied to the backdoor issue.
Apr 20, 2026 · 37 articles
Business
JPMorgan Chase: JPMorgan Chase is a participant in the Lightwell initiative, showing support for open-source security, but its core business is unaffected.
Microsoft: Microsoft shares fell 3-5% as part of the software sector rout.
Jul 14, 2026 · 41 articles
Domestic
JPMorgan Chase: Staley's former employer; settled lawsuits related to Epstein and sued Staley confidentially.
Microsoft: Co-founded by Bill Gates; mentioned in context of his interview.
Jul 23, 2026 · 6 articles
Business
JPMorgan Chase: JPMorgan Chase was one of the lead underwriters for SpaceX's IPO, playing a key role in managing the market debut and earning significant fees.
Microsoft: SpaceX's market capitalization is nearing that of Microsoft, indicating its rapid ascent in market value following the IPO.
Mar 09, 2018 · 538 articles
Business
JPMorgan Chase: JPMorgan Chase shares climbed 3.4% as investors rotated into economically sensitive sectors like financials.
Microsoft: SpaceX briefly surpassed Microsoft's market value, suggesting a relative underperformance for Microsoft on this day.
Jun 16, 2026 · 7 articles
unfocused
JPMorgan Chase: Michael Feroli, head of U.S. economics at JPMorgan, provided an analyst's perspective on the global economy's acute risk phase and the likely persistence of elevated oil prices.
Microsoft: Microsoft climbed 5.4%, adding to the tech sector's rally and reflecting positive sentiment in software services.
May 19, 2026 · 199 articles
Tech
JPMorgan Chase: JPMorgan Chase was an early partner in Claude (language model), using Claude (AI model) to strengthen its financial systems' security.
Microsoft: Microsoft>>> was among the initial 50 partners in Project Glasswing, using Anthropic>>>'s Mythos AI to uncover security weaknesses.
May 19, 2026 · 83 articles
Business
JPMorgan Chase: Noted investor concerns about sustainability of AI memory spending.
Microsoft: Major AI infrastructure spender, boosting memory demand.
Apr 20, 2026 · 47 articles
Business
JPMorgan Chase: JPMorgan Chase uses Lightwell to enhance its software supply chain security.
Microsoft: Microsoft collaborates with IBM and OpenShift on Lightwell, integrating fixes into its cloud and tools.
Aug 04, 2026 · 8 articles
Business
JPMorgan Chase: JPMorgan Chase>>> is serving as a joint book-running manager for Alphabet Inc.>>>'s underwritten public offerings.
Microsoft: Microsoft is mentioned as a competitor in the Artificial intelligence space, also facing capacity shortfalls.
May 23, 2026 · 103 articles
Business
JPMorgan Chase: JPMorgan Chase acted as a global coordinator for SK Hynix's ADR offering.
Microsoft: Microsoft is a major hyperscaler investing in AI infrastructure, driving demand for SK Hynix's memory chips.
Apr 20, 2026 · 247 articles
Business
JPMorgan Chase: JPMorgan Chase is one of the lead underwriters for the SpaceX IPO, with CEO Jamie Dimon personally pitching the offering to ultra-high-net-worth clients. This indicates the bank's significant involvement and belief in the deal's importance.
Microsoft: Microsoft is part of the 'Magnificent Seven' companies that dominate the S&P 500 due to years of earnings dominance, contrasting with the unprofitable IPOs.
Apr 20, 2026 · 457 articles
Business
JPMorgan Chase: JPMorgan Chase provided data indicating hedge funds sold out of major U.S. tech stocks in anticipation of the SpaceX IPO, reflecting market sentiment and positioning.
Microsoft: Microsoft is part of the 'Magnificent Seven' tech stocks that saw selling pressure from hedge funds.
Mar 09, 2018 · 26 articles
Domestic
JPMorgan Chase: JPMorgan Chase is mentioned in connection with Jeffrey Epstein's conversations with its bankers regarding a donor-advised fund. The bank's association with Epstein is being scrutinized as part of the wider investigation.
Microsoft: Microsoft is indirectly affected by the controversy surrounding its co-founder, Bill Gates, as his personal conduct and association with Jeffrey Epstein could reflect negatively on the company's public image, although no direct corporate wrongdoing is alleged.
Jun 09, 2026 · 184 articles
Business
JPMorgan Chase: JPMorgan Chase analysts provided positive recommendations for memory chip stocks, citing persistent tight supply and strong demand.
Microsoft: Microsoft has signed long-term cloud contracts with IREN, indicating its investment in data center capacity for AI workloads.
May 19, 2026 · 104 articles
Business
JPMorgan Chase: JPMorgan Chase is a customer of AlphaSense, utilizing its market intelligence platform.
Microsoft: Microsoft is a customer of AlphaSense, leveraging its AI tools for business intelligence.
Jun 03, 2026 · 6 articles
International
JPMorgan Chase: JPMorgan Chase>>>'s Jamie Dimon is on the Tsinghua University advisory board, indicating the board's reach into the finance sector.
Microsoft: Microsoft>>>'s Satya Nadella is a member of the Tsinghua University advisory board, further illustrating the board's high-profile membership.
May 28, 2026 · 9 articles
Business
JPMorgan Chase: JPMorgan is included as an underlying asset in the new CFDs, but the event has no direct impact on the company.
Microsoft: Microsoft is included as an underlying asset in the new CFDs, but the event has no direct impact on the company.
Jul 22, 2026 · 8 articles
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