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Microsoft Corporation

MSFT

Technology · 510.68 +1.1% today

You’ve read what changed. Here’s whether the market is confirming it.

Partial group confirmationMarket checked 31 Aug, 11:15 GMT-4

Jodie situation report

Microsoft Corporation's move is being confirmed by its market group.

MSFT accounts for 4.4% of the group's measured movement across 2.6 effective names. raw member direction is mixed; 3 of 4 SPY-adjusted paths align to the downside. Capital-flow agreement is 8%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveCounter-move#4 of 4 by movement share
Group movement share4.4%Absolute path energy—not portfolio weight
Relative path+0.26%counter
Effective breadth2.6 / 4concentrated
Relative alignment3/4downside path · 1 counter-moving
Capital-flow agreement8%not yet clean
SEQUENCE READ

APLD, CIFR, CRWV moved materially before MSFT. MSFT crossed its material path threshold at 12:05 ET, 20 minutes after the first measured mover.

EVIDENCE COVERAGE

4 of 4 members in Cloud Infrastructure are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 3 of 4 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as SHAZ begins moving with the group.

Invalidation: The live read weakens if participation falls to 1 of 4 members or fewer.

Watch this read

Who this business touches

The relationships behind MSFT

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CISOFiling-linked namepartnerJul 30, 2025 ▾

“Presentations to the Board of Directors are made by senior management, including our Chief Information Security Officer (“CISO”), our EVP of Microsoft Security, our EVP of Cloud + AI, and the head of our Customer Security and Trust organization.”

Depended on by

CRWV67.0% of CRWVcustomerMay 8, 2026 ▾

“We recognized an aggregate of approximately 67% and 65% of our revenue for the three months ended September 30, 2025 and 2024, from our largest customer, Microsoft.”

Filing peers

SCLGRC

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 24 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

MSFT is currently a Leader in the organic co-movement group Cloud Infrastructure. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.