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Microsoft fixes Always On VPN failures from September Windows 11 update

Microsoft has resolved an Always On VPN bug that caused connection failures after the September 2026 Windows 11 security update, confirming the fix is included in this month's KB5127936 preview update. The company had earlier mistakenly claimed the issue was resolved in October's cumulative update. Affected users saw VPN connections stuck in a 'Connecting' state or fail with a 'port already in use' error when automatic protocol selection or fallback was configured.

Microsoft to raise $25 billion in bonds to fund AI data center buildout

Microsoft announced a $25 billion bond offering, with proceeds slated for general corporate purposes including capital expenditures, acquisitions, buybacks and debt repayment. The company is targeting roughly $170 billion in 2026 capital spending to meet AI demand from clients like OpenAI and Anthropic, and expects the bond sale to close on November 4.

Microsoft rolls out Windows 11 preview update adding customizable right-click menu

Microsoft has released preview update KB5127936 for Windows 11 versions 26H2 and 25H2, introducing a 'customize menu' option that lets users rearrange, hide, or show built-in and third-party commands in the right-click context menu. The update also adds Cloud Rebuild, a recovery tool that can reinstall Windows 11 directly from Windows Update servers without external media, even if the existing installation fails to boot. The release coincides with Microsoft's latest quarterly earnings report, which showed continued decline in revenue from Windows licenses sold with new PCs.

Microsoft offers voluntary buyouts to 60,000 employees

Microsoft has offered voluntary buyout packages to roughly 60,000 workers, more than a quarter of its total staff, as an alternative to layoffs. The move follows a broader trend of companies turning to voluntary exit programs to reduce headcount rather than conducting forced job cuts.

Cramer flags tech selloff as buying opportunity, calls FedEx holiday upside

On Thursday's CNBC Investing Club 'Morning Meeting,' Jim Cramer said indiscriminate selling following Alphabet's revenue miss and Microsoft's otherwise strong quarter had created buying opportunities in quality tech names. He also discussed Eli Lilly's record-high shares after a strong earnings beat driven by obesity-drug demand, and noted FedEx had raised its full-year earnings outlook despite a softer near-term forecast.

Fake PS5 emulators on GitHub found spreading infostealer malware, NordVPN says

NordVPN's Threat Intelligence team identified malicious GitHub repositories disguised as the KyttyPS5 and AnyPS5 PlayStation 5 emulators. The fake projects install malware that adds exclusion rules to Microsoft Defender before deploying a program researchers suspect steals passwords and other personal data, and a cleanup script then erases its own traces.

Microsoft offers buyouts to 60,000 employees across four countries

Microsoft is offering voluntary exit packages to roughly 60,000 workers in the US, UK, Canada and India, a far larger rollout than the retirement offer limited to about 9,000 staff earlier this year. The move follows a 4,800-person layoff months earlier that hit Xbox and sales teams, and comes as Microsoft's headcount fell year over year for the first time in a decade, to about 223,000 as of June 30th.

Microsoft, Alphabet trim or hold AI capex forecasts, citing GPU delays

In quarterly earnings, Microsoft lowered its fiscal-year capex guidance to $170 billion from $175 billion, while Alphabet kept its $195-205 billion range unchanged. Both companies cited supply delays from third-party GPU providers, with Microsoft CFO Amy Hood saying some capacity won't be available until the first half of 2027, and Alphabet's CFO noting outside computing power only came online late in the quarter.

Alphabet shares head for record post-earnings drop after Search revenue misses twice

Alphabet stock fell more than 10% in premarket trading after the company posted its first simultaneous EPS and revenue miss since late 2022, driven by Search revenue falling short of forecasts for a second consecutive quarter. Google Cloud revenue more than doubled, with the CFO calling its TPU systems a 'meaningful contributor,' but that growth wasn't enough to offset investor worry over Search. Microsoft, by contrast, rose in premarket trading as Azure grew 48% to become its largest business, even as a lighter capex figure weighed on cloud-infrastructure stocks.

Microsoft patches KB5127936 to fix Remote Desktop failures tied to Administrator protection

Microsoft has released the KB5127936 preview update to fix a bug that blocked non-admin users from connecting via Remote Desktop on systems with Administrator protection enabled. The issue, which produced error 0xC000000D, affected enterprise-managed Windows 11 24H2 devices after installing the KB5124010 preview update or later Windows updates. Admins who don't want to install the new preview update can instead disable Administrator protection via Intune or Group Policy as a temporary workaround.

Alphabet shares sink 10% premarket after weak free cash flow in Q3 earnings

Alphabet stock dropped about 10% in premarket trading Thursday, which would mark its worst post-earnings decline since going public in 2004 if it closes down more than 9.77%. The company posted negative free cash flow of $9.07 billion for the third quarter, far worse than the $2.70 billion shortfall analysts had expected, while keeping its full-year capital expenditure guidance at $195-205 billion. Microsoft, by contrast, rose nearly 4% after reporting $45.2 billion in capital spending, below analyst estimates, and free cash flow that fell 27% but stayed positive.

Microsoft's AI capex misses forecast by $6.5B due to data center delays, not cuts

Microsoft spent $45.2 billion on capital expenditures in the September quarter, below the $51.7 billion Wall Street expected, and trimmed its calendar 2026 spending forecast from $175 billion to $170 billion. CFO Amy Hood attributed the shortfall to delayed capacity deliveries from third-party partners rather than a pullback, with spending expected to accelerate once those facilities come online later in the fiscal year.