Geopolitics Alpha

Microsoft exec called AI scraping ‘the largest theft of labor in human history,’ new unredacted filings reveal

Published . Updated .

Newly unsealed court filings show Microsoft privately called OpenAI's data practices "theft" while both companies scraped paywalled Times content, built datasets from it, and warned internally it would gut publishers.

Directly affected

  • MSFT Microsoft

    Named in this report.

Indirectly affected

  • AA Alcoa Upstream Corp.

    GA selected AA as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AAL AMERICAN AIRLINES GROUP INC

    GA selected AAL as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AAOI APPLIED OPTOELECTRONICS INC COM

    GA selected AAOI as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AAOX INVESTMENT MANAGERS SER TR I

    GA selected AAOX as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AAP ADVANCE AUTO PARTS

    GA selected AAP as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AAPL APPLE INC

    GA selected AAPL as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MSFT———————
AA———————
AAL———————
AAOI———————
AAOX———————
AAP———————
AAPL———————

Newly unsealed court filings show Microsoft privately called OpenAI's data practices "theft" while both companies scraped paywalled Times content, built datasets from it, and warned internally it would gut publishers.

Source: TechCrunch

The price since 17 Sep 2026: Microsoft (MSFT) versus the S&P 500

Since the first closing price after “Microsoft exec called AI scraping ‘the largest theft of labor in human history,’ new unredacted filings reveal,” Microsoft (MSFT) is +8.23%. The S&P 500 fund (SPY) is +0.65% over the same days, a +7.57% difference versus the market.

MSFT
SPY

Official trades in Microsoft (MSFT) around 17 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Microsoft (MSFT)

Companies tied to this story

  • MSFT Microsoft

    For “Microsoft exec called AI scraping ‘the largest theft of labor in human history,’ new unredacted filings reveal,” Microsoft (MSFT) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names MICROSOFT CORP in the headline; GA resolved that company to MSFT

  • AA Alcoa

    In “Microsoft exec called AI scraping ‘the largest theft of labor in human history,’ new unredacted filings reveal,” Alcoa (AA) is linked, with no stored direction, medium confidence. Reason on file: GA selected AA as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AAL American Airlines Group

    For “Microsoft exec called AI scraping ‘the largest theft of labor in human history,’ new unredacted filings reveal,” American Airlines Group (AAL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AAL as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AAOI Applied Optoelectronics

    For “Microsoft exec called AI scraping ‘the largest theft of labor in human history,’ new unredacted filings reveal,” Applied Optoelectronics (AAOI) is linked, with no stored direction, medium confidence. Reason on file: GA selected AAOI as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AAOX Investment Managers Ser Tr I

    For “Microsoft exec called AI scraping ‘the largest theft of labor in human history,’ new unredacted filings reveal,” Investment Managers Ser Tr I (AAOX) is linked, with no stored direction, medium confidence. Reason on file: GA selected AAOX as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AAP Advance Auto Parts

    In “Microsoft exec called AI scraping ‘the largest theft of labor in human history,’ new unredacted filings reveal,” Advance Auto Parts (AAP) is linked, with no stored direction, medium confidence. Reason on file: GA selected AAP as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AAPL Apple

    Apple (AAPL) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Microsoft exec called AI scraping ‘the largest theft of labor in human history,’ new unredacted filings reveal.” Reason on file: GA selected AAPL as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Microsoft (MSFT)

“Microsoft exec called AI scraping ‘the largest theft of labor in human history,’ new unredacted filings reveal” (17 Sep 2026) reaches Microsoft (MSFT) through this story.

For Microsoft (MSFT), the reason on file says The reported development directly names MICROSOFT CORP in the headline; GA resolved that company to MSFT

Also listed, Alcoa (AA): GA selected AA as a RELATED security because its curated list / industry / sector context matches this event (curated-list=history). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Microsoft (MSFT)

AA traded between 38.85 and 46.06 across 20 sessions. The latest close on file is 41.67. AAL traded between 11.64 and 14.05 across 20 sessions. The latest close on file is 11.67. MSFT traded between 491.23 and 551.08 across 20 sessions. The latest close on file is 533.66.

What the saved facts support for Microsoft (MSFT)

46 out of 100

“Microsoft exec called AI scraping ‘the largest theft of labor in human history,’ new unredacted filings reveal” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.