Part of my doubt is that Microsoft just bought Bethesda, haven't even finished "digesting" that purchase, and now they are going to buy another company that is both even bigger *and* has cultural complication? I don't buy it.
What I *would* buy is that Microsoft ( and others ) are in talks to buy Square-Enix's western studios, in particular Eidos. Those have been something of a hassle for Square-Enix ever since they bought them, and there have been rumors for a while that Square wishes to divest. Doubly so since they actually *did* divest IO Interactive.