I have read a lot of those articles as well, from thurrott.com, Windows Central, Winbeta, Ars Technica, etc. I think that there is enough indication that Microsoft is going towards an Intel-based Windows 10 Mobile solution, which will run Win32 applications that can be wrapped and downloaded from the Store (but won't work on ARM-based phones). These would work well with Continuum.
But I don't think that negates the value of the 950 and 950XL (which would predominantly be used for touch-optimized apps), and I'd still rather try to get out of the carrier financing plans. Windows Phone has done well in Europe (latest Kantar numbers puts it at about 10%), and this is because the carrier lock-in isn't like the U.S. or Canada, and these phones depend more on their price/performance. For that reason, and some recent bulk purchases by enterprises (such as the New York Police Department), I don't think Windows Mobile is going anywhere. There will also continue to be a large number of budget Windows Phones around.
If the new phones (perhaps called "Surface Phones") arrive, it'll likely be a few months if not a year or so before I would want to switch again, especially if Windows 10 Mobile gets constantly updated with new features.
I'd rather see Microsoft copy Apple on providing financing for Windows 10 Mobile, and then pair that with a BYOD plan with whatever carrier works best. That's makes so much more sense than putting up with the idea that the carrier approach is best. In the case of Verizon in the U.S., even when they had Windows Phones, there were ridiculous delays in updaing them.
Talked to every carrier store in my local mall today. I think I'm going to stick with my Lumia 920 for another 4-6 months and simply wait for the 950XL to go on sale. The reality is that these phones will not sell in Canada. Microsoft refuses to offer a payment plan at any of its stores (I know because I've called them) and no carrier appears willing to sell them in Canada. So, the phone will be fire-saled very quickly. A lousy business plan for Microsoft, but a boon for those of us who like Microsoft in spite of itself!
At least where I live (the Fraser Valley east of Vancouver), Koodo and Fido look like the cheapest BYOD providers, by the way.