The latest trading day saw Microsoft (MSFT) settling at $492.05, representing a -1.08% change from its previous close.
Here is how Microsoft (MSFT) and Advanced Energy Industries (AEIS) have performed compared to their sector so far this year.
Microsoft Corporation's Mu enables private, on-device AI inference, addressing enterprise privacy concerns and unlocking new monetization opportunities for Microsoft. Microsoft's AI strategy, including Mu and the Model Context Protocol, positions MSFT Windows as an "AI-native" OS and fosters a developer ecosystem. While Mu is early-stage and risks remain, its integration signals foundational change, enhancing Microsoft's defensibility and capital efficiency in AI.
Rebecca Walser (@walserwealth) sees cloud computing and A.I. adding tailwinds across the Mag 7.
The race to the $4 trillion market cap milestone is accelerating, with Nvidia Corp (NASDAQ:NVDA, ETR:NVD) and Microsoft Corp (NASDAQ:MSFT) now within striking distance of this historic level. On Friday afternoon, Nvidia's market cap was about $3.82 trillion, while Microsoft's was about $3.7 trillion.
Big Tech is back in the driver's seat! The technology sector has been leading the market rally off the early-April lows – with sizable double-digit gains piling up.
Wedbush says they will hit a $4 trillion market value this summer.
Dan Ives, Wedbush Securities global head of technology research, told CNBC that Microsoft Corp.
MSFT rides on a surge in AI-driven Azure adoption as custom agents and new MU model push cloud growth even higher.
PEGA's specialized agentic AI focus offers superior upside versus MSFT's broader platform. Buy PEGA for concentrated AI exposure; hold/wait on MSFT for better entry.
Shares of Microsoft (NASDAQ:MSFT) gained 2.64% over the past trading sessions, increasing the tech giant's one-month gain to 7.41%.
Both companies have bigger year-to-date gains than Nvidia, though the chipmaker has a larger market capitalization.