the tape · 2026-10-07BULL▼ -19.1%GLND▼ -9.7%GPRO▼ -7.6%MSTR▼ -6.8%CAT▼ -5.7%NBIS▼ -5.1%MU▲ +4.1%COIN▼ -3.9%ASTS▼ -3.9%VST▲ +3.9%SMCI▲ +3.4%AVAV▼ -3.3%GEV▼ -3.1%ARM▼ -2.7%LLY▲ +2.7%RDDT▲ +2.5%SPCX▼ -2.5%NEM▼ -2.4%META▼ -2.4%HPE▲ +2.3%
MSFT
Microsoft ·
40 big moves · 6 videos · since May 2026
From the desk · Sep 25, 2026
MSFT jumped 3.7 percent today after Microsoft relaunched Copilot as a workplace productivity tool — and the market read it as a fundamentals upgrade, not a product refresh. That framing matters. Enterprise software sells on contracts and seat counts, which is predictable recurring revenue that Wall Street prices at a higher multiple than consumer AI. By pivoting Copilot away from personal assistant toward enterprise workflow, Microsoft is essentially repositioning a cost center as a revenue driver — that's the Office 365 playbook, applied to AI. Satya Nadella also moved to end secretive data center agreements, pledging community power discounts and local jobs in exchange for faster permitting — less political friction on infrastructure is a quiet but real cost-of-capital tailwind. Watch commercial seat growth at the next earnings call. That's the scorecard.
Every move of 1.5% or more
2026-09-25 · Yahoo Finance
+3.7% — What's different about Microsoft's Copilot AI reboot ▶ we covered it
T+1 -1.3%T+5 +0.3%T+20 — pending
2026-09-21 · Yahoo Finance
+1.6% — Microsoft (MSFT) Laps the Stock Market: Here's Why
T+1 -0.7%T+5 +1.5%T+20 — pending
2026-09-17 · Yahoo Finance
+1.5% — Microsoft Jumps as Azure Turns Payment Vaults Into a Service
T+1 -0.8%T+5 +0.0%T+20 — pending
2026-09-15 · Yahoo Finance
-1.6% — Microsoft announces quarterly dividend increase
T+1 -1.4%T+5 +0.2%T+20 — pending
2026-09-14 · Yahoo Finance
+2.0% — Why the Market Dipped But Microsoft (MSFT) Gained Today
T+1 -1.6%T+5 -0.8%T+20 — pending
2026-09-04 · Yahoo Finance
-2.0% — Why IBM, Microsoft Back Move for Quantum Policy Czar
T+1 -1.2%T+5 +1.1%T+20 +5.1%
2026-09-03 · Yahoo Finance
+2.7% — Microsoft Finally Reveals Azure's $29.4 Billion Core
T+1 -2.0%T+5 -2.8%T+20 +1.5%
2026-08-28 · Yahoo Finance
+1.7% — Has Microsoft Stock Run Ahead Of Its AI Payoff?
T+1 -1.2%T+5 -2.7%T+20 -0.8%
2026-08-27 · Yahoo Finance
+1.8% — Microsoft Says Enterprise AI Is Moving From Experimentation to Scaled Production
T+1 +1.7%T+5 +1.0%T+20 +2.2%
2026-08-17 · no single source
-3.0% — Moved with the tape — no single reported reason that day. ▶ we covered it
T+1 +0.3%T+5 +1.4%T+20 +3.5%
2026-08-12 · no single source
-2.3% — Moved with the tape — no single reported reason that day. ▶ we covered it
T+1 +0.9%T+5 -1.6%T+20 +0.0%
2026-08-06 · Yahoo
+2.5% — Stock Market Today: Dow Sinks 464 Points, But Chip Firm Surges; Microsoft Surpasses Buy Zone (Live Coverage)
T+1 +0.0%T+5 -0.6%T+20 +2.1%
2026-08-03 · Yahoo
+4.9% — Microsoft Stock Breaks Out Into Buy Zone. Here's Why.
T+1 +1.1%T+5 +3.8%T+20 +4.0%
2026-07-31 · Yahoo
+3.0% — Microsoft Has $678 Billion of Revenue Already Under Contract. That's More Than 2 Years of Sales.
T+1 +4.9%T+5 +7.6%T+20 +10.5%
2026-07-30 · Yahoo
+15.5% — Top Midday Stories: Microsoft Shares Rise After Strong Fiscal Q4 Earnings; Meta Shares Fall Following Q2 Earni
T+1 +3.0%T+5 +10.8%T+20 +12.0%
2026-07-27 · Yahoo
+1.9% — Microsoft Plans $190 Billion of Capital Spending This Year. Wednesday Shows Whether Azure Is Keeping Up.
T+1 +1.1%T+5 +25.3%T+20 +25.2%
2026-07-23 · Yahoo
-2.2% — 2 reasons why Microsoft belongs in your portfolio: D.A. Davidson's Gil Luria
T+1 +0.0%T+5 +18.2%T+20 +26.1%
2026-07-22 · Yahoo
-1.9% — Here’s Why Retail Investors Are Buying Microsoft (MSFT) on the Dip
T+1 -2.2%T+5 +0.1%T+20 +24.1%
2026-07-20 · Yahoo
+2.2% — Bank of America doubles down on Microsoft stock ahead of earnings ▶ we covered it
T+1 -1.1%T+5 -3.3%T+20 +19.4%
2026-07-17 · Yahoo
-1.8% — Did AI Just Cannibalize Microsoft’s Greatest Narrative?
T+1 +2.2%T+5 -3.1%T+20 +25.8%
2026-07-15 · Yahoo
+2.8% — Microsoft Stock Rises After Evercore Hikes Price Target on AI Growth
T+1 +1.4%T+5 -1.3%T+20 +24.5%
2026-07-14 · Yahoo
-1.5% — Microsoft Corporation (MSFT) to Cut 4,800 Jobs
T+1 +2.8%T+5 +3.3%T+20 +30.9%
2026-07-13 · Yahoo
+1.5% — Nvidia, Amazon, and Microsoft Stocks Just Did Something for the First Time in at Least 5 Years. Here's What Hi
T+1 -1.5%T+5 +2.9%T+20 +29.4%
2026-07-02 · Yahoo
+1.6% — Should Long-Term Investors Buy Microsoft (MSFT) Instead of SpaceX (SPCX)
T+1 -1.0%T+5 -1.4%T+20 +19.0%
2026-06-26 · Yahoo
+5.7% — Microsoft Has Fallen 25% This Year: What Could Push MSFT Back to $500? ▶ we covered it
T+1 -1.2%T+5 +3.7%T+20 +4.3%
2026-06-25 · Yahoo
-3.5% — MSFT Stock Slides 4.5% — Microsoft Price Target Revision By Stifel And Xbox Pricing Changes In Focus
T+1 +5.7%T+5 +10.7%T+20 +8.2%
2026-06-24 · Yahoo
-2.3% — Microsoft Corporation (MSFT) Is One Of Billionaire David Tepper’s Oldest AI Stocks
T+1 -3.5%T+5 +5.1%T+20 +4.4%
2026-06-23 · no single source
+1.8% — Moved with the tape — no single reported reason that day.
T+1 -2.3%T+5 -0.2%T+20 +4.4%
2026-06-22 · no single source
-3.2% — Moved with the tape — no single reported reason that day.
T+1 +1.8%T+5 +0.3%T+20 +8.3%
2026-06-17 · no single source
-3.8% — Moved with the tape — no single reported reason that day.
T+1 +0.1%T+5 -6.9%T+20 +3.9%
2026-06-15 · no single source
+2.3% — Moved with the tape — no single reported reason that day.
T+1 -1.5%T+5 -6.5%T+20 -1.0%
2026-06-11 · no single source
-1.8% — Moved with the tape — no single reported reason that day.
T+1 +0.1%T+5 -2.8%T+20 +0.2%
2026-06-09 · no single source
-2.0% — Moved with the tape — no single reported reason that day.
T+1 -1.5%T+5 -2.4%T+20 -4.7%
2026-06-05 · no single source
-2.7% — Moved with the tape — no single reported reason that day.
T+1 -1.2%T+5 -6.2%T+20 -6.7%
2026-06-03 · no single source
-3.2% — Moved with the tape — no single reported reason that day.
T+1 +0.2%T+5 -7.0%T+20 -8.6%
2026-06-02 · no single source
-4.2% — Moved with the tape — no single reported reason that day.
T+1 -3.2%T+5 -8.6%T+20 -12.9%
2026-06-01 · no single source
+2.3% — Moved with the tape — no single reported reason that day.
T+1 -4.2%T+5 -10.6%T+20 -19.0%
2026-05-29 · no single source
+5.4% — Moved with the tape — no single reported reason that day.
T+1 +2.3%T+5 -7.5%T+20 -18.1%
2026-05-28 · no single source
+3.5% — Moved with the tape — no single reported reason that day.
T+1 +5.4%T+5 +0.2%T+20 -12.7%
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