Microsoft (MSFT) News Today

Microsoft Corporation (MSFT) stock is reacting to a range of developments—from bullish analyst commentary and strong institutional buying to competitive pressures and strategic delays—that explain today’s price movement.

• Positive Sentiment: Analysts highlight Microsoft’s strong financials, growing AI and cloud investments, and bullish technical momentum after breaking above $470 with a target near $650. Why Microsoft Remains a Strong Buy Amid Economic Uncertainty
• Positive Sentiment: Jim Cramer dubs Microsoft the “software king” and top cloud services play, reinforcing confidence in its core business. Jim Cramer States “Microsoft’s the Software King”
• Positive Sentiment: San Francisco rolls out Microsoft 365 Copilot Chat to 30,000 city workers, boosting enterprise AI adoption and recurring revenue potential. San Francisco rolls out Microsoft's Copilot AI for 30,000 city workers
• Positive Sentiment: Signal Advisors increased its MSFT stake by 10,122 shares in Q2, signaling strong institutional interest. Signal Advisors Loads Up on 10,122 MSFT Shares in Q2
• Positive Sentiment: Microsoft partners with Novata to deliver sustainability data and ESG reporting solutions, expanding its cloud services into new corporate use cases. Microsoft Partners With Novata To Provide Sustainability Data And Reporting Solutions
• Positive Sentiment: Strong sales of Forza Horizon 5 on PlayStation 5 highlight Microsoft’s successful cross-platform gaming strategy. Microsoft (MSFT) Scores a Win on Sony’s PlayStation With Forza Horizon 5
• Positive Sentiment: Esri integrates Azure OpenAI Service into ArcGIS, democratizing geospatial AI and driving further Azure consumption. Esri Collaborates with Microsoft to Bring ArcGIS Users New AI Enhancements
• Neutral Sentiment: Amazon previews its Kiro AI coding tool, stepping up competition in developer services that could pressure Microsoft’s GitHub Copilot market share. Amazon (AMZN) Takes on Google and Microsoft with New AI Coding Tool
• Neutral Sentiment: Nebius deepens ties with Microsoft as a neutral AI cloud alternative, reflecting diversified cloud partnerships in the market. Nebius Emerges As Neutral AI Cloud Alternative, Deepens Ties With Nvidia, OpenAI, Microsoft: Analyst
• Neutral Sentiment: One analysis notes Microsoft among a group of potential future $2 trillion companies, underlining long-term growth expectations but offering no immediate catalyst. 1 Unstoppable Stock That Could Join Nvidia, Microsoft, Apple, Amazon, and Alphabet in the $2 Trillion Club Before 2028
• Neutral Sentiment: An article questions whether MSFT can reach $600 or if its rally has run ahead of fundamentals, adding valuation perspective without altering the bullish thesis. Microsoft: Next Stop $600 or Has the Growth Stock Run Up Too Far, Too Fast?
• Negative Sentiment: Microsoft delays its in-house AI chip Maia 200 until 2026 as it refocuses chip plans, potentially slowing hardware-AI integration progress. Microsoft (MSFT) Refocuses AI Chip Plans, Delays Maia 200 to 2026
• Negative Sentiment: Expected return of tariffs on Aug. 1 could reignite market volatility, prompting investors to consider low-volatility ETFs over equities like MSFT. Shield Your Portfolio From Aug. 1 Tariffs With This Low-Vol ETF (MSFT)