Microsoft (MSFT) News Today

Microsoft Corporation (NASDAQ: MSFT) shares moved today on a mix of bullish analyst actions, strategic partnerships, and some headwinds in AI and product lines. Key developments include new healthcare AI partnerships, earnings estimate upgrades, bullish commentary on Azure growth, and a few security and competitive concerns.

• Positive Sentiment: Microsoft expands its healthcare AI push with a new partnership with Harvard, aiming to build Copilot’s consumer base and reduce dependence on OpenAI. Microsoft Tries to Catch Up in AI With Healthcare Push, Harvard Deal
• Positive Sentiment: Wedbush’s Dan Ives says Microsoft is trending toward a $5 trillion market cap as AI and cloud momentum drive growth. Microsoft is trending toward a $5T market cap, says Wedbush's Dan Ives
• Positive Sentiment: Mizuho Securities initiated coverage with a Buy rating on MSFT, citing strong enterprise demand and AI positioning. Microsoft (MSFT) Gets a Buy from Mizuho Securities
• Positive Sentiment: Zacks ranks Microsoft as a top-ranked growth stock, highlighting strong style scores and upward earnings revisions. Microsoft (MSFT) is a Top-Ranked Growth Stock: Should You Buy?
• Positive Sentiment: Wells Fargo stays bullish on MSFT, pointing to continued Azure growth as a key earnings driver. Wells Fargo Stays Bullish on Microsoft (MSFT) as Azure Growth Remains a Key Driver
• Positive Sentiment: Griffin Securities raised Q1–Q4 2026 and FY2026–FY2027 EPS estimates, signaling stronger than expected profit growth. Griffin Securities Expects Increased Earnings for Microsoft
• Positive Sentiment: Dayforce expands its collaboration with Microsoft Copilot Studio to add AI-driven HCM workflows, underlining enterprise AI adoption. Dayforce Expands Collaboration with Microsoft to Transform HCM Workflows With AI
• Positive Sentiment: Microsoft stock remains above key moving averages amid a new AI deal with AMD and ongoing OpenAI collaboration. Microsoft Stock Holds Firm Above Key Averages Amid AI Deal With AMD And OpenAI
• Positive Sentiment: Social media sentiment turned positive after Microsoft denied Xbox exit rumors and highlighted progress in AI and cloud offerings. Microsoft Stock (MSFT) Opinions on Xbox Exit Rumors and AI Developments
• Neutral Sentiment: Featured among the top picks on CNBC’s “Final Trades,” with Microsoft cited as a stock to watch in H2. Final Trades: Microsoft, On Holding, Netflix and Arista Networks
• Neutral Sentiment: TipRanks examines the comparative merits of Nvidia vs. Microsoft as bets on OpenAI’s future power. Nvidia Stock or Microsoft Stock: Which OpenAI Bet Holds the Most Power?
• Neutral Sentiment: Yahoo Finance notes MSFT valuation is in focus after a run of steady gains, emphasizing stretched multiples. Microsoft (MSFT) Valuation in Focus After Recent Run of Steady Gains
• Neutral Sentiment: Analysis considers whether Microsoft stock can reach $680 within 12 months, based on growth assumptions. Is Microsoft Stock On Track to Hit $680 in 12 Months?
• Neutral Sentiment: MarketBeat highlights the technology sector as one of the hottest for Q3 earnings growth, with Microsoft cited as a key beneficiary. These Are the 3 Hottest Sectors for Q3 Earnings Growth (MSFT)
• Negative Sentiment: TipRanks reports MSFT slid after SharePoint security issues emerged, raising privacy concerns. Microsoft Stock (NASDAQ:MSFT) Slides as SharePoint Security Problems Emerge
• Negative Sentiment: Shares dipped on a rumor that Microsoft canceled its planned Xbox handheld device. Microsoft Stock (MSFT) Slips on Canceled Xbox Handheld Rumor
• Negative Sentiment: TipRanks notes Microsoft backtracked on several earlier plans, including pulling a data-center initiative, signaling strategic shifts. The Microsoft Pivot: Microsoft Stock (NASDAQ:MSFT) Notches Up on Several Mind Changes
• Negative Sentiment: Benzinga reports Elon Musk’s xAI and Anthropic ramping up competition to challenge Microsoft in enterprise AI and software. Musk, Anthropic Battle To Build Next Microsoft, Salesforce
• Negative Sentiment: TipRanks covers pressure from the Motion Picture Association on OpenAI (backed by Microsoft) over copyright fixes, highlighting regulatory risks. The Motion Picture Association Pressures OpenAI to Fix Copyright Issues in Sora 2
• Negative Sentiment: American Banking News notes Sen. Shelley Moore Capito sold MSFT shares, adding to recent congressional unloading. Microsoft (NASDAQ:MSFT) Shares Unloaded Sen. Shelley Moore Capito