Microsoft

MSFT

Market cap $3.1T

Shares of Microsoft moved higher on Thursday, extending gains from the previous session even as broader US equity markets showed signs of weakness. The stock rose 0.94%, building on a nearly 5% surge recorded on Wednesday.

Stellantis NV (NYSE:STLA, EPA:STLA) and Microsoft Corp (NASDAQ:MSFT) have announced a five-year strategic collaboration aimed at accelerating Stellantis' digital transformation through artificial intelligence, cybersecurity and cloud technologies. The partnership expands on an existing relationship and will combine Stellantis' global automotive engineering and manufacturing scale with Microsoft's cloud computing, AI and security platforms.

ANDOVER, Mass.--(BUSINESS WIRE)-- #DigitalThread--Aras announced it will feature its AI-powered Variant BOM Agent in the Microsoft booth at Hannover Messe 2026.

The consensus price target hints at a 41.6% upside potential for Microsoft (MSFT). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Today's economic calendar continues the week with a robust set of data releases that could drive early volatility. The morning begins with multiple key releases, including New York Fed Services Activity, Philly Fed Business Outlook, and Jobless Claims, providing insight into regional economic conditions and labor market strength. Later, Industrial Production, Manufacturing Production, and Capacity Utilization offer a deeper look into overall economic output and industrial demand.

SAN FRANCISCO--(BUSINESS WIRE)--Postman, a leading API platform, today announced a collaboration with Microsoft that expands AI model choice in Postman's Agent Mode, deepens integration across the Microsoft developer ecosystem through Postman's Model Context Protocol (MCP) server, and unveils the general availability of a new API catalog integration with Microsoft Azure API Management. Together, these announcements give enterprise development teams a unified, AI-powered path from API discovery.

Stellantis and ​Microsoft said on Thursday they agreed to a five‑year strategic partnership to ‌co-develop artificial intelligence (AI), cybersecurity and engineering capabilities, as the automaker races to keep pace with technology-focused rivals.

AI and networking are looking to make a bit of a move, as breakouts look likely in two names specifically.

Though the S&P 500 and iShares Expanded Tech-Software Sector ETF have historically moved in tandem, they're currently 2% and 37% below their all-time highs, respectively. Despite concerns about artificial intelligence (AI), the operating results of both software companies point to AI being a helper, not a hindrance.

Microsoft is upgraded with a new price target of $443.3, reflecting accelerated sales and improved operating income. AI-driven CapEx is translating rapidly into revenue and free cash flow, justifying increased investment and supporting Intelligent Cloud growth. MSFT's strategic shift to agentic AI platforms and deep enterprise integration positions it as a frontrunner in the evolving AI landscape.