MSFT Microsoft Corp

$MSFT ATH weekly close FYI. Through the wicking sessions from last year. If you build it, they will come.

AI agent containment is now #1 priority $MSFT is suddenly adult in the room developing OS-level isolation, identity controls, and an open-source Agent Governance Toolkit. Its approach resembles traditional computer security which restrict what an agent can do rather than assuming it will always behave. Then there is $CRWD which has Falcon security platform with NVIDIA OpenShell to protect autonomous agents locally and in cloud environments. The opportunity is extending established endpoint security into AI-agent behavior, although its announced architecture is not proof that all agent threats are conta

$MSFT all of this still valid and 3 months later still no definied leadership. soon it changes.

Microsoft plans to reduce its reliance on Nvidia by expanding the use of its proprietary Maia AI accelerators, aiming to make them its primary architecture for running AI models. The company unveiled its third-generation Maia 300 chip on Monday, with production scheduled to begin in 2027 and plans to deploy multiple gigawatts of Maia chips across its data centers. Microsoft expects each rack to contain 96 Maia 300 chips, double the Maia 200 configuration. The new accelerator could process up to seven times more AI tokens per rack and deliver 40% more tokens per megawatt than GPUs, improving computing efficiency and lowering data-center operating costs. CEO Satya Nadella previously said Maia 200 delivered 30% better performance per dollar than the latest hardware in Microsoft’s fleet. The strategy aims to improve margins, secure chip supply and support growing demand across Azure, Microsoft 365 Copilot and GitHub Copilot. $MSFT $NVDA

$MSFT: only 15M of 450M Microsoft 365 users paid for Copilot, the securities suit says, alleging Microsoft touted AI adoption while hiding that Copilot lagged rivals. Complaint stage, nothing to claim. Open Class Actions.

Microsoft reclaimed a $4 trillion market capitalization on Monday for the first time since October 2025, closing at $4.02 trillion as its shares gained 1.14%. The milestone underscores the company’s recovery in investor confidence and brings it close to its all-time valuation record of $4.029 trillion, reached on Oct. 28, 2025. Microsoft last closed above the $4 trillion threshold on Oct. 29, 2025, according to Dow Jones Market Data. The achievement marks another step in Microsoft’s comeback as investors reassess its growth prospects and competitive position in the artificial intelligence market. Demand for AI infrastructure, cloud computing and enterprise software remains central to the company’s long-term outlook, although the timing and profitability of AI investments continue to shape sentiment across the technology sector. With its market value approaching a new record, Microsoft could soon establish a fresh milestone if its stock maintains its upward momentum. $MSFT

Microsoft's Satya Nadella Warns AI Is Becoming An ‘Insider Risk’, Calls For 'Emergency Brakes' — ‘We Can’t Outsource Responsibility’ $MSFT $SPY $QQQ https://stocktwits.com/news/equity/markets/microsoft-satya-nadella-ai-becoming-insider-risk/cZx5y0IRBn6

👀 WATCHING $MSFT 📈 552.5C or 555C Considering a small position to start. First trade of the day — staying patient and waiting for confirmation. ⚠️ Small size. No chasing. Manage risk accordingly.

$MSFT 544 is pivot so it fails there or breakout, good luck also, if you're from Missouri kiss my ass

https://stocktwits.com/news-articles/markets/equity/chamath-palihapitiya-elon-musk-highlight-power-cooling-as-real-barriers-in-the-ai-race-where-everyone-competes-with-everyone/cZxINw3RB8F $MSFT Just STFU, Elon. We don't want to hear your opinions on other people's opinion every time. You aren't the f-ing authority on EVERYTHING.

$MSFT might look like this when it happens you're welcome you deserve it don't forget to sell it back to them 😎

$MSFT first 6 months of year. Pain misery dispare. Last 6 months of year straight vertical

$MSFT wait, I thought Microsoft was doomed, dead and buried a few months ago. What exactly happened? Did stupid people really believe that and actually sold? Wow! Who would’ve thought!

$MSFT amazing bull strength it’s looking good for 545 next week if we can hold here till eod Rip bears $SPY $QQQ

$MSFT Thank you for the ride. I’ll be back, but can’t pass up 6 figure gains. Cost basis was $303

$MSFT closed my entire position. Could still run higher but at this point the risk reward is skewed.

$MSFT Ran out of steam at previous ATH. Wouldn't be surprised to see it trend down from here.

https://www.cnbc.com/investingclub/2026/10/13/jim-cramers-top-10-things-to-watch-in-the-stock-market-tuesday.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension $MSFT Barclays raised its price target on portfolio holding Microsoft to $600 from $512 and maintained its buy rating. The analysts said that Microsoft should see “AI benefits for both Azure and the Office franchise (fueled by Copilot)” during its just-ended quarter. They did note, however, that there may be some noise in the numbers due to the company’s new reporting structure.

$MSFT $SPY $META and somehow the banana republic is keeping things held together. It’s extraordinary.

$MSFT this is a hard sell here. AI going to dig into every software company. So expensive.