By David Moadel
Publication Date: 2026-05-15 17:22:00
Quick Read
Microsoft (MSFT) stock surged 4% to $424.65 while the NASDAQ 100 fell 1%, driven by Q3 revenue of $82.89B (up 18% YoY), Azure growth of 40%, and an AI business with a $37B annual revenue run rate (up 123% YoY).
Microsoft is reversing its role as a funding source for momentum-driven AI plays as profit-taking hits semiconductor and cryptocurrency stocks that have surged in 2026.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Microsoft wasn’t one of them. Get them here FREE.
Shares of Microsoft (NASDAQ:MSFT) are climbing in midday trading on Friday, up 4% to around $424.65 while the broader NASDAQ slides. The move stands out because nearly every other high-beta technology name is heading lower in the session.
The NASDAQ 100 is down 1% intraday, with selling pressure concentrated in the names that have led the 2026 rally. Microsoft is essentially the only mega-cap technology name moving meaningfully higher today. That divergence,…
