By David Moadel
Publication Date: 2026-05-15 17:22:00
Quick Read
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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).
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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.
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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,…
