Microsoft Surges 15% on AI Copilot Adoption and Raised Capex Guidance
MSFT sits 36% above its 52-week low of $349.2.
Summary
Microsoft shares jumped 15% in a single day, adding roughly $450 billion in market value, after earnings revealed Microsoft 365 Copilot reached 30 million paid seats—about 7% penetration of its 450 million user base—and GitHub Copilot hit 50 million users. The company also raised capex guidance to approximately $190 billion annually, including $25 billion for higher-cost AI chips, signaling aggressive AI infrastructure buildout. Azure now offers over 11,000 AI models from OpenAI, Anthropic, and others, and cloud revenue is outpacing AWS. A class action alleging misleading Copilot and Azure statements has emerged but hasn't derailed the rally. The stock gained 24.6% in July, with after-hours trading adding another 8% on updated guidance.
At the time of this announcement, MSFT was trading at $475.41 on NASDAQ in the Technology sector, with a market capitalization of approximately $3.5T. The 52-week trading range was $349.20 to $555.45. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Wiseek News.