Microsoft stock surges past $4T after AI-driven turnaround
Microsoft’s stock climbed to a record close of $543.45 on Tuesday, up from $352.83 in early June, adding roughly $1.4 trillion in value—nearly matching Tesla’s total market cap. The rebound follows a sharp drop of $357 billion in January, the largest one-day loss in the company’s history, as investors questioned its AI investments and OpenAI dependence.
Key points
- Microsoft’s stock hit a record **$543.45**, up **$1.4 trillion** since June 25, surpassing **$4 trillion** in market value
- Azure revenue grew **43%** year-over-year, reaching over **$100 billion**, driving a **15.5%** stock jump after the report
- CEO Satya Nadella advocates for businesses to avoid over-reliance on external AI models and calls for stricter AI safety controls
The turnaround accelerated after Microsoft reported 43% growth in Azure revenue, exceeding $100 billion annually. New AI features—including a revamped Copilot app, AI enhancements for Windows, and custom AI chips—fueled the rally. CEO Satya Nadella has framed Microsoft’s strategy as reducing reliance on external AI labs, arguing businesses should control their own data. He also called for stricter AI safeguards, urging separation of models from execution systems to prevent misuse. Microsoft’s next earnings report is scheduled for October 28.
The story so far
4 episodes →- Microsoft stock surges past $4T after AI-driven turnaroundthis story
Microsoft’s wild ride: Stock hits new record after a year of ups and downs
geekwire.com · 13 October 2026
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