Microsoft shares rose in early Monday trading, lifting the company's market capitalization above $4 trillion and joining Nvidia, Apple and Google, which have also passed that level. The company first reached this milestone in July 2025 but dropped below it later that October over worries about its AI spending and returns, and those concerns have eased as Microsoft and its rivals posted strong quarterly results. The same day, Microsoft unveiled the Azure Maia 300 AI chip at the OCP Global Summit in San Jose, part of its effort to reduce reliance on Nvidia and AMD. Last week it also showed the Surface Laptop Ultra, built with Nvidia, designed to run high-powered AI models without a cloud connection.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related tickers and likely impact
MSFT
▲ Likely positiveMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/09/2026 | 535.07 |
| Change that session | +2.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Microsoft Weighs 20% Cost Cuts In Azure Vertical Amid Soaring AI Data Center Spending: Report
- Microsoft Reports $130 Billion in Data Center Leases
- Microsoft Stock Reaches a Record High. How It Suddenly Became an AI Winner.
- Marvell Stock Is on a Bad Run, but Microsoft’s New AI Chips Can Revive It
- Is Microsoft’s New Maia 300 Chip a Threat to Nvidia’s Dominance? What the Stock Says.
- Sector Update: Tech Stocks Fall Tuesday Afternoon
Get briefings and signals on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the morning, midday and evening briefing of each market and important news as it happens.