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Microsoft

The enterprise-software / cloud giant — and OpenAI's biggest backer.

Live
Close 2026-06-04 · 20:55:46 · fetched just now
$427.10
-0.24(-0.06%)

Previous close $427.34

Chart — coming soon

1-month, 3-month, 1-year sparklines land in the next update — along with 52-week high / low stats and YTD performance.

The 30-second take

Microsoft is the cleanest AI-infrastructure play in the megacaps — Azure's AI revenue is the growth story, Office 365 Copilot is the productivity story, and the OpenAI partnership is the optionality. In interviews, anchor on: Azure growth rate (vs AWS/GCP), AI capex intensity (key 2025-2026 debate), and the Activision acquisition as the last major M&A. Valuation is usually defended on the cloud-plus-AI combination.

Historical reference points

Bankers instinctively contextualise today's level against these moments. Each row shows how far the current level is above / below that reference.

  • 2020 COVID lowMar 2020
    $135.00+216.37%
  • 2022 troughNov 2022
    $222.00+92.39%
  • Post-OpenAI peakJul 2024
    $468.00-8.74%

Compare against

Master the whole framework

The live numbers are one leg. Read the lesson for the four things to always know, plus the full interview script.

Discussing Markets — read the lesson →