Microsoft stock futures prices reflect investor confidence in the company’s multi-billion-dollar AI partnerships, translating to potential expanded market share in cloud and enterprise solutions. On the other hand, Microsoft (NASDAQ: MSFT) is more enterprise-centric, with a business model primarily based on seat-based subscriptions and long-term contracts. This recurring, enterprise-first model gives Microsoft stronger visibility than its peers, which are more reliant on cyclical consumer markets. For the third quarter, Alignment sees revenue coming in at $970 million to $985 million, while the FactSet consensus called for $956.8 million. Institutional portfolio managers are increasing exposure to Microsoft stock futures, positioning for sustained demand in cloud-native solutions.