Stock price microsoft mSFT posted $410

MSFT posted $410.59 in the latest trading update. Market sentiment is buoyed by infrastructure investments in AI data centers, which could expand revenue streams beyond traditional software dominance. Oracle's total revenue grew 12% year over year last quarter, but that doesn't tell investors about the real momentum happening in the business. The stock is soaring on the accelerating growth in its cloud infrastructure business, where the company is signing deals with major tech companies. In the second quarter, its remaining performance obligations (contracted revenue not yet realized) surged 359% year over year. Despite Microsoft’s promising outlook, potential risks could impede the stock from doubling. The most significant concern is the normalization of AI spending, where businesses may become more cautious about initiating new Azure projects, implying that the current investment pace may not be sustainable indefinitely. Additionally, heightened competition from Google , Amazon , and emerging entities could exert pressure on Microsoft’s AI pricing power and market share growth. Microsoft’s share value at $410.13 aligns with the broader NASDAQ uptrend. A sustained rally is plausible with strong AI monetization strategies, especially within the productivity segment and developer tools.