Today: 22 June 2026
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NASDAQ:MSFT 15 May 2026 - 29 May 2026

On June 22, 2026, U.S. stock indexes diverged as the S&P 500 fell 0.48% and the Nasdaq dropped 1.41%, weighed down by losses in Alphabet, Meta, Amazon, and Microsoft, while the Dow gained 0.12% to finish at 51,709.80. Alphabet shares lost about 5.5%-6%, dragging down the tech sector, but gains in Caterpillar and Visa helped the Dow outperform. Microsoft’s West Texas power deal gave Caterpillar a direct role in a large AI data-center energy project, with co-located power emerging as a catalyst for demand in engines, turbines, and service contracts. Chevron agreed to supply natural-gas power to Microsoft’s new data center in Pecos, Texas under a 20-year deal, reflecting a shift in AI focus from software growth to securing energy. Microsoft reported Azure grew 40%, but its shares slipped near midday. Jefferies projected about $350 billion in index fund trades at the close of the Russell U.S. index rebalancing, with SpaceX set to join the Russell 1000. Congressional filings showed significant stakes held in major tech companies including Alphabet, Amazon, Apple, Broadcom, Microsoft, Nvidia, Salesforce, and Visa, with options exercised in Alphabet, Amazon, and others. Recent trading sessions were marked by volatility in megacap tech stocks, index reshuffling, and a focus on energy deals linked to AI infrastructure.
Microsoft gets Pentagon boost in AI, Wall Street moves in

Microsoft gets Pentagon boost in AI, Wall Street moves in

Microsoft shares climbed over 5% Friday to $450.24, lifting its market value near $3.35 trillion. The stock rally followed news of a $9.7 billion U.S. defense contract and plans to unveil new in-house AI models at next week’s Build conference. Wall Street closed at record highs, with tech stocks leading gains. Microsoft declined to comment on its upcoming AI announcements.
29 May 2026
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Vanguard VGT split points to the AI trade’s top play

Vanguard VGT split points to the AI trade’s top play

Vanguard’s Information Technology ETF (VGT) has nearly doubled the post-split returns of Vanguard’s larger growth funds since April 21. VGT’s top holdings—Nvidia, Apple, and Microsoft—make up over 40% of its portfolio. The ETF traded at $120.68 late Friday morning in New York, outpacing VUG at $89.51 and MGK at $91.16. Investors continue to buy into AI hardware and software plays.
29 May 2026
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Microsoft Rallies on AI Model Chatter, Wall Street Watches Copilot Move

Microsoft Rallies on AI Model Chatter, Wall Street Watches Copilot Move

Microsoft shares jumped 3.4% to $426.52 Thursday after reports the company will unveil new in-house AI models, including one for GitHub Copilot, at its Build event next week. The stock outperformed major tech ETFs, trading over 32 million shares and reaching a $3.18 trillion market cap. Reuters said Microsoft declined to comment on the report. Investors remain focused on AI sales, Azure demand, and rising costs.
28 May 2026
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Microsoft Stock Moves on Weekend; Bigger Wall Street Test Ahead

Microsoft $190 Billion AI Spend Losing Its Sting for Investors

Microsoft shares fell $2.96 to $415.61 late Tuesday morning, putting its market cap near $3.10 trillion. CFO Amy Hood said the company plans $190 billion in capital spending for 2026, with $25 billion for higher component costs. Azure and cloud revenue rose 40% last quarter, while demand continues to outpace supply. Investors remain focused on AI spending and the upcoming Microsoft Build event.
26 May 2026
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CoreWeave Stock Drops as $99 Billion AI Backlog Runs Into Bigger Spending Bill

Wall Street Is Warming To CoreWeave Again. Nebius Is The Catch It Can’t Ignore

CoreWeave shares rose after GF Securities initiated coverage with a “Buy” rating, citing strong demand and major customer contracts. The Nvidia-backed AI cloud firm reported Q1 revenue of $2.08 billion and a $99.4 billion backlog. Rival Nebius posted Q1 revenue of $399 million, up 684% year-on-year, and raised its 2026 capital spending forecast to up to $25 billion.
26 May 2026
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Ackman Sold Alphabet, Bought Microsoft in Split AI Play

Ackman Sold Alphabet, Bought Microsoft in Split AI Play

Bill Ackman’s Pershing Square sold nearly all its Alphabet shares and bought a $2.09 billion stake in Microsoft, SEC filings show. The fund now holds 5.65 million Microsoft shares and raised its Amazon position by 19%. Alphabet and Amazon both reported strong cloud and AI growth last quarter. Daniel Loeb’s Third Point made opposite moves, cutting Microsoft and adding Alphabet.
22 May 2026
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Vanguard’s VTI pulls in $852 million even as shares fall for the week

Vanguard’s VTI pulls in $852 million even as shares fall for the week

Vanguard Total Stock Market ETF (VTI) saw $852.57 million in net inflows over five days, despite a 0.24% weekly decline. The fund traded at $363.71 Monday, up $0.97, as investors favored exposure to major tech stocks like Nvidia, Apple, and Microsoft. The S&P 500 and Nasdaq opened higher, while the Dow slipped. Global equity funds drew $39.15 billion in weekly inflows, with technology funds hitting a record.
18 May 2026
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Nvidia, Microsoft, Walmart shares face a key test this week

Nvidia, Microsoft, Walmart shares face a key test this week

U.S. stock futures fell Monday as oil hovered near $110 a barrel and Treasury yields climbed. Nvidia dropped $10.44 in premarket trading to $225.32 ahead of its earnings report, while Microsoft rose $12.50 to $421.92 after Pershing Square disclosed a new stake. Walmart slipped $1.02 to $131.45 before its results due Thursday. Regular trading was set to open at 9:30 a.m. in New York.
18 May 2026
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Microsoft Stock Moves on Weekend; Bigger Wall Street Test Ahead

Microsoft Stock Moves on Weekend; Bigger Wall Street Test Ahead

Microsoft shares rose 3.05% to $421.92 Friday after Bill Ackman’s Pershing Square disclosed a new stake, bucking a 1.5% drop in the Nasdaq Composite. Ackman began building the position in February as Microsoft shares fell on concerns about cloud growth and AI spending. Microsoft reported 18% revenue growth in its fiscal third quarter, with cloud demand still outpacing supply. U.S. markets will remain closed Sunday.
17 May 2026
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OpenAI Faces New Valuation Hurdle in $1 Trillion IPO Push

OpenAI Faces New Valuation Hurdle in $1 Trillion IPO Push

Anthropic has agreed to a $30 billion funding round at a $900 billion valuation, surpassing OpenAI’s last reported $852 billion mark, the Financial Times reported. OpenAI closed a $122 billion round in March and announced a new deployment company with $4 billion in backing. U.S. stock markets remain closed until Monday. SoftBank reported $45 billion in cumulative gains from its OpenAI stake.
17 May 2026
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Dow Drops 537 Points With After-Hours Selling Threatening Wall Street AI Rally

Dow Drops 537 Points With After-Hours Selling Threatening Wall Street AI Rally

U.S. stock ETFs fell in after-hours trading Friday following a more than 1% drop in the S&P 500, Dow, and Nasdaq. Oil surged 4.2% to $105.42 a barrel and the 10-year Treasury yield hit 4.597%, fueling concerns over inflation and Fed rate hikes. Nvidia, AMD, and Intel led chip declines, while Berkshire Hathaway disclosed a $2.65 billion Delta stake and exited Amazon, Visa, and Mastercard.
16 May 2026
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Pershing Square Inc. Bets on Microsoft as Ackman Sees an AI Bargain

Pershing Square Inc. Bets on Microsoft as Ackman Sees an AI Bargain

Bill Ackman said Friday that Pershing Square has built a new position in Microsoft, citing the stock’s “highly compelling” valuation. The disclosure follows Pershing Square’s $5 billion IPO and private placement last month. Ackman began buying Microsoft in February after a drop tied to slower cloud growth and heavy AI spending. Microsoft shares traded at $409.43, up 1% premarket.
15 May 2026
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Ackman’s Microsoft Bet Puts $190 Billion AI Spending Plan Back in Wall Street’s Crosshairs

Ackman’s Microsoft Bet Puts $190 Billion AI Spending Plan Back in Wall Street’s Crosshairs

Pershing Square will disclose a new stake in Microsoft in a 13F filing Friday, according to Bill Ackman. Microsoft shares have dropped about 15% this year amid concerns over AI spending and slower cloud growth. The company reported $82.9 billion in revenue and $31.8 billion in net income last quarter, but plans to invest around $190 billion in capital expenditures in 2026.
15 May 2026
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Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Nasdaq 100 futures fell 1.25% early Friday, with Nvidia down 1.8% premarket after a rally. Microsoft drew attention as Pershing Square prepared to disclose a new stake, citing Azure and Copilot. Cerebras surged 89% above its IPO price in its Thursday debut. Rising Treasury yields and oil prices weighed on U.S. AI stocks after record closes for the S&P 500 and Nasdaq.
15 May 2026
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Microsoft Stock Rises As AI Trade Reignites: Why MSFT Shares Moved Today

Microsoft Stock Rises As AI Trade Reignites: Why MSFT Shares Moved Today

Microsoft shares rose 1.04% to $409.43 on Thursday as investors favored large tech stocks amid record highs for the S&P 500 and Nasdaq. Microsoft reported March-quarter revenue up 18% to $82.9 billion, with Azure and cloud services up 40%. The company expects $190 billion in capital expenditures this year, well above analyst estimates. Microsoft is also exploring AI startup deals as it reassesses its reliance on OpenAI.
15 May 2026
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Stock Market Today

  • Slumping Crude Oil Drags Down Sugar Prices Amid Global Surplus Concerns
    June 22, 2026, 5:37 PM EDT. Sugar prices fell on Monday with May NY world sugar down 1.25% and May London ICE white sugar down 0.31%, pressured by a more than 4% drop in WTI crude oil. The crude decline weakens ethanol prices, encouraging mills to favor sugar production over ethanol from cane, increasing sugar supplies. Analysts forecast a continuing global sugar surplus: Czarnikow expects 3.4 million metric tons (MMT) in 2026/27 following an 8.3 MMT surplus in 2025/26. The International Sugar Organization projects a surplus of 1.22 MMT in 2025-26, driven by higher output in India, Thailand, and Pakistan. India raised sugar production and cut ethanol sugar use estimates, potentially boosting exports. Brazil shows mixed output but overall sugar supplies remain high, maintaining downward pressure on prices amid increasing global stockpiles.

Latest articles

Chipotle Mexican Grill (NYSE:CMG) stock drops 6% as margin math undercuts fast-casual rebound

Chipotle Mexican Grill (NYSE:CMG) stock drops 6% as margin math undercuts fast-casual rebound

22 June 2026
Chipotle Mexican Grill plunged 6% to $30.54—nearly twice McDonald’s drop—after the holiday, as investors focused on shrinking average checks and rising costs squeezing margins, despite a slight uptick in traffic and digital sales; with operating margin down to 23.7% and cautious pricing, the stock’s premium valuation faces pressure ahead of July’s earnings report.
Snap stock (NYSE:SNAP) ends flat, but Specs selloff leaves shares 19% lower

Snap stock (NYSE:SNAP) ends flat, but Specs selloff leaves shares 19% lower

22 June 2026
Snap shares closed at $4.63, down 19% since launching $2,195 AR Specs, as investors question hardware spending while ad growth slows; $400 million in unused buyback authorization—over 5% of market value—remains a key support if management acts, but analysts maintain a Hold consensus and see limited conviction despite recent credit upgrades.
T1 Energy (NYSE:TE) surges 11% with heavy volume pressuring shorts

T1 Energy (NYSE:TE) surges 11% with heavy volume pressuring shorts

22 June 2026
T1 Energy Inc. (NYSE:TE) surged 11.23% to $10.40 on massive volume exceeding disclosed short interest, after its Dallas solar module plant earned an “A” bankability grade and Bernstein initiated coverage, with no new company announcement; risks remain as T1 still faces a patent dispute, financing needs, and a recent net loss.
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