Microsoft’s stock is on track to post its biggest quarterly gain in 28 years
Published . Updated .
Amid a “flight to quality,” Microsoft’s stock has stood out as an AI winner, according to one analyst
Directly affected
- MSFT Microsoft
Named in this report.
Indirectly affected
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- MEDS DATAMEDS AI, INC. COMMON STOCK
GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stock, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ABAT AMERICAN BATTERY TECHNOLOGY
GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ACM AECOM TECHNOLOGY CORP
GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- BBAI BIGBEAR AI HLDGS INC
GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Amid a “flight to quality,” Microsoft’s stock has stood out as an AI winner, according to one analyst
Source: MarketWatch
Price since this story was published: Microsoft (MSFT)
Since the first closing price after “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years,” Microsoft (MSFT) is +4.05%. The S&P 500 fund (SPY) is +0.56% over the same days, a +3.49% difference versus the market.
Official trades in Microsoft (MSFT) around 29 Sep 2026
- Lisa McClain buy Microsoft (MSFT) ($1,001 - $15,000). That is 1 days after publication, inside 30 days. The filing is listed beside the story “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years.”
- Michael Rulli sell Microsoft (MSFT) ($1,001 - $15,000). That is 1 days before publication, inside 30 days. The filing is listed beside the story “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years.”
- Maria Elvira Salazar sell Microsoft (MSFT) ($1,001 - $15,000). That is 5 days before publication, inside 30 days. The filing is listed beside the story “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years.”
- Cleo Fields buy Microsoft (MSFT) ($1,001 - $15,000). That is 19 days before publication, inside 30 days. The filing is listed beside the story “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years.”
- Donald J Trump buy Microsoft (MSFT) ($100,001 - $250,000). That is 32 days before publication, inside 60 days. The filing is listed beside the story “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years.”
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 32 days before publication, inside 60 days. The filing is listed beside the story “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years.”
- Thomas H. Kean Jr sell Microsoft (MSFT) ($15,001 - $50,000). That is 33 days before publication, inside 60 days. The filing is listed beside the story “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years.”
- David J. Taylor sell Microsoft (MSFT) ($1,001 - $15,000). That is 34 days before publication, inside 60 days. The filing is listed beside the story “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Microsoft (MSFT)
Companies carried with this story
- MSFT Microsoft
In “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years,” Microsoft (MSFT) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names MICROSOFT CORP in the headline; GA resolved that company to MSFT
- SUPX SuperX AI Technology
SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence in the 29 Sep 2026 story “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years.” Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- MEDS DataMeds AI
In “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years,” DataMeds AI (MEDS) is linked, with no stored direction, medium confidence. Reason on file: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stock, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
American Battery Technology (ABAT) is linked, with no stored direction, medium confidence in the 29 Sep 2026 story “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years.” Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
For “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
In “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BBAI BigBear.ai Holdings
For “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Microsoft (MSFT)
On 29 Sep 2026, “Microsoft’s stock is on track to post its biggest quarterly gain in 28 years” is the story that connects Microsoft (MSFT) to this story.
The link for Microsoft (MSFT) is this: The reported development directly names MICROSOFT CORP in the headline; GA resolved that company to MSFT
A second company, SuperX AI Technology (SUPX), is listed for a different reason: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the Microsoft (MSFT) price range
MEDS traded between 2.57 and 5.17 across 20 sessions. The latest close on file is 2.65. MSFT traded between 491.23 and 551.08 across 20 sessions. The latest close on file is 533.66. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
How strong the case is around Microsoft (MSFT)
46 out of 100
“Microsoft’s stock is on track to post its biggest quarterly gain in 28 years” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.