Microsoft Stock Surges 15% in Biggest Single-Day Gain Ever
Get the Finance newsletter
Daily finance — markets, central banks, M&A, the prints that move money. Free.
- Microsoft stock jumped more than 15% in its largest single-day increase in history, a roughly $450 billion market-value gain according to Bloomberg
- Meta shares dropped 8%, extending a record losing streak, as the AI trade diverged sharply between the two rivals (CNBC)
Why it matters: Investors are no longer treating Big Tech AI bets as one monolithic trade — within a single session, roughly half a trillion dollars in market value swung between Microsoft (up ~$450B) and Meta (down 8%), signaling that AI capex discipline versus AI capex commitment is now the dividing line for Big Tech stock performance.
