The leadership swapped. Microsoft led the Dow on its Copilot overhaul while Meta took profits after its Connect run.
Movers with a reason#
- MSFT — $516.17, +3.66% | A Copilot revamp folds chat, Code and an always-on “Autopilot” agent into one enterprise product, with hybrid seat-plus-usage pricing. Volume ran ~15% above average, and the close was the highest in nearly 11 months. | Buy (medium)
- META — $751.66, −3.33% | Profit-taking after a ~30% one-month run, plus a Goldman note flagging the cost of AI capex. It is still well above where the Muse rally started. | Hold (medium)
Company news worth knowing#
- META — A New Mexico jury found Meta misled consumers over the Cambridge Analytica data scandal (MT Newswires). The headline risk matters more than the dollar amount for now.
Quiet: NET −2.73% (pulling back from Wednesday’s high), RDDT −1.89%, AMZN +0.12%.
MSFT is breaking out of a long range, so it now has the cleaner setup. META is digesting its gains rather than rolling over.