Microsoft shares rose 1.22% to $416.21 on February 4, 2026. The NASDAQ fell 1.21% during the same session amid tech sector profit-taking. The broader market faced "SaaSpocalypse" fears triggered by a new AI tool from Anthropic.
The stock previously closed at $411.21 on February 3, 2026. This close represented a 2.87% decline. Microsoft reported Q2 FY2026 revenue of $81.3 billion on January 28. Revenue increased 17% year-over-year. Azure revenue grew by 39% during the period.
Shares fell more than 6% in after-hours trading following the January 28 report. Capital expenditure for AI infrastructure reached $37.5 billion. This spending reflects a 66% surge year-over-year. Microsoft announced new Marketplace offers on February 4, though the news had a minor impact on the share price.