MSFT is trading 2.6% up today at $438.29 as investors rotate back into AI infrastructure and software plays amid broader sector strength.

  • The move extends a strong two-day rally for the tech giant, following a 3.5% gain recorded on May 28.
  • Large-cap tech and AI-related names are outperforming broader indices, fueled by Dell’s AI-driven surge and upbeat sentiment around leading AI developers such as Anthropic.