- Microsoft launched an overhauled Copilot app that consolidates existing capabilities — the simple Chat bot and the advanced Cowork version — into one place and adds a Code feature aimed at non-technical employees plus an Autopilot tab for creating autonomous agents. Microsoft Office, including Word and Excel, is now fully embedded in the Copilot app.
- Copilot pricing is changing as part of the overhaul: basic Chat stays on a flat per-user license fee, while Cowork, Code and Autopilot are priced on usage.
- MSFT rose more than 4% Friday, the best-performing Magnificent Seven member in the session, while the iShares Expanded Tech-Software Sector ETF fell about 0.4%. Piper Sandler called it the 'super app' speculated on for months.
- Investor's Business Daily named Microsoft its Stock of the Day as the software giant launched the AI super-app.
- BlueVoyant launched a Microsoft Defender XDR ISOC Deployment Service to help Microsoft 365 E5, E7 and Microsoft Defender Suite customers build the foundation for an agentic security operations center.
- The macro backdrop: the 10-year Treasury yield briefly reached 5.23%, a level not seen since mid-June 2007, after the Federal Reserve raised rates on Sept. 16 for the first time in three years, and WTI crude remains up nearly 40% since the Iran war started in late February.
引述
“biggest update to Copilot to date”
“Every era of technology has basically had a new kind of defining interface”
“We believe this is MSFT's 'super app' that has been speculated on for months and view the updates favorably”
來源
- Microsoft gives Copilot a much-needed overhaul, and the stock deservedly soarsCNBC
- Microsoft, IBD Stock Of The Day, Makes Bullish Move As Software Giant Launches AI Super-AppInvestor's Business Daily
- BlueVoyant Launches Solution to Accelerate Agentic Security Adoption of Microsoft's New Integrated Security Operations CenterPR Newswire