Microsoft Tests 200-Day Moving Average After Nvidia N1X AI Collaboration
MSFT•Microsoft’s shares surged 5.5% after Nvidia unveiled the N1X processor co-developed with Microsoft for a new RTX Spark line of Windows machines, pushing the stock to test its critical 200-day moving average. Azure revenue rose 40% year-over-year and Copilot adoption reached 20 million paid seats, though data-center capex is compressing margins.
1. Stock Technical Test
Shares of Microsoft jumped 5.5%, driving the stock up to its 200-day moving average, a key technical level that investors watch for signs of a trend reversal from a downtrend into a potential base formation.
2. Nvidia N1X Collaboration
Microsoft and Nvidia jointly developed the N1X processor for the new RTX Spark series of Windows machines, marking a strategic push to integrate advanced AI hardware directly into mainstream PC offerings.
3. AI-Driven Growth Metrics
Microsoft’s cloud unit reported 40% year-over-year revenue growth, and Copilot has reached 20 million paid seats, underscoring strong demand for AI enhancements within its existing product ecosystem.
4. Data-Center Capex and Financing
Prime Data Centers’ Elk Grove Village subsidiary is raising $850 million in high-yield bonds to fund a hyperscale facility fully leased to CoreWeave for 15 years, underscoring the heavy investments and financing efforts fueling AI infrastructure that supports Microsoft’s cloud operations.
