Microsoft, Howmet Aerospace, FTAI Aviation And An Energy Stock On CNBC’s ‘Final Trades’

Microsoft's paid seats for 365 Copilot exceeded 30 million in June, up from 20 million in March, with 10 million added this quarter. The company aims for 60 million by mid-2027. Revenue from Microsoft 365 commercial cloud rose 17% YoY, driven by Copilot and higher-priced E5 offerings. Microsoft expects continued growth, but trust and security remain key challenges for enterprise adoption.

FTAI Aviation Ltd. (NASDAQ: FTAI) acquired 27 Boeing 737-700 aircraft from WestJet, including 17 via a sale-leaseback and 10 off-lease units. The deal supports FTAI's aircraft ownership and engine maintenance strategies, while WestJet begins retiring its 737-700 fleet. FTAI's 2026 SPV, part of its Strategic Capital business, facilitated the transaction.

Anthropic, an AI startup, plans to spend $518B over the next decade on cloud computing and AI infrastructure, with 80% of the spending non-cancelable. Alphabet (GOOG, GOOGL), Amazon (AMZN), and Microsoft (MSFT) are expected to benefit, with commitments of $111.1B, $110B, and $31.4B respectively. Alphabet and Amazon have already recorded significant paper profits from their investments in Anthropic.

Cheniere Energy signed a 22-year deal to supply Petrobras with 800,000 tonnes of LNG annually. The agreement provides long-term cash flow visibility for Cheniere as it considers further expansion. Cheniere operates major LNG terminals in Louisiana and Texas, with ongoing and planned capacity increases.

Apple's stock fell 2% to $331.08 after Bank of America warned Meta's shopping agent could reduce online commerce activity in its ecosystem. Meta's stock rose 0.4% to $718.53. Alphabet and Microsoft also declined, but less sharply. Bank of America maintained a Buy rating on Apple, citing its strengths despite potential risks. Apple plans a structural overhaul to speed product development and adapt to slowing services growth.

Microsoft's stock fell 1.2% to $503.32 after expanding its Copilot AI super-app. The company integrated three features into one hub, with Autopilot moving to private preview in late September. Investors question whether AI agent costs will be offset by customer payments. The stock is 14.47% below GuruFocus's estimated value of $588.50.