Microsoft Stocks Jump 1.9% as AI Safety Earns $665 Target

Windows 11 now accounts for 71.5% of Windows computers, up from 27.8% for Windows 10, according to Statcounter. Microsoft's price hike for Windows 10 Extended Security Updates (ESU) may accelerate the shift. Consumer ESU is free, but business costs rise from $61 to $244 per device over three years.

Microsoft's Xbox has reportedly secured exclusive streaming rights for GTA 6, set to launch in November 2026 according to The Verge. This deal coincides with the opening of Xbox Cloud Gaming access.

Google and Constellation Energy announced a 20-year clean energy partnership, adding 900 MW of nuclear capacity to the PJM grid. Constellation's stock rose 12.2% to $300.40. The deal includes $4.3B in investments and job creation. Google is also expanding its tech alliance with Constellation, focusing on AI for energy optimization.

Aragon, Spain, has attracted over €60 billion in data center investments due to its streamlined permitting process, benefiting companies like Amazon and Microsoft. Critics raise concerns about environmental and public accountability. Spain's national government is considering stricter regulations, creating uncertainty. Amazon and Microsoft have invested significantly in the region, with plans unchanged despite regulatory concerns.

Microsoft (MSFT) shares rose after Melius Research upgraded it to 'Buy' with a $665 price target, citing its role in AI security. Scotiabank also raised its target to $615. MSFT gained 38% in Q3, its best quarter since 1998, and 2.4% in October. Azure grew 43% YoY in Q4, with revenue up 18% to $90B. Analysts' average target is $528.60.

Analyst Ben Reitzes upgraded Microsoft (MSFT) to buy from hold, raising his price target to $665 from $465. He believes Microsoft's AI strategy and leadership will drive demand, citing recent AI safety concerns and the company's role in enterprise AI solutions. Reitzes expects Azure growth to exceed 50% and sees Microsoft as a provider of 'AI insurance' for businesses.