- Microsoft's stock price dropped by 0.37 % over the week to close at 493.78 USD, slightly underperforming the S&P 500 amid AI copyright disputes and ongoing business partnerships.
- Fifty-five institutions maintained a strong buy consensus rating with a target price of approximately 572.92 USD, indicating about 16.0 % upside potential despite valuation disagreements.
- Market participants will monitor upcoming macroeconomic data releases and developments regarding AI capital expenditure returns to gauge future stock momentum.
- Apple closed the week up 1.16 % at 336.13 USD, outperforming the S & P 500 by 0.84 percentage points amid new product releases and AI server plans.
- Forty-six institutional coverages assigned a consensus buy rating with an average target price of 328.22 USD, reflecting a wide valuation range from 215 USD to 405 USD.
- Market watchers will focus on the subsequent delivery times and average selling prices of the iPhone 18 Pro alongside further AI server developments.