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Microsoft vs Nasdaq 100

Latest data from 2026-06-03

MSFT
Microsoft Corporation
441.31
-4.17%
PAST
Microsoft fell 4.2% to $441, the day's mega-cap laggard, sliding well below its 52-week high.
WHY
Rotation into pure-play chip names like Nvidia and Marvell is pulling capital out of software megacaps.
WATCH
$435 is support; a break opens $420. The stock needs fresh AI-monetization proof to re-rate.
NAS100
Nasdaq 100
30,660.6
+0.48%
PAST
The Nasdaq 100 climbed 0.5% to a record 30,661, led by Nvidia's new PC-processor launch and a 32% surge in Marvell.
WHY
The AI-capex narrative remains the single dominant market force, pulling capital out of crypto and into chips.
WATCH
Watch for any wobble in semis leadership; 30,000 is now the first line of support.
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