Microsoft shares rise as Copilot overhaul sharpens enterprise AI push

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Copilot overhaul lifts Microsoft

Highlights

Microsoft launched a unified Copilot app integrating Office tools and AI features, adding Code and Autopilot tabs to automate workplace tasks.
Microsoft shifted Copilot pricing to flat per-user fees for Chat and usage-based pricing for advanced AI features like Cowork, Code, and Autopilot.
Microsoft shares rose over 4% Friday, outperforming tech peers, as investors welcomed Copilot’s enterprise AI focus and commercial growth potential.

Copilot revamp expands workplace AI functions

As reported by CNBC, Microsoft is introducing a new unified Copilot app that brings together existing chatbot and advanced assistant features while adding Code for non-technical staff and an Autopilot tab for building autonomous agents to handle selected tasks.

The overhaul also embeds Microsoft Office, including Word and Excel, directly into the Copilot app. Chief Executive Satya Nadella says the release is the biggest update to Copilot so far, signaling a stronger effort to make the product a central interface for work-related AI use.

Microsoft is also changing how it charges for Copilot. Basic Chat remains covered by a flat per-user license fee, while the more advanced Cowork, Code and Autopilot functions move to usage-based pricing.

Market reaction highlights business customer focus

The changes are being well received by investors, with Microsoft shares rising more than 4% in Friday's session and outperforming the iShares Expanded Tech-Software Sector ETF, which is down about 0.4%. The move stands out as the company faces criticism that it has lagged Anthropic's Claude and OpenAI's ChatGPT in the competition to deliver AI tools for enterprises.

Microsoft's latest messaging suggests the company is concentrating more clearly on business customers rather than competing head-on in consumer chatbots. That positioning differentiates it from Apple, Google and Meta, which have broader consumer exposure, and may help Microsoft strengthen its standing in workplace software where it already has deep adoption.

Piper Sandler analysts say the revised Copilot strategy looks like the long-anticipated "super app" for Microsoft and adds that the narrative around the product has improved materially this year. The upgrade reinforces investor expectations that Copilot can become a more meaningful commercial driver inside Microsoft's broader software ecosystem.

In our earlier roundup of the week’s biggest startup funding rounds across cybersecurity and AI, we noted that investor capital remains heavily concentrated in fast-growing enterprise technology segments. The article highlighted mega-rounds for companies spanning enterprise security and foundational AI tooling, underscoring continued demand for the infrastructure and platforms that power workplace and business AI adoption.

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