Microsoft's Shift Away from Consumer AI Boosts Dow

The Dow Jones Industrial Average led major indexes higher on Friday, September 25, 2026, with a 0.8% gain.

Microsoft was the driving force behind this move, rising 4.1% and adding 120 points to the Dow after announcing that its Copilot app would now be focused solely on enterprise customers.

This decision meant Microsoft was effectively ceding the consumer AI market to other companies like OpenAI and Meta.

The Nasdaq Composite and S&P 500 followed suit, gaining 0.5% and 0.4%, respectively.