Microsoft shares climb over 4% after Copilot gets unified app and usage pricing
Microsoft rolled out a redesigned Copilot that merges its chatbot with new Code and Autopilot features into one app. The announcement lifted Microsoft shares by more than 4% on Friday, making the stock the best performer among the Magnificent Seven. Basic Chat keeps a flat per-user price, while advanced Cowork, Code and Autopilot tools use usage-based charges.
Microsoft launched the overhauled Copilot on Friday, September 25, 2026, merging its chatbot with new Code and Autopilot tabs. Code uses GitHub Copilot technology for simple programming tasks; Autopilot lets workers build agents that operate inside Teams and Outlook. Word and Excel are embedded in the app.
Shares rose more than 4%, making Microsoft the top Magnificent Seven performer while a broad software ETF slipped about 0.4%. Basic Chat keeps flat per-user pricing; Cowork, Code, and Autopilot charge by usage. Fewer than 7% of over 450 million commercial Office 365 seats carried Copilot licenses. The 10-year Treasury yield briefly hit 5.23%, a level last seen in mid-2007, after the Fed’s first hike in three years.
The shift may affect office workers, nontechnical staff, IT managers, and enterprises. Bundling AI into familiar tools could make automation more accessible, but usage-based charges may push firms to monitor spending and limit broad access. Custom agents in Teams and Outlook could alter workflows and oversight needs. Investors may watch whether adoption rises beyond current low license penetration.