Every so often, a date on the calendar quietly becomes bigger than initial expectations. Sept. 24 could be one of those days for Microsoft (MSFT) investors.
It is not an earnings date or a product launch. Yet, what happens in Washington that evening could say a lot about where Microsoft, and the entire AI race, is headed next. Before I get to why this dinner matters for Microsoft stock, it helps to understand where the company stands right now and why its seat at this table is no coincidence.