The rally appeared driven more by renewed strength in large-cap growth stocks than by a single company-specific catalyst. Technology stocks outperformed the broader market, helping lift Microsoft alongside other major tech names.Pentagon Software Deal Could Benefit MicrosoftAlthough Dell won the prime contract, Microsoft is expected to benefit significantly as the agreement expands federal adoption of Microsoft 365, Windows Enterprise and Azure cloud services. The deal could also strengthen Microsoft's recurring government software revenue and support broader deployment of its AI-powered enterprise offerings.Technical Indicators Signal Improving MomentumMSFT is back above its key short- and intermediate-term trend gauges, trading 2.2% above the 20-day SMA and 5.9% above the 50-day SMA, which keeps the near-term trend constructive.The longer-term picture is still mixed, though, with shares trading 7.5% below the 200-day SMA and a "death cross" (50-day falling below the 200-day) still in place from January.On momentum, RSI is the cleaner read right now: at 48.98, it's neutral, suggesting the stock isn't stretched and is still working through a consolidation phase after the March swing low and April swing high.In plain English, RSI helps gauge whether buying or selling has gotten overheated; near-50 typically signals a more balanced tug-of-war.