We rate Microsoft as a Strong Buy, driven by robust Azure growth and strategic AI investments. MSFT maintains top cloud market positioning, with Azure’s share rising from 14% (2021) to 21% (2025), ...
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OpenAI’s future IPO keeps me buying Microsoft
Quick ReadMicrosoft's 27% OpenAI stake could be worth $324 billion if OpenAI IPOs near $1.2 trillion in 2027, currently unpriced by public markets.Azure surpassed $100 billion annually, the commercial ...
OpenAI says it stopped a coordinated campaign in which more than 15,000 accounts tried to copy the hidden reasoning of its ...
Microsoft will disclose Azure revenue quarterly in fiscal 2027, while Azure-specific margins and OpenAI revenue exposure remain undisclosed.
On August 31, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) suffered a widespread Outlook and Exchange Online outage on August 31, with Downdetector reports peaking at 6,015 for Outlook ...
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In 2019, Microsoft made a $1 billion investment in OpenAI to make Azure OpenAI’s exclusive cloud partner. Since then, Microsoft has invested about $12 billion in OpenAI. Over the years, Microsoft's ...
Microsoft and OpenAI split, but somehow kept it together. Microsoft and OpenAI split, but somehow kept it together. is a senior correspondent and author of Notepad, who has been covering all things ...
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