Microsoft reported $10 billion in revenue from its commercial deals with OpenAI in the quarter ending September 30, representing nearly 11% of its total $92.3 billion quarterly revenue. For the full fiscal year 2026, revenue from OpenAI reached $24.1 billion, and at the current pace, Microsoft could earn $40 billion annually from these arrangements. The companies have a complex relationship involving revenue sharing and cloud services, with Microsoft holding a roughly 24% stake in OpenAI. Despite loosening their exclusive partnership, OpenAI continues to commit to significant Azure purchases through 2030, ensuring ongoing financial ties.
Microsoft's market capitalization stands at $3.95 trillion as of October 29, 2026, with a dividend yield of 0.74%. On Pluang, MSFT shares are trading at $550.58, up 3.62% for the day, reflecting strong investor interest following its significant revenue from OpenAI. Trading volume is robust at 19,419,705 shares, with a typical hold time of 144 days, indicating steady long-term engagement among Pluang users.
Microsoft reported a record quarterly revenue of $92.3 billion, up 19% from last year, fueled mainly by its cloud business which grew 30% to $63.9 billion. Net income rose 32% to $36.6 billion, with significant contributions from Azure and $10 billio...
Shares of neocloud companies like CoreWeave and Nebius fell after Microsoft reported lower-than-expected capital expenditures, suggesting delays in data center capacity expansion. Despite a 30% increase in Microsoft's capex to $45.2 billion, it misse...
Microsoft announced its fiscal year 2027 first-quarter financial results are now available on its Investor Relations website. The company will hold a conference call at 2:30 p.m. Pacific Time to discuss the results, accessible via a live webcast. Mic...
Alphabet's stock has only risen 3% in 2026, lagging behind peers like Microsoft, as heavy AI investments have increased debt and paused buybacks. The Q3 earnings report will be crucial to show if AI-driven growth in Google Search and Google Cloud can...
Microsoft's revenue grew nearly 18% in fiscal 2026, yet its stock price remained mostly flat, presenting a buying opportunity with a 22.6% upside target. The company reported strong cloud growth, especially Azure at 43%, and continued demand for AI p...
