Microsoft's latest quarterly report reveals that revenue from OpenAI makes up about 11% of its total revenue, reaching $10 billion out of $92.3 billion. Microsoft owns roughly 24% of OpenAI and has extended $7.2 billion in trade credit to the company, showing a deepening financial relationship. Despite risks from this concentration, Microsoft's overall growth remains strong with rising net income and positive free cash flow. Investors will watch upcoming reports for changes in OpenAI's revenue share and Microsoft's stake.
Microsoft shares are trading at USD 539.13 on Pluang, up 1.53% for the day as of Oct 29, 2026 19:01 WIB. The stock remains close to its 52-week high of USD 543.45, with a market cap of $3.94 trillion and a typical hold time of 144 days among investors.
Microsoft and Alphabet reported earnings on the same day with contrasting market reactions due to their free cash flow performance amid heavy AI investments. Alphabet missed search revenue expectations by $1.5 billion and had negative free cash flow ...
Alphabet's shares fell more than 10% in premarket trading after missing earnings and revenue forecasts, with AI chat tools eating into Google's Search revenue for the second consecutive quarter. This is concerning as Search is a key high-margin busin...
Microsoft reported strong cloud growth with Azure revenue up 48% and a commercial backlog of $677 billion, signaling robust demand for its cloud and AI services like Copilot. Despite this, its stock underperforms the S&P 500, partly due to a heavy $1...
Alphabet's shares fell 10% after missing earnings expectations and signaling increased AI-related spending without a clear payoff timeline. Despite Google Cloud's 103% growth, Alphabet's heavy capital expenditure and negative free cash flow alarmed i...
Alphabet reported a much larger negative free cash flow of $9.07 billion in Q3, far below analyst expectations of $2.70 billion, causing its shares to drop about 10% in premarket trading. Microsoft, meanwhile, saw a 27% decline in free cash flow to $...
