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Barchart
Nauman Khan

YOU WONT BELIEVE: A 135 billion reason to buy microsoft stock now - You Need To See This

OpenAI Microsoft Azure Morgan Stanley

Tech earnings season is just getting started, and we are seeing quite strong revenue trends, but heavy AI spending is starting to weigh on results. Microsoft (MSFT) also reported earnings, yet its shares plunged on concerns about elevated AI-related capex and a recent Azure outage. 

Still, beneath the headline noise lies a foundational strategic shift that could justify a buy-the-dip mindset. Microsoft’s landmark agreement to take roughly a 27% stake in OpenAI, a position valued at about $135 billion, pairs exclusive cloud and IP rights with multi-year Azure commitments and ongoing revenue sharing. That deal effectively locks OpenAI’s scale to Azure while giving Microsoft direct exposure to the commercial upside of leading AI models. 

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