Some artificial-intelligence deals have raised eyebrows, and JPMorgan analyst Mark Murphy used the earnings call to ask Microsoft's management about the "new era where the contractual commitments from a small number of AI natives are just incredibly large,

However, Microsoft revealed a major drop in profit due to what it termed was an “equity method investment” in OpenAI Group PBC, resulting in a 41-cents-per-share hit to its earnings and a $3.1 billion drop in its net income. Even so, the company’s bottom line was still healthy at $27.7 billion, up from $24.67 billion in the year-ago quarter.

Microsoft reported a massive spike in its spending as the tech giant works to meet booming demand for artificial intelligence.

Executives don't think Microsoft is overbuilding in its pursuit of its artificial-intelligence ambitions. Following an analyst's question regarding the factors that management is "watching to assure that \[they're\] not overbuilding for current demand,

Microsoft and OpenAI unveil a deal extending IP rights, adding independent AGI verification, and giving both sides more freedom while maintaining Azure ties.

Morningstar analysts earlier this month published a list of the best artificial intelligence (AI) stocks to buy now. The top two spots were awarded to Microsoft ( MSFT +0.59%) and Taiwan Semiconductor Manufacturing ( TSM +1.54%). Other analysts may not classify them as the "best" AI stocks to buy now, but Wall Street is generally bullish.

The Redmond-based software maker reported almost $77.7 billion in revenue for its first fiscal quarter of 2026, which ran from July through September. On top of that, the company brought in $27.7 billion in profit.

Microsoft and OpenAI announced Monday a series of new business partnerships aimed to advance artificial intelligence capabilities in U.S. commerce.

Microsoft stock jumped more than 4% during the intraday Wall Street session on 28 October 2025, after the tech giant reached a $500 billion valuation deal with the artificial intelligence (AI) ChatGPT-maker OpenAI.