OpenAI chief executive Sam Altman had a call with Microsoft CEO Satya Nadella on Monday and discussed their future working partnership, Altman said in a New York Times podcast on Tuesday.
CRWV's explosive growth faces high capex and client risk, but MSFT's scale, partnerships, and cloud dominance may offer steadier upside.
Microsoft (MSFT) closed the most recent trading day at $486.00, moving +1.8% from the previous trading session.
Microsoft Corporation NASDAQ: MSFT stock continues to be a strong performer in 2025. The company continues to deliver revenue and earnings that are higher year-over-year (YOY).
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Recently, Zacks.com users have been paying close attention to Microsoft (MSFT). This makes it worthwhile to examine what the stock has in store.
Microsoft's AI monetization is just beginning, with Copilot and Azure AI offering measurable, recurring, high-margin growth potential not fully priced into current valuations. Despite higher relative valuations to peers, Microsoft's stable, sticky enterprise base and focused product suite justify a premium, making it a dependable long-term Buy for conservative portfolios. Key growth drivers include Copilot adoption, Azure AI, and Microsoft Fabric, with potential for $40B in new AI-linked revenue over the next 2–3 years.
OpenAI recently announced a $200 million deal with the U.S. Department of Defense, which has us wondering: Could this further strain the company's relationship with its biggest backer, Microsoft?
Microsoft Corp (NASDAQ:MSFT) is prepared to walk away from talks with OpenAI over the future of their multibillion-dollar partnership, according to a report from the Financial Times. The company is considering pausing negotiations with the ChatGPT-maker if the two sides cannot agree on key issues such as the size of Microsoft's future stake in OpenAI, the report said.
Microsoft will cut thousands of jobs in its sales department and other teams from July, The Wall Street Journal reported. Here's how AI is contributing to mass layoffs.
Microsoft (MSFT) is reportedly planning to trim thousands of jobs, particularly in sales, as the tech giant faces pressure to lower labor costs as it boosts spending on artificial intelligence.
The two partners are trying to reach an agreement on critical issues such as the size of Microsoft's future stake in OpenAI.