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Microsoft Corporation NASDAQ: MSFT And Openai announced this They are looking Reset their partnershipThe reset field is the last chapter in history, which has been built between two companies over the past six years. IN In this case, it should be Profitable for MSFT sharesField

Microsoft Today

Microsoft Co. Promotive logo
$ 453,13 +0,19 (+0.04%)

As of 04:00 on the East

52-week range
$ 344.79

$ 468.35

Dividend yield
0.73%

P/e ratio.
36.48

Value is valuable
$ 509,16

Partnership between Microsoft and Openai began in 2019 with Investment of $ 1 billion From Microsoft. Over the next few years, these investments have grown to 13 billion dollarsby providing Microsoft access to Openai Chatgpt Generative AI -ProgramField During this time, Microsoft has created its network AI agents (i.e. Copylots) It fled to the top of Chatgpt.

This is a relationship Swimming Microsoft on the front edge of the AI ​​race, And the shareholders were beneficiaries. MSFT shares were delivered Total profitability more than 140% Over the past five yearsField

However, since 2023, the relationship between Openai and Microsoft has become more tense, starting with Openai decision to dismiss Sam Altman in December 2022The field at the moment of the partnership of the company gave positive advantages for both sidesThe field but it also crystallized the idea that the partnership would have to develop or finish.

Parting is difficult to do

In January 2025, Openai and Microsoft seemed to go to Dirty gapThe field at that time Microsoft confirmed that it was No longer going to be the only cloud provider OpenaiNevertheless, Openai did “New, great obligation“For Microsoft AI Cloud Computing Platform, AzureField

Openai planned to put his business under control Commercial businessThis plan was abandoned. However, the company’s goals be Public company not over, and now it will be be None other than Microsoft is fundedField

This is true. Although the conditions of new financing are not entirely clear, it seems that Openai will use some of 13 billion dollars from Microsoft to finance the original public offer (IPO)The field but the plot thickens. It is expected that Microsoft will An indefinite level of justice In the new business Openai. However, the messages say that Microsoft may want to reduce its share in promotions If Openai allows Microsoft to have access to new technology Developed by Openai After cutting off 2030Field

It would be Key concession from Openai And that would be another reason for long -term investors Bully for MSFT promotionsField

The price of Microsoft Co. (MSFT) on Thursday, May 15, 2025

Openai news allow MSFT shareholders to focus on the overall picture

Microsoft Stock about 3% grew A week later, when the bulls returned to Wall Schell. This is much lower than the profitability of other technological shares, such as Nvidia Corp. NASDAQ: NVDA And Apple Inc. NASDAQ: Aapl who received 15% and 7%respectively.

Nevertheless, Microsoft had to catch up less. Over the past month, MSFT shares increased by 18.9%This is strengthened by the idea that Microsoft is tariff protectionThe field will have some acquaintance with the tariffs with its Xbox system. But in general, the company’s software products are immune to tariff problems.

However, the company cut off His labor force is 3% last week. These abbreviations, which included many senior positions, are not made from the efficiency of AI. Microsoft may try to get ahead of what she perceives as A weaker environment for consumer expenses On objects such as console video games and personal computers.

IN 36 -Frequent earningsMSFT shares are traded with a small bonus to their historical average values ​​and near the top of its 52-week range. These are two reasons why MSFT shares did not rise Even after receiving stellar incomeNevertheless, the reset of Microsoft and Openai is another reason why investors Bully for MSFT promotionsField

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