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Microsoft has been one of my favorite Majestic 7 stocks for some time. I wrote in January last year that the firm would be one of the better-positioned companies to benefit from the rise of
OpenAI's $588B Problem Just Made Microsoft Irresistible
Summary
- Microsoft is rated 'Strong Buy' following a sharp post-earnings sell-off driven by perceived OpenAI concentration risk.
- MSFT's Azure and cloud services grew 39% YoY, but CapEx intensity is high due to AI infrastructure demands, especially from OpenAI.
- The market misjudges OpenAI's impact; MSFT benefits across a spectrum of outcomes, not just binary success or failure scenarios.
- OpenAI's diversification away from exclusive MSFT infrastructure could unlock $30B+ in annual cash flow and improve its free cash flow profile.
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About MSFT Stock
| Symbol | Last Price | % Chg |
|---|---|---|
| 401.32 | -0.13% | |
| Post | 400.17 | -0.29% |
Chart
Combination chart with 2 data series.
The chart has 1 X axis displaying Time. Data ranges from 2026-02-09 09:30:00 to 2026-02-13 21:51:23.
The chart has 1 Y axis displaying values. Data ranges from 398.8699 to 423.32.
End of interactive chart.
Related Stocks
| Symbol | Last Price | % Chg |
|---|---|---|
| 401.32 | -0.13% | |
| Post: | 400.17 | -0.29% |
| 28.45 | -0.49% | |
| 8.11 | 0.12% | |
Chart
Line chart with 3 lines.
The chart has 1 X axis displaying Time. Data ranges from 2026-02-09 09:30:00 to 2026-02-13 16:00:00.
The chart has 1 Y axis displaying values. Data ranges from -2.42 to 3.66.
End of interactive chart.
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