MICROSOFT WKN: 870747 ISIN: US5949181045 Forum: Aktien Thema: Hauptdiskussion

https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/

Holy shit 🤑

Wird Zeit für ein neues Ath

Was für eine marketcap da gerade bewegt wurde😅

Fantastische Neuigkeiten danke für die Info.

"Microsoft holds an investment in OpenAI Group PBC valued at $135B"- aus einem Ticker

Sehr schön

https://247wallst.com/investing/2025/10/28/dan-ives-sees-microsoft-stock-headed-to-5t-market-cap/

🚀🚀🚀

Was ist denn jetzt passiert 🤣

Boooooooooom

Bin gespannt auf die Zahlen morgen

Microsoft (MSFT) Q1 Performance Expected to be Strong with Azure Growth Projections Revised GuruFocus News 10/22/2025 10:40 Citi Research anticipates a robust performance from Microsoft (MSFT, Financial) for the first fiscal quarter ending in September. The firm is optimistic about revising upward its projections for Azure's growth in fiscal year 2026. After increasing its capital expenditure last month, Citi adjusted its forecast for Azure's growth to around 38% at constant currency, which is two percentage points above market expectations. Citi has slightly raised its target price for Microsoft from $680 to $682, which corresponds to a projected price-to-earnings ratio of 31 times for fiscal year 2028. The rating remains a "buy." www.gurufocus.com/news/3153635/micros...

Aus einem Interview mit dem Microsoft Cloud- und KI-Beauftragten: 'Microsoft has the right of first refusal to sell additional AI cloud capacity to OpenAI. Recently, though, Oracle, Stargate, and others made deals with OpenAI. Can you explain why Microsoft passed on those deals? We have a great partnership with OpenAI, and we’re building out gigawatts of capacity for OpenAI. We haven’t talked as publicly about the projects as others that are entering the space have. Some of the press around projects with other providers won’t start for a while or might not come to market for multiple years. We like to celebrate when we ship things as opposed to when we start things. We’re not going to build everything. And there are projects that we deliberately choose to go after and there’s projects that we sometimes pass. We are trying to make sure we get the balance right in terms of pre-training capacity, inferencing capacity, and post-training capability. And then different parts of the world, we have different needs. When you look at our capex, I think it’s very aggressive. And at the same time, we want to be disciplined and be smart about it. Let’s invest in the projects that are going to deliver the highest ROI and that we feel confident in that we can use for a huge number of use cases.' www.barrons.com/articles/microsoft-st...

'OpenAI’s momentum could help Microsoft, its investor and partner, deliver upbeat September-quarter revenue numbers, the analysts said. That’s because of OpenAI’s robust inferencing needs, which refers to the process of running AI models after training. However, they said investors are worried that OpenAI will ditch Azure amid its partnership with Nvidia Corp. to deploy millions of the chip maker’s graphics processing units. In Reitzes’s view, the deal implies that OpenAI will have to “operate some of its own data centers,” while its relationship with Microsoft remains unclear past 2030. In the short term, things look rosier. Going into 2026, Microsoft’s stock could outperform most of the group of megacap tech companies known as the Magnificent Seven, including Alphabet, Reitzes said, since the company is expected to have upside from OpenAI’s use of Azure for inference workloads. While Microsoft’s stock is only up 4% since July, the analysts see potential for a boost, “since Azure demand is strong, giving it pricing power for GPU instances, due to data center constraints across the industry.” To drive a sustained stock rally, the analysts said Microsoft has to show investors that it’s seeing growing adoption of its Copilot AI assistant, which is necessary to keep the company competitive with ChatGPT and Google’s Gemini. That could also convince Wall Street that Microsoft “is the ‘interface for AI’ as the platform of choice to create, run and deploy AI agents.” ' https://www.marketwatch.com/story/tech-earnings-are-coming-and-perhaps-nothing-looms-larger-than-this-factor-6ff2e04b?mod=mw_quote_news