Microsoft Stock Rises Despite OpenAI’s Revenue Share Reduction

Microsoft shares gained 1.77% to close at $509.90 on Thursday, defying expectations after OpenAI announced plans to slash partner revenue shares from 20% to 8% by 2030. The reduction could redirect over $50 billion to OpenAI, testing its nonprofit origins while strengthening its financial position.

Investors remain confident in Microsoft's AI leadership, buoyed by billions in returns from its early $1 billion OpenAI investment. The tech giant continues monetizing AI through Copilot and Azure services, with markets betting on sustained growth despite evolving partnership terms.

Negotiations between Microsoft and OpenAI continue, particularly around infrastructure commitments. The stock's resilience reflects Wall Street's conviction that Microsoft's AI strategy transcends any single partnership's financial mechanics.