By Simply Wall St
Publication Date: 2026-05-25 16:08:00
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for FREE.
-
Microsoft faces fresh questions over how it books AI related revenue, with critics focusing on the risk of round trip funding between its cloud business and AI startups such as OpenAI.
-
The Gates Foundation Trust has fully exited a long running Microsoft position for non business reasons, while Pershing Square has taken a large new stake citing confidence in AI driven growth.
-
Reports indicate Microsoft is in advanced talks to supply its in house Maia AI chips to Anthropic to cut reliance on third party silicon.
For investors watching NasdaqGS:MSFT at around $418.57, these developments come as the stock is down 1.2% over the past week and 1.4% over the past 30 days. Over longer periods, Microsoft shows gains of 28.7% over 3 years and 74.7% over 5 years, which frames how material any shift in AI economics or investor base could be for long term holders.