Microsoft's spending on artificial intelligence infrastructure soared to a record of nearly $35 billion in the September quarter, deepening investor

Some artificial-intelligence deals have raised eyebrows, and JPMorgan analyst Mark Murphy used the earnings call to ask Microsoft's management about the "new era where the contractual commitments from a small number of AI natives are just incredibly large,

However, Microsoft revealed a major drop in profit due to what it termed was an “equity method investment” in OpenAI Group PBC, resulting in a 41-cents-per-share hit to its earnings and a $3.1 billion drop in its net income. Even so, the company’s bottom line was still healthy at $27.7 billion, up from $24.67 billion in the year-ago quarter.

Morningstar analysts earlier this month published a list of the best artificial intelligence (AI) stocks to buy now. The top two spots were awarded to Microsoft (NASDAQ: MSFT) and Taiwan Semiconductor Manufacturing (NYSE: TSM). Other analysts may not classify them as the "best" AI stocks to buy now, but Wall Street is generally bullish.

Guggenheim analyst John DiFucci raised his rating on Microsoft's stock to buy from neutral on Monday. With that, all 61 firms polled by FactSet give the stock a buy or equivalent classification. DiFuc

Microsoft announced impressive quarterly earnings, with revenue surging due to high demand for artificial intelligence services. This boosted its cloud computing business significantly. However, the company's stock saw a decline as investors worried about how quickly AI will generate profits.

Wall Street is expecting the company to report adjusted earnings per share of $3.68 on revenue of $75.5 billion, according to Yahoo Finance.

Microsoft reported a massive spike in its spending as the tech giant works to meet booming demand for artificial intelligence.

Microsoft and OpenAI unveil a deal extending IP rights, adding independent AGI verification, and giving both sides more freedom while maintaining Azure ties.

The Redmond-based software maker reported almost $77.7 billion in revenue for its first fiscal quarter of 2026, which ran from July through September. On top of that, the company brought in $27.7 billion in profit.

Microsoft and OpenAI announced Monday a series of new business partnerships aimed to advance artificial intelligence capabilities in U.S. commerce.