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Ebube Jones

Microsoft and OpenAI Just Ended Their Exclusive Deal, and Wall Street Is Trying Hard to Shake Off the Negatives for MSFT Stock

OpenAI Microsoft Azure

Microsoft’s partnership with OpenAI just took a big turn. On April 28, Microsoft (MSFT) said it will no longer pay a revenue share to OpenAI. At the same time, Microsoft’s license to OpenAI’s technology is no longer exclusive through 2032, which means OpenAI can now work more freely with other cloud companies, including Amazon (AMZN) and Alphabet's Google (GOOGL).

The timing is not great. MSFT stock was already under pressure going into 2026. The shares had already taken a 10% one-day drop after fiscal Q2 2026 earnings, even though revenue rose 17% year-over-year (YOY). This latest change came just one day before Microsoft’s fiscal Q3 earnings release today on April 29, which gave investors even more to think about at a sensitive time.

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