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Barchart
Nauman Khan

MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream

Moonshot Microsoft Azure Satya Nadella

Microsoft (MSFT) stock has had an unusual 2026. The shares have moved sharply higher from their June low, but they are still only up 4% year-to-date (YTD). That makes the latest Moonshot development worth watching.

Chinese AI startup Moonshot is in early talks with Microsoft, Amazon.com (AMZN), and Alphabet's (GOOG)(GOOGL) Google regarding revenue-sharing deals for its Kimi K3 model. Moonshot is seeking as much as 30% of revenue generated by K3-related services hosted on the cloud platforms.

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