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Microsoft Slides: Margin Pressure and Delayed OpenAI IPO, Where's the Floor?
Microsoft (MSFT) fell another 3.46%, extending a multi-day losing streak as markets fret that surging AI capital expenditure is squeezing Azure's margin outlook. Yesterday's blow from OpenAI's in-house chip ambitions was compounded today by reports that OpenAI may delay its IPO to 2027, adding fresh uncertainty to Microsoft's AI monetization timeline. As the heaviest AI capex spender with the deepest OpenAI exposure, MSFT's earnings model faces continuous re-rating — with the 'AI spend' narrative overwhelming 'AI monetization,' do you buy the dip or wait for a margin inflection point?
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