MSFTMicrosoft Corporation
404.00
-2.41%
Past
What happened
Microsoft fell 2.4% to $404, bucking the tech rally. The Musk-OpenAI trial testimony from CEO Nadella added uncertainty around the AI partnership structure.
Why
Why it matters
The OpenAI revenue-sharing cap discussion is creating overhang -- if OpenAI restructures its profit-sharing, Microsoft's AI economics could change materially.
Watch
What to watch
Watch for trial developments this week. A resolution or clarity on the OpenAI structure removes a key uncertainty; continued drama could push MSFT below $400 support.
HEADLINES