u/Emergency-Dream-9098 ·
Reddit — r/ValueInvesting
· February 27, 2026 at 18:38
· ⬆ 32 pts
· 💬 40 comments
| View on Reddit ↗
AI Summary
Summary
The post discusses the market's negative reaction to Microsoft's (MSFT) stock price following a new $100 billion funding round for OpenAI, in which Microsoft did not participate.
The author is confused by the price drop, arguing that Microsoft not investing should be seen as a positive, as it alleviates previous market fears about excessive AI-related capital expenditures.
Quality assessment: This is speculation and personal observation, not well-researched due diligence. The author is expressing confusion about market movements and presenting a contrarian viewpoint based on their interpretation of news.
Score32
Comments40
Upvote %86%
▶ Full Post Text
I genuinely don’t understand today’s move.
A few weeks ago, MSFT sold off hard and a big reason seemed to be massive AI CapEx, especially around OpenAI. Investors were worried about how much Microsoft was spending.
Now OpenAI just raised 100 billion round announced today …and…..Microsoft didn’t even invest this round! They finally took a break (they even recently mentioned they are working more towards their own model MAI and investing in the global south like Brazil and India)
that was a relief for me.
Major investors were Amazon (\~$50 billion), Nvidia (\~$30 billion), and SoftBank (\~$30 billion).
OpenAI clearly isn’t going bankrupt at least for this year , and the MSFT partnership is still intact.
Guys
So shouldn’t this remove at least one major fear?
Instead, MSFT drops again right after the announcement. Lol
Is this about competition (Amazon getting closer to OpenAI)? That doesn’t make sense cuz the main cause of msft drop was this open ai fear
Like Facebook in its early days, ChatGPT only started testing ads this month on a tiny scale, under 1% of prompts for select Free and Go users. Few advertisers, low frequency, and no revenue data yet. Can’t wait to see how it performs cuz all the major platforms like Google, Facebook, and Instagram run ads constantly. Scrolling a few posts and there’s another ad; people are used to it. As a ChatGPT user, I’d be fine with ads if it means I can keep using it for free — Google already does it.