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MicrosoftInvestment

OpenAI’s Future IPO Keeps Me Buying Microsoft

What happened

Microsoft expects to invest approximately $175 billion in capital expenditures during fiscal year 2027.

Source

Article excerpt

Microsoft holds a stake in OpenAI that no public market has ever priced, and one investor argues that gap between the stock and the business is exactly where the opportunity lives. This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. I keep buying Microsoft ( NASDAQ:MSFT | MSFT Price Prediction ), and every quarter gives me another reason to add more. The reason I bring up most at dinner is OpenAI. Microsoft owns roughly 27% of the company behind ChatGPT. That stake was valued at approximately $135 billion when the partnership was restructured. One day the stake will get a public price, and I want my shares in place before then. OpenAI is reportedly aiming a valuation of about $1.2 trillion, and its listing now points toward 2027. If OpenAI lists near that figure, a 27% stake would be worth about $324 billion on paper before dilution. That equals roughly 8.5% of Microsoft’s $3.81 trillion market cap. Right now that value shows up mostly as an accounting line. A public market would price it every trading day. I could wait and buy OpenAI directly at its IPO. I’d rather own it through Microsoft. Microsoft keeps IP rights to OpenAI models through 2032, including post-AGI models. OpenAI also signed to buy an additional $250 billion of Azure services. An OpenAI shareholder owns one model...

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Extracted from this sentence

Management expects fiscal 2027 capex of about $175 billion.

Extracted by Autobound

From the Signal API record
Event
Investment

What this signalsA large capital project often starts a round of vendor buying.

Amount named
$175B

More investment signals at other companies

The full record

From the Signal API record

Numbers

Amount named in the story
$175B

Extraction

Confidence
90%
Detected
Oct 2, 2026
signal_type
news
signal_subtype
invests_into_assets

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The API returns more than this page shows

This page shows a preview. The full news record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/11b507bc-97da-6fec-5c96-aad7609babcf returns this record as JSON. POST /v1/companies/enrich returns every signal for microsoft.com.

{
  "signal_id": "11b507bc-97da-6fec-5c96-aad7609babcf",
  "signal_type": "news",
  "signal_subtype": "invests_into_assets",
  "detected_at": "2026-10-02T13:45:00+00:00",
  "company": {
    "name": "Microsoft",
    "domain": "microsoft.com"
  },
  "data": {
    "url": "https://247wallst.com/investing/2026/10/02/openais-future-ipo-keeps-me-buying-microsoft/",
    "title": "OpenAI’s Future IPO Keeps Me Buying Microsoft - 24/7 Wall St.",
    "excerpt": "Microsoft holds a stake in OpenAI that no public market has ever priced, and one investor argues that gap between the stock and the business is exactly where the opportunity lives. This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. I keep buying Microsoft ( NASDAQ:MSFT | MSFT Price Prediction ), and every quarter gives me another reason to add more. The reason I bring up most at dinner is OpenAI. Microsoft owns roughly 27% of the company behind ChatGPT. That stake was valued at approximately $135 billion when the partnership was restructured. One day the stake will get a public price, and I want my shares in place before then. OpenAI is reportedly aiming a valuation of about $1.2 trillion, and its listing now points toward 2027. If OpenAI lists near that figure, a 27% stake would be worth about $324 billion on paper before dilution. That equals roughly 8.5% of Microsoft’s $3.81 trillion market cap. Right now that value shows up mostly as an accounting line. A public market would price it every trading day. I could wait and buy OpenAI directly at its IPO. I’d rather own it through Microsoft. Microsoft keeps IP rights to OpenAI models through 2032, including post-AGI models . OpenAI also signed to buy an additional $250 billion of Azure services. An OpenAI shareholder owns one model...",
    "summary": "Microsoft expects to invest approximately $175 billion in capital expenditures during fiscal year 2027.",
    "planning": true,
    "image_url": "https://247wallst.com/wp-content/uploads/2026/03/shutterstock-2722968523-huge-licensed-scaled.jpg",
    "confidence": 0.9,
    "published_at": "2026-10-02T13:45:00Z",
    "article_sentence": "Management expects fiscal 2027 capex of about $175 billion.",
    "amount_normalized": 175000000000
  }
}

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