Microsoft’s AI Moat Endures OpenAI Shift at $426.49 Pre-Q3 Earnings

Microsoft Corp's AI moat holds strong post-OpenAI exclusivity reset, with shares steady at $426.49 ahead of April 29 fiscal Q3 report. Contractual edges through 2030-2032 include first Azure access and OpenAI's $250B incremental commitment, fueling Microsoft Cloud's $51.5B quarterly revenue (up 26% YoY), Azure's 39% growth, and $625B commercial RPO. Copilot adoption surges with 15M Microsoft 365 paid seats (+160% YoY) and 4.7M GitHub subscribers (+75%), while Polymarket odds hit 93% for an earnings beat amid analyst targets of $572.67.