Microsoft (MSFT) facing rumors of split with OpenAI, significant layoffs, mixed sentiments

From Nasdaq: 2025-06-19 13:00:00

Recent discussions on X surrounding Microsoft (MSFT) have been notably active, driven by reports of potential shifts in the company’s relationship with OpenAI and significant layoffs. Users are expressing concern over rumors of a possible split with OpenAI, speculating on internal tensions impacting Microsoft’s AI strategy. The chatter reflects a mix of intrigue and unease as the tech giant navigates negotiations and restructuring plans.

Posts on X have highlighted Microsoft’s plans for substantial job cuts, particularly in sales, amid investments in AI infrastructure. Users debate whether these moves signal long-term growth or short-term challenges, given recent stock volatility. The tone underscores uncertainty around how these developments will shape Microsoft’s future trajectory.

Members of Congress have traded $MSFT stock 53 times in the past 6 months, with 21 purchases and 32 sales. Representatives like Josh Gottheimer and Robert Bresnahan have made multiple trades, while others like Marjorie Taylor Greene and Senator John Boozman have also been active. These transactions provide insight into congressional sentiment towards Microsoft.

Microsoft insiders have traded $MSFT stock 9 times in the past 6 months, with all trades being sales. Executives like Bradford L Smith and Kathleen T Hogan have sold significant amounts of shares, raising questions about insider confidence in the company’s future performance. These transactions offer a glimpse into internal perspectives on Microsoft’s trajectory.

Wall Street analysts have issued reports on $MSFT, with 12 firms issuing buy ratings and 1 issuing a sell rating. Recent ratings from firms like Wells Fargo, Morgan Stanley, and Wedbush reflect positive sentiment towards Microsoft’s performance and potential. These analyst reports provide guidance for investors evaluating Microsoft’s stock.

Multiple analysts have issued price targets for $MSFT, with a median target of $473.5. Analysts like Kirk Materne, Keith Weiss, and Brent Thill have set price targets ranging from $470 to $515, indicating a bullish outlook on Microsoft’s stock performance. These targets offer investors insights into potential future stock valuations.



Read more at Nasdaq: Microsoft (MSFT) Opinions on OpenAI Partnership Rumors and Layoffs