October 28, 2025 — Microsoft (MSFT.US) stock surged by about 2%, closing at USD 542.07, marking a recent high. The company's Q3 2025 fiscal results were strong, with revenue increasing by 13% year-on-year to USD 68.4 billion. Among the drivers of this growth, Intelligent Cloud revenue rose by 19%, boosting overall profit. Thanks to the combination of solid earnings and the AI business, Microsoft's market capitalization has once again surpassed the USD 4 trillion mark, solidifying its position as a leader in the global tech industry.

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Deepening AI Partnership, Strengthening Ecosystem Layout

Microsoft recently announced a new strategic partnership with OpenAI, further deepening the collaboration between the two companies in the field of artificial intelligence. According to the agreement, OpenAI’s latest models and related technologies will be integrated more deeply into Microsoft’s Azure cloud platform, providing businesses with more efficient and secure AI services. This move will drive the adoption of generative AI across various fields, including office automation, search engines, cloud services, and development tools, accelerating the commercialization of AI. Microsoft is using this opportunity to further strengthen its AI ecosystem, positioning itself to maintain a technological and market edge in the coming years.

Investor Confidence Boosted, Positive Market Response

Following the announcement, Microsoft's stock quickly climbed, reflecting strong market confidence in the company's future AI strategy. Analysts noted that the partnership with OpenAI has become one of the company's most important growth engines. From the Copilot product series to Azure AI services, Microsoft has successfully integrated AI capabilities into its core business structure, creating significant revenue potential. Additionally, as the competition in cloud computing intensifies, strengthening the partnership with OpenAI helps attract more enterprise users, fostering ecosystem stickiness and further expanding its market share.

Looking Ahead, AI-Driven Growth Potential Continues to Unfold

Looking forward, Microsoft is expected to continue benefiting from the synergy between AI commercialization and cloud computing. During the earnings call, management indicated that AI-related services have become a major driver of cloud revenue growth, with double-digit growth expected to continue in the coming quarters. Industry experts believe that as global digital transformation accelerates, Microsoft, with its strong technical foundation, product integration capabilities, and financial strength, will maintain its leading position in the AI wave. If the collaboration with OpenAI deepens smoothly, Microsoft’s revenue and profit growth potential are expected to expand further, providing solid support for its long-term valuation and shareholder returns.

How to Buy Microsoft on uSMART HK

After logging into the uSMART HK App, tap the search icon in the top-right corner, enter the stock code (MSFT.US), and open the details page to view trading and historical information. Then tap “Trade” at the bottom-right, select the order type, enter your trading conditions, and submit your order.

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