News · Yahoo Finance

Exclusive: OpenAI targets Microsoft's GitHub with deal for startup

OpenAI plans to acquire Pierre Computer, a startup that makes developer tools. Its technology is already embedded in Codex, the company told Axios exclusively.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on Yahoo Finance ↗

Keywords

MSFTOpenAIartificial intelligencemergers and acquisitions

Open a keyword to see other news on the same topic.

Related tickers and likely impact

MSFT

▼ Likely negative

Microsoft

Relevance: low

MarketUS stocks
SectorInformation Technology
IndustrySystems Software
Market cap$3.9T
Close on 11/03/2026520.99
Change that session+2.74%
MSFT price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • OpenAI Makes Unusual Move as AI Backlash Grows

    OpenAI, backed by Microsoft (MSFT), is preparing a broader policy and public-relations campaign to launch after the November 3 U.S. midterm elections, including a proposal to rebrand traditional data centers as “AI compute campuses” to better reflect their scale and role. The push comes as public opposition grows over data centers’ electricity demand, water usage and impact on local communities. A Pew Research poll cited by Business Insider found 54% of Americans believe AI data centers are bad for the environment. Beyond branding, OpenAI is expected to seek community agreements, stronger safeguards for advanced AI systems, worker training programs and a larger U.S. role in setting global AI standards. Chief Global Affairs Officer Chris Lehane said the company has been developing policy proposals since August and plans to advance them during Congress’s lame-duck session beginning November 9.

    Yahoo Finance·▼ MSFTMSFTOpenAIdata centers
  • Microsoft Has a Tool That 'Governs and Contains Agents,' Says Satya Nadella — Meta's Muse, OpenAI, Anthropic Are Lining Up

    Microsoft is positioning itself as the gatekeeper for AI agents, with OpenAI, Anthropic and Meta's Muse adopting its containment tool, Microsoft Execution Containers (MXC). CEO Satya Nadella said on the first-quarter earnings call that MXC is a policy-driven layer that governs and contains agents across Windows and other platforms, and that security becomes more critical as agents gain access to enterprise data. Revenue rose 19% to $92.28 billion, above the $90.70 billion analyst estimate, and earnings were $4.89 per share versus $4.72 expected. For the second quarter, Microsoft guided total revenue to $96 billion to $97.1 billion, while analysts expect $95.66 billion, and capital expenditure is expected to top $50 billion.

    Yahoo Finance·▲ MSFTMSFTartificial intelligenceOpenAI
  • OpenAI Now Makes Up 11% of Microsoft's Revenue

    In its quarterly filing for the three months ended September 30, submitted to the SEC on October 28, Microsoft reported $10.0 billion of revenue from OpenAI, about 10.8% of its $92.279 billion total. The figure includes revenue-sharing payments and commercial arrangements beyond Azure cloud purchases, and OpenAI is treated as a related party because Microsoft owns enough of it to count its share of OpenAI's results under the equity method. OpenAI's receivables rose to $7.2 billion at September 30 from $6.0 billion at June 30, while Microsoft's stake fell to an approximate 24% on an as-converted basis from about 25%. Revenue grew 19% and Azure grew 48%, and the article suggests growth would likely still look strong without OpenAI.

    Yahoo Finance·▲ MSFTMSFTOpenAIartificial intelligence
  • Microsoft beats Wall Street estimates as Azure growth hits 48%

    Microsoft (NASDAQ:MSFT) reported first-quarter revenue of $92.3 billion, up 19% and above the $90.69 billion analysts expected; adjusted earnings per share rose 18% to $4.89, versus an estimate of $4.73. Azure and other cloud services revenue grew 48% to $33.2 billion, above the roughly 45% growth analysts had forecast, while Microsoft Cloud revenue rose 30% to $63.9 billion. Capital expenditure was $39.4 billion, below the $46.59 billion expected, and commercial remaining performance obligation reached $677 billion, short of the $705.6 billion estimate. Microsoft also recorded a $207 million net gain tied to OpenAI and returned $10.2 billion to shareholders; shares rose over 5% in after-hours trading.

    Yahoo Finance·▲ MSFTMSFTearningscloud computing
  • OpenAI Devalues Itself (Again)Yahoo Finance·▼ MSFTOpenAIMSFTartificial intelligence
  • OpenAI slashes valuation by $150bn

    OpenAI has reduced its valuation by $150bn (£112bn), signaling growing investor skepticism about the AI boom.

    Yahoo Finance·▼ MSFT▼ META▼ NVDAMSFTOpenAIartificial intelligence

Related markets

US stocks →

Latest news

  • Gold extends rally above $4,100 as dollar, Treasury yields fall after U.S. vote

    Gold held above $4,100 an ounce on Thursday after a Democratic sweep of the U.S. midterm elections pushed the dollar and Treasury yields lower, while Trump downplayed the prospect of renewed strikes on Iran. Spot gold rose 1.8% to $4,132.36 an ounce, silver gained 2.1% to $53.3400, and the U.S. Dollar Index fell 0.3% to 101.31. ANZ analysts said U.S. bonds benefited from expectations that the new political balance would constrain Trump's proposed tax cuts and spending plans, but warned that weaker government borrowing could erode a key support for gold. Oil stayed sharply lower after Brent fell below $100 a barrel on Wednesday. Gold is still more than 20% below its levels before the U.S.-Iran war broke out in late February, and investors are now watching Friday's U.S. nonfarm payrolls report.

    Yahoo Finance·▲ XAU/USD▼ DXY▲ PAXG/USDT▲ XAUT/USDTgoldUS dollarbonds
  • Dow Jones Futures Rise, Techs Fall; Apple, Microsoft, Amazon Flash Buy Signals In Postelection Rally

    According to the article, elections and plunging oil prices sparked a stock market surge. Stocks from many sectors flashed buy signals, while one area was flagged as one to avoid, without being named in the excerpt.

    Yahoo Finance·▲ AAPL▲ AMZN▲ MSFT▲ QQQDow Jonestech stocksoil prices
  • ACB Fund Management Company Limited ("ACBC") announces public offering of ACBC-BOND fund certificates

    ACBC is offering to the public (IPO) certificates of the ACBC Bond Fund (ACBC-BOND), an open-ended fund, from 06/11/2026 to 15/01/2027. The offering may close early if total subscriptions reach at least 50 billion VND and at least 100 investors, excluding professional securities investors, subscribe; each investor's subscription period must be at least 20 days. Fund certificates have a par value and offer price of 10,000 VND each, with no cap on the number offered, a minimum offering of 5,000,000 certificates, and a minimum subscription of 100 certificates (equivalent to 1 million VND). Distributors are ACB Fund Management, ACB Securities and Fincorp, and any early closing will be announced at least 3 working days in advance on the company's website.

    CafeF·investment trustsbondsIPO
  • Meta President on Data Center Politics

    In an interview with WSJ editor-in-chief Emma Tucker, Dina Powell McCormick of Meta said the industry has not done enough to explain the benefits of data center investments, and that Meta is going well beyond its original commitments. Meta has been building data centers for 20 years and operates in 23 states, with five of them hosting gigawatt-scale projects, including Texas. She said a newly elected governor who campaigned on data centers had asked to meet after the inauguration because the state did not want to lose the investment or the jobs. She added that the work has been hard, that models that work are becoming clear, and that states want those models, but local support is necessary.

    Yahoo Finance·• METAdata centersMETATexas
  • Has Alphabet (GOOGL) Fallen Far Enough To Back Its Cash Flow Value?

    Alphabet's share price has fallen after a difficult stretch marked by heavy AI spending, negative free cash flow and concern over AI capital expenditure following its Q3 2026 update, which wiped nearly $500b off market value in one day. The article uses a discounted cash flow (DCF) model based on about $66.6b of free cash flow over the last twelve months; the model projects negative free cash flow in 2027 before a recovery later in the decade as AI infrastructure spending settles into a more cash-generative phase. On that basis, the DCF puts intrinsic value substantially above the current share price of $288.93. The stock trades at a 15.1x P/E and has returned 121.2% over the past 3 years. The piece asks whether the recent decline has fully reset expectations for Alphabet's cash generation.

    Yahoo Finance·▲ GOOGLGOOGLvaluationAI investment
  • China's gold demand shifts from jewelry to investment gold

    According to the China Gold Association, jewelry gold consumption fell 33.86% to 178.612 tonnes in the first nine months of 2026, while bar and coin demand rose 26.26% to 444.576 tonnes. Total gold consumption for the period reached 684.623 tonnes, up 0.28% year on year, reflecting a shift in Chinese consumers' view of gold as an investment and store of value. Domestic gold output fell 18.71% to 220.935 tonnes, partly due to maintenance pauses at some key projects, while overseas mining by major gold groups rose 15.77% to 71.126 tonnes. Gold held by China's gold ETFs increased by 56.114 tonnes over the nine months, down 28.98% from a year earlier, bringing total holdings to 303.965 tonnes at the end of September 2026.

    Vietstock·▲ PAXG/USDT▲ XAUT/USDT▲ XAU/USDgoldChinaETF

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.