OpenAI CEO Says ChatGPT Exceeds 10% Monthly Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
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Should l Buy MSFT?
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.MONTHLY GROWTH:OpenAI CEO Sam Altman told employees that ChatGPT is "back to exceeding 10% monthly growth," according to an internal Slack message viewed by CNBC, Ashley Capoot and Kate Rooney. The company is aiming to launch a new model within ChatGPT this week, Altman said. In his message, Altman also said OpenAI's coding product, Codex, grew about 50% from a week ago.SUPERCONDUCTORS:Microsoftis exploring high-temperature superconductors to design more efficient data centers by enabling zero-resistance electricity flow, which could significantly reduce space and power infrastructure needs, The Verge's Justine Calma. If commercialized, the technology could help address AI-driven energy demand, grid constraints, and community concerns tied to data center expansion, according to the report. The Fly notes that shares of American Superconductor, a grid-wide provider of advanced power electronics and superconductor systems, were up on Tuesday.AI CLUSTER BUILDOUTS:Ciscounveiled the Silicon One G300, a 102.4 Tbps switching silicon is says is designed for massive AI cluster buildouts. "The Cisco Silicon One G300 will power new Cisco N9000 and Cisco 8000 systems that push the frontier of AI networking in the data center. The systems feature innovative liquid cooling and support high-density optics to achieve new efficiency benchmarks and ensure customers get the most out of their GPU investments. In addition, the company enhanced Nexus One to make it easier for enterprises to operate their AI networks - on-premises or in the cloud - removing the complexity that can hold organizations back from scaling AI data centers," the company stated.
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Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 399.600
Low
500.00
Averages
631.36
High
678.00
Current: 399.600
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company that develops and supports software, services, devices, and solutions. Its Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services, spanning a variety of devices and platforms. It comprises Microsoft 365 Commercial products and cloud services; Microsoft 365 Consumer products and cloud services; LinkedIn, and Dynamics products and cloud services. The Intelligent Cloud segment consists of its public, private, and hybrid server products and cloud services. It comprises server products and cloud services, including Azure, and enterprise and partner services, including Enterprise Support Services. Its More Personal Computing segment primarily comprises Windows and Devices, including Windows OEM licensing; Gaming, including Xbox hardware and Xbox content; Search and news advertising, comprising Bing and Copilot, Microsoft News, and Microsoft Edge.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Earnings Performance: Although Microsoft exceeded analysts' revenue and earnings per share estimates in its latest report, significant spending on artificial intelligence and data center infrastructure is expected to weaken short-term free cash flow and profitability, leading to negative market reactions.
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- Impact of Technological Withdrawal: Apple had tested its own CSAM detection features in 2021 but withdrew them due to privacy advocates' concerns, leading to widespread criticism of the company's efforts to address child sexual abuse material, which could negatively impact its brand image and user trust.
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OpenAI's Funding Round: OpenAI is finalizing its first commitments for a significant funding round amounting to $100 billion.
Investment Impact: This mega round is expected to enhance OpenAI's capabilities and accelerate its development in artificial intelligence technologies.
See More
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- Massive Investment: Microsoft announced at the India AI Impact Summit its plan to invest $50 billion by the end of the decade to enhance AI access in Global South countries, demonstrating its commitment to emerging markets and long-term growth.
- Five-Part Strategic Plan: The company's five-part strategy includes empowering schools and nonprofits through technology and skills, strengthening multilingual and multicultural AI capabilities, enabling local AI innovations to meet community needs, and measuring AI diffusion to guide future policies and investments, aiming to enhance AI's societal impact comprehensively.
- Food Security Initiative: Microsoft also unveiled a new AI initiative aimed at strengthening food security across Sub-Saharan Africa, starting in Kenya and designed for regional scalability, reflecting its focus on addressing local challenges through technology.
- Global AI Gathering: India is set to host one of the world's largest AI gatherings, with Prime Minister Modi aiming to position the country as a key player in the global race for advanced AI models, attracting top executives from major tech firms including Microsoft, thereby enhancing India's influence in the global AI landscape.
See More
Microsoft vs. Alphabet: Which Stock Will Make New Millionaires?
- Cloud Market Share: According to Synergy Research Group, Google's cloud business achieved a record 21% share of the global market in Q4 last year, indicating sustained growth in a competitive landscape that could enhance the company's overall profitability.
- Revenue Growth Comparison: Google's cloud segment saw a 48% year-over-year revenue increase, doubling its operating income to $5.3 billion, demonstrating its potential as a major profit driver in the rapidly expanding cloud market and reflecting strong performance in technology.
- Microsoft's Market Challenges: While Microsoft's cloud business continues to grow, its market share is declining, particularly in the AI sector, where only 15 million users have adopted Copilot, indicating a lack of market appeal that could impact future profitability.
- Advertising Revenue Performance: Despite economic turmoil and increased competition, Google's ad revenue grew over 13% year-over-year, showcasing the resilience of its core business and ongoing market demand, further solidifying its leadership position in the advertising market.
See More
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- Stock Volatility: Microsoft has seen a 15% decline in stock price at the start of 2026, including a 10% drop on January 28, indicating investor concerns about the company's future profitability following its latest earnings report.
- Earnings Performance: Although Microsoft exceeded analysts' revenue and earnings per share estimates in its latest report, significant spending on artificial intelligence and data center infrastructure is expected to weaken short-term free cash flow and profitability, leading to negative market reactions.
- Core Business Growth: Microsoft's core operations remain robust, with a 16% increase in Productivity and Business Processes revenue and a 29% rise in Intelligent Cloud revenue, totaling $81.3 billion in overall revenue, demonstrating a solid foundation for long-term growth.
- Investor Sentiment: The current stock decline is viewed as an overreaction by investors to short-term uncertainties, despite strong business performance, suggesting that Microsoft remains a worthwhile investment as a blue-chip stock in the long run.
See More
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- Lawsuit Initiated: West Virginia's Attorney General has filed a consumer protection lawsuit against Apple, alleging the company failed to effectively prevent child sexual abuse material from being stored and shared via iCloud and iOS devices, potentially exposing the company to significant damages and mandatory changes.
- Conflict of Privacy and Safety: Attorney General John McCuskey accuses Apple of prioritizing privacy branding and business interests over child safety, while other tech giants like Google and Microsoft have taken more proactive measures using technologies like PhotoDNA to combat such content.
- Impact of Technological Withdrawal: Apple had tested its own CSAM detection features in 2021 but withdrew them due to privacy advocates' concerns, leading to widespread criticism of the company's efforts to address child sexual abuse material, which could negatively impact its brand image and user trust.
- Potential Legal Consequences: Should West Virginia's lawsuit succeed, Apple may be forced to implement significant design or data security changes, with the state's pursuit of statutory and punitive damages directly affecting the company's financial standing.
See More
Accenture Mandates AI Tool Usage for Leadership Promotions
- Promotion Requirements: Accenture has informed senior staff that regular use of AI tools is a prerequisite for leadership promotions, aiming to enhance the company's competitiveness in the AI sector and ensure employee skills align with market demands.
- Employee Reskilling Initiative: CEO Julie Sweet stated that 550,000 employees have been reskilled in generative AI fundamentals, highlighting the company's commitment to skill enhancement and laying the groundwork for future business transformation.
- Global Employee Impact: While the policy applies to most employees, those in 12 European countries and the division handling U.S. government contracts are exempt, reflecting the company's flexibility and adaptability on a global scale.
- Strategic Partnerships: Accenture has recently partnered with companies like OpenAI and Anthropic to provide AI tool training for tens of thousands of employees, further solidifying its leadership position in AI technology application.
See More
