Microsoft books $3.2B gain on Anthropic stake as AI investment results vary

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Microsoft reported strong fourth-quarter earnings for its fiscal year ending June 30, 2026, revealing details about its investments in two major competing AI companies. The tech giant recorded a $3.2 billion gain from its stake in Anthropic, the AI lab behind the Claude models. However, its investment in OpenAI delivered more mixed financial results during the same period. The disclosures came as part of Microsoft's broader fiscal fourth-quarter earnings report, highlighting the diverging performance of its AI lab bets.

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