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After being 'superficially harmonious but actually at odds' with OpenAI, is Microsoft still appealing?

On October 30th, after the U.S. stock market closed, $Microsoft(MSFT.US) announced its financial results for the first quarter of fiscal year 2026 ending in September. Overall, Microsoft's performance this quarter was impressive, with almost no shortcomings, and most indicators exceeded expectations. The issue is that as the most unanimously favored target, the market has very high expectations for Microsoft. It can be said that a significant outperformance is needed to surprise the market again. Moreover, the core Azure growth rate this quarter did not exceed the expectations of buyers, resulting in a lukewarm market reaction to Microsoft's performance this quarter...