openai concentration

Microsoft’s stock was hit with a fresh vote of caution on Monday as Melius Research lowered its rating to Hold, marking the second high‑profile downgrade in less than a week after Stifel’s similar call. The message from the street is blunt: Microsoft’s rapid pivot into generative AI has created...

Microsoft’s latest set of results delivered a paradox: blockbuster headline numbers paired with a market unease that knocked the stock lower after hours. The company reported revenue of $81.3 billion and GAAP net income that ballooned to $38.5 billion, but investors focused less on the quarterly...