Last Updated: Dec. 4, 2025 at 7:30 p.m. ET
First Published: Dec. 4, 2025 at 10:09 a.m. ET
Microsoft’s close relationship with OpenAI might seem like a red flag — but it could actually be the key to helping the company outperform the rest of the “Magnificent Seven,” according to one analyst.
Rising concerns about an artificial-intelligence bubble and OpenAI’s financial sustainability have weighed on Microsoft’s stock MSFT, which is down 7% in the past month. D.A. Davidson analyst Gil Luria, though, thinks skeptical investors are missing out on a clear-cut winner.
