Microsoft's OpenAI Partnership: Hype or Major Shift?

0:00Microsoft and the other magnificent seven stocks have slid lately. Tesla dropped almost 15 percent, Amazon nearly 10 percent, met him more than nine, and the rest like Apple, Nvidia, Alphabet, all down 5 to 6 percent. For Microsoft, huge spending on data centers and its deep ties to OpenAI are fueling the worries. About 45 percent of Microsoft's $625 billion backlog comes from OpenAI deals, sparking doubts on whether it's reliable revenue or just hype. Bank of America analysts jump back in with a buy rating saying, the AI demand is real and steady, held back only by supply shortages, not lack of interest. They call the OpenAI partnership a smart long-term play despite the risks, viewing AI as a major shift with big payoffs down the road, not some. Short-lived bubble, their $500 price target tops peers, betting on strong growth through tools like co-pilot. Downside risks include squeezed margins from spending and fast-evolving rivals

1:02while Microsoft tackles user gripes over co-pilot in Windows quality. With promise fixes, aiming to build trust amid the AI push. I'm Cory with the story. That should Derm News Today update AI-powered and always on.