Microsoft's recent stock recovery is attributed to its separation from Sam Altman and end of OpenAI exclusivity, improving positioning for cheaper AI models.

To say how much you hate Microsoft. Suddenly we were We talk about it, and we talk About it, then it comes The elections are going ahead, and... Someone is back talking about it.

Is there a difference? Among companies like Oracle And Microsoft? certainly. Microsoft "and Johnson & Johnson" They are the only two names The two remaining in the market Rated AAA.

Microsoft is there. Because I believe that what was Truly crucial to their story in Last month is how Softening comments Capital spending in Earnings call before A month, and the stock reacted very positively with that.

I don't think this is The reason behind the stock's rise Microsoft on Launch. I think that what People really liked him Public separation from Sam Altman. And the end of exclusivity with " OpenAI.

I think people felt That Microsoft was not You get the best deal. And that they may be in Better positioning using Open weight models Cheaper to keep promises artificial intelligence software Artificial for their users .

And I think this is The place that was recovered Microsoft has its strengths.

We had gains And losses. recovery Microsoft, and recovery Service Now.