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[ARTICLE · art-70880] src=ca.finance.yahoo.com ↗ pub= topic=artificial-intelligence verified=true sentiment=↑ positive

2 reasons why Microsoft belongs in your portfolio: D.A. Davidson's Gil Luria

D.A. Davidson analyst Gil Luria told Yahoo Finance that Microsoft is a top AI stock because its multi-year access to OpenAI's technology and the rise of open-source models make owning a proprietary frontier model unnecessary.

read1 min views1 publishedJul 23, 2026
2 reasons why Microsoft belongs in your portfolio: D.A. Davidson's Gil Luria
Image: Ca (auto-discovered)

D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI's technology and the rise of open-source models make owning a proprietary frontier model unnecessary.

source & further reading
ca.finance.yahoo.com — original article Could AMD's new Helios AI rack system push it to outperform Nvidia? AMD launches Helios system in direct challenge to Nvidia's AI dominance Blackstone is addressing community concerns around AI, CEO says
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