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

> Source: <https://ca.finance.yahoo.com/video/2-reasons-why-microsoft-belongs-in-your-portfolio-da-davidsons-gil-luria-200819568.html>
> Published: 2026-07-23 20:08:19+00:00

D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft ([MSFT](https://finance.yahoo.com/quote/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.