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.

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.