Steve Eisman, known for predicting the subprime crisis, warned that 70% of AI revenue among major cloud providers comes from just two companies, OpenAI and Anthropic, with OpenAI potentially facing trouble. This concentration risk raises concerns about the AI industry's stability, especially since Microsoft’s large investment in OpenAI depends on continued growth in Azure cloud services. Investors will closely watch OpenAI’s valuation and Microsoft’s upcoming earnings to gauge the health of this AI-driven market segment.
Microsoft's stock price on Pluang is USD 496.72, down 0.97% as of Sep 22, 2026 23:51 WIB, reflecting some investor caution possibly linked to concerns about OpenAI's future as highlighted by Steve Eisman. The company holds a massive market cap of $3.72 trillion and a significant enterprise value of $3.70 trillion, with a typical hold time of 140 days among Pluang users. Despite the recent dip, buying interest remains strong with 68% of Pluang orders favoring purchases over sales. This trading activity occurs as investors watch Microsoft’s upcoming earnings closely for signals about the AI segment's health.
In July, President Donald Trump disclosed 1,156 securities transactions totaling between $79 million and $270 million. The largest trades included sales of Microsoft and Amazon shares worth between $5 million and $25 million each on July 20. This act...
IREN has secured over 5 gigawatts of power capacity with major contracts totaling $13.1 billion from Microsoft and NVIDIA, positioning it as a key player in AI infrastructure. Despite this, the company reported a $684 million net loss in Q4 with reve...
Oppenheimer has increased its price target for Microsoft stock to $570 from $515, maintaining an 'Outperform' rating due to accelerating growth in Azure, Microsoft 365, and AI businesses. The new target suggests a 13.6% upside from the current price ...
Chinese President Xi Jinping is set to visit the U.S. from Wednesday to Friday, with several top American tech executives like Microsoft CEO Satya Nadella, Nvidia's Jensen Huang, and Apple's Tim Cook attending a key dinner in Washington, D.C. The Chi...
Microsoft's stock, up nearly 35% in six months but still below its all-time high, is forecasted by multiple Wall Street analysts to rally further. Patrick Walravens of Citizens maintains a 'Buy' rating with a 12-month price target of $550, citing CEO...
