Big Oil’s big pivot (From Stansberry Research)
Microsoft-OpenAI Rift May Cap Stock Upside Potential 
Microsoft Corporation (NASDAQ: MSFT) stock is up 23% in the last three months and is now at an all-time high of around $478. At times like this, it’s normal for investors to consider taking some profits. Some technical signals point to the potential that the rally is getting tired. However, MSFT stock is one of the clear winners in the market this year. That means investors may believe the stock may move higher. A Historic Gold Announcement Is About to Rock Wall Street?
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The Fragile Partnership Is Showing Signs of Strain The wildcard for Microsoft stock in the short term may come from its partnership with OpenAI. The relationship between the two companies has been fraying for much of the last year. Those tensions appear to be reaching a boiling point that may keep a cap on MSFT stock. The fact that the interests of Microsoft and OpenAI would diverge isn’t surprising. However, the rift is becoming more defined as the partners become competitors. Microsoft was initially content to supply the cash and data centers for this AI partnership. But recently, it’s been developing its own AI models. OpenAI is working with other companies to develop multi-cloud access and is raising billions of dollars as it pushes to become a for-profit company. Microsoft has shown no signs of endorsing that move. This hesitancy reflects Microsoft’s rights in OpenAI’s intellectual property. That includes Windsurf, which OpenAI purchased for $3 billion in 2024. That’s where OpenAI’s objections come in. OpenAI doesn’t want Microsoft to access Windsurf due to concerns about anti-competitive practice. Overlaying all of this is OpenAI founder Sam Altman’s suggestion that ChatGPT5 will have artificial general intelligence (AGI). This is the idea that AI could meet or exceed human intelligence over a wide range of tasks. If that’s the case, then the partnership between the two companies would end contractually. And that’s where the real drama comes in. Microsoft doesn’t want its $13 billion investment in OpenAI to unravel too quickly. But OpenAI needs to ensure it doesn’t forfeit the $20 billion it raised through its latest round of funding. Many analysts believe that Microsoft could acquire OpenAI in the next three years, which may be the end game for Microsoft. All of this is leading to OpenAI claiming that Microsoft is engaged in anticompetitive business practices. That’s likely to draw the attention of federal regulators. Our research analysts are set to release their next stock idea tomorrow morning just before 12:00 PM Eastern. Don't miss your chance to be the first to see our next stock pick. Get The Early Bird's Stock of the Day (Free)The OpenAI Dispute Could Lead to a Regulatory Review Regulatory reviews are rarely good news for companies. Yet despite a pro-business administration in 2025, Congress continues to be in a regulatory mood regarding technology stocks. That’s been the case for much of the Magnificent Seven stocks, including Alphabet Inc. (NASDAQ: GOOGL), Apple Inc. (NASDAQ: AAPL), Meta Platforms Inc. (NASDAQ: META), and Amazon.com Inc. (NASDAQ: AMZN). Lawmakers are even looking closely at NVIDIA Corp. (NASDAQ: NVDA) over concerns of monopolistic practices. Microsoft hasn’t been immune to scrutiny. In fact, the partnership with OpenAI is causing regulators to raise questions over whether the company’s relationship is a merger in everything but name. However, now that OpenAI is making noises about anticompetitive accusations, regulators may turn their attention more exclusively to Microsoft for potential violations of antitrust law. Written by Chris Markoch Read this article online › Recommended Stories: | 
