Oppenheimer downgraded Microsoft’s stock, warning that OpenAI losses could weigh on Microsoft earnings, all while AI revenue might trail expectations.

Key Takeaways Analysts at Oppenheimer downgraded shares of Microsoft from "outperform" to "perform" on Tuesday.That's rare on Wall Street, with nearly all of the analysts currently tracking the software giant holding "buy" or equivalent ratings.

Oppenheimer analyst Timothy Horan downgraded shares of Microsoft to Perform from Outperform without a price target on Tuesday, citing concerns about AI spendin. Microsoft is one m

Nvidia's market capitalization overtook Microsoft's on Monday, making it the second-largest company in the world behind Apple.

Nvidia shares’ outlook still looks “pretty darn good” after its valuation increased tenfold over the last two years, remarked one analyst.

NVIDIA reclaims its position as the world’s second-largest company, surpassing Microsoft amid growing demand for artificial intelligence.