By Jeremy Bowman, The Motley Fool
Publication Date: 2026-04-03 18:40:00
Microsoft (NASDAQ: MSFT) was an early winner in the AI boom. Its partnership with OpenAI put it in the pole position after ChatGPT launched in late 2022.
However, more than three years later, Microsoft is looking like a laggard in AI. Copilot, its AI assistant, has received broad criticism for its high price tag, relatively poor performance, and low adoption rate, evidence that Microsoft squandered the advantage it had with its partnership with OpenAI.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
This year, Microsoft stock has tumbled on fears that its enterprise software empire could be disrupted by AI-native products, using new tools like Anthropic’s Claude Code.
Year-to-date, the stock is down 23%, and it’s off by more than a third from its peak. With a market cap below $3 trillion,…