By Justin Pope, The Motley Fool
Publication Date: 2026-04-04 18:20:00
Microsoft (NASDAQ: MSFT) is, on the surface, a top artificial intelligence (AI) stock. Its investment and partnership with OpenAI has been lucrative, and AI demand is boosting its Azure cloud services business. However, it’s not all good.
Copilot, Microsoft’s AI assistant app, has whiffed with consumers and only has 15 million subscriptions among the 450 million commercial seats paying for Microsoft’s productivity software.
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Some investors are worried, and the stock is trading down 31% from its high, one of Microsoft’s worst declines in recent memory. But recent announcements indicate that Microsoft is changing course, and the new plan could be a big winner.
Copilot’s reliance on OpenAI’s frontier models began…
