Microsoft is starting to show its payoff on major AI plays

Microsoft is starting to show its payoff on major AI plays

By Yahoo Finance Video
Publication Date: 2026-08-06 19:37:00

00:00 Speaker A

All these AI investments, are they making money? Did Microsoft answer that?

00:02 Danny

It seems like for now they did. Uh, you know, year to date before earnings, they were in the red as far as the stock price goes. and since then, they’ve gone positive. I think last time I checked, uh, they were up by about 2%. Um, and you know, for for Microsoft, the narrative has been less about, uh, you know,

00:23 Danny

it’s it’s it’s been interesting because they rely so heavily on Open AI. Uh Google has Gemini. Amazon’s just kind of playing the field it seems. They say they’re working on their own models as well. Meta’s doing their thing. And Microsoft was kind of, you know, you you were the leader but now you’ve fallen behind. what’s going on? What what are you doing with co-pilot? How are you doing?

00:46 Speaker A

And then there was this whole like the whole bear narrative that goes up like, oh, AI disruption fears, friends…