By Douglas A. McIntyre
Publication Date: 2026-03-04 15:12:00
Disappointment With AI
Lags Behind OpenAI and Google
Hard To See How It Can Catch Up
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.
Maybe it’s a record. Maybe it is not. It has to be close. Microsoft’s (NASDAQ: MSFT) market cap had gone from $4 trillion in late October to $3 tillion today.
Investors celebrated the fanfare over its amazing valuation late last year. The Wall Street Journal reported that only Apple (NASDAQ: AAPL) and Nvidia (NASDAQ: NVDA) had moved above the same level.
READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks
Microsoft announced its Q1 2026 earnings on October 29 of last year. Revenue rose 18% to $77.7 billion. EPS rose 13% to $3.72. It was the company’s comments about AI that helped boost shares. Satya Nadella, the CEO, said. “Our planet-scale cloud and AI factory, together with Copilots across high-value domains, is driving broad diffusion and real-world…
