Microsoft Puts Own Guardrails Around AI, Smith Says
Corroborated by 3 sources from 3 publishers
TL;DR
OpenAI lists Microsoft reliance as a risk in pre-IPO document- CNBC The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top Upgrades: - - - - - Top Downgrades: - JPMorgan downgraded SAP (SAP) to Neutral from Overweight with a price target of EUR 175, down from EUR 260.
Sources
1
Investing.com News
https://www.investing.com/news/stock-market-news/openai-lists-microsoft-reliance-as-a-risk-in-preipo-document-cnbc-4576527
2
Yahoo Finance News
https://finance.yahoo.com/markets/stocks/articles/microsoft-reinstated-ralph-lauren-upgraded-133648092.html
3
Bloomberg Technology
https://www.bloomberg.com/news/articles/2026-03-24/microsoft-to-rent-texas-data-center-dropped-by-oracle-openai
4
Investing.com News
https://www.investing.com/news/stock-market-news/microsoft-to-rent-texas-data-center-dropped-by-oracle-and-openai-bloomberg-news-reports-4578108
5
Bloomberg Technology
https://www.bloomberg.com/news/videos/2026-03-24/microsoft-puts-own-guardrails-around-ai-smith-says-video