Karl Keirstead

“Given that consensus view that open-source (Chinese and other) AI models are poised to take share from the frontier labs, investor sentiment about Microsoft's high OpenAI exposure has swung back to being perceived as a risk,”

Karl Keirstead · said 2026-07-26 · reported 2026-07-27

Microsoft analysts led by Karl Keirstead wrote a Sunday note to clients recommending buying the stock.