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OpenAI Optimism, Microsoft's AI Malaise, and Bitcoin $38K? 2/9/26

OpenAI Optimism, Microsoft's AI Malaise, and Bitcoin $38K? 2/9/26

DA Davidson says Oracle is a 'Buy' on renewed optimism for OpenAI. Melius Research is downgrading Microsoft saying CEO Satya Nadella has "lost the AI narrative." Plus, why Bitcoin could drop to $38K

The Exchange

February 9, 202644m 8s

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Show Notes

DA Davidson says Oracle is a 'Buy' on renewed optimism for OpenAI. Melius Research is downgrading Microsoft saying CEO Satya Nadella has "lost the AI narrative." Plus, why Bitcoin could drop to $38K


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