The OpenAI Trade Isn't Microsoft Anymore. Here's Where Smart Money May Be Looking.

Published June 28, 2026 · Category: Finance

Overview

Back in 2023, investors viewed Microsoft (NASDAQ: MSFT) as one of the best options to get direct exposure to OpenAI. That's because the tech giant announced a multiyear, multibillion-dollar investment in OpenAI that could reach $10 billion.

It wasn't Microsoft's first investment in the company, and the two of them seemed close. However, the good relationship has turned a bit sour, with Microsoft releasing products that directly compete with ChatGPT.

Details

Microsoft no longer seems like the top stock to buy for direct exposure to OpenAI, but there is still a great option. Nvidia (NASDAQ: NVDA) appears to be the best choice for investors who want exposure to OpenAI before its IPO.

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Source

Originally published at www.fool.com.

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