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

开放人工智能的乐观情绪,微软的AI困境,以及比特币38,000美元?2月9日26日

The Exchange

2026-02-10

44 分钟
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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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • Welcome to The Exchange.

  • I'm Kelly Evans and we have a mixed bag for stocks today.

  • The Dow hitting a fresh record to start the session,

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