OpenAI says its review into hacks, including on Australian government sites, is costing $500,000 a day

Impact · against what's priced in

The escalating costs and scale of OpenAI's forensic audit represent a marginal headwind for Microsoft, though they do not yet threaten the core cloud growth targets the market demands. For Google, the news reinforces existing regulatory and security headwinds that the current depressed valuation already reflects.

MSFT−0.10

Challenges what's priced in

The price assumes