TechCrunch
05 Sept 2026, 22:49 UTC · 6w ago
Seattle Times and Newsday are the latest publications to sue OpenAI and Microsoft
Impact · against what's priced in
The additional copyright lawsuits against Microsoft and OpenAI are largely noise, as the market has already baked in significant legal risks and the potential for AI CapEx to erode margins. The incident regarding Google Gemini's reliability is a minor product failure that does not shift the needle for a price already discounting AI growth premiums.
- MSFT−0.05
Already priced in
- The price assumes
The bear case that AI capital spending will overwhelm free cash flow and compress margins





