‘AI Story Remains Intact’: UBS Selects AI Stocks to Buy in 2026 (Including One You’ve Likely Never Heard Of)

Both Cloud and AI have been big revenue drivers for Microsoft in recent quarters, fitting since the company was an early backer of the generative AI explosion. Microsoft invested $13.8 billion in OpenAI, the company behind ChatGPT, in recent years; and early this year, the tech giant revealed the new terms of that partnership. Microsoft now has a 27% stake in OpenAI, and the AI firm has committed to purchasing $250 billion worth of Microsoft Azure’s cloud computing services. The deal marks a huge return for ...