2 OpenAI-Adjacent Stocks To Buy Now

Core Insights - OpenAI's recent developments, particularly the launch of Gemini 3.0, have shifted market sentiment, favoring Google (Alphabet) over OpenAI, although volatility remains a concern for OpenAI's potential stock performance [1][2][5] - OpenAI's valuation could reach between $750 billion and $830 billion in the upcoming capital raise, despite financial uncertainties [3][4] - The potential for OpenAI's IPO could lead to a historic debut, possibly valued at $1 trillion, depending on future performance and market conditions [4] Company-Specific Insights OpenAI - Concerns about OpenAI's financial sustainability have led to significant market reactions, with fears of running out of cash by mid-2027 if capital raises do not occur [3] - The company is exploring monetization opportunities, which could enhance its market position and potentially lead to a resurgence against competitors like Google [5] Oracle - Oracle's stock has been negatively impacted due to its reliance on OpenAI, with approximately two-thirds of its remaining performance obligations (RPOs) tied to OpenAI's financial health [6][7] - Despite the risks, Oracle is viewed as a valuable investment, particularly due to its role in the GPU market, which could benefit from ongoing AI advancements [8] Microsoft - Microsoft has experienced a decline in stock value, attributed to the diminishing hype surrounding OpenAI, which is crucial for its Copilot product [9] - A significant capital raise, potentially around $50 billion, could alleviate investor concerns and improve Microsoft's stock performance, especially as earnings reports approach [10]