Was Sam Altman's ejection from OpenAI a good reason for the major selloff in MSFT at the end of trading on Friday?
Sam Altman was fired from OpenAI near the end of the trading day on Friday. The market interpreted this as bad news as Microsoft shares sold off over 1.5% at one point immediately following the press release.
There was a volume spike associated with the selloff. This shows me that there might be some justification for the big selling.
Was this news of his exit really that detrimental to MSFT? Or was that swift selloff an overreaction?
Was this the exercise of a large amount of long options contracts on one of the most important expiration days in November?
Or did the negative news at EOD on Friday inspire investors to take some money off of the table to avoid the risk of holding over the weekend? Keeping in mind the amazing rally that has been happening.
I am a complete newbie when it comes to artificial intelligence and the entire industry. So if anybody has any insight into the selloff, then please let me know in the comments section.
There was some downward movement after-hours on Friday as well. MSFT almost lost another percentage point in post-market hours.
An interesting side point is the fact that Google, a major competitor in the A.I. space, experienced a rally at the exact moment the news of Altman's termination was released.
It's also interesting to see that NVDA might have caught some bearish sentiment from the MSFT incident.
Once again, the media is already spreading uncertainty into a subject even as insignificant as this. So now he is going to return to OpenAI? Is it time to buy Microsoft up again?
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OceansWave : 这说明了一件事...MSFT 做出了一个不好的举动,因为他们在 OpenAI 中投入了过多的权益,因此他们没有决策权... 从周五的表现来看,OpenAI 给MSFT造成了数十亿美元的损失... 这不是一个好兆头... 要么是他们加入董事会并拥有决策权,要么他们应该退出投资
SpyderCall 楼主 OceansWave : 在短短几分钟内赚到几十亿美元。这简直让我大吃一惊
SpyderCall 楼主 OceansWave : 我们本可以猜到这即将到来...
OceansWave : 你会看到这份报告: OpenAI 电视剧:山姆·奥特曼令人震惊的下台、董事会辞职和为人工智能的未来而战
正如预期的那样...我相信 MSFT 正在考虑在董事会中占有一席之地... 奥特曼将逐渐担任 MSFT 的高管...
OpenAI 规模不大,作为一家非营利组织,他们花了很多钱来获取计算资源... 落入其中一家大型科技公司之下是正确的举动,因为他们没有足够的基础设施专业知识...
迟早会看到这种情况的到来
SpyderCall 楼主 OceansWave :
OceansWave OceansWave : Satya 被 OpenAI 董事会淘汰了... 每股 8 美元被抹去... 想知道仅仅因为它们就损失了多少亿美元