“The generative A.I. narrative is too positive a force to contend with,” notes Guggenheim on Microsoft (MSFT). The analyst mentions that we have “come to expect that generative A.I. ‘narrative’ will become more than just a story.” Kevin Green discusses this as MSFT is up 32% year-to-date. He talks about how Guggenheim upgraded MSFT to neutral from sell. Tune in to find out more about the stock market today.