OpenAI CEO Says ChatGPT Exceeds 10% Monthly Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy MSFT?
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.MONTHLY GROWTH:OpenAI CEO Sam Altman told employees that ChatGPT is "back to exceeding 10% monthly growth," according to an internal Slack message viewed by CNBC, Ashley Capoot and Kate Rooney. The company is aiming to launch a new model within ChatGPT this week, Altman said. In his message, Altman also said OpenAI's coding product, Codex, grew about 50% from a week ago.SUPERCONDUCTORS:Microsoftis exploring high-temperature superconductors to design more efficient data centers by enabling zero-resistance electricity flow, which could significantly reduce space and power infrastructure needs, The Verge's Justine Calma. If commercialized, the technology could help address AI-driven energy demand, grid constraints, and community concerns tied to data center expansion, according to the report. The Fly notes that shares of American Superconductor, a grid-wide provider of advanced power electronics and superconductor systems, were up on Tuesday.AI CLUSTER BUILDOUTS:Ciscounveiled the Silicon One G300, a 102.4 Tbps switching silicon is says is designed for massive AI cluster buildouts. "The Cisco Silicon One G300 will power new Cisco N9000 and Cisco 8000 systems that push the frontier of AI networking in the data center. The systems feature innovative liquid cooling and support high-density optics to achieve new efficiency benchmarks and ensure customers get the most out of their GPU investments. In addition, the company enhanced Nexus One to make it easier for enterprises to operate their AI networks - on-premises or in the cloud - removing the complexity that can hold organizations back from scaling AI data centers," the company stated.
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Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 370.170
Low
500.00
Averages
631.36
High
678.00
Current: 370.170
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company that develops and supports software, services, devices, and solutions. Its Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services, spanning a variety of devices and platforms. It comprises Microsoft 365 Commercial products and cloud services; Microsoft 365 Consumer products and cloud services; LinkedIn, and Dynamics products and cloud services. The Intelligent Cloud segment consists of its public, private, and hybrid server products and cloud services. It comprises server products and cloud services, including Azure, and enterprise and partner services, including Enterprise Support Services. Its More Personal Computing segment primarily comprises Windows and Devices, including Windows OEM licensing; Gaming, including Xbox hardware and Xbox content; Search and news advertising, comprising Bing and Copilot, Microsoft News, and Microsoft Edge.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Data Asset Advantage: Analysts noted that Microsoft's ownership of data assets supporting AI applications, including Microsoft 365, Teams, and LinkedIn, enhances its competitive edge in the market through product integration.
- Massive Market Potential: Benchmark estimates that Microsoft's total addressable market across software, cybersecurity, and other segments could reach approximately $1.25 trillion by 2030, a substantial increase from $730.5 billion in 2025, indicating significant growth potential for the company.
See More
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- Doubling Gross Margin: The company's gross margin doubled year-over-year to approximately 74%, an extraordinary feat for a mature company, reflecting significant pricing power amid surging demand for AI infrastructure.
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- Strategic Customer Agreements: Micron is entering into long-term strategic agreements with customers, marking its first five-year contracts, which will provide greater business predictability and could alter the cyclical nature of the memory chip industry.
See More
