Look, investors didn't get what they wanted to hear last night. I think that it was pretty straightforward that there were a lot of people buying stocks, betting that this was going to be the official wind-down. Not more bombing.
The Magnificent Seven have been running out of fuel well before we rang in the new year. And while the Mag Seven may have clocked in the most underwhelming first three weeks of the year in quite a while (the Mag Seven usually start new years with strength rather than weakness), I certainly wouldn't hit the panic button just yet.
Cramer noted, "MSFT is not a factor if it splits with OpenAI." However, Microsoft's independent revenue streams suggest that the company's prospects are not solely linked to OpenAI.