Microsoft shares are trending Thursday after reports it is replacing OpenAI and Anthropic models with its own AI in Excel and Outlook.

Microsoft replaces OpenAI and Anthropic AI with its own models. Anthropic's valuation hitting $1.25T by December 31 at 90.5% YES.

Microsoft is routing some app features to its in-house MAI models instead of OpenAI and Anthropic, chipping away at its reliance on partners.