Jefferies writes that the firm is “bullish” on the release of OpenAI’s GPT-5.2 earlier today as it delivered a bigger than expected leap over GPT-5.1 while easing concerns it was falling behind Google’s (GOOGL) Gemini. The company’s strong gains in enterprise tasks and coding, along with its “best in class CRO hire”, reinforces the firm’s conviction regarding OpenAI’s FY26 enterprise push, the analyst tells investors in a research note. Jefferies further notes that in AI, model gains can be felt quicker than any prior tech shift, helping drive accelerated adoption, and it sees upside for Microsoft (MSFT) as a 27% owner of OpenAI, as well as Oracle (ORCL) and CoreWeave (CRWV) given their high OpenAI exposure.
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