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Broadridge Financial Systems

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Unchained · Apr 29, 2026

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

“Enterprise financial infrastructure provider with 40% ROE, down double-digits due to AI disruption concerns despite strong fundamentals”

Iran Nuclear Negotiations and Strait of Hormuz BlockadeMicrosoft-OpenAI Partnership RestructuringTech Earnings Season Expectations (Microsoft, Google, Amazon, Apple)