Analyst explains why Microsoft is best positioned in the AI space
ฝัง
- เผยแพร่เมื่อ 21 มี.ค. 2024
- Apple (AAPL) is shedding billions in value following Thursday's Department of Justice lawsuit, which cited the company's alleged monopoly in the iPhone market. The tech giant is just one of three "Magnificent 7" stocks that are underperforming this year. However, KeyBanc has initiated coverage on Microsoft (MSFT) as Overweight, setting a price target of $490.
Keybanc Managing Director of Software Equity Research Jackson Ader joins the Live show to discuss his call.
What sets Microsoft apart from other tech names is its AI monetization abilities, Adler highlights. The analyst explains that Microsoft is monetizing via Keybanc's preferred pathways: metering workload to the cloud and direct monetization from co-pilot. "They are actually putting revenue on the board, whereas a lot of other software companies right now, it's speculation," Adler states.
In Keybanc surveys, Adler continues, CIOs claim Microsoft has AI capabilities that are "superior" over other vendors: "Customers are saying this is where we want to go for AI," Adler concludes.
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (apple.co/3Rten0R) or Android (bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: / yahoofinance
Instagram: yahoofinanc...
TikTok: www.tiktok.com/@yahoofinance?...
Facebook: / yahoofinance
LinkedIn: / yahoo-finance
My copilot cost $41 a month that my company pays for us to trial it out.
Cute couple
If OpenAI costs $20 why would anyone pay MS $30 a month?
MS copilot is embedded and integrated with office 365 apps..
Copilot can create PowerPoints and sheets and macros in excel in less actions vs chatGPT
And msft is with openai too
Once the AI is fully integrated into productivity apps in office 365 (right now they are not), it will be a heck lot useful. Definitely worth the time.