Wedbush Analyst Dan Ives predicts that the AI revolution will significantly boost Microsoft's valuation by $1 trillion, likening it to the tech giant's 'iPhone moment.' The shift towards AI is expected to drive a new era for Microsoft, with cloud deployments and enterprise AI spending exceeding expectations.
Ives anticipates a 15% increase in tech stocks during the Q2 earnings season, fueled by accelerating growth and earnings rather than multiples. Notable cybersecurity firms like Zscaler Inc, CrowdStrike Holdings Inc, and Palo Alto Networks Inc are expected to deliver strong performances in this transformative period.
Business Insider 15month
Insider Monkey on MSN.com 9month
Isomorphic Labs, the AI drug discovery platform that was spun out of Google's DeepMind in 2021, has raised external capital for the first time. The $600
How to level up your teaching with AI. Discover how to use clones and GPTs in your classroom—personalized AI teaching is the future.
Trump's Third Term? AI already knows how this can be done. A study shows how OpenAI, Grok, DeepSeek & Google outline ways to dismantle U.S. democracy.
Sam Altman today revealed that OpenAI will release an open weight artificial intelligence model in the coming months. "We are excited to release a powerful new open-weight language model with reasoning in the coming months," Altman wrote on X.