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cover of episode Microsoft Bets Big on AI: What Investors Should Know, Part Two

Microsoft Bets Big on AI: What Investors Should Know, Part Two

2023/8/17
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Investing Insights

Shownotes Transcript

In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition.

 

Timestamps:

Big Tech and AI

What Gives the More Established Companies an Edge?

Small Companies and AI

What’s Next for Microsoft and AI?

How to Integrate AI

Will People Have to Pay to Interact With for Artificial Intelligence?

AI Hype vs. AI Reality

Will Google Be Next to Lead the AI Race? The Chase in the AI Race

Microsoft Stock Outlook

 

**Read about topics from this episode. **

After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?)

Microsoft and AI: Believe the Hype?)

Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024)

Before Investing in AI Stocks, Consider This)

Microsoft Stock vs. Alphabet Stock: Which Is a Better Buy?)

 

What to watch from Morningstar.

Interest-Rate Forecast: What’s Next?)

What To Do With Your Cash Right Now)

Nasdaq 100 Rebalance: What It Means for Your Portfolio)

Hiring a Financial Advisor? Honesty Counts (With Yourself, Too))

 

 

Read what our team is writing:

Ivanna Hampton)

Dan Romanoff)

 

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