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

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

2023/8/10
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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:

OpenAI’s Origin Story 

OpenAI Dropped ChatGPT-4

Microsoft and Open AI Partnership

What is AI’s Market Size?

NVIDIA’s Role in Microsoft's AI

 

**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)

 

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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Instagram: https://www.instagram.com/morningstar)... 

LinkedIn: https://www.linkedin.com/company/5161/)