ai investment

Microsoft’s standing as the safer AI play on Wall Street isn’t academic—several well‑known analysts now say Azure’s scale and product distribution materially lower Microsoft’s risk profile compared with Alphabet’s Google, whose core ad‑driven search model faces the structural threat of...

The Magnificent Seven’s 2025 story ended in two distinct tracks: a handful of mega-cap AI beneficiaries surged, while four heavyweights—Apple, Microsoft, Meta and Amazon—looked more like laggards after front‑loaded AI investments depressed near‑term cash flow and stretched investor patience...

Wall Street’s most vocal tech bull has drawn a line under a provocative idea: the next chapter of the AI rally won’t only be won by the silicon giants, but by companies that can monetize AI through software, services, devices, autonomy and security — and his top-five roster for 2026 reflects...

Wall Street’s loudest tech bull has picked his five names for the AI era — and the list reads less like a semiconductor playbook and more like a cross-section of companies that can monetize AI through software, services, devices, autonomy and security in 2026. The picks — Microsoft, Apple...

Wedbush’s latest note positions Microsoft, Palantir, Apple, Tesla, and CrowdStrike as the five large-cap names—alongside Nvidia—that investors should watch as the AI era moves from pilot projects to enterprise-scale deployments in 2026, a view summarized in the brief you provided and echoed...

Cognizant and Microsoft have announced a multi‑year strategic expansion of their partnership to co‑build industry‑grade AI solutions, embed agentic AI and Microsoft Copilot capabilities into mission‑critical workflows, and jointly pursue large-scale deals across financial services, healthcare...

Microsoft Excel’s 40th birthday put a spotlight on something almost everyone in finance already suspected: the spreadsheet isn’t just surviving — it’s continuing to shape how organizations model, report, and decide. A fresh industry survey and a wave of product updates have turned that...

Microsoft’s headline AI moves on December 11–12—rolling OpenAI’s GPT‑5.2 into Microsoft 365 Copilot and Copilot Studio, announcing a major set of partnerships with Indian IT giants, and reaffirming a multi‑billion dollar infrastructure commitment in India—arrived on the same trading day that a...

When Microsoft CEO Satya Nadella stood on a Delhi stage and distilled a provocative metric — “tokens per rupee per watt” — he did more than coin a catchy phrase; he framed a data‑centre–centric lens for how nations might measure their readiness for the AI era. That formula ties three concrete...

Microsoft Excel’s place in the modern finance stack is not just surviving — it’s thriving, and the latest industry chatter suggests that affection for spreadsheets now spans every generation in corporate finance from Boomers to Zoomers. A recent industry write-up highlighting a Datarails survey...

Microsoft Copilot’s 2026 mutual‑fund shortlist has become a fast‑moving talking point for retail investors — a neat, AI‑generated watchlist that mixes large‑cap stability, flexi‑cap adaptability, and mid/small‑cap growth — but the real story is less about the names and more about how those names...

Microsoft Copilot’s pick of five mutual funds for 2026 — one each from largecap, midcap, smallcap, flexicap and global categories — gives investors a concise starting point, but the recommendation demands scrutiny: this feature verifies Copilot’s shortlist against fund factsheets and market data...

Bill Gates’ suggestion that “robots that take your job should pay taxes” has reentered the public conversation as artificial intelligence reshapes white‑collar and blue‑collar work alike, forcing policymakers and technologists to wrestle with a blunt question: if automation replaces taxable...

Manulife John Hancock, Lincoln Financial, and Prudential — along with a flurry of wealth‑management deals, Microsoft–Morningstar integrations, and HSA rule changes — together signal a moment of strategic repositioning across retirement, investor relations, and advisor platforms in the U.S...

Morningstar has wired its research and datasets directly into Microsoft’s agent-first AI stack, enabling licensed users to surface Morningstar’s proprietary ratings, portfolio analytics, performance data and PitchBook intelligence inside Microsoft Foundry, Microsoft Copilot Studio, and — soon —...

OneStream’s announcement at Microsoft Ignite 2025 that it is embedding its SensibleAI™ Agents across Microsoft 365 — including Microsoft 365 Copilot, Teams and Excel — and formalizing a deeper strategic alliance with Microsoft marks a consequential step in bringing domain‑aware, finance‑first AI...

Anthropic has placed Claude directly inside Microsoft Excel with a limited research preview — a sidebar add‑in that can read, edit, and explain spreadsheet changes at the cell level while connecting to licensed market data and prebuilt financial “Agent Skills,” setting up a direct product‑level...

Microsoft, NVIDIA and Anthropic have stitched together one of the most consequential — and circular — technology deals of the AI era: Anthropic will commit tens of billions to run Claude on Microsoft Azure while Microsoft and NVIDIA pledge up to $5 billion and $10 billion respectively in funding...

OneStream’s announcement at Microsoft Ignite 2025 that it is embedding its SensibleAI™ Agents across Microsoft 365 — including Microsoft 365 Copilot, Teams, and Excel — and deepening a strategic alliance with Microsoft signals a turning point for finance-focused AI in the productivity stack...

OneStream’s move to embed its SensibleAI™ Agents directly into Microsoft 365 — including Microsoft 365 Copilot, Teams, and Excel — marks a significant step in bringing domain‑aware, finance‑first AI into the flow of daily work for CFOs and finance teams, promising faster forecasting, real‑time...