ai investment

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...

Anthropic has just pushed Claude into the spreadsheet that underpins modern finance, releasing a limited beta of Claude for Excel, opening direct, auditable AI workflows inside Microsoft Excel while simultaneously wiring Claude to licensed, real‑time market feeds and prebuilt analyst workflows —...

Anthropic’s latest move puts Claude directly inside the spreadsheet cells that drive Wall Street: the company has launched a research-preview add-in, Claude for Excel, tied to live financial feeds and pre-built analyst workflows — a deliberate push to make Claude the default AI assistant for...

The parallels between the dot‑com boom of the late 1990s and today’s AI surge are unmistakable: breathless narratives, new vanity metrics, and money piling into infrastructure and market share long before sustainable profits appear — but the differences matter just as much, and they determine...

The frenzy around artificial intelligence has entered a new, risk-heavy chapter: investors have poured record sums into compute, chips, and AI startups, valuations for AI-linked firms have swung into extreme territory, and respected institutions are warning that parts of the market look...

Silicon Valley has seen manias before, and the latest — a rush to build ever-larger AI stacks, buy chips, and launch generative products — now sits under intense scrutiny: massive capital expenditure, sky-high valuations, and troubling early evidence that many corporate AI projects are not yet...

Anthropic has pushed Claude from chat assistant to spreadsheet coworker, rolling out a beta "Claude for Excel" add‑in and a broad set of licensed data connectors and prebuilt finance workflows designed to put the AI directly into the temple of modern finance: Microsoft Excel. Background: why...

The last week’s earnings cascade left a stark, simple narrative for anyone watching cloud economics: three companies — Amazon, Microsoft, and Google — are not just winning the cloud war, they’re printing cash from it in a way that reshapes the balance sheets and strategic choices of nearly every...

NAGA’s deepened partnership with Microsoft signals a decisive shift: the online broker is moving from siloed marketing and customer processes to an AI-augmented, data-first operating model built on Microsoft Dynamics 365, Copilot, and the broader Microsoft data stack. The move — spotlighted in...

Artificial intelligence is the dominant market story as the year closes, and fund managers are entering the fourth quarter with a careful, sometimes contradictory playbook: tilt for exposure to AI leaders while building explicit hedges, limiting single‑name concentration, and monitoring a short...

The debate Kepler Cheuvreux set out in its note—“Is AI truly a boon for the entire IT industry, or could it also be a curse?”—captures a growing fault line across technology markets: enormous, record-breaking infrastructure and R&D spending is colliding with an unsettled monetization pathway and...

A new executive paradox is reshaping corporate strategy: while a large majority of CEOs privately fear that artificial intelligence could unseat them, those same leaders are aggressively folding advanced models into core operations—testing AI on the tasks that matter most to governance, finance...

More than a third of New Zealand’s retail investors now report using generative AI tools such as ChatGPT and Microsoft Copilot to inform investment decisions — and a substantial majority of those users say they are satisfied with the results — a shift that is reshaping how ordinary investors...

More than a third of New Zealand retail investors now say they use generative AI tools such as ChatGPT and Microsoft Copilot to inform their investment decisions — and a large majority report being satisfied with the outcomes — a shift that is simultaneously pragmatic and precarious for markets...