Microsoft’s generational bet on enterprise AI—packaged most visibly as Copilot, Azure inference, and the new wave of autonomous agents—is not a sideshow to its legacy businesses; it is the company’s calculated attempt to create a new, high‑margin annuity model on top of decades of installed...
Microsoft is rolling Copilot Vision into Windows — a permissioned, session‑based capability that lets the Copilot app “see” one or two app windows or a shared desktop region and provide contextual, step‑by‑step help, highlights that point to UI elements, and multimodal responses (voice or typed)...
Microsoft’s AI pivot is now a fully sanctioned investment thesis on Wall Street — and Wedbush’s Dan Ives has just put a very concrete number on that conviction: an Outperform rating and a $625 price target for Microsoft predicated on a 2026 AI inflection that, the firm says, “could surprise...