Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning
Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years. Now, he loves Microsoft's place in the AI race.
ImpactNotable 30/100
Why it mattersRule-based estimate: no strong signals; trust 7/10.
RegionsGlobal
Published2 h ago (Mon, 05 Oct 2026 18:43:12 GMT)
RetrievedMon, 05 Oct 2026 19:00:16 GMT via rss
ClassifiedMon, 05 Oct 2026 19:00:30 GMT by heuristic