MSFT Mar 2025 310.000 put
- Yahoo Finance Video
Apple is catching up with the AI revolution: Dan Ives
As Big Tech companies reported earnings, they also revealed a massive wave of planned spending on AI projects and infrastructure. Some companies like Alphabet (GOOG, GOOGL), Meta (META), and Microsoft (MSFT) have pulled ahead, while others, like Apple (AAPL), have faced mounting challenges. Wedbush Securities Managing Director Dan Ives joins The Morning Brief to discuss what he calls "the fourth industrial revolution" in AI and Apple's advances on the front. Ives states that Apple's annual Worldwide Developers Conference will be paramount for Apple: "I think it's probably the most important event for Apple that we've seen potentially in a decade because this is going to be [CEO Tim] Cook laying out the AI strategy on the services side for developers, what I believe is really the start of an AI app store in terms of how that's going to morph and then its proprietary AI technology in iPhone 16, which will launch in September." For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Nicholas Jacobino
- Insider Monkey
16 Biggest Publicly Traded AI Companies in the World
In this article, we will take a look at the 16 biggest publicly traded AI companies in the world. If you want to skip our detailed analysis, you can go directly to 5 Biggest Publicly Traded AI Companies in the World. “NVIDIA Has to Keep Working” On May 8, Stuart Kaiser, Citi’s Head of Equity […]
- Insider Monkey
Microsoft Corporation (MSFT) Continues to Execute Well
Investment management company Vulcan Value Partners recently released its first quarter 2024 investor letter. A copy of the letter can be downloaded here. The firm is happy with the first quarter’s outcomes. All of the strategic composites generated positive returns, and many of them outperformed their respective benchmarks. In the quarter, the fund’s Large Cap Composite returned […]
