Cloud Computing Giants Will Be the Winner from Software's Loss -- Market Talk

Dow Jones

2025/07/15

1607 ET - AI is hurting the software-as-a-service business model and cloud computing giants will come out the winners, Melius analysts say in a research note. The cloud platforms of Microsoft, Oracle and Google allow customers to create, host and execute AI agents, allowing them to abandon software from companies like Adobe, Salesforce and Workday. The analysts noted that these AI agents are often unreliable but are improving rapidly and will soon be widely employed in customer service, data analysis and software development. Melius raised its price targets for Oracle and Microsoft to $270 and $595, respectively. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

July 14, 2025 16:07 ET (20:07 GMT)

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The cloud platforms of <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and Google allow customers to create, host and execute AI agents, allowing them to abandon software from companies like <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>, <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> and <a href=\"https://laohu8.com/S/WDAY\">Workday</a>. The analysts noted that these AI agents are often unreliable but are improving rapidly and will soon be widely employed in customer service, data analysis and software development. Melius raised its price targets for Oracle and Microsoft to $270 and $595, respectively. (nicholas.miller@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 14, 2025 16:07 ET (20:07 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0690374961.EUR","symbol_name":"FUNDSMITH EQUITY \"R\" (EUR) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2551513594","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2551513594","pubTimestamp":1752523620,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1607 ET - AI is hurting the software-as-a-service business model and cloud computing giants will come out the winners, Melius analysts say in a research note. 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The cloud platforms of Microsoft, Oracle and Google allow customers to create, host and execute AI agents, allowing them to abandon software from companies like Adobe, Salesforce and Workday. The analysts noted that these AI agents are often unreliable but are improving rapidly and will soon be widely employed in customer service, data analysis and software development. Melius raised its price targets for Oracle and Microsoft to $270 and $595, respectively. (nicholas.miller@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 14, 2025 16:07 ET (20:07 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}