Microsoft Can Benefit from Increasing AI Fears

Dow Jones
昨天

1157 ET - As fear of artificial intelligence becomes increasingly widespread, Microsoft is looking more attractive, Melius Research analysts say in a research note. "Satya Nadella and his team are increasingly going to be considered the 'adults in charge,'" the analysts write, noting the dynamic should benefit Microsoft's pricing trends and adoption. "While 'paying extra for AI' may not be a thing with certain SaaS companies (like Adobe) leaders like Microsoft especially (and even companies like ServiceNow) are going to get boosted more than we thought previously due to AI fears," the analysts say. Melius upgrades Microsoft to buy.

 

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