Bloomberg Daybreak: US Edition cover image

Alphabet Surges, Microsoft Drops; Fed Rate Hike Expected

Bloomberg Daybreak: US Edition

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AI and the Future of Enterprise Application

I think it's difficult to say at the moment. I'm not entirely sure when it comes to, for instance, they seem to be pretty positive about the longer-term outlook at Microsoft. But also, when you're talking about AI, especially for enterprise application, so much of that is also part of a broader market sentiment. And just as with Microsoft, the problem is, is trying to get enterprise customers to buy in to big cloud contracts while there's not a huge amount of visibility how the economy is developing.

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