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Dow Record Run Rolls On, Intel's M&A Boost, Nvidia and IBM CEOs Talk to CNBC 9/23/24

Squawk on the Street

CHAPTER

Microsoft's AI Competition and Market Dynamics

This chapter analyzes DA Davidson's downgrade of Microsoft amidst intensifying competition in the AI sector. It discusses the growing commoditization of AI technologies and the uncertain future of Microsoft's co-pilot product in the evolving cloud services landscape.

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