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2min chapter
Dow Record Run Rolls On, Intel's M&A Boost, Nvidia and IBM CEOs Talk to CNBC 9/23/24
Squawk on the Street
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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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode