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Wall Street Breakfast

Microsoft in pole position for Agentic AI

Jan 14, 2025
In a recent analysis, the underscored potential of Agentic AI reveals it as an underappreciated asset. As inflation cools, markets remain cautious, navigating through mixed signals. Meanwhile, corporate performance management tightens, with Meta planning to let go of 5% of its workforce. This shift hints at a larger trend in strategic layoffs amid a volatile market. Lastly, insights point towards an optimistic reversal, suggesting Robinhood might just be the standout investment for 2025.
06:16

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Quick takeaways

  • Microsoft's dominance in agentic AI is solidified by a CIO survey showing 66% preference for its solutions among firms.
  • Despite low wholesale inflation figures, market reactions remain cautious due to underlying inflationary pressures in specific sectors.

Deep dives

Microsoft's Dominance in Generative AI

Recent data indicates that Microsoft is leading the field in generative artificial intelligence, particularly as agentic AI gains attention. According to a survey of CIOs, 66% plan to use Microsoft as their preferred vendor, marking it as a top choice in the sector. Analyst Keith Weiss points out that Microsoft is well-positioned to benefit from increased software spending, expected to rise by 3.8% year over year. Additionally, Microsoft Azure remains the favored public cloud solution, with 54% of application workloads anticipated to stay on the platform over the next three years.

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