(MT Newswires) -- Brent Bracelin, co-head of technology research at Piper Sandler (PIPR), discusses the big moves in the market following analyst recommendations. He points out that Microsoft is about to launch a major product, Microsoft Copilot, which justifies investment in AI, and that Microsoft could see an improvement in its growth profile thanks to easier comparisons with the previous year. Bracelin also pointed to the diversity of Microsoft's business compared to its peers, which could be an advantage. He concluded by saying that Microsoft is well placed to monetize and extract value from AI.
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- Brent Bracelin, Piper Sandler: "Microsoft is well positioned to monetize and extract value from AI"