business / news / / CNBC
Microsoft is getting left behind as investors rotate into hotter artificial intelligence stocks.
Microsoft's enterprise software faces disruption fears from AI startups and in-house code-writing capabilities.
KEY POINTS
- Concerns are rising about Copilot's competitiveness compared to ChatGPT, Claude, and Gemini.
- Azure cloud's latest quarterly growth beat estimates, with a projected 39-40% future increase.
- Over 20 million Microsoft 365 Copilot paid seats have been sold, with major enterprise wins.
- Goldman Sachs remains bullish on Microsoft, raising its price target to $610 per share.
COMPANIES
Summarized by Newsio from CNBC. How we summarize →