fintech / news / / Benzinga
Bryn Talkington, managing partner at Requisite Capital Management, said Copilot “feels like Teams.
Requisite Capital Management is replacing Microsoft Copilot with Claude due to user dissatisfaction.
KEY POINTS
- Copilot had 6 million daily users in March, trailing Claude's 9 million and ChatGPT's 440 million.
- Talkington warns Microsoft shares may fall if Azure cloud growth is below 37% in April earnings.
- Apple's CapEx is down about 15% year-over-year, showing rare capital discipline among mega caps.
- Bank of America data shows energy sector had its largest outflow since July 2024.
COMPANIES
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