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СпутникиРНSpaceXРоскосмосNASAThere is something in Morgan Stanley’s latest CIO survey that reframes how investors should be watching Microsoft.
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| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says | 0 | 7 | 06-07-2026 |
| 2 | AI Dominates The Microsoft Conversation, But Not The Company’s Business | 0 | 8.1 | 31-07-2026 |
| 3 | Microsoft Taps AMD For At Scale AI CPU And GPU Clusters | 0 | 10 | 20-07-2026 |
| 4 | Morgan Stanley flags Delta Air Lines shift Wall Street misses, sees 64% upside | 0 | 16.67 | 15-10-2026 |
| 5 | Investors want ‘real proof’ AI spending is paying off, new report suggests | 0 | 6.78 | 06-08-2026 |
| 6 | Un géant de la tech propulse Wall Street, un autre décroche | 0 | 6.64 | 30-07-2026 |
| 7 | Microsoft ends tradition of naming competitors in regulatory filings | 0 | 5 | 31-07-2025 |
| 8 | Microsoft ends tradition of naming competitors in regulatory filings | 0 | 5 | 31-07-2025 |
| 9 | Customers encouraged to take a multi-model approach to AI as Microsoft's infrastructure CapEx soars 70% | 0 | 15.62 | 30-07-2026 |
| 10 | Elon Musk doubles down on his Micron bet | 0 | 8.01 | 15-10-2026 |