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Microsoft needs a better seat at OpenAI s table
The leadership crisis exposed Microsoft’s reliance on the AI startup, showing a need for a greater role.
Kash rangan
Mark moerdler
Sam altman
Bernstein moerdler
Bret taylor
Karl keirstead
Satya nadella
Goldman sachs
Wall street
Executive sam altman
Rishi jaluria
Treasury secretary larry summers
Microsoft cloud
Leadership crisis
Artificial intellifence
Openai chief executive sam altman
These software names are best situated to profitably leverage GenAI, says Bernstein
These two popular technology stocks look best situated to benefit from the ongoing artificial intelligence craze, according to Bernstein.
Mark moerdler
Breaking news technology
Adobe inc
Microsoft corp
Stock markets
Investment strategy
Business news
Sam Altman s return marks a new phase for OpenAI
The lasting consequences of a head-spinning week | Business
Georgetown university
District of columbia
United states
United kingdom
Saudi arabia
New york
White house
Adam dangelo
Satya nadella
Bill clinton
Mark moerdler
Greg brockman
Sam altman
Bret taylor
Joe biden
Ilya sutskever
Microsoft Could Be a Winner From the DOJ s Google Suit
The problem is that the payoff will likely be modest at best, says Bernstein analyst Mark Moerdler.
Ericj savitz
Mark moerdler
Microsoft office
Justice department
Getty images
Article normal
Computers consumer electronics
Applications software
Telecommunications equipment
Personal electronics
Internet search engines
Cell mobile phones
Consumer electronics
Mobile devices
Online service providers
Corporate crime legal action
Microsoft on cloud nine
Results putting Microsoft in the lead Software King of the World Microsoft is kicking its rivals to the curb on the cloud. Vole reported g.
Satya nadella
Mark moerdler
Web services
Bernstein research
Art news
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