Microsoft Bets Big on AI: What Investors Should Know, Part One
What companies the tech titan is investing in, and whether the stock is worth adding to your portfolio.
Investing Insights · Dan Romanoff, Host: Ivanna Hampton
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Show Notes
: In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition.
Timestamps:
OpenAI’s Origin Story
OpenAI Dropped ChatGPT-4
Microsoft and Open AI Partnership
What is AI’s Market Size?
NVIDIA’s Role in Microsoft's AI
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