The post Microsoft’s Profitable AI Play: A Strategic Masterclass appeared first on StartupHub.ai.

The prevailing market skepticism around AI’s immediate profitability finds a powerful counter-narrative in Microsoft’s recent earnings, suggesting a robust monetization strategy is already underway. Brent Thill, a Software & Internet Research Analyst at Jefferies, speaking on CNBC’s ‘Closing Bell Overtime’ with Kelly Evans and Jon Fortt, offered a sharp analysis of Microsoft’s Q1 results, highlighting […]

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The post AI’s Second Inning: Decoding Big Tech’s Investment Spree and Market Reactions appeared first on StartupHub.ai.

“We’re in the second innings of this,” declared Stephanie Link of Hightower Advisors on CNBC’s Closing Bell Overtime, referring to the burgeoning artificial intelligence trade. Her commentary, delivered amidst a flurry of recent earnings reports, offered a nuanced perspective on the market’s current fixation with AI, particularly concerning the substantial capital expenditures undertaken by major […]

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The post AI Investment Cycle: Early Innings, Driven by Fundamentals appeared first on StartupHub.ai.

The current AI investment cycle, despite the colossal market capitalization gains seen in mega-cap technology firms, remains firmly in its “early innings,” according to John Belton, Growth Portfolio Manager at Gabelli Funds. This assertion, shared during a recent discussion on CNBC’s “The Exchange” with Dom Chu, Tim Seymour, and Barbara Doran, challenges the notion that […]

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