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Technologies / General

Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning

Source: cnbc October 5, 2026 · 11:43
Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning
Photo by Laura Musikanski · Pexels
From the publisher
Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years. Now, he loves Microsoft's place in the AI race.
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CNBC

The Consumer News and Business Channel (CNBC) is an American business news channel owned by Versant. The network broadcasts live business news and analysis programming during the morning, daytime business day, and early-evening hours, with the remaining hours filled by business-related documentaries and reality television programming, as well as occasional sports presentations from USA Sports. CNBC operates an accompanying financial news website, CNBC.com, which includes news articles, video and…

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