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

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.

Published on RocksNews: 5 Oct 2026, 18:50 UTC
Updated: 5 Oct 2026, 18:50 UTC
Language: English

Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning — Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning — Image credit: CNBC – Top News

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.

Fairshake crypto PAC network backs 32 House candidates in midterms

5 Oct 2026, 18:50 UTC

Wells Fargo gets a bold upgrade ahead of earnings. Why the stock can play catch-up

5 Oct 2026, 17:49 UTC

TNT Sports head Luis Silberwasser to depart Skydance as CBS Sports chief David Berson takes over combined global sports group

5 Oct 2026, 17:49 UTC

Euro plummets against US dollar: has the next financial crisis begun?

5 Oct 2026, 17:02 UTC

Cramer is closely watching Nvidia's massive buyback. Here's what he wants to see

5 Oct 2026, 16:48 UTC

Nvidia's $20 billion Groq deal faces lawsuit alleging startup's stockholders were shortchanged

5 Oct 2026, 16:48 UTC