Microsoft Is 'Firmly In Pole Position' In Generative AI Race, Says Bullish Morgan Stanley Analyst
Portfolio Pulse from Priya Nigam
Microsoft Corp (NASDAQ:MSFT) has launched a new AI service, Copilot, with higher-than-expected pricing, which Morgan Stanley believes offers a compelling value proposition to customers. Analyst Keith Weiss maintains an Overweight rating and a price target of $415 on the stock. Microsoft has also expanded its partnership with Meta Platforms Inc (NASDAQ:META) for the Llama 2 family of LLMs on Azure and Windows.
July 19, 2023 | 2:29 pm
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POSITIVE IMPACT
Microsoft has expanded its partnership with Meta Platforms for the Llama 2 family of LLMs on Azure and Windows.
The expanded partnership with Microsoft for the Llama 2 family of LLMs on Azure and Windows could potentially lead to increased revenues for Meta Platforms, indicating a positive short-term impact on the stock.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Microsoft's new AI service, Copilot, is expected to contribute positively to the company's model. Morgan Stanley maintains an Overweight rating and a price target of $415 on the stock.
The launch of the new AI service, Copilot, with higher-than-expected pricing is expected to contribute positively to Microsoft's model. This, coupled with the Overweight rating from Morgan Stanley, indicates a positive short-term impact on the stock.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100