Google's Early Lead Puts Alphabet Ahead Of Microsoft In AI Race: Tech Investor Gene Munster
Portfolio Pulse from Benzinga Neuro
Gene Munster of Deepwater Asset Management believes Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) has a significant advantage over Microsoft Corp. (NASDAQ:MSFT) in the AI race due to its extensive search history data. Alphabet's stock surged 6% following Q2 results that beat analysts’ expectations, while Microsoft's stock slipped 4% after reporting slowing revenue in its Azure cloud business.
July 27, 2023 | 8:06 am
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POSITIVE IMPACT
Alphabet's extensive search history data gives it an advantage in the AI race, potentially boosting its ad revenue.
Alphabet's extensive search history data is seen as a significant advantage in the AI race. This could lead to better AI decisions and potentially boost its ad revenue, positively impacting its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Alphabet's extensive search history data gives it an advantage in the AI race, potentially boosting its ad revenue.
Alphabet's extensive search history data is seen as a significant advantage in the AI race. This could lead to better AI decisions and potentially boost its ad revenue, positively impacting its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Microsoft's stock slipped 4% after reporting slowing revenue in its Azure cloud business. The company is seen as lagging behind Alphabet in the AI race.
Microsoft's stock slipped after reporting slowing revenue in its Azure cloud business. The company is also seen as lagging behind Alphabet in the AI race, which could negatively impact its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100