DevelopingBusiness · New York, United States of America

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

First reported 2026-10-05 13:35 UTC · Updated 2026-10-05 18:43 UTC · 2 independent sources

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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Who reported it

  1. 2026-10-05 13:35 UTCBusiness Insider · seekingalpha.com ↗
  2. 2026-10-05 18:43 UTCCNBC · cnbc.com ↗

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