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Microsoft Stock Hits a 7-Month Low. Why Wall Street Analysts Are Backing a Recovery.
Barrons· 2026-01-14 21:45
Microsoft stock has been in a rut for several months. But the software-and-cloud computing company should win out from increased IT spending this year, according to a KeyBanc survey. ...
Lovelock: We're entering the next supercycle of intelligence
CNBC Television· 2025-10-20 13:23
All right, I want to talk to you about IT spending. Thank you for breaking your report right here on Worldwide Exchange. Uh, you see 10% growth year-over-year when it comes to IT spending.We're crossing six trillion for the first time. What is the driver. It's not just AI.I I don't that's kind of a broad term, but is there one area in particular that's driving the spending. It is in fact this transition that we're going from the traditional AI that we've been doing the digital business transitions we are mo ...