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

    CNBC
    October 5, 2026
    via CNBC

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    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.

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