: In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition.

 

Timestamps:

OpenAI’s Origin Story 

OpenAI Dropped ChatGPT-4

Microsoft and Open AI Partnership

What is AI’s Market Size?

NVIDIA’s Role in Microsoft's AI

 

Read about topics from this episode. 

After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?

Microsoft and AI: Believe the Hype?

Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024

Before Investing in AI Stocks, Consider This

 

What to watch from Morningstar.

Interest-Rate Forecast: What’s Next?

What To Do With Your Cash Right Now

Nasdaq 100 Rebalance: What It Means for Your Portfolio

Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)

 

 

Read what our team is writing:

Ivanna Hampton

Dan Romanoff

 

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