About this episode
: 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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.