Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning
- Posted on October 5, 2026
- By CNBC
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- 1 min read
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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.
