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▶ 27:06 · $MSFT · On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park

now playing · $MSFT

UBS analyst constructive on hyperscalers but flags CapEx and OpenAI competition as key risks for Microsoft

Microsoft's hyperscaler stock has lagged semiconductors due to concerns that CapEx will exceed estimates and that OpenAI, in which Microsoft owns a stake, will increasingly compet…

$ORCL···neutral· mediumcarl kirstead

UBS analyst says Oracle shares weighed by renewed investor worry over AI CapEx returns

Oracle has pushed back on data center delay concerns, but the stock is pressured as the market rotates back to worrying that heavy AI capital expenditure will depress free cash fl…

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▶ 27:06 · $MSFT · On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park

now playing · $MSFT

$MSFT···neutral· mediumcarl kirstead

UBS analyst constructive on hyperscalers but flags CapEx and OpenAI competition as key risks for Microsoft

Microsoft's hyperscaler stock has lagged semiconductors due to concerns that CapEx will exceed estimates and that OpenAI, in which Microsoft owns a stake, will increasingly compet…

$ORCL···neutral· mediumcarl kirstead

UBS analyst says Oracle shares weighed by renewed investor worry over AI CapEx returns

Oracle has pushed back on data center delay concerns, but the stock is pressured as the market rotates back to worrying that heavy AI capital expenditure will depress free cash fl…