Manage episode 493523487 series 3645668
Oppenheimer upgraded Microsoft (MSFT) to outperform, citing Azure growth as the thesis behind its bullish sentiment. Jenny Horne talks about how the Mag 7 giant made itself a reliable company in the A.I. trade, even amid volatility. She later turns to headlines on Jeff Williams stepping down from his role as Apple's (AAPL) COO.
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