From Investing.com: 2024-04-07 03:43:57

– Microsoft (NASDAQ:) reiterated as Buy at Melius Research with analysts believing the company “may own the most valuable AI real estate” with its Generative AI tools like Copilot.
– Evercore ISI holds an Outperform rating on Apple (NASDAQ:), citing advancements in AI innovation through ReALM models that outperform GPT-4, enhancing Siri’s capabilities.
– Jefferies names Microsoft as top AI winner, raising price target to $550, as they see the company leading in the generative AI landscape.
– Citi Research advises investors to buy into the next AI trade, broadening exposure beyond the US and considering Enablers, Creators, and Users in AI investments.
– Macquarie notes potential Apple-Baidu partnership for generative AI capabilities in China, similar to Google-Samsung deals, with expectations of AI models on Apple devices through limited licensing.



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