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Stock impact report

5 big analyst AI moves: Palantir downgraded, Micron PT hiked ahead of earnings [Yahoo! Finance]

Palantir Technologies Inc. Class A (PLTR) 
Company Research Source: Yahoo! Finance
InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Microsoft is ‘best way to play AI in our coverage,' Truist says Microsoft (NASDAQ:MSFT) remains “the best way to play AI in our coverage,” Truist Securities analysts said in a note released this week. “We believe that many of the key themes that are driving the business under the hood at Microsoft are indicative of the major currents in both our infrastructure and security coverage,” the firm states. “In particular, we see the company's evolving AI strategy driving a leadership position in the software industry.” While there will ultimately be multiple winners in the generative AI model space, OpenAI is the clear leader in the LLM space, analysts said. They assert that the first-mover advantage with enterprise AI applications will be durable due to the significant consideration being given to architecture and governance decisions. The analysts continue to believe that the Show less Read more
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