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Browsing Tag

bernstein

4 posts
MMicrosoft
Is Microsoft overbuilding AI capacity? Bernstein says no, raises target price to $660
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Is Microsoft overbuilding AI capacity? Bernstein says no, raises target price to $660

  • August 11, 2026
Wall Street brokerage firm Bernstein has reaffirmed its ‘Outperform’ rating on tech titan Microsoft Corp., raising its twelve-month…
MMicrosoft
Bernstein Lifts Microsoft Price Target to $660, Dismissing Fears of AI Overbuild — BigGo Finance
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Bernstein Lifts Microsoft Price Target to $660, Dismissing Fears of AI Overbuild — BigGo Finance

  • August 11, 2026
Wall Street is doubling down on Microsoft’s artificial intelligence strategy. Bernstein analyst Mark Moerdler raised his price target…
AAI
Another ‘DeepSeek moment’? What China’s Kimi K3 means for the global AI industry
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Another ‘DeepSeek moment’? What China’s Kimi K3 means for the global AI industry

  • July 21, 2026
The launch of Moonshot AI’s Kimi K3 has revived an intense debate that has raged in Silicon Valley…
AAI
Moonshot AI's Kimi Shines Spotlight on Alibaba and Tencent
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Moonshot AI’s Kimi Shines Spotlight on Alibaba and Tencent

  • July 20, 2026
China’s Kimi K3 has emerged as the latest AI model sensation, drawing so much interest that developer Moonshot…
AI Europe
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