14 AI News Investors Are Paying Attention To

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2. Microsoft Corporation (NASDAQ:MSFT)

Market Capitalization: $3.1 Trillion

Microsoft Corporation (NASDAQ:MSFT) is a Washington-based technology company. On November 11, Piper Sandler analyst Harsh Kumar released an investor note on the AI market, noting that the CapEx trends at the big hyperscalers, such as Microsoft, continued to be favorable. Kumar also added that all else equal, the advisory saw at least sustained levels of capex through 2025, if not accelerated with a shift towards chips & servers and spending away from buildings and other fixed property.

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