Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning

2026-10-05 18:43 •
Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years. Now, he loves Microsoft's place in the AI race.
Read More Here: https://www.cnbc.com/investingclub/2026/10/05/wall-street-rewards-microsofts-ai-pivot-a-longtime-skeptic-flips-bullish.html