Microsoft has invested billions in AI and plans to reopen a nuclear power plant in Pennsylvania to power the technology. However, Salesforce CEO Marc Benioff criticizes Microsoft’s AI efforts, calling Copilot a disappointment that doesn’t deliver value to customers. Benioff compares Copilot to Microsoft Clippy and doubts its longevity, while Microsoft states that companies like Visa, Honda, and Pfizer are already using Copilot.
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Is CrowdStrike a Buy a Year After the Big IT Outage?
CrowdStrike (NASDAQ: CRWD) faced significant challenges a year ago due to a faulty software update that caused a major IT outage, costing U.S. Fortune 500 companies over $5 billion. Despite this setback, the company has achieved double-digit revenue growth and maintained strong customer relationships, leading to a stock increase of over 50% since the incident. Want More Context? 🔎
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