Jeff Muhlenkamp says investors are giving Microsoft (MSFT) the "benefit of the doubt" in the A.I. race. He argues the company's collaboration with Constellation Energy (CEG) to restart Three Mile Island is a start, but he sees opportunities for the tech giant to expand Azure cloud services. He sees that same potential for Apple's (AAPL) iPhone hardware and Apple Intelligence.
Morning Trade Live
22 Nov 2024
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