Google has a 'big cost advantage' over Microsoft Azure, says D.A. Davidson's Gil Luria

Google has a 'big cost advantage' over Microsoft Azure, says D.A. Davidson's Gil LuriaПодробнее

Google has a 'big cost advantage' over Microsoft Azure, says D.A. Davidson's Gil Luria

DA Davidson's Gil Luria explains his Microsoft downgradeПодробнее

DA Davidson's Gil Luria explains his Microsoft downgrade

Enterprises are consolidating around Microsoft, says D.A. Davidson's Gil LuriaПодробнее

Enterprises are consolidating around Microsoft, says D.A. Davidson's Gil Luria

AWS is now catching up with AI and 'in a position to lead', says D.A. Davidson's Gil LuriaПодробнее

AWS is now catching up with AI and 'in a position to lead', says D.A. Davidson's Gil Luria

Microsoft is 'just getting started' in A.I. space, says D.A. Davidson’s Gil LuriaПодробнее

Microsoft is 'just getting started' in A.I. space, says D.A. Davidson’s Gil Luria

Microsoft's guidance will be 'extremely important', says D.A. Davidson Gil LuriaПодробнее

Microsoft's guidance will be 'extremely important', says D.A. Davidson Gil Luria

D.A. Davidson's Luria on the firm's caution with Nvidia ahead of Jensen Huang's CES keynoteПодробнее

D.A. Davidson's Luria on the firm's caution with Nvidia ahead of Jensen Huang's CES keynote

AI is a headwind for companies like Salesforce, says D.A. Davidson's Gil LuriaПодробнее

AI is a headwind for companies like Salesforce, says D.A. Davidson's Gil Luria

Meta already benefitting from AI but Microsoft still 'needs to find gold,' says DA Davidson's LuriaПодробнее

Meta already benefitting from AI but Microsoft still 'needs to find gold,' says DA Davidson's Luria

Here's why D.A. Davidson's Gil Luria believes Amazon still has room to runПодробнее

Here's why D.A. Davidson's Gil Luria believes Amazon still has room to run

A lot of companies have an AI 'story' but very little to back it up, says software analyst Gil LuriaПодробнее

A lot of companies have an AI 'story' but very little to back it up, says software analyst Gil Luria

D.A. Davidson's Gil Luria says foldable iPhone is overdue, could lead to upgrade cycleПодробнее

D.A. Davidson's Gil Luria says foldable iPhone is overdue, could lead to upgrade cycle

Microsoft CEO Nadella 'made all the right chess moves' with OpenAI, says DA Davidson's Gil LuriaПодробнее

Microsoft CEO Nadella 'made all the right chess moves' with OpenAI, says DA Davidson's Gil Luria

Why Google should negotiate with the DOJПодробнее

Why Google should negotiate with the DOJ

Salesforce's Agentforce has to drive strong growth to justify stock price: D.A. Davidson's LuriaПодробнее

Salesforce's Agentforce has to drive strong growth to justify stock price: D.A. Davidson's Luria

Regulatory delay with Activision gave Microsoft time to plan the integration: D.A. Davidson's LuriaПодробнее

Regulatory delay with Activision gave Microsoft time to plan the integration: D.A. Davidson's Luria

Meta: Here's why DA Davidson is bullish on the stockПодробнее

Meta: Here's why DA Davidson is bullish on the stock

Entire value of Amazon can be justified by just AWS, says D.A. Davidson's LuriaПодробнее

Entire value of Amazon can be justified by just AWS, says D.A. Davidson's Luria

Apple Intelligence will drive an upgrade cycle, but it won't happen until it's released: Gil LuriaПодробнее

Apple Intelligence will drive an upgrade cycle, but it won't happen until it's released: Gil Luria

Microsoft vs Google: Microsoft's focus is completely on AI to bridge gap with Google | World DNAПодробнее

Microsoft vs Google: Microsoft's focus is completely on AI to bridge gap with Google | World DNA

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