October 7, 2026 09:55 PM GMT Microsoft | North America Battle of the AI Stack: Built for a Multi-Model World A multi-model AI world plays to MSFT's full-stack strengths across Azure, Fabric, Foundry, and Copilot, w/ expanding monetization opportunities across the stack and Maia + Cobalt adding further differentiation over time. We come away incrementally more positive on MSFT as a key AI winner. Remain OW. Key Takeaways AI World Is Becoming Multi-Model… And That's Good for Microsoft. On the back of our rece ...

October 7, 2026 09:00 PM GMT Internet and Software | North America Why Amazon Bedrock and Microsoft Foundry Should Become Household Names We detail why the hyperscalers' GenAI concierge layers (Amazon Bedrock, Microsoft Foundry, Gemini Enterprise Agent Platform) are positioned to drive and benefit from the GenAI age of inference ahead and why they leave us most constructive on AMZN and MSFT. Meet the Hyperscalers' GenAI Concierge Layers...Investor debates about the application, scalability and monetization ...

October 12, 2026 10:48 PM GMT Global Thematics | North America Are Enterprises Really Adopting Open-Weight Models? Our answer is yes. Our 3Q26 CIO Survey shows 45% of enterprises are using open-weights models today, and this is expected to rise to 90% in 3 years. We address the three key questions on how companies are using open-weights models, and our "3 States of the World" framework outlines stock picks. M Key Takeaways The world is increasingly multi-model...but are enterprises on the same page? As we'v ...