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Mizuho Analyst Gregg Moskowitz Weighs Palantir vs. Microsoft in AI Stock Battle
Mizuho Analyst Gregg Moskowitz Weighs Palantir vs. Microsoft in AI Stock Battle
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Wall Street''s obsession with thematic investing has found its latest muse in artificial intelligence. Unlike fleeting trends of the past, AI demonstrates both immediate impact and long-term potential—a rare combination that justifies premium valuations across software, semiconductors, and financial sectors.
Mizuho''s Gregg Moskowitz cuts through the hype with a pointed comparison between two AI heavyweights. While Microsoft (NASDAQ:MSFT) maintains its enterprise stronghold, Palantir (NASDAQ:PLTR) emerges as the more compelling opportunity according to the analyst''s evaluation. The assessment reflects AI''s bifurcated landscape, where early winners are separating from overextended contenders.
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