フィリップ・キャピタルはFY25予測とDCF法に基づく480ドルの目標株価を変更せず、マイクロソフトは「特にAzureとCopilotツールを通じて、大規模AIモデルへの需要増加の恩恵を受ける良好な位置にある」と指摘した。

ローゼンブラット・セキュリティーズはアップル（NASDAQ:AAPL）を「買い」から「中立」に格下げし、目標株価を263ドルから217ドルに引き下げた。これはAI駆動のiPhone販売の急増が見られないことが理由である。

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Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer.

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