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Analysts flag AI driven opportunities across Microsoft, Google and Arm
Analysts see AI driven upside in Microsoft, Arm and Google, citing valuation opportunities and sustained enterprise demand for artificial intelligence infrastructure.
Analysts highlighted several AI focused stock calls, recommending buying Microsoft and Arm on weakness while upgrading Google to strong buy. The moves reflect confidence in long term AI monetisation, cloud growth, and semiconductor demand. Analysts noted near term volatility but said valuation resets and sustained enterprise spending on artificial intelligence infrastructure continue to support selective accumulation across major technology names.